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We are an independent Swiss wealth manager authorized as asset manager by the Swiss Financial Market Supervisory Authority (FINMA) and registered as investment advisor with the U.S. Securities and Exchange Commission (SEC)
Timeless wealth management, built on trust
For over 30 years, we have guided private clients in Switzerland and abroad in managing, preserving and growing their wealth.
Our focus has always been on working with rigour, transparency and long-term perspective. We act independently, prioritising our clients’ interests and building long-term relationships founded on trust.
By establishing the Forum Finance Group SA in 1994 we returned to the origins of Geneva’s private banking heritage to offer you a comprehensive, impartial and personalised wealth management service, ready to meet the challenges of tomorrow.
ON THE HORIZON
Discover our latest news, views and insights
Newsletter | May 2026
MARKET REVIEW Government bond markets continue to be driven by shifting expectations around the timing and magnitude of central bank easing. In the US, Treasury yields have edged higher, with the 10‑year hovering in the mid‑4% area and the 2‑year remaining…
Newsletter | April 2026
MARKET REVIEW Global markets in April 2026 were driven by a sharp repricing of inflation risk following the Iran conflict, a powerful rebound in AI‑related equities, and renewed uncertainty around the path of monetary policy. Over the month, the Fed, ECB and Bank of…
Newsletter | March 2026
The situation is very severe … the largest supply disruption in the history of oil market. INVESTMENT PERSPECTIVE The U.S. strike on Iran on 28 February triggered the current conflict, but markets initially treated it as a temporary shock. Five weeks into the Gulf…
We maintain long-standing relationships with leading private banks, custodians, and legal experts. Through our international partnerships, we provide clients with privileged access to exclusive investment opportunities, specialist advisors, and a network that spans Switzerland, Europe, and the Americas.
The Forum Finance Group SA
Rue du Rhône 65 – 1204 Geneva
Switzerland
info@forum.finance
T: +41 22 552 83 00
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