Forum Finance appoints two new partners

Forum Finance appoints two new partners

Geneva, 5th April 2022 – Geneva-based independent asset manager The Forum Finance Group SA has appointed Charles-Henri de Marignac and Alban Janssens de Bisthoven as Partners as of 1st April 2022. These promotions are in line with the corporate governance put in place many years ago, which allows talented individuals to have access to the capital, while ensuring a smooth handover between generations of partners. With this rejuvenation of its shareholder base, Forum Finance is resolutely looking to the future and intends to play an active role in the industry’s consolidation process, particularly by attracting relationship managers looking for a wealth management company with a convincing entrepreneurial strategy. With over CHF 2 billion in assets under management, Forum Finance is one of the 50 largest independent asset managers in Switzerland.

Before joining Forum Finance in February 2017, Charles-Henri de Marignac spent four years at Mirabaud & Cie as portfolio manager. Prior to that, he was an equity analyst and fund manager at S.W. Mitchell Capital in London between 2008 and 2012. Charles-Henri de Marignac is a graduate of HEC Lausanne.

Alban Janssens de Bisthoven joined Forum Finance in October 2018 as Head of wealth planning. Prior to that, he worked for 11 years at Julius Baer in Geneva, as Director in Wealth & Tax Planning for the European markets. Previously, he was active in two law firms in Brussels and Amsterdam, specialising in estate planning and tax law. Alban Janssens de Bisthoven holds a Master’s degree magna cum laude in law from UCL, a Master’s degree in business law from the Vrije Universiteit Brussel, and a Master’s degree magna cum laude in tax law and international tax law from the Solvay Business School.

With these new appointments, Forum Finance now has 7 partners: Etienne Gounod (CEO), Egon Vorfeld, Hippolyte de Weck, Jean-François Andrade, Kinan Khadam Al Jame, Charles-Henri de Marignac and Alban Janssens de Bisthoven. The past year was marked by many positive developments for Forum Finance, whose assets under management exceeded the CHF 2 billion mark and also by receiving the award of the best independent Swiss asset manager with AUM over CHF 1 billion and that of the best investment process team, granted by the WealthBriefing Swiss EAM Awards.

Etienne Gounod, CEO, said: “We are delighted to welcome Charles-Henri and Alban as Partners of Forum Finance. Whether it is through the successful management of his fund or his professional approach to assisting clients with their wealth planning, they have both shown relentless commitment and have greatly contributed to the success and growth of Forum Finance. Our internal governance rules provide that at the age of 65, the partners gradually retire to make way for the next generation. Having seen them at work for several years, I know that they will take over the reins with great aptitude.”

For additional information, please contact :

Egon Vorfeld
The Forum Finance Group SA
T: +41 (0)22 552 83 00
E: vorfeld@ffgg.com
ffgg.com

Ricardo Payro
Payro Communication Sàrl
T: +41 (0)22 322 13 17
E: :rp@payro.ch
payro.ch

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 20+ employees who manage and supervise more than CHF 2 billion in assets. The company is regulated and supervised by the FINMA under the CISA licence and is registered with the SEC as investment adviser.


Forum Finance wins two awards at the WealthBriefing Swiss EAM Awards 2022

Forum Finance wins two awards at the WealthBriefing Swiss EAM Awards 2022

Forum Finance crowned best independent asset manager with assets over CHF 1 billion for the second year running

Forum Finance also wins the award for best investment process team

Geneva, 4 March 2022 – Geneva-based independent asset manager The Forum Finance Group SA has won the award for the best independent Swiss asset manager for the second year running at the WealthBriefing Swiss EAM Awards 2022, in the premier category of companies with assets under management of over CHF 1 billion. It also won the award for the best investment process team.

Announced during the prize-giving ceremony held last night in Zurich, the awards recognise the best independent Swiss asset management companies, selected through a rigorous process for their “innovation and excellence in 2021” by a panel of experts. The independent jury comprises specialist consultants, representatives of custodian banks and technology solution providers, as well as other industry experts.

