Forum Finance wins four awards at the WealthBriefing Swiss EAM Awards 2023

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

Forum Finance wins three additional awards for the best Next-Gen program, Wealth Planning team and Servicing North American clients.

Geneva, 10th March 2023 – Geneva-based independent asset manager The Forum Finance Group SA has won the award for the best independent Swiss asset manager for the third year running at the WealthBriefing Swiss EAM Awards 2023, in the premier category of companies with assets under management of over CHF 1 billion. It won an additional 3 awards for the best Next-Gen program, Wealth Planning team and Servicing North American clients.

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 2022” 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, the panel of judges highlighted: “that the successful onboarding of the next generation of managers and client-facing people have allowed the implementation of excellent strategies which have enabled the company to grow its assets under management and become a leading EAM”. The judges also mentioned that they were “impressed by Forum Finance’s ability to provide specific wealth planning services to families and their Next Generation. Furthermore, the firm has put a lot of effort into hiring the right people to deliver on wealth planning and structuring issues”. With regard to the Servicing North American Clients award, they said: “the winner combines traditional asset management with specific US client services. With their qualifications to manage life assurance policies, together with providing an inhouse international wealth planner makes them a strong partner for US clients. A worthy winner”.

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 CISA 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.

Hippolyte de Weck, Managing Partner and CEO of Forum Finance, stated: “We are truly honoured to have been awarded these highly regarded industry accolades. Winning all these awards is most rewarding! It is a real testament of our collaborative and equitable corporate culture and our ability to attract great new talent. New talent also brings new ideas and new skills. Two of the awards this year clearly demonstrate that: best Wealth Planning team and Next-Gen program. These were a direct result of us hiring a dedicated wealth planner who is inherently also focussed on the next generation.”

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.