THE FORUM FINANCE GROUP S.A.
65 rue du Rhone, 1204 Geneva
vorfeld@forum.finance (US & Canada)
andrade@forum.finance (Latin America)
Minimum amount of investment: USD 1,000,000
The Forum Finance Group is a well-established Swiss independent asset manager offering a highly tailored service to all our clients. In creating Forum Finance 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 Forum Finance. 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 Forum Finance.
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.