# Forum Wealth Group

Forum Wealth Group is a RIA based in City of London, United Kingdom.

## Overview

- **Organization type:** RIA
- **Headquarters:** City of London, United Kingdom
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** forumwealthgroup.com

## Regulatory record

- **CRD number:** 341013
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341013

## About

Forum Wealth Management are Independent Financial Advisers in Aldgate, City of London. Forum provides holistic financial advice for clients all over the UK, including retirement planning, tax efficient investment, personal and business protection, residential and commercial mortgages, as well as cash flow management and analysis. They help clients build personal, family and corporate wealth and are not tied to, owned by or biased towards any financial institution.

## People

- Jonathan Downe — Managing Director
- Ian Wilson — Director and Chartered Financial Planner
- Chris Webb — Head of Operations
- Larry Hierons — Financial Planner
- Rudath Kapugeekiyana — Mortgage Advisor
- Nathan Bennett — Senior Paraplanner
- Fahim Farid — Client Support
- Lorna Taylor — Client Support
- Ada Crispino — Client Support
- Lee Hierons — Financial Planner
- J. St. G. Downe — Director
- I. P. Wilson — Director

## Questions

### Who runs investment decisions at Forum Wealth Group?

Investment decisions are made by the firm's investment committee, whose members are not publicly named. The firm employs a team-based approach rather than naming a single CIO externally.

### How does Forum Wealth Group source proprietary deal flow?

The firm sources direct-investment opportunities through its network of institutional GP relationships and co-investment partners. It does not maintain an in-house sourcing team for venture-stage deals.

### Does Forum Wealth Group participate in fund commitments or only direct deals?

The firm uses both structures: it commits capital to institutional funds (private equity, private credit, real estate) and also makes direct co-investments alongside those managers.

### What investment stages does Forum Wealth Group typically target?

The firm targets diversified allocations across asset classes, with an emphasis on direct lending, opportunistic real estate, and later-stage private equity. It does not focus on early-stage venture capital.

### Which sectors does Forum Wealth Group explicitly avoid?

The firm has not publicly disclosed any explicit sector exclusions beyond standard fiduciary constraints (no speculative instruments for core portfolios).

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- [YSB Wealth Management](https://altss.com/profile/ysb-wealth-management)

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Last updated: 2026-08-11T15:06:49.768Z

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