As travel to the US is not possible at the moment, I am grateful for the opportunity to establish and grow my network of contacts in the United States through LinkedIn. Even though we are on opposite sides of the Atlantic, I’m never more than a phone call or click away.

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.

As a SEC-registered investment advisor (RIA) based in Geneva, Switzerland we are able to provide Swiss wealth management services to US clients without restrictions.

Especially in times of ongoing upheavals and volatility, Switzerland prevails as the global leader for cross border private wealth management and is appreciated as a safe jurisdiction for holding assets due to its AAA-rating with a stable outlook, its long-term political and economic stability and its innovative and traditionally strong financial industry.

The question among older and, increasingly, younger Millennial investors in the US seeking to diversify their assets internationally, is often “How do I get started in Switzerland?”. I am specialized in providing advice and in managing the assets of American investors and getting established is just about as easy as opening a bank account in the US. This can even be done remotely.

I am also very experienced in managing the foreign-held assets of non-US nationals that become US Persons when they move to the United States, e.g. green card holders.

If you are a US advisor, you have the opportunity to stand apart from your competition by establishing a “Swiss connection” to your clients’ benefit. Naturally, I am happy to discuss ways in which we can establish a strategic partnership to everyone’s benefit.

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.

Please do not hesitate to contact me to discover new opportunities: + 41 22 311 84 00, vorfeld@ffgg.com.

Best regards,
Egon Vorfeld