A global partner


By establishing Forum Finance in 1994 we returned to the origins of Geneva's private banking heritage to offer you a global, personalised and attentive wealth management service, capable of responding to the challenges of tomorrow.

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A global partner


forum-finance-group-gestion-fortune-patrimoine-geneve-a-propos

In creating Forum Finance in 1994 we have returned to the origins of Geneva's private banking heritage to offer you a global, personalised and attentive wealth management service, capable of responding to the challenges of tomorrow.

OUR VALUES


INDEPENDENCE

Forum Finance is 100% owned by its partners, all of whom are active in the company, and thus offers a committed, transparent and objective management, totally free from conflicts of interest. Our investment decisions are dictated only by our convictions and by the desire to obtain the best performance.

EXCELLENCE

With 25 years of experience, we have the proven expertise and knowledge of all available investment instruments and have built a rich network of experts and partners in order to offer you relevant and effective solutions that go beyond simple wealth management.

TRUST

Our human touch and our commitment to the long-term form the cornerstones of a deeper and more personal relationship. We go beyond the simple business relationship to build a real relationship of trust.

TRUST

Our human touch and our commitment to the long term form the cornerstones of a deeper and more personal relationship. We go beyond the simple business relationship to build a real relationship of trust.

Our added value


A GLOBAL PRESENCE

Our 25 years of experience and our international network allow us to support you in the long-term management of your wealth worldwide.

AN EFFECTIVE MANAGEMENT

In the current environment of subdued economic activity and rock-bottom interest rates, we can manage your assets using sophisticated instruments to build a performing portfolio that is tax-efficient and has less volatility.

A LONG-TERM PARTNER

During the last 25 years, we have demonstrated our ability to successfully protect our clients’ assets and ensure the smooth inherent transition of the leadership of our company.

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An optimal tripartite solution with all the advantages of an independent manager combined with those offered by a major bank.