THE FORUM FINANCE GROUP S.A.
65 rue du Rhone, 1204 Geneva
The
Forum Finance Group (FFG) is a well-established Swiss independent asset
manager offering a highly tailored service to all our clients. In
creating FFG in 1994, we have returned to the origins of Geneva's
private banking heritage to offer you a personalized and attentive
management service, capable of responding to the challenges of tomorrow
while applying today's state-of-the-art management techniques.
Licensed as a Portfolio Manager by FINMA, the Swiss Financial Markets Supervisory Authority.
JEAN-FRANCOIS ANDRADE - MANAGING PARTNER
I am the managing partner in charge of private clients at Forum Finance. I have more than 20 years of work experience in finance, in particular wealth management in several Geneva banks such as Pictet, Julius Bär and Edmond de Rothschild. I joined Forum Finance 10 years ago and I manage the team covering Latin American markets. We have a very strong commitment in these countries and I believe that our offer is of high added value for clients who want to sophisticate and professionalize their savings in these times of political and economic uncertainties with a high level of professional advice and free of any conflict of interest.
March 6, 2024
Serving LATAM Clients - Wealth Planning Team - CIO - Next Generation Program
February 28, 2024
TOP 50 Independent Asset Managers
WealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including logos, official photos, videos, and publications, may be subject to a fee.
To be listed in Citywire Switzerland's TOP 50, IAMs must hold or be obtaining the FINMA portfolio manager license, operate independently from banks, offer discretionary wealth management for private clients, and use an open architecture approach. Citywire ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control.