Multi-Family OfficeRIA · CRD 341013SEC-Registered

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The Forum Finance Group SA

The Forum Finance Group SA was established in Geneva as a multi-family office. Egon Vorfeld founded the firm and continues as Managing Partner with...

The Forum Finance Group SA logo

The Forum Finance Group SA

The Forum Finance Group SA was established in Geneva as a multi-family office. Egon Vorfeld founded the firm and continues as Managing Partner with responsibility for investments. Hippolyte de Weck joined in 2011 and now leads as CEO. The firm allocates across Fund of Funds, Hedge Funds, Private Equity, and Real Estate. It maintains exposure in Healthcare Services, Energy Transition & Renewables, and Luxury. Confirmed geographic reach covers Europe, North America, Asia, Africa, the Middle East, and Oceania. The firm does not invest in digital assets. It works with clients on direct holdings and fund commitments rather than operating its own pooled vehicles. The firm employs a compact team of investment and advisory professionals. Alain Couttolenc serves on the board and participates in the Geneva Investor Circle and Trust Valley advisory roles. Biba Homsy, another board member, founded Homsy Legal. No new office openings or leadership changes have been recorded in the last 24 months. The firm maintains board-level participation in the World Economic Forum through two independent directors. This network supplies access to policy discussions that inform cross-border structuring mandates for its client families.

General information

Firm type

Multi Family Office

Year founded

2016

Location

Region

Europe

Country

Switzerland

City

Geneva

Corporate office

Geneva, Switzerland

Principals

Egon Vorfeld

Managing Partner responsible for investments and SEC business

Hippolyte de Weck

CEO and Managing Partner

Alain Couttolenc

Independent Board Member

Etienne Gounod

Chairman of the Board of Directors

Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Healthcare ServicesEnergy Transition & RenewablesLuxury

Frequently asked questions

Who runs investment decisions at The Forum Finance Group SA?

Egon Vorfeld serves as Managing Partner with direct responsibility for investments. Hippolyte de Weck, CEO and Managing Partner since 2011, oversees overall operations and client mandates.

Does The Forum Finance Group SA participate in fund commitments or only direct deals?

The firm deploys capital through both fund commitments and direct holdings. Its listed investment types include Fund of Funds alongside Private Equity and Real Estate.

Which sectors does The Forum Finance Group SA explicitly avoid?

The firm maintains a negative screen on digital assets. All other sector activity centers on Healthcare Services, Energy Transition & Renewables, Luxury, and Biotech.

What investment stages does The Forum Finance Group SA typically target?

The firm does not publish stage restrictions. Its mix of Fund of Funds, Hedge Funds, Private Equity, and Real Estate indicates exposure across both primary and secondary opportunities.

Where does the underlying wealth come from?

The firm does not disclose the origin of client wealth. It describes its mandate as serving high-net-worth families with cross-border and multi-generational needs.

How is The Forum Finance Group SA related to its board members' external roles?

Independent board members Biba Homsy and Alain Couttolenc hold positions at Homsy Legal and IPSOS respectively. They also serve on external networks including the World Economic Forum and Geneva Investor Circle.

Does The Forum Finance Group SA maintain philanthropic structures?

The firm lists involvement with Aiglon College Philanthropy and Arts Global. These relationships sit outside core investment advisory work.

Profile maintained by 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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