Michel & Cortesi Asset Management AG (Zurich) is part of the FERI group (headquartered in Bad Homburg/Germany) since 2015. It unites the long-standing and extensive expertise for Swiss securities (equities and bonds) of Michel & Cortesi Asset Management AG with the unique know-how of FERI for investment management and consulting for sophisticated private and institutional clients.
Jointly, we service more than 200 private and 170 institutional clients and bare responsibility for a total of assets in the tens of billions CHF.
In rendering asset management services, Michel & Cortesi is totally independent from banks – a concept which is becoming increasingly rare in today’s financial market. Thus, we are only bound to our clients‘ interests and can evaluate all investment opportunities objectively and subsequently give neutral, individually adapted recommendations. There are no hidden fees or agios and also no transaction incentives for our advisors: our investment recommendations are solely based on independent risk return evaluations. We disclose all rebates, retrocessions and similar benefits and directly pass them on to our clients.
We do not sell any pre-made investment solutions since for us every client is different. Our client relationships are always geared towards long-term involvement - Michel & Cortesi accompanies a client through the entire investment process: from the development of an individual investment strategy to its implementation and ongoing monitoring. Transparency, integrity, honesty and reliability are of utmost importance for us in this respect. We clearly show our clients why we make certain decisions and how we implement them.
Our work is based on both our own equity market and the extensive overall research of the FERI group. This provides us with important early indications on long-term investment trends and newly arising fundamental issues. This knowledge enables us to reduce complexity and thus identify structures with which we can find innovative and successful solutions for each individual client.
Customized Asset Management
Multi Asset Concepts
Please feel free to contact us if you have any questions concerning our services. We are more than happy to help you.