A vision for wealth management in Germany in the 21 century

FERI Trust is part of the German based FERI Finance Group, which is one of the largest independent financial services firms in Europe. FERI was originally established in 1987, with the German Quandt family acting as a founding partner and important client. Today the company is owned by a group of 12 managing partners together with the Harald Quandt Holding, which has a stake of 20 % of the group's shares. The acronym FERI stands for Financial and Economic Research International, which is an implicit commitment to a special way of doing business. Being very successful with its completely independent approach, FERI transformed rapidly into a more diversified group of financial and economic consultants, which by now cover all important areas of private investment and financial market activities. The oldest and most widely known of these units is FERI Trust. FERI Trust was founded back in 1990, with the initial idea of providing private wealth management services based primarily on portfolios of mutual funds. By concentrating on the mutual fund market right from the start, FERI Trust created a proprietary database, which is today one of the largest data pools for mutual fund information in the industry.

Over the years, FERI Trust has proved the ability to successfully perform this kind of ex-ante fund selection and looks back on an impressive track record of outperformance in its fund selection activities. Combining this ability with the macroeconomic data and forecasts delivered by its sister company, FERI Research GmbH, FERI Trust can provide a unique quality of investment recommendations and portfolio management services. Today, FERI Trust is managing portfolios for over 200 private clients and endowments. On its more institutional oriented line of services, FERI Trust is offering management advice for a broad range of some 35 fund of funds and similar mutual fund-based managed portfolios. In all these cases, the original FERI Trust idea to use mutual funds as most flexible and transparent instruments for setting up tailormade investment strategies and portfolio allocations is applied and generates significant value for clients and investors.

Steadily expanding its range of services for high net worth clients, FERI Trust is now offering in-depth research and product selection advice on a broad scale of assets and investment classes. Based on the assumption that large family fortunes cannot be preserved without some kind of stability anchor, FERI Trust advises its clients to hold significant parts of their total wealth in asset classes like real estate or hedge funds, which over time show a relatively low correlation to the ups and downs in financial markets. By FERI Trust's own definition, large private portfolios should include some 20 - 30 % in alternative assets to give the total portfolio some kind of "absolute return" profile, offering stable and rather uncorrelated returns even in times of unstable and shaky financial markets. To concentrate this broad range of services for sophisticated private clients, FERI Finance Group set up a new unit, called FERI Wealth Management, which will have full access to FERI Finance's overall investment Know How in all relevant areas. The uniqueness of this approach is defined by the broad range of asset classes and portfolio instruments that will be utilised, all backed and quality-checked by FERI Finance's proprietary research tools, ratings and other due-diligence instruments. So in a way, FERI Wealth Management will be a living vision for state of the art wealth management in the coming years. It will make the mission claim of FERI Finance Group a little more visible, which holds that involving FERI Finance means "Transforming knowledge into value."

FERI Trust GmbH (Mrs. U. Noll-Wanitzek)
Rathausplatz 8-10
D-61348 Bad Homburg (Germany)
Tel: ++49 (0) 6172 - 916 3100
Fax: ++49 (0) 6172 - 916 1100
E-Mail: trust@feri.de
www.feritrust.de
www.feri-finance.com

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