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DirectoryFinance & InsuranceHolding CompaniesGenevaForum Finance Holding SA
Forum Finance Holding SA Logo
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Forum Finance Holding SA

Summary

About the company

Forum Finance Holding SA provides independent asset management and wealth-management services, including discretionary and advisory mandates, family office services, estate planning and pension-plan solutions. The firm is authorised in Switzerland as an asset manager by FINMA and registered in the United States as an investment adviser with the SEC.

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Offering

Products & services

Industry:Holding Companies
✓ Offered4
Asset Management
Discretionary wealth management for private clients, with preservation and growth of assets, independent approach and long-term relationships.
Family Office
Family office services for wealth coordination, personalized support and provision of a network of banking, legal and investment partners.
Estate Planning
Estate and wealth planning to arrange the transfer, with personalized advice within a comprehensive wealth management approach.
Pension Plans
Advisory and structuring of pension plans for private clients, integrated into long-term wealth management.
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Press

Media

April 5, 2022Media
Forum Finance verjüngt Partner-Basis | People | Aktuell
investrends.ch
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Location

Rue du Rhône 65
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-114.596.858
Founded
2008 · 18 years
Last commercial register change
April 7, 2026
Employees
1 to 10

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