A global partner
By establishing The Forum Finance Group SA in 1994 we returned to the origins of Geneva’s private banking heritage to offer you a comprehensive, impartial and personalised wealth management service, ready to meet the challenges of tomorrow.
A global partner
In creating Forum Finance in 1994 we have returned to the origins of Geneva's private banking heritage to offer you a global, personalised and attentive wealth management service, capable of responding to the challenges of tomorrow.
OUR VALUES
INDEPENDENCE
Forum Finance is 100% owned by its partners, all of whom are active in the company, and thus offers a committed, transparent and objective management, totally free from conflicts of interest. Our investment decisions are dictated only by our convictions and by the desire to obtain the best performance.
EXCELLENCE
With 28 years of experience, we have the proven expertise and knowledge of all available investment instruments and have built a rich network of experts and partners in order to offer you relevant and effective solutions that go beyond simple wealth management.
TRUST
Our human touch and our commitment to the long-term form the cornerstones of a deeper and more personal relationship. We go beyond the simple business relationship to build a real relationship of trust.
TRUST
Our human touch and our commitment to the long term form the cornerstones of a deeper and more personal relationship. We go beyond the simple business relationship to build a real relationship of trust.
Our added value
EXPERIENCE AND CRITICAL MASS
Over 28 years of existence, we have demonstrated our ability to navigate various crises and challenges successfully. Our analytical and asset management skills enable us to invest globally and in all asset classes. We benefit from strong support of our business partners due to our size and long-standing working relationships.
AN EFFECTIVE MANAGEMENT
In the current environment of subdued economic activity and rock-bottom interest rates, we can manage your assets using sophisticated instruments to build a performing portfolio that is tax-efficient and has less volatility.
CONTINUITY ASSURED
Our strong corporate governance allows us to successfully manage leadership transition and solidifies our future.
Independentasset managementin practice
An optimal solution with all the advantages of an independent manager combined with those offered by a major bank.
