We are delighted to share with you that FormInvest AG has been honoured with two additional distinguished awards this year: Best “Investment Performance (Global Reach)” and “Investment Methodology (Europe)” by WealthBriefing in the WealthForGood Awards 2024! These awards are a testament to our unwavering commitment to excellence. They demonstrate that our investment process is effective on a global scale and underscore our dedication to client satisfaction. Our focus on transparency, integrity and a consistent investment philosophy has been pivotal in achieving these accolades and motivates us to continue providing expert financial support. We extend our heartfelt gratitude for your ongoing trust and support. Your confidence inspires us to persist in delivering exceptional services that align with your financial goals.
Info
FormInvest AG is an independent asset manager established in 2012 and based in Zürich. The team is currently composed of Pierre-Yves Formaz, CFA, as Senior Investment Manager, Sohaila Elshater, as Head of Operations, Liza Ragheb, our Senior Representative, Dr. Jeannine Ameri, as Chief Compliance & Risk Officer, and Nada Saoudi, our Junior Investment Advisor. We provide discretionary and advisory mandates to High and Ultra-High Net Worth Individuals, as well as corporate clients, mainly based in the Middle East. Before establishing FormInvest AG, Pierre-Yves Formaz worked for 22 years at a large international bank in Switzerland. In his Private Banking functions, his focus was on the Middle East region, particularly Egypt, providing wealth management and investment banking services covering HNWI, UHNWI as well as corporate clients.
- Website
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http://forminvest.ch
Externer Link zu FormInvest AG
- Branche
- Investment Management
- Größe
- 2–10 Beschäftigte
- Hauptsitz
- Zurich, Zurich
- Art
- Privatunternehmen
- Gegründet
- 2012
- Spezialgebiete
- Asset Management, Investment Advisory , Finance , Wealth Management und Banking
Orte
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Primär
Wegbeschreibung
Seebacherstrasse 96 CH-8052
Zurich, Zurich 8005, CH
Beschäftigte von FormInvest AG
Updates
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We are delighted to share with you the exciting news that FormInvest AG has been honoured with two additional distinguished awards this year: - Most Innovative Wealth Management Boutique 2023 - Switzerland, presented by the esteemed Fund Awards of AI Publishing. - The Tenth Annual WealthBriefing MENA Awards for Excellence 2023, securing victory in the best Investment Process category. These accolades serve as a testament to our commitment to excellence and innovation in the asset management landscape. They reinforce our dedication to measuring success through the satisfaction of our clients and motivate us to continue providing expert financial support. We extend our heartfelt gratitude for our partners' and clients' trust and support. Your confidence inspires us to persist in delivering exceptional services that align with your financial goals.
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