Wealth Management

  • Forum’s core clients include high-net-worth individuals and family offices.
  • Wealth and investment management strategies are developed in close cooperation with clients, in order to reach investment objectives. We complement these services with modern execution capabilities and scrupulous client services.
  • Forum’s investment professionals offer deep wealth management experience with unparalleled client service.
  • Forum offers a wide range of quality products, including tactical asset allocation, proprietary quantitative investment strategies and methodized multi-asset investment products.
  • Forum risk assessment scale – ideal risk/return allocation.
  • In-house products exclusive to Forum clients.
Wealth Management
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