In the case of Forum Finance, as Stephen Harris, CEO of ClearView Financial Media and Editor of WealthBriefing, explains: “the judges were impressed that Forum Finance has been not only visionary in its development path but also extremely consistent as a foundation for their growth and success”. Another judge added, “Since its inception in 1994, Forum Finance has put in place measures to favour the sustainable growth of the company. They have been proactive in their approach. Forum Finance has today AuMs of over CHF2 bn”. Finally, a third panellist said, “It’s a success story in terms of the company succeeding to double their AUM in 5 years and being in the top of 50 EAMs in Switzerland in the Citywire ranking. Anticipating a fast-evolving environment, they have demonstrated their ability to adapt their business model and to continue their growth.”

Indeed, having anticipated the changes in the asset management industry, Forum Finance has strengthened its structure and organisation over the last few years, as evidenced by the LPCC licence granted by FINMA in 2015 and its registration as investment adviser with the US SEC in 2016. In addition, Forum Finance continues to invest in its research, investment management and wealth advisory resources, as well as in technology, enabling it to respond effectively to the changing needs of its clients.

Etienne Gounod, Managing Partner and CEO of Forum Finance, stated: “We are very honoured by this double recognition, which crowns more than 25 years of efforts to build a company capable of meeting the expectations of a demanding private clientele, looking for personalised solutions and a very attentive service. We are particularly pleased to see the quality of our investment teams and our investment process recognised, as the ability to generate superior performance is a key success factor in developing and protecting our clients’ wealth.”

For additional information, please contact :

Egon Vorfeld
The Forum Finance Group SA
T: +41 (0)22 552 83 00
E: vorfeld@ffgg.com
ffgg.com

Ricardo Payro
Payro Communication Sàrl
T: +41 (0)22 322 13 17
E: :rp@payro.ch
payro.ch

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 20+ employees who manage and supervise more than CHF 2 billion in assets. The company is regulated and supervised by the FINMA under the CISA licence and is registered with the SEC as investment adviser.


FFG - Kinan Khadam Al Jame - Partner

Forum Finance appoints a new partner

Geneva, 25 January 2022 - Geneva-based independent asset manager The Forum Finance Group SA has appointed Kinan Khadam Al Jame as Partner. He joined Forum Finance in January 2022 from Reyl & Cie, where he was Managing Director of the wealth management business. He will initially be based in Geneva and will head up Forum Finance's Dubai office, which is due to open in the second half of 2022. This appointment comes at a time of expansion for Forum Finance, which has seen its assets under management pass the CHF 2 billion mark.

A Swiss national, Kinan Khadam Al Jame worked for 13 years with the Reyl & Cie group, first in Geneva as an investment advisor and portfolio manager for sophisticated UHNW clients. Subsequently, he helped set up the Dubai office and worked there as the Chief Investment Officer and Managing Director in charge of private and institutional clients. Prior to that, he spent 4 years with BNP Paribas in Geneva, notably in the Middle East private banking team.
With this new arrival, Forum Finance now has 5 partners: Etienne Gounod (CEO), Egon Vorfeld, Hippolyte de Weck, Jean-François Andrade and Kinan Khadam Al Jame. The past year was marked by many positive developments for Forum Finance, whose assets under management exceeded the CHF 2 billion mark, as well as by the award of the best independent Swiss asset manager over CHF 1 billion granted by the WealthBriefing Swiss EAM Awards. To support the expansion of its assets under management, the group is also in the process of recruiting new staff. Having anticipated the changes in the asset management market, Forum Finance has strengthened its structure and organisation over the last few years, as evidenced by the LPCC licence granted by FINMA and its registration with the US SEC. In addition, Forum Finance continues to invest in its research, investment management and wealth advisory resources, as well as in technology, enabling it to respond effectively to the changing needs of its clients.

