Forum Finance wins four awards
 at the WealthBriefing Swiss EAM
Awards 2024

Geneva, 7 March 2024 – Geneva-based independent asset manager The Forum Finance Group SA has won four major awards at the WealthBriefing Swiss EAM Awards 2024. In particular, it was declared winner by the jury in the Next Generation Program, Wealth Planning Team, Servicing LatAm Clients categories and Cyrille Urfer was ranked best Chief Investment Officer (CIO).

Announced during the prize-giving ceremony held last night in Zurich, the awards showcase the ‘best-of-breed’ players in the Swiss independent asset management industry. They recognise outstanding companies, selected through a rigorous process and deemed by a panel of experts to have ‘demonstrated innovation and excellence during the last year’. The independent jury comprises specialist consultants, representatives of custodian banks and technology solution providers, as well as other industry experts. These prestigious accolades are particularly important in the current challenging times as they provide clients reassurance in the solidity and sustainability of their asset manager’s business and operating model.

With regard to the Next Generation Program, the panel was ‘impressed with Forum Finance’s internal NextGen program, as well as with their commitment to educating clients around preparing for the Next Generation. In particular, Forum Finance hosted events in Geneva for their clients’ children to introduce them to the world of finance and showing the importance of taking responsibility’.

Concerning the Wealth Planning Team, judges felt that ‘hiring a dedicated wealth planner at partner level, who is focused on NextGen topics, but also in succession planning for their entrepreneurs/clients gives the firm a deep understanding of delivering on client’s needs’.

In relation to Servicing LatAm Clients, the jury found ‘very impressive that Forum Finance has had for over 10 years a dedicated very senior team taking care of the Latin American clientele, with a wealth management offering encompassing wealth planning, portfolio management, asset management and family office services’.

Finally, the expert panel voted Cyrille Urfer best Chief Investment Officer (CIO) on the grounds of his impressive career working for big commercial banks and sovereign investment authorities, as well as leading private banks and asset managers. A veteran Swiss banker, with over 25 years of experience in EU and Middle East, Cyrille Urfer is an internationally recognised expert for his expertise in investment strategy, assessment and selection of managers/strategies, and portfolio management.

Hippolyte de Weck, Managing Partner and CEO of Forum Finance, stated: “We are truly honoured to have our strengths and achievements recognized by these four industry awards. Over the past 30 years, our company has grown significantly to become today one of the leading players in the Swiss market. We are particularly proud of the prize for Best CIO, as providing sound investment advice and achieving superior performance remains at the heart of our business.”

Indeed, having anticipated the evolution of the wealth 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. Forum Finance invests constantly 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.

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.