The Forum Finance Group Sa
- Regulatory AUM
- $2.2B
- Discretionary
- $1.6B
- Clients
- 680
- Avg AUM / client
- $3.2M
- Accounts
- 678
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Dec 11, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 329 | $200M | 9.06% |
| High net worth individuals | 279 | $1.4B | 63.4% |
| Pooled investment vehicles (non-investment companies) | 2 | $205M | 9.28% |
| Insurance companies | 70 | $403M | 18.3% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vorfeld, Egon, Johan Ernst | Chief Investment Manager, Managing Partner | Dec 2015 (11y) | 25% – 50% | |
| Bourqui, Christian | Managing Director | Jul 2016 (10y) | Less than 5% | |
| Kern, Philippe, Daniel | Member Of The Board | Mar 2021 (5y) | 5% – 10% | |
| Andrade, Jean François | Managing Partner | Feb 2022 (5y) | 5% – 10% | |
| Gallisard De Marignac, Charles Henri, Guillaume Pierre | Partner | Feb 2022 (5y) | Less than 5% | |
| Janssens De Bisthoven, Alban, Jean Pierre | Partner | Feb 2022 (5y) | Less than 5% | |
| Von Ahnen, Tanja | Partner | Feb 2022 (5y) | Less than 5% | |
| Gounod, Etienne, Francois | Chairman | Oct 2022 (4y) | 25% – 50% | |
| Hippolyte Cedric Louis De Weck | Ceo Managing Partner | Oct 2022 (4y) | 25% – 50% | |
| Turrettini, Jean, Alphonse | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Ricbour, Xavier, Jean Marc Victor | Chief Operating Officer | Oct 2023 (3y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/11/2025 | 844 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
- • Performance-based fees
- • Other fees
- • FUND RETROCESSIONS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Banque Lombard Odier & Cie Sa $880M (40% of AUM) Dec 2025
- UBS $250M (11% of AUM) Dec 2025
- Bank Julius Baer & Co. Ltd. $95.5M (5% of AUM) Nov 2022
- Bank Cramer & Cie $200K (0% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 11, 2025.
View current Form ADV (SEC/IAPD) ↗