Independent Wealth Manager in Geneva

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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.

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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

« What strikes me most of all is the degree of dispersion within the sectors themselves. » – SPHERE

Aug 14, 2026

Faced with increasingly concentrated markets and an environment saturated with conflicting signals, Cyrille Urfer favors a disciplined approach based on diversification and the need to stay invested. Here, he reflects on the key challenges confronting CIOs today and the growing role of alternative strategies in portfolios.

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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.