INDEPENDENT SWISS SEC-REGISTERED INVESTMENT ADVISOR SERVING US & CANADIAN CLIENTS

THE FORUM FINANCE GROUP

THE FORUM FINANCE GROUP S.A.

65 rue du Rhone, 1204 Geneva

+41 22 552 8300

Minimum amount of investment: USD 1,000,000

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.

The Forum Finance Group is licensed by FINMA, the Swiss Financial Markets Supervisory Authority.

The Forum Finance Group is registered with the Securities and Exchange Commission in the US as an Investment Advisor.

Latin America

EGON VORFELD
Egon Vorfeld - Managing Partner

I am the managing partner responsible for investments and any SEC-related business at FFG. I have more than 25 years working experience in finance, including in New York, London and Geneva. I started my career as an equity analyst and investment banker before creating a Geneva-based wealth management business that has become The Forum Finance Group.

vorfeld@ffgg.com

+41 22 552 83 22 

CITYWIRE SWITZERLAND TOP 50 IAMs 2024

The Forum Finance Group is one of Citywire Switzerland's Top 50 Independent Asset Managers 2024

WEALTHBRIEFING SWISS EAM AWARDS 2024

The Forum Finance Group has won four WealthBriefing Swiss External Asset Management Awards for Excellence 2024

  • Serving LATAM Clients

  • Wealth Planning Team

  • Chief Investment Officer

  • Next Generation Program

CITYWIRE SWITZERLAND TOP 50 IAMs 2023

The Forum Finance Group is one of Citywire Switzerland's Top 50 Independent Asset Managers 2023

WEALTHBRIEFING SWISS EAM AWARDS 2023

The Forum Finance Group has won four WealthBriefing Swiss External Asset Management Awards for Excellence 2023

  • Serving North American Clients

  • Wealth Planning

  • Next Generation Program

  • Assets over CHF 1 billion AUM

CITYWIRE SWITZERLAND's TOP 50 IAMs 2022

The Forum Finance Group is one of Citywire Switzerland's Top 50 Independent Asset Managers 2022

The Forum Finance Group has won two WealthBriefing Swiss External Asset Management Awards for Excellence 2022

  • Assets over CHF 1 billion AUM

  • Investment Process Team

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