Forum Finance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,600,000,000
Clients
608
Advisors
1
of 27 employees
About
The Forum Finance Group SA is a Geneva‑based SEC‑registered investment adviser that serves high‑ and ultra‑high‑net‑worth individuals, families and related entities, including U.S. residents, U.S. taxpayers living abroad and a substantial non‑U.S. clientele. It provides discretionary and non‑discretionary portfolio management as well as global consolidation and reporting for clients with accounts at multiple custodians.
Forum Finance pursues a long‑only, globally diversified approach that combines top‑down macroeconomic asset allocation with bottom‑up security selection and bespoke portfolios built around each client’s investment profile. The firm publishes regular investment communications (monthly newsletters and “investment perspectives”) and generally favors longer‑term holdings while allowing tactical shifts to respond to short‑term market opportunities.
Compared with many multi‑team peers, Forum Finance’s principal office outside the United States and its explicit emphasis on non‑U.S. clients are notable, as is its role as manager of pooled vehicles (the brochure references the DGC FAB Global Balanced Fund and the CPF global equity fund). The firm also documents the availability of individualized performance‑based fee arrangements for qualified clients, states it operates as a fee‑only adviser while disclosing and crediting any third‑party remunerations, and offers consolidation/reporting mandates as a distinct service.
Client services
Expertise
Fee options
$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.
Most active in
California · Florida · New York · Texas
Also doing business as
Forum Finance · The Forum Finance Group Sa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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