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The cooperation agreement foresees a business partnership that will surpass previous cooperation levels right across all fields of private and institutional wealth management and in the development of innovative investment concepts.
The Feri Group advises ultra high net worth individuals and institutional investors on strategic investment concepts and their implementation, and manages client assets in excess of six billion euros. Feri’s Rating & Research Division also conducts in-depth investment market and product analyses for more than 1,000 clients. Most notably, the company has earned itself a reputation as the leading German rating agency in the mutual fund sector.