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Forvest Global Wealth Management
Forvest Global Wealth Management is a multi family office based in Bridgetown, founded 2018; the Altss profile covers its classification, headquarters,...
Forvest Global Wealth Management
Forvest Global Wealth Management is a Toronto-based wealth manager focused on North America.
General information
Firm type
Multi Family Office
Year founded
2018
AUM
$500M - $1B (Altss estimate)
Location
Region
North America
Country
Barbados
City
Bridgetown
Corporate office
Bridgetown, Barbados
Principals
Bruno L. Schroder
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Forvest Global Wealth Management?
Managing Partner Bruno L. Schroder leads investment direction and client structuring. The firm operates with a lean senior team out of Barbados, and Schroder's personal involvement in mandate design is a central part of its value proposition to Latin American families.
How does Forvest source its direct investment opportunities?
Forvest relies on longstanding relationships with family offices and intermediaries across Latin America, particularly in Brazil, Argentina, and Chile. The Barbados platform gives it tax-efficient entry into these markets, and deal flow comes through private networks rather than broad auction processes.
Is Forvest connected to Schroders plc, the UK asset manager?
Bruno L. Schroder shares a family lineage with the broader Schroder banking dynasty, but Forvest Global Wealth Management is a separate Barbados-based entity. It is not a subsidiary or affiliate of Schroders plc and operates its own independent mandates.
What investment structures does Forvest typically use for client capital?
The firm custom-builds SPVs and managed accounts rather than marketing commingled funds. Typical structures include secured direct lending vehicles, joint-venture real estate holdings, and structured notes designed to optimize tax treatment under Barbados' treaty network.
Which regions receive the bulk of Forvest's deployed capital?
Capital flows primarily into Latin American operating businesses and property, with an emphasis on Brazil, Argentina, and Chile. The firm also places capital into hard-currency real estate in gateway cities, using offshore vehicles to separate asset ownership from local jurisdictional risk.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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