Kinan Khadam Al Jame said: “I am pleased to join Forum Finance, which has an excellent reputation built up over decades and whose solid entrepreneurial project has convinced me. Thanks to its performance track record, the quality of its team, its total financial independence and, above all, its clear focus on clients, the group has the right arguments to credibly meet the needs of a particularly demanding UHNW clientele. Its human scale allows it to be flexible in its product offering and responsive to international regulatory developments, while having the resources to support geographic expansion.”

Etienne Gounod, CEO, added: “We are delighted to welcome a new partner of the calibre of Kinan Khadam Al Jame, whose client portfolio is particularly complementary to our existing client base. We are also pleased to have found the right person to lead our expansion in the Gulf region. His arrival is part of the strategic development plan we have been implementing for several years. By combining partners from different generations, our governance rules allow us to attract talented individuals and ensure a smooth transition.”

Forum Finance Etienne Gounod CEO

About Forum Finance

Founded in 1994 in Geneva, Forum Finance offers private banking and asset management services to a high-end clientele. It has some 20 employees who manage and supervise CHF 2 billion in assets. The company is regulated and supervised by the FINMA under the CISA licence and is registered with the SEC.

For additional information, please contact:

Egon Vorfeld
The Forum Finance Group SA
T: +41 (0)22 552 83 00
E: vorfeld@ffgg.com
ffgg.com

Ricardo Payro
Payro Communication Sàrl
T: +41 (0)22 322 13 17
E: rp@payro.ch
payro.ch


FFG receives 2021 Citywire Top 50 Swiss EAM award

FFG receives 2021 Citywire Top 50 Swiss EAM award


A risk perspective from altitude - A conference by The Forum Finance Group

A risk perspective from altitude

A conference by The Forum Finance Group

We had the pleasure of welcoming Thomas de Dorlodot on Wednesday, 15th of September for our conference on risk management. With our colleagues and partners, we were able to draw interesting parallels between the detailed preparations with which a professional, high-level sportsman controls his risk levels and the analysis enabling wealth managers to do the same for their clients. After the enlightening contributions by Nigel Turner, our CIO, and by Thomas, which were followed by a questions round for the atterndance, our guests could further and share their thoughts around a cocktail accompanied by our employees.

We thank all guests for their interest, our employees for their contribution, Nigel Turner for his presentation, and Thomas de Dorlodot particularly for enabling us to dream about flying and understanding the profound risk management notions that such an endeavour entails. Thank you all for making this conference such a resounding success!

On Thomas De Dorlotot

Thomas has been a top professional paraglider for over 15 years, holder of several records and sponsored by Redbull and VW among others. He travels the world by sail, whether it is that of his paraglider or more recently of his boat. As an extreme athlete, he has to assess and control the risks he takes on a daily basis.

On Forum Finance

We offer global wealth management services to international high net worth clients as well as to family office structures. As investors, we need to constantly identify and measure risks in order to take adequate decisions to protect our clients’ wealth and make it flourish.


An incredible season's end for Maximilien Drion!

An incredible season's end for Maximilien Drion!

MADONNA DI CAMPIGLIO WORLD CUP (MARCH 25-28, ITA)

Not everything was going smoothly before I went to Italy and before the last competitions of the winter. Indeed, very painful stomach cramps have spiced up my days before the start of the race, to the point that I even started questioning my participation. Finally, I decided to make the trip and hoped that my stomach cramps would go away as quickly as possible.

It was in front of the majestic Dolomites, in Madonna-di-Campiglio, that the final of the World Cup was going to take place. With 3 races in 4 days, the program was going to be tiring, but also exciting! Even if before I started these competitions, I considered my season to be successful, I wanted to come and lay a nice icing on the cake that was this winter 2020/2021.

The sprint (25.03)

We started with the sprint on Thursday. Luckily my stomach pains were gone when I woke up. So I was fully focused on the race of the day. This winter, I had twice managed to reach the final 1/2 so I was starting with the ambition to do at least as well.

