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: www.ffgg.com
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 organized as a corporation and operating as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 2016 and is owned by an individual owner. Its advisory services include discretionary and non-discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the publication of periodicals or newsletters. The firm bills clients through a mix of percentage-of-AUM fees, fixed fees, commissions, performance-based fees and other arrangements. The Forum Finance Group SA does not identify as an active ESG investor.