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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,544 companies indexed · Last updated: today
DirectoryFinance & InsuranceHolding CompaniesGenevaForum Finance Holding SA
Forum Finance Holding SA Logo
Verified· 3 sourcesTrust Score
Summary

About the company

Forum Finance Holding SA provides independent asset management and wealth-management services, including discretionary and advisory mandates, family office services, estate planning and pension-plan solutions. The firm is authorised in Switzerland as an asset manager by FINMA and registered in the United States as an investment adviser with the SEC.

AI-generated
Offering

Products & services

Industry:Holding Companies
✓ Offered4
Asset Management
Discretionary wealth management for private clients, with preservation and growth of assets, independent approach and long-term relationships.
Family Office
Family office services for wealth coordination, personalized support and provision of a network of banking, legal and investment partners.
Estate Planning
Estate and wealth planning to arrange the transfer, with personalized advice within a comprehensive wealth management approach.
Pension Plans
Advisory and structuring of pension plans for private clients, integrated into long-term wealth management.
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4.1/5

Forum Finance Holding SA

Trust & reputation

ranQ Trust Score of Forum Finance Holding SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 58% · As of October 2026

Without public customer reviews the score stays capped.

Forum Finance Holding SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Forum Finance Holding SA scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Forum Finance Holding SA scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Forum Finance Holding SA scores 18.6 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.37.14%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.0.04%
Qualifications+0.00

Forum Finance Holding SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 58%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Press

Media

April 5, 2022Media
Forum Finance verjüngt Partner-Basis | People | Aktuell
investrends.ch

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Location

Rue du Rhône 65
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-114.596.858
Founded
2008 · 18 years
Last commercial register change
April 7, 2026
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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