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DirectoryFinance & InsuranceExternal Asset ManagementGenevaFORVEST ASSOCIATES & Co SA
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FORVEST ASSOCIATES & Co SA

Summary

About the company

FORVEST ASSOCIATES & Co SA provides integrated wealth management and investment services, including portfolio advisory, discretionary portfolio management, financial and estate planning, real estate investment and corporate finance.

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Products & services

Industry:External Asset Management
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Wealth Management
Portfolio Advisory Services, Discretionary Portfolio Management and Financial Advisory Services for private individuals and families, with tailored portfolios and asset allocation.
Estate Planning
Estate planning for family wealth, with structuring of assets and long-term planning within personal and family goals.
Real Estate Investments and Management
Real Estate Investments & Management for investing in real estate and for managing real-estate positions within a wealth portfolio.
Corporate Finance
Corporate finance in connection with wealth and ownership structures, complementing investment and structuring services for affluent clients and families.
Philanthropic Foundation Administration
Philanthropic foundation(s) administration for the administrative support of philanthropic foundations and their structures.

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Location

Rue Kléberg 14
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-114.959.576
Founded
2009 · 17 years
Last commercial register change
March 20, 2026
Employees
1 to 10

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