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DirectoryFinance & InsuranceExternal Asset ManagementZurichForma Futura Invest AG
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Forma Futura Invest AG

Summary

About the company

The core activity of Forma Futura is wealth management and investment consulting with a focus on sustainability and social responsibility. The company offers services to private clients, foundations, family offices, corporate clients and pension funds, and concentrates on developing sustainable investment strategies and promoting responsible business practices among the companies in which it invests.

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Products & services

Industry:External Asset Management
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Asset management
Sustainable asset management with quality-oriented portfolio management, direct investments in equities and bonds, active management and individual support.
Advisory on equal footing
Personal, independent advice by an interdisciplinary team, free from conflicts of interest and not tied to products; support with individual investment questions and solution-finding.
Investments for the future
Multi-step selection of sustainable quality investments that meet financial criteria and sustainability considerations; selection of future-oriented investments with high transparency.
Company dialogue and engagement
Regular dialogue with portfolio companies, monitoring sustainability controversies and targeted influence towards responsible conduct.
Asset management for private clients
Asset management mandates for private clients with sustainable quality companies, individual reporting and support with vested benefits solutions and questions related to life stages.
Press

Media

June 5, 2025Media
Forma Futura: Beim Ethik-Primus fliegen die Fetzen
insideparadeplatz.ch

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Location

Bederstrasse 49
8002 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-113.273.855
Founded
2006 · 20 years
Last commercial register change
July 14, 2026
Employees
21 to 50

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