Forum Finance provides investment advisory services, including discretionary portfolio management and investment consolidation/reporting, to high net worth individuals and families. Forum Finance works with clients to determine their investment objectives, risk tolerance, and financial situation to develop a tailored investment policy. Client assets are managed in separate accounts at third-party financial institutions.
Assets Under Management$2.2B
Clients680
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$2.2B
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Forum Finance offers discretionary portfolio management services. The annual fees range from 0.50% to 1.25% of the value of your portfolio, depending on the size and complexity of the account. There is also a fixed administrative fee of CHF 250 per quarter.
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