I am one of the Managing Partners of THE FORUM FINANCE GROUP SA in Geneva, established in 1994, embracing the origins of Geneva’s private banking heritage to offer global, personalized and attentive wealth management services.

Independent and 100% owned by its Partners, FORUM FINANCE provides committed, transparent and objective wealth management, free from any conflicts of interest. Our investment decisions are dictated only by our convictions and by the desire to obtain the best performance for our clients.

With over 25 years of experience, we have proven expertise and in-depth knowledge of all available investment instruments. In addition, we have built a rich network of experts and partners in order to provide relevant and effective solutions that go beyond simple wealth management.

Our commitment to the long-term is a cornerstone of the deeper and more personal relationships we have with each other, our partners and our clients.

We are determined to continue on our successful path and embrace the future, not only for our present clients but for the next generation of investors. The value of our wealth management company lies essentially in its human capital and in the quality of our team. We have created a strong and credible business model capable of integrating a wide range of individual expertise.

FORUM FINANCE is quite unique in having had both FINMA and SEC direct authorization for some time. This provides a solid regulatory basis for wealth management professionals to establish and grow their client base within a framework geared to long-term success.

On our route of expansion and continuous growth, we welcome independent asset managers to join us and commit to a long-term engagement, embracing the future in Geneva or Zurich.

If you would like to explore the options of joining FORUM FINANCE, please do not hesitate to contact me, I am happy to explain our Partner ownership model.

Best regards,
Egon Vorfeld