Hippolyte Cedric Louis De Weck
Advisor at Forum Finance
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
None foundExperience Industry experience
1 year
Location
Remote
Forum Finance
Team
Total advisors
1Clients per advisor
608 Very HighAvg AUM per client
$2,631,579 Very HighHNW client ratio
46% HighHippolyte 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.
Based on Forum Finance
Based on Forum Finance
$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
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.
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.
Texas
1 year of industry experience
The Forum Finance Group SA
2011 - Present • 15 years
Geneva
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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