Forum Finance crowned best Swiss independent asset manager at the WealthBriefing Swiss EAM Awards 2021






Geneva, 4 March 2021. Geneva-based asset management company The Forum Finance Group SA has won the prize for best Swiss independent asset manager at the WealthBriefing Swiss EAM Awards 2021, in the premier category of companies with assets under management over CHF 1 billion.

Announced earlier today during a prize-giving ceremony broadcast via video-conference, the awards recognise the best Swiss asset management companies, deemed by the panel of experts to have ‘demonstrated innovation and excellence during 2020’. 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, Stephen Harris, CEO of ClearView Financial Media and Publisher of WealthBriefing, explains: “Judges were impressed by the global nature of its client base along with its Swiss national presence. Strong consistent organic growth has been balanced by canny anticipation of new regulations and wealth planning expertise to make a most worth winner in this category“.

Having anticipated the changes in the wealth management market, Forum Finance has for several years been strengthening its structure and organisation, as evidenced by the CISA licence granted by FINMA and its registration with the US SEC. In addition, Forum Finance has invested heavily in its research, investment management and wealth advisory resources, as well as in technology, enabling it to respond effectively to changing client needs.

Unlike too many independent asset management firms, for which the question of ownership handover is acutely important, Forum Finance has established a clear and robust governance that has enabled a smooth transition from one generation of partners to the next. Its multi-generational management and transparent rules allow it to avoid succession problems and open up capital to new talent.

We are very honoured by this accolade, which crowns more than 25 years of efforts to build a company able to meet the expectations of a demanding private clientele, eager for personalised solutions and a very attentive service,” said Etienne Gounod, Managing Partner and CEO of Forum Finance. “Our future development is based on two axes. Firstly, organic growth, thanks to our business model, which attracts private wealth managers looking for a solid structure that has managed to retain a human dimension. Secondly, through external growth, thanks to our size, which enables us to finance our expansion projects and play an active role in the consolidation process that our industry is undergoing“.

For additional information, please contact :

Egon Vorfeld                                                                                    Ricardo Payro
The Forum Finance Group SA                                                        Payro Communication Sàrl
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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 1.5 billion in assets. The company is regulated and supervised by the FINMA under the CISA licence and is registered with the SEC.