The core activity of Forward Capital SA is wealth management and mandate management, including traditional mandates, special mandates, Night Desk Trading and Family Office services. The company also provides advisory services and constructs individual portfolios tailored to the specific risks and return expectations of its clients.
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Products & services
Industry:External Asset Management
✓ Offered6
Wealth management
Portfolio management, investment mandates and investment advice with custom portfolio construction based on the desired return and risk.
Traditional mandates
Conservative, balanced, growth and absolute performance mandates, invested in bonds, equities, funds, metals and derivatives according to the risk profile.
Advisory mandate
Advisory mandate for active investors, with decisions made jointly, market information, daily analysis and ongoing support from an advisor.
Special mandates
Mandate Bonds Plus with partial capital protection and a tailor-made mandate built according to the client's wishes, with commodities, foreign exchange or specialized bonds.
Family Office
Family office services for real estate, financing, fiduciary services, school and expatriate, travel and rental of safety deposit boxes.
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