Rejuvenation continues at Forum Finance

Geneva, 5th April 2023 – Geneva-based independent asset manager The Forum Finance Group SA has appointed two new independent Board members – Biba Homsy and Alain Couttolenc – and a new Partner, Tanja von Ahnen. By strengthening its Board of Directors and regularly giving access to capital to new partners, Forum Finance reinforces its attractiveness for talented individuals and sets the foundations for its ambitious plans for the future.

Biba Homsy is Founder and Partner of Homsy Legal, a law firm based in Switzerland and Luxembourg specialising in financial markets, compliance, and crypto assets. Prior to that, she led teams at the Swiss regulator FINMA for 5 years, and was also Chief Compliance Officer at Credit Suisse, in charge of Luxembourg and its European branches (France, Portugal, Ireland, Austria, Netherlands). She was appointed as one of the 30 global experts in crypto currency by the World Economic Forum (WEF). A lecturer at several universities on compliance, anti-money laundering and Fintech, she holds two master’s degrees in law (French and Swiss universities) and a certification from Harvard Law School on financial regulation.

Alain Couttolenc is Head of Development and External Relations at IPSOS, a global leader in market research. After starting his career in 1995 at Nielsen Mexico, he joined the Renault Nissan Group in 1999 to launch Renault in Mexico as Marketing Manager. After 8 years, he returned to Nielsen as Vice President for Latin America, before moving to Paris then to Geneva, as Managing Director of Nielsen Media and Marketing Effectiveness. Alain Couttolenc holds a master’s degree in marketing from the Kellogg School of Management and a degree in economics from the Universidad Iberoamericana de Mexico. He has been teaching marketing at La Sorbonne since 2011, is a member of the EFFIE Global Awards, a member of the Executive Committee of the Geneva Investor Circle, an invited member of the World Economic Forum’s community of experts, and a member of Trust Valley’s advisory board.

Tanja von Ahnen joined Forum Finance in 2022 after a 16-year long career in private banking at Banque Syz and RBC, primarily servicing wealthy families based in Latin America. Prior to becoming a private banker, she worked as an independent consultant and as a controller with Allianz Insurance. She holds a master’s degree in Economics from Zurich University and Bachelor degree in Economics from Göttingen University.

A solid structure and governance

With nearly 30 years of steady growth, Forum Finance has proven its durability. Its robust and transparent governance guarantees the integrity of its leadership and allows it to welcome new partners to ensure its continuity. With CHF 2 billion under management, it has sufficient resources to finance its future growth. This solidity is further underlined by its FINMA CISA licence. Finally, registered with the SEC, Forum Finance can also look after American clients.

Offering a compelling alternative to wealth managers wishing to ‘future proof’ their activities

In view of the recent regulatory changes in the Swiss independent asset management industry, Forum Finance offers a solid framework with an equitable and collaborative culture for wealth managers who have an entrepreneurial spirit.

Hippolyte de Weck, CEO, said: «adding high quality talent is the greatest challenge for any company. We are therefore particularly pleased with the calibre of our new board members and our new partner. They will provide us with valuable guidance and support to grow our business further and prepare ourselves for the decades to come«.

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 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.