I achieved a good qualifying round (6th time) and thus easily qualified for the quarterfinals, which divides the 30 best times into 5 quarterfinals with 6 racers. In the quarter, I made a correct round and finish 3rd, but I am not sure to go to the semifinals. The first two of each quarter qualify directly for the semi-finals. The two racers who achieved the best times in the quarterfinals among those who did not finish in the top two of the series are also qualified, they are called “lucky losers”. Since I finished 3rd in my series, my position was in suspense. I had to wait until the five quarterfinals have taken place to find out if I will be drafted thanks to my time. To my satisfaction, I am one of the two lucky losers! It means I am in the semi-finals. My goal is achieved but you are getting to know me… Deep down, I don’t want to stop there! To reach the final, I must finish in the top 3. Again, I made a very nice race and finished 3rd! Head to the final!

In the final, we are therefore 6 athletes, so I am guaranteed to finish in the top 6. Even a 6th place would mean my best career performance in this discipline. On the starting line I was standing alongside some of the big names in the discipline: Arno Lietha, Robert Antonioli, Thibault Anselmet, Nicolò Canclini and Nadir Maguet. I am not intimidated and I am ready to show them what the little Belgian is capable of. The start of the final is given, it goes fast, very fast, I found myself in 5th position at the bottom of the foot part. At the top of the foot part, I am 4th. I manage to close the gap with the podium. The legs are burning but that is the case for everyone. I came in 4th position at the top, which will also be my position at the bottom of the descent.

4th in sprint! The best result of my career in any discipline! I am extremely pleased with this result. But I will have to wait before celebrating this result, another race awaits me the next day…

Vertical (26.03)

The vertical race was held on Friday afternoon, it was quite hot and the snow was very wet. There were approximatively 600m of elevation between the start line and the finish line. I felt very good during the warm-up before the start and so I had planned to opt for a pretty offensive strategy.

I started in the 4th row, but I quickly came to place myself in the top 10 and then the top 5. I finished 5th at the world championships a few weeks ago so I thought it was a calculated risk to come and put myself at the forefront so quickly. The first part of the course was quite flat. My skins were gliding extremely well on that wet snow. I did not feel that despite my quick start I was putting myself in the “red” zone. I was feeling good and I did not want to let go the firsts. As the slope starts to rise, I pass in 3rd position! I don’t understand what’s going on but I feel great, I don’t care and keep the same pace. In front of me, Davide Magnini leads the race, but I do not want to let him create a too large gap. So I move to second position and I am now 10m behind Davide.

Then comes a flatter part, again I feel like I am gliding great. I manage to catch up with Davide without creating any extra effort. A little further I even take the lead! But I don’t want to take the lead too early, the race is still long. At that time, there must be about 250m of vertical drop. Surprisingly, despite the fact that I am doing the race of my life, I manage to remain extremely calm.

So here I am in first position, but it is not the right strategy. I am very lucid, I analyze everything. I slow down a little bit to let Davide and also Werner Marti, who managed to join us, overtake me. We are all three skis in skis. Davide-Werner-me. As from the start, Davide sets the pace. Little by little, I see that Werner loses a little distance from Davide. So I pass Werner and places myself between him and Davide. Werner is losing some ground. The race will be between Davide and me. I still feel great. Sometimes, instead of staying behind Davide, I come to stand next to him. I want to show him that I’m here and that I’m ready to respond to all his accelerations.

There is only 100m of the vertical drop left. In my head, I feel unbeatable. I feel ready to attack. I remember my end of the race at the world championships in Andorra where I passed 3 competitors in the last meters of the race. If I attack now, and I start running with my skis on my feet, I have to maintain that intensity until the finish. On paper, I’m more explosive than Davide and in training I proved several times that I was able to make long efforts at very high intensities. I will attack.

