The Forum Finance Group SA
The Forum Finance Group SA is a multi-family office headquartered in Geneva. The firm provides independent advisory and wealth management services to high-net-worth families, focusing on portfolio construction, risk management, and tailored investment...
The Forum Finance Group SA
The Forum Finance Group SA is a multi-family office headquartered in Geneva. The firm provides independent advisory and wealth management services to high-net-worth families, focusing on portfolio construction, risk management, and tailored investment solutions. Its team works closely with clients to address complex financial needs, including succession planning and cross-border structuring—supports families in preserving and growing capital across generations.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
Europe
Country
—
City
Geneva
Corporate office
—
Frequently asked questions
What is The Forum Finance Group SA?
The Forum Finance Group SA is a multi family office headquartered in Geneva.
Where is The Forum Finance Group SA headquartered?
The Forum Finance Group SA is headquartered in Geneva, in the Europe region.
What does Altss track for The Forum Finance Group SA?
Altss maintains an OSINT-verified profile of The Forum Finance Group SA covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is The Forum Finance Group SA?
The Forum Finance Group SA is classified by Altss as a Multi Family Office within the Europe region.
How does Altss source intelligence on The Forum Finance Group SA?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for The Forum Finance Group SA?
The Forum Finance Group SA's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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