WEALTH MANAGEMENT
Independent, long-term wealth management built around your interests.
OUR SERVICES
We select the best investments based on a thorough analysis and a rigorous decision-making process. And because each customer is unique, portfolios are always tailored to your personal circumstances.
ASSET MANAGEMENT
By entrusting us with a discretionary or advisory mandate you will benefit from a wide range of expertise and competences, to protect your capital and grow your assets.
FAMILY OFFICE
To allow you to have a multi-functional analysis of your total wealth, we can produce consolidated reports that group together all your banking and non-banking assets (real estate, businesses, collections), regardless of their custodian or location.
ESTATE PLANNING
Estate planning is applied to the entirety of your assets all over the world, and includes tax and estate planning, asset protection and the transfer of family businesses.
PENSION PLANS
Thanks to our expertise in asset management, we are able to offer more efficient pension plan solutions. Primarily aimed at entrepreneurs and executives, this service offer allows the optimisation of pension plans through personalised and tax-efficient solutions.
OUR SERVICES
ASSET MANAGEMENT
By entrusting us with a discretionary or advisory mandate you will benefit from a wide range of expertise and competences, to protect your capital and grow your assets.
FAMILY OFFICE
To allow you to have a multi-functional analysis of your total wealth, we can produce consolidated reports that group together all your banking and non-banking assets (real estate, businesses, collections), regardless of their custodian or location.
ESTATE PLANNING
Estate planning is applied to the entirety of your assets all over the world, and includes tax and estate planning, asset protection and the transfer of family businesses.
PENSION PLANS
Thanks to our expertise in asset management, we are able to offer more efficient pension plan solutions. Primarily aimed at entrepreneurs and executives, this service offer allows the optimisation of pension plans through personalised and tax-efficient solutions.
OUR PROCESS
Although our portfolios are all created to meet your specific needs and objectives, they are above all the result of a painstaking building process.
EVALUATION
Understanding your objectives, priorities and constraints.
We begin by developing a deep understanding of your personal situation, financial objectives and long-term aspirations.
Together, we assess your investment goals, risk tolerance, liquidity needs, regulatory considerations and time horizon.
This initial phase forms the foundation of a relationship built on clarity, trust and alignment.
ANALYSIS
Independent research and comprehensive market assessment.
Our investment specialists analyse a broad universe of investment instruments, both traditional and alternative.
We evaluate individual securities, funds, ETFs, structured products and private market opportunities, applying rigorous qualitative and quantitative criteria to identify the most appropriate solutions for your portfolio.
ALLOCATION
Constructing portfolios adapted to market conditions and client profiles.
Based on our analysis and the prevailing market environment, we define an asset allocation that balances opportunity and risk.
We then select and combine the most suitable instruments to build a diversified portfolio aligned with your objectives, constraints and long-term strategy.
REPORTING
Continuous oversight, transparency and active dialogue.
Your portfolio is continuously monitored and reviewed. We provide regular reporting and meet with you to assess performance, review objectives and adapt your strategy as circumstances evolve.
This ongoing dialogue ensures that your portfolio remains aligned with your goals and responsive to changing markets.
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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