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DirectoryFinance & InsuranceExternal Asset ManagementZurichFormInvest AG
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FormInvest AG

Summary

About the company

FormInvest AG is an independent wealth management boutique offering discretionary and advisory investment solutions for private and corporate clients. The firm focuses on wealth-preservation strategies using broad diversification, provides portfolio construction, ongoing monitoring and performance reporting, states GIPS compliance and is licensed and regulated by FINMA.

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Industry:External Asset Management
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Asset management
Asset management for private, professional and institutional clients; discretionary multi-asset portfolios using the Income, Yield, Balanced, Growth and Equity strategies.
Investment advisory
Investment advisory for private, professional and institutional clients; portfolio-based recommendations, ongoing monitoring of the portfolio and monthly reports.

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Location

Seebacherstrasse 96
8052 Zurich
Opening hours
Mon
08:30 - 18:30
Tue
08:30 - 18:30
Wed
08:30 - 18:30
Thu
08:30 - 18:30
Fri
08:30 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-375.012.359
Founded
2024 · 2 years
Last commercial register change
July 1, 2024
Employees
1 to 10

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