The opportunity for CEO Hippolyte de Weck to highlight the four awards awarded to the management company by WealthBriefing last month.
Thirty years after its creation, the Geneva management company The Forum Finance Group SA is reaping the fruits of its investments and is thus ready to face the decades to come. With more than 25 employees who supervise nearly 2 billion francs, Forum Finance is today part of the Top 3% of independent Swiss managers and has the means to achieve its ambitions.
Forum Finance celebrated its jubilee with fanfare last month by winning four major awards at the WealthBriefing Swiss EAM Awards 2024 (best ‘Next Gen’ program, best wealth management team, best service to Latin American clients and best Chief Investment Officer in the person of Cyrille Urfer).
Its size allows Forum Finance to make the necessary investments to ensure its future development, whether in technological terms or in terms of human resources. More fundamentally, at a time when many first generation management companies are struggling to find buyers or ensure the succession of their founders, Forum Finance has for years put in place governance which allows for a smooth renewal of its shareholder base. and the arrival of new partners at the helm.
Furthermore, Forum Finance was able to anticipate the transformations in the wealth management industry early enough. Thus, from 2015, it strengthened its structures to obtain the LPCC license from Finma. Forum Finance is also registered with the SEC which allows it to deal with American clients. Furthermore, Forum Finance has invested for years in its wealth analysis, management and advisory resources, in order to respond to the evolving needs of clients.
“The celebrations of our 30e anniversary crowns two particularly positive years for Forum Finance, with the appointment of two partners in 2022, the arrival of a new partner and the strengthening of our Board of Directors last year, to end in style with the four awards granted by WealthBriefing last month. Over the last thirty years, our company has grown considerably to become today one of the main players in the Swiss market. We owe this success of course to the commitment of each of our employees, but above all to the trust and loyalty of our customers,” declared Hippolyte de Weck, CEO.
