The Forum Finance Group SA

RIASEC RegisteredEst. 2016

Total AUM

$2.2B

Discretionary

$1.6B

72% of AUM

Avg account

$3.3M

Accounts

678

Employees

Advisory reps

Firm details

Headquarters: Geneva,
CRD number: 284407
Registered since: July 1, 2016
Website: forum.finance
Custodians: BANQUE LOMBARD ODIER & CIE SA, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
Client types: HNWI63.41%
Insurance Companies18.25%
Pooled Investment Vehicles9.28%
Individuals9.06%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of Periodicals

Firm profile

FINTRX

Overview

The Forum Finance Group SA is an independent registered investment adviser operating as a corporation and registered with the SEC since 2016. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that manages portfolios directly and for pooled vehicles. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the publication of periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM fees, fixed fees, commissions, performance-based fees and other structures. The firm is not characterized as an active ESG investor.