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The Forum Finance Group SA

Multifamily office listing in Geneva 3, Switzerland.

  • SEC-registered
  • Founded 1994
Regulatory AUM
$2.2 billion
Employees
27
Clients
26-50
Founded
1994

Independent Swiss wealth manager serving high and ultra-high-net-worth clients, families, and related structures through investment, family-office, estate-planning, and pension solutions.1

Overview

The Forum Finance Group SA is an independent Swiss wealth manager authorized by FINMA as an asset manager and registered with the SEC as an investment adviser. The firm says it has guided private clients in Switzerland and abroad for over 30 years.1

History

The Forum Finance Group SA was established in 1994. The firm reports that it is 100% owned by its partners, who remain active in the company.2

Leadership

Hippolyte de Weck is CEO and Managing Partner. Egon Vorfeld and Jean-François Andrade are Managing Partners, while Cyrille Urfer serves as CIO and Partner.3

Services

The firm provides discretionary and advisory asset management, family-office reporting, estate planning, and pension-plan solutions. Its family-office reporting can consolidate banking and non-banking assets, including real estate, businesses, and collections, across custodians and locations.4

Estate-planning work includes tax and estate planning, asset protection, and the transfer of family businesses worldwide. Pension-plan solutions are primarily designed for entrepreneurs and executives, with personalized and tax-efficient structures.4

The firm says its investment specialists assess traditional and alternative instruments, including securities, funds, ETFs, structured products, and private-market opportunities.4

What the firm offers

  • Investment management
  • Tax planning
  • Estate planning
  • Private and alternative investments

Client focus

The Forum Finance Group SA provides investment advisory services to high and ultra-high-net-worth individuals and their families, foundations, trusts, and estate-planning structures.5

Approach

The firm’s partner ownership model places active partners at the center of the business. Its investment process considers both traditional and alternative instruments, while its family-office services coordinate assets held across multiple custodians and locations.24

Assets and minimums

The firm’s SEC Form CRS states that it prefers a minimum investment of $1,000,000, while noting that it may accept accounts below that amount.5

By the numbers

Regulatory AUM by year$0K$607M$1.2B$1.8B$2.4B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 284407. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$1.0 billion$492 million$524 million
2017$1.2 billion$678 million$505 million
2018$1.4 billion$789 million$581 million
2019$1.2 billion$693 million$543 million
2020$1.5 billion$820 million$701 million
2021$1.5 billion$944 million$589 million
2022$1.9 billion$1.1 billion$824 million
2023$1.7 billion$1.1 billion$624 million
2025$2.0 billion$1.6 billion$443 million
2026$2.2 billion$1.6 billion$608 million
Average AUM per client by year$0K$953K$2M$3M$4M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 284407. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$3 million
2019$3 million
2020$3 million
2021$3 million
2022$3 million
2023$3 million
2025$3 million
2026$3 million
Clients by type (2026)Individuals329High net worth individuals279Insurance companies70Pooled investment vehicles2
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 284407. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals329
High net worth individuals279
Pooled investment vehicles2
Insurance companies70
Employees by year071522302016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 284407. As of .
Employees reported on Form ADV
YearEmployees
201617
201719
201819
201920
202022
202122
202222
202324
202526
202627

FAQs

Is The Forum Finance Group SA regulated?

Yes. The firm is authorized by FINMA as an asset manager and is listed by the SEC as an approved investment adviser under CRD 284407, effective July 1, 2016.16

What services does the firm provide?

Its services include discretionary and advisory asset management, family-office reporting, estate planning, pension-plan solutions, and investment advice covering traditional and alternative instruments.4

Who does the firm serve?

The firm advises high and ultra-high-net-worth individuals and families, as well as foundations, trusts, and estate-planning structures.5

  • LocationMultifamily offices in Geneva

    The Geneva directory helps a Swiss family or business owner place this firm's regional focus in context. It can support comparisons among providers offering investment management, estate planning, tax planning, and family office support for high and ultra-high-net-worth clients.

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  • Network siteFamilyOfficeDatabases.com

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  • GuideOutsourced CIO vs multifamily office

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Sources

  1. The Forum Finance Group SA home page
  2. The Forum Finance Group SA about us
  3. The Forum Finance Group SA team
  4. The Forum Finance Group SA services
  5. SEC Form CRS for The Forum Finance Group SA
  6. SEC adviser information for CRD 284407

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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