Finance

Forum Finance twice rewarded by the WealthBriefing Swiss EAM Awards 2022

“We are very honored by this double recognition, which crowns more than 25 years of efforts to build a company able to meet the expectations of a demanding private clientele”, declared Etienne Gounod.

  • Forum Finance named best independent manager of more than 1 billion francs for the second consecutive year
  • Forum Finance also wins the prize for the best investment process

The Geneva-based management company The Forum Finance Group SA has won for the second consecutive year the prize for the best independent Swiss manager awarded by the WealthBriefing Swiss EAM Awards 2022, in the queen category of companies whose assets under management exceed 1 billion francs. It also won Best Investment Process Team.

Awarded at the award ceremony held last night in Zurich, these awards recognize the best independent Swiss management companies, selected after a rigorous process by a panel of experts for having “demonstrated ‘innovation and excellence in 2021’. The independent jury consists of specialist consultants and representatives of custodian banks and technology solution providers, as well as other industry experts.

In the case of Forum Finance, as Stephen Harris, CEO of ClearView Financial Media and Editor of WealthBriefing explains, “the judges were impressed that Forum Finance was not only visionary in its development journey, but also built extremely consistently the foundations of its growth and success. Another judge added “Since its inception in 1994, Forum Finance has put in place measures to foster the sustainable growth of the business and has been proactive in its approach. The assets managed by Forum Finance today exceed 2 billion Swiss francs”. Finally, a third member of the panel clarified: “It is an achievement, because the company managed to double its assets under management in 5 years and to rank among the top 50 independent managers in Switzerland in the Citywire ranking. Anticipating a rapidly changing environment, it has demonstrated its ability to adapt its business model and pursue its growth”.

In fact, having been able to anticipate changes in the wealth management market, Forum Finance has for several years strengthened its structure and organization, as evidenced by the LPCC license granted by FINMA in 2015 and its registration with the American SEC in 2016. In addition, Forum Finance continues to invest in its analysis, management and wealth advice resources, as well as in technology, enabling it to respond effectively to the changing needs of its customers.

“We are very honored by this double recognition, which crowns more than 25 years of efforts to build a company able to meet the expectations of a demanding private clientele, fond of personalized solutions and very attentive service”, said declared Etienne Gounod, Managing Partner and CEO of Forum Finance. “We are particularly pleased to see the quality of our management teams and our investment process recognized, because the ability to generate superior performance is an essential success factor in developing and protecting our clients’ wealth”.

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