THE FORUM FINANCE GROUP S.A.
65 rue du Rhone, 1204 Geneva
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.
Licensed as a Portfolio Manager by FINMA, the Swiss Financial Markets Supervisory Authority.
Registered as an Investment Advisor with the SEC in the United States.
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.
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.