After 30 years of success, Forum Finance has established itself as a leader in independent asset management in Switzerland

Geneva, 7 May 2024 – 30 years after its creation, Geneva-based asset management company The Forum Finance Group SA is reaping the rewards of its investments and is thus ready to face the decades to come. With more than 25 employees overseeing almost CHF 2 billion, Forum Finance now ranks among the top 3% of independent asset managers in Switzerland and has the resources to match its ambitions. Thanks to its proven corporate governance, which provides access to capital for new partners, it is able to attract talented individuals who share its entrepreneurial vision

The results of its first 30 years of existence are particularly positive, and Forum Finance celebrated this jubilee in style last month by winning four major awards at the WealthBriefing Swiss EAM Awards 2024 (best ‘Next Gen’ program, best wealth planning team, best service to Latin American clients and best Chief Investment Officer in the person of Cyrille Urfer).

Its size enables Forum Finance to make the investments necessary to ensure its future development, whether in terms of technology or human resources. More fundamentally, at a time when many first-generation investment companies are struggling to find buyers or to ensure the succession of their founders, Forum Finance has for years had an effective and resilient governance system in place, which allows for a smooth renewal of its shareholder base and the arrival of new partners at the helm. This is a convincing argument for private bankers looking for a new home.

Forum Finance was also able to anticipate at an early stage the changes in the asset management industry. As early as 2015, it strengthened its structures in order to obtain a CISA licence from FINMA. Forum Finance is also registered with the SEC, which allows it to deal with US clients and provides an additional guarantee of solidity and transparency. In addition, Forum Finance has been investing for years in its research, investment management and wealth advisory resources, in order to respond effectively to the changing needs of its clients. Forum Finance thus offers wealth managers with an entrepreneurial spirit a solid framework, offering a fair and collaborative culture.

Hippolyte de Weck, CEO of Forum Finance, said: “Our 30th anniversary celebrations are the culmination of two particularly positive years for Forum Finance, with the appointment of two partners in 2022, the arrival of a new partner and the strengthening of our Board of Directors last year, topped off by four awards from WealthBriefing last month. Over the past thirty years, our company has grown considerably to become one of the leading players in the Swiss market. We owe this success, of course, to the commitment of each and every one of our employees, but above all to the trust and loyalty of our customers.”

For additional information, please contact :

Egon Vorfeld
The Forum Finance Group SA
T: +41 (0)22 552 83 00

Ricardo Payro
Payro Communication Sàrl
T: +41 (0)22 322 13 17

About Forum Finance

Founded in 1994 in Geneva, Forum Finance offers private banking and asset management services to a high-end global clientele. It has 25 employees who manage and supervise around CHF 2 billion. The company is authorised under the CISA licence by FINMA and is registered with the SEC as investment adviser.