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Hippolyte Cedric Louis De Weck

Advisor at Forum Finance

Updated today

Credentials

None found

Experience

1 year

Location

Remote

Forum Finance logo

Forum Finance

Team

Total advisors

1

Clients per advisor

608 Very High

Avg AUM per client

$2,631,579 Very High

HNW client ratio

46% High

About

Hippolyte De Weck is a financial advisor at The Forum Finance Group SA with one year of industry experience. He has been with the firm since 2011. The Forum Finance Group SA is a Geneva-based SEC-registered investment adviser serving high- and ultra-high-net-worth individuals, families, and related entities, including U.S. residents and a substantial non-U.S. clientele. The firm employs a long-only, globally diversified investment approach that combines top-down macroeconomic asset allocation with bottom-up security selection and offers bespoke portfolio management tailored to each client’s profile.

Client services

Based on Forum Finance

Portfolio management Newsletters or periodicals
Familiy office services, portfolio management for life insurance companies

Expertise

Based on Forum Finance

Active portfolio management Private / alternative investments Concentrated stock management

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Fee options

Percentage

$0+: 0.50% to 1.25% annually for discretionary portfolio management services, depending on size and complexity of mandate $0+: Up to 1.50% annually capped for non-discretionary (advisory) services N/A - N/A: 0.05% to 0.25% annually for investment consolidation and reporting services, depending on size and complexity

Performance-based

Available for qualified clients meeting certain thresholds (e.g., at least $1,100,000 under management, net worth over $2,200,000 excluding primary residence, or qualified purchasers with $5,000,000+ in investments). Specific terms are individualized.

Other

Account minimum: $1,000,000 Minimum fee: Fixed administration fee of CHF 250 per quarter per account Fee-only: Yes, Forum Finance is a fee-only advisor and does not receive undisclosed remuneration from third parties.

Most active in

Texas

Work history

1 year of industry experience

The Forum Finance Group SA

2011 - Present • 15 years

Geneva

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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