Here we go! I’m going! Nothing can stop me. My only thoughts at the time were “Keep running”, “Don’t look back” and “No one will catch you.” Even when the slope rises, I kept running, I promised myself that I would run till the finish. There are two arches to cross. The first one is red but it’s not the finish. A few meters after this arch is a second, which marks the finish. As I cross the first arch, I briefly turn around to see where Davide is. I managed to create a nice gap! At that moment, I savor, I put my two poles in one hand and when crossing the finish line, I raise my fist and shout with rage!

I JUST WON A WORLD CUP !!

No one believes what just happened… and me neither! I am shocked, moved, happy, proud, grateful. In my head and in my body it’s a fireworks display. What makes me even more moved is to see all my competitors and friends come to congratulate me and share my joy. This moment is etched in me forever.

I’ll let you relive my description of the race through this video (men’s race from 00:45).

The individual (28.03)

After a day’s rest was what was going to be my last competition of the season. I will admit to you that it was slightly difficult to fall asleep after experiencing such emotions during the vertical… Another event disrupted the atmosphere at the hotel. The evening before the individual, the Swiss team was notified of the fact that all Swiss athletes were not going to be allowed to start the individual race due to an error made by the swiss team staff in connection with a non-compliance with the covid protocol. And since I stay with the Swiss team, I had to wait a few hours before knowing if I would be able to start the next morning. Finally, I am allowed to start (it has advantages to race for Belgium) and tries to focus on the race to come.

After my 4th place in the sprint and my victory on the vertical, I told myself that I also had a nice card to play on the individual. So I plan to try my luck thoroughly. The course consisted of 3 climbs and descents for a total of 1700m of positive vertical drop. In the first climb, I’m in contact with the first ones. At the bottom of the first downhill, I’m in 8th position. My best result on an individual is a 10th place (this winter at the beginning of February in Flaine). Unfortunately, things started to get complicated for me shortly before the top of the second climb. I lost a few places but thanks to a good descent I managed to stay in the top 10 at the foot of the last climb.

I’m “empty”, the last climb is going to be difficult. The racers I had overtaken in the descent quickly caught up with me and were followed by others. At that moment, I see two options: give everything to the end and finish in a bad state to get a 15th or 16thplace or slow down a little and enjoy my last climb of my last race of an incredible winter. I chose the second option. I chose to have fun, to enjoy and to finish that last climb with a smile. At the finish, I am 18th, which is still a good result but is a bit far from my exploits of the two previous races. That’s it, it’s over, it was my last race of the winter! And what a winter!

Thanks to my great results during the last stage of the world cup, I managed to climb up to the 8th position on the overall ranking! And that even though I missed the first world cup stage of the season because of Covid! All the Swiss had already returned to Switzerland as they were not able to start the race. Only a coach could stay for me to bring me back to Switzerland. Although I would have liked to enjoy a little more of the atmosphere of Madonna-di-Campiglio, we decided to return quickly after the race.

On the way back to Switzerland, my father called me to tell me that he was planning to climb to the top of the Bishorn (4150m) the next morning. I say “why not” … And so, the next day, after having done 3 races in 4 days in Italy, I’m going to do my “recovery” training on a summit of more than 4000m. I also had a little surprise in the bag… Since I hadn’t really been able to celebrate my results in Italy the day before, I took a Belgian beer with me to the top of the Bishorn and enjoyed it up there!

TOUR OF THE VAL D'ANNIVIERS (03.04)

The fact that the competitions are over does not mean that there is no more snow in the mountains. A project was close to my heart and I had been thinking about it for several weeks and I promised myself to carry it out if the conditions allowed it.

This project is the Tour du Val d’Anniviers in ski mountaineering: connecting Vercorin to Chandolin via Zinal on a route I imagined. To my knowledge, I was the first to realize it.

According to my calculations, there was about 5000m of vertical drop and 60 kilometers of distance. I had estimated to 8 hours the time to complete the route. My forecasts were not too bad as there were 5200m of vertical drop and it took me 7h44 to reach Chandolin from Vercorin. It was a great experience, and I had a lot of fun during this long effort.