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


Allnews - Le dernier "free lunch" à Wall Street

Les paramètres de risque et de rendement des investissements doivent être examinés dans le contexte de leur interdépendance au sein du portefeuille.

Avec des volumes records de dette à rendement négatif et des marchés actions se négociant à des multiples élevés, les investisseurs sont confrontés à un environnement difficile en 2021. Le portefeuille équilibré traditionnel d’actions et d’obligations a bien servi les investisseurs au cours des 40 dernières années, avec des taux toujours plus bas et des actions qui ont grimpé en flèche. Mais ces derniers temps, ce portefeuille est devenu de plus en plus déséquilibré, car la partie obligataire offre un portage limité et n’est plus en mesure de fournir une protection adéquate lors du prochain ralentissement. La diversification est-elle toujours le seul «free lunch» en matière d’investissement, comme le suggérait autrefois le prix Nobel Harry Markowitz?

Lire la suite

 


Finance Corner – Forum Finance nommé meilleur gérant indépendant suisse de plus de 1 milliard

La société de gestion genevoise Forum Finance a remporté le prix du meilleur gérant indépendant suisse octroyé par les WealthBriefing Swiss EAM Awards 2021, dans la catégorie reine des sociétés dont les avoirs en gestion dépassent CHF 1 milliard.

Décernés par un jury indépendant composé de consultants spécialisés et de représentants des banques dépositaires et des fournisseurs de solutions technologiques, ainsi que d’autres experts de l’industrie, ces prix récompensent les meilleures sociétés de gestion suisses, ayant « fait preuve d’innovation et d’excellence en 2020 ».

Forum Finance a depuis plusieurs années renforcé sa structure et son organisation, comme en témoignent la licence LPCC et son enregistrement auprès de la SEC américaine. Par ailleurs, afin de répondre à l’évolution des besoins des clients, Forum Finance a investi dans ses ressources d’analyse, de gestion et de conseil patrimonial, ainsi que dans la technologie.

Lire l'article


Allnews - Forum Finance primée aux WealthBriefing Swiss EAM Awards 2021

La société genevoise dirigée par Etienne Gounod est désignée meilleur gérant indépendant suisse dans la catégorie reine des avoirs en gestion dépassant 1 milliard.

La société de gestion genevoise The Forum Finance Group SA a remporté le prix du meilleur gérant indépendant suisse octroyé par les WealthBriefing Swiss EAM Awards 2021, dans la catégorie reine des sociétés dont les avoirs en gestion dépassent 1 milliard de francs.

Décernés ce matin lors d’une cérémonie de remise retransmise par vidéo-conférence, ces prix récompensent les meilleures sociétés de gestion suisses, jugées par le panel d’experts comme ayant «fait preuve d'innovation et d'excellence en 2020». Le jury indépendant se compose de consultants spécialisés et de représentants des banques dépositaires et des fournisseurs de solutions technologiques, ainsi que d’autres experts de l’industrie.

Lire l'article