Post by Anne Liebgott

Founder • AW✚SWITZERLAND • AW❖UNITED KINGDOM • AW●ASIA PACIFIC | MIDDLE EAST • Directories of wealth management, private banking, and other services for Americans, Canadians, and Latin Americans • AMERICOM • CAIO

+CITYWIRE SWITZERLAND's TOP 50 INDEPENDENT ASSET MANAGERS 2026+ The Forum Finance Group, with Managing Partner Egon Vorfeld, is recognized as a TOP 50 Independent Asset Manager 2026 by Citywire Switzerland. SEC-registered, Forum Finance for American clients (Canadians too) on AW✚SWITZERLAND: https://lnkd.in/eNWBBM7N Forum Finance with Jean-François Andrade for Latin American clients on AW✚SWITZERLAND: https://lnkd.in/eFHNgV-d March 9, 2026 - To be recognized among Citywire Switzerland's TOP 50, independent asset managers must either hold or be in the process of obtaining the new FINMA portfolio manager license. Additionally, they must operate independently from banks or other financial services providers, offer discretionary wealth management services to private clients, and maintain an open architecture approach to investment management, allowing them to choose external products and service providers freely. Citywire Switzerland then ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control. Hippolyte de Weck Alban Janssens de Bisthoven Tanja von Ahnen Cyrille E. Urfer Charles-Henri de Marignac Etienne Gounod Philippe Kern Régis Ducrey Alain Couttolenc @Jessica A. Christian Alcala, CIWM Christian Bourqui Lucia Bruel - Payro Bastien Cahuzac César Daguet, CIIA Jessica Ettlin Nickolas Gallay Carolina Noguera Caroline Jehan Michel Kamm Xavier Ricbour Philippe Senger Alexis Vernes Gonzague Iriart Nigel Turner Pablo Gandara Blanco All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation, or endorsement to buy or sell any financial instrument or engage in financial services of any kind. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

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