FormInvest AG is an independent wealth management boutique, established in 2012 and based in Zurich. We provide tailored discretionary and advisory solutions to High and Ultra-High Net Worth Individuals, as well as corporates in the Middle East and Switzerland. Our investment philosophy focuses on wealth preservation strategies through broad diversification, prudence and discipline while taking a long-term approach. We offer clients the highest level of investment advice and professional support by combining passion, experience, ethics and deep investment knowledge.
Pierre-Yves, founder of FormInvest, has managed discretionary solutions on behalf of the firm’s clients since 2013. He was previously at UBS for 20+ years as an investment advisor covering High and Ultra-High Net Worth Individuals from the Middle East, Switzerland and Europe. Pierre-Yves is a CFA® Charterholder and a Swiss-certified Banking Expert.
Company Details
- Employees
- 6
- Founded
- -
- Address
- Seebacherstrasse 96 Ch-8052, Zurich,zurich 8005,switzerland
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- forminvest.ch
- HQ
- Zurich, Zurich
Forminvest Ag Questions
Forminvest Ag's website is forminvest.ch
Forminvest Ag's LinkedIn profile is https://ch.linkedin.com/company/forminvest-ag
Forminvest Ag has
6 employees.
View email and phone details for 6
employees at Forminvest Ag.
Forminvest Ag's industry is
Investment Management
Forminvest Ag's top competitors are
Ubs,
Snrobotix,
Fc Birsfelden,
Fidens Gmbh,
Lloyd Capital Llc,
Reichle & De-Massari,
Mr Commodities Ag,
1724 Capital,
Arx | Smart Minds,
Perennium Sa.
Forminvest Ag's categories are Investment Management
Forminvest Ag's founding year is 2012
