T
CRD: 284407
THE Forum Finance Group SA
Geneva, CH-12
+41 22 552 83 00
$2.2B Total AUM
$1.6B Disc. AUM
9.3% 3Y CAGR
27 Employees
680 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2015
- Office Locations
- 1
Office Locations
RUE DU Rhone 65 Geneva --
About THE Forum Finance Group SA
THE Forum Finance Group SA is a Geneva-based RIA. The firm has been operating for 10 years. Managing $2.2B in total assets under management, with 19 advisory representatives. They custody assets with UBS.
Team overview
-- AVG AGE
$116.2M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
4.9 yrs AVG TENURE
27 Employees
19 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HIPPOLYTE CEDRIC LOUIS DE WECK
--
- CRD
- #6671264
- Ownership
- 25% but less than 50%
Available
Available
Available
E
ETIENNE FRANCOIS GOUNOD
Chairman, Chairman Of The Board
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,600,000,000 | $3,024,575 |
| Non-Discretionary | $608,000,000 | $4,080,537 |
| Total | $2,208,000,000 | $3,256,637 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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