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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
Our Collaborative Culture Makes All The Difference
We are delighted to be the recipient of two WealthBriefing accolades for 2026. Forum Finance has evolved over the last 3 decades to become one of the leading EAMs in the Swiss market. With assets under management close to CHF2bn and 26 employees we rank among the top…
Newsletter | February 2026
The Iran conflict has injected a classic geopolitical risk premium into energy and shipping, but it is landing on a very different macro situation from the late 1970s. INVESTMENT PERSPECTIVE The Iran conflict has injected a classic geopolitical risk premium into…
Forum Finance has a new corporate identity
Geneva, March 04, 2026 FORUM FINANCE has a new Corporate Identity At FORUM FINANCE, we understand our brand as a direct extension of the way we think, make decisions, and support our clients. For this reason, following a rigorous process of strategic reflection and…
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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