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We are an independent Swiss wealth manager authorized as asset manager by the Swiss Financial Market Supervisory Authority (FINMA) and registered as investment advisor with the U.S. Securities and Exchange Commission (SEC)
Timeless wealth management, built on trust
For over 30 years, we have guided private clients in Switzerland and abroad in managing, preserving and growing their wealth.
Our focus has always been on working with rigour, transparency and long-term perspective. We act independently, prioritising our clients’ interests and building long-term relationships founded on trust.
By establishing the Forum Finance Group SA in 1994 we returned to the origins of Geneva’s private banking heritage to offer you a comprehensive, impartial and personalised wealth management service, ready to meet the challenges of tomorrow.
ON THE HORIZON
Discover our latest news, views and insights
« Ce qui me frappe surtout, c’est le degré de dispersion à l’intérieur même des secteurs. » – SPHERE
Face à des marchés de plus en plus concentrés et à un environnement saturé de signaux contradictoires, Cyrille Urfer privilégie une approche disciplinée, fondée sur la diversification et la nécessité de rester investi. Il revient ici sur les principaux défis auxquels…
Newsletter | July 2026
MARKET REVIEW The US dollar weakened over the month, but the standout currency story was the Japanese yen, which came into sharp focus following a joint intervention from the Federal Reserve and the Bank of Japan. This coordinated action pushed the yen to 157 against…
Outlook | 2H 2026
In a Nutshell Economic Outlook • The ceasefire in Iran has removed the worst-case scenario for the global economy, reducing the risk of a lasting energy shock and easing inflation tensions.• The next steps from the main central banks will command market attention,…
We maintain long-standing relationships with leading private banks, custodians, and legal experts. Through our international partnerships, we provide clients with privileged access to exclusive investment opportunities, specialist advisors, and a network that spans Switzerland, Europe, and the Americas.
The Forum Finance Group SA
Rue du Rhône 65 – 1204 Geneva
Switzerland
info@forum.finance
T: +41 22 552 83 00
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