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The Forum Finance Group SA

● SEC registered since 2016CRD 284407SEC# 801-108036Geneva
Export (members)
Reg. AUM
$2.21B
Employees
27
Accounts
678
Location
Geneva

The Forum Finance Group SA assets under management

The Forum Finance Group SA is a registered investment adviser overseen by the SEC based in Geneva. The firm has been registered since 2016. It reports $2.2 billion in regulatory assets under management and employs 27 people.

The Forum Finance Group SA owners & executives

11 reported
NameTitleOwnershipSince
Alban Jean-Pierre Janssens De BisthovenManaging Director PartnerUnder 5%2022
Charles-Henri Guillaume Pierre Gallisard De MarignacManaging Director PartnerUnder 5%2022
Christian Bourqui ControlManaging DirectorUnder 5%2016
Cyrille Eric Urfer ControlChief Investment Officer PartnerUnder 5%2023
Egon Johan Ernst Vorfeld ControlChief Investment Manager, Managing Partner25-50%2015
Etienne Francois Gounod ControlChairman Of The Board25-50%2022
Hippolyte Cedric Louis De Weck ControlCeo Managing Partner25-50%2022
Jean-Francois AndradeManaging Partner5-10%2022
Philippe Daniel Kern ControlMember Of The Board5-10%2021
Tanja Von AhnenManaging Director PartnerUnder 5%2022
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Frequently asked questions

How much does The Forum Finance Group SA manage?

The Forum Finance Group SA reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does The Forum Finance Group SA have?

The Forum Finance Group SA reports 27 employees.

Where is The Forum Finance Group SA located?

The Forum Finance Group SA is based in Geneva and has been SEC-registered since 2016.

Does The Forum Finance Group SA disclose fund performance?

The Forum Finance Group SA is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressRue du Rhone 65, Geneva CH-1204
Phone+41 22 552 83 00
Office hours8:30 a.m. - 6:30 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$2.21BNo change
Dec '25 — $2.21BJan '26 — $2.21BFeb '26 — $2.21BMar '26 — $2.21BApr '26 — $2.21BMay '26 — $2.21BJun '26 — $2.21BJul '26 — $2.21B
Dec '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,306 advisers
EmployeesTop 19%
More than 81% of 16,824 advisers

Assets under management

$2.21Bregulatory AUM
Discretionary $1.6BNon-discretionary $608M