A complete list of active advisors currently associated with Forum Finance

Warmer can help you find a great advisor at Forum Finance or one who fits your needs even better.

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.

To learn more about the advisors currently working at Forum Finance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Hippolyte De Weck	Remote	1

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