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Building 2THE FORUM FINANCE GROUP SA

Map pinGENEVA
Phone+41 22 552 83 00
NotebookSEC #801-108036
Total AUM
$2.2B
Employees
27
Clients
680

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
RUE DU RHONE 65
GENEVA
CH-1204
Switzerland
Operating Hours
8:30 AM - 6:30 PM
Monday - Friday
Phone
+41 22 552 83 00

ReceiptFinancials

Total AUM
$2.2B
Accounts
678
Discretionary
$1.6B
Accounts
529
Non-Discretionary
$608M
Accounts
149

ContactClients

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Individual Clients
329
AUM
$200M
HNW Individual Clients
279
AUM
$1.4B
Pooled Vehicle Clients
2
AUM
$205M
Insurance Company Clients
70
AUM
$403M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
FAMILIY OFFICE SERVICES, PORTFOLIO MANAGEMENT FOR LIFE INSURANCE COMPANIES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FUND RETROCESSIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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