Announced during the prize-giving ceremony held last night in Zurich, the awards showcase ‘best of breed’ in Switzerland, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have “demonstrated innovation and excellence during the last year”. Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners. Participants around the world recognise that winning these awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.

With regard to the best Swiss EAM with Assets Over CHF 1 Billion AuM, the judges’ choice “stands out for its forward-thinking approach to regulation and succession planning. With strategic senior hires, a diversified client base, and a focus on emerging opportunities like AI, blockchain, and energy transition, FFG exemplifies successful adaptation and growth in a dynamic market”.

In relation to the Fund Selection/Asset Allocation Offering, the jury selected Forum Finance for “excelling in fund selection and asset allocation. With over 30 years of expertise, the group’s analysts carefully evaluate a broad spectrum of investment instruments to craft tailored portfolios, ensuring optimal returns for each client through a rigorous, proven selection process”.

Concerning the Wealth Planning Team, the judges’ winner “demonstrates exceptional dedication to wealth planning with a specialized in-house team. Their commitment to delivering comprehensive wealth and tax planning solutions, coupled with personalised strategies from expert wealth planners, sets them apart in providing tailored, high-quality services that meet the complex needs of their clients”.

Hippolyte de Weck, Managing Partner and CEO of Forum Finance stated: “We are truly honoured to have our strengths and achievements recognized by these highly regarded industry awards. Over the past 30 years, our company has grown significantly to become today one of the leading players in the Swiss market. We are proud of what the whole team here at Forum Finance has achieved. It is our collaborative spirit that really sets us apart!”

Indeed, having anticipated the evolution of the wealth management industry, Forum Finance has strengthened its structure and organisation over the last few years, as evidenced by the CISA licence granted by FINMA in 2015 and its registration as investment adviser with the US SEC in 2016. Forum Finance invests constantly in its research, investment management and wealth advisory resources, as well as in technology,

For additional information, please contact :

Founded in 1994 in Geneva, Forum Finance offers private banking and asset management services to a high-end global clientele. It has 26 employees who manage and supervise around CHF 2 billion. The company is authorised under the CISA licence by FINMA and is registered with the SEC as investment adviser.