Business and Strategy

  • Home
  • Business and Strategy

Business & Strategic Excellence

Delivering world-class wealth management through innovative strategies and sustainable growth.

At Forum Group Holdings, we are dedicated to providing high-end wealth management services to our clients across the globe. Our business strategy is rooted in sustainable growth, effective risk management, and a strong financial base, positioning us as leaders in the wealth management sector. By focusing on growth markets and deepening our presence in high-net-worth regions, we aim to consistently deliver superior value to our stakeholders.

Our Strategic Vision

Our strategy is centered around capturing the wealth creation dynamics of emerging markets while continuing to strengthen our presence in core European markets. We believe in fostering organic growth, attracting highly qualified relationship managers, and building strong partnerships. Additionally, we remain open to strategic acquisitions that align with our values and provide long-term value for our business.

Financial Strength & Performance

We have demonstrated robust financial performance, with record-high net profits driven by strong growth in assets under management and significant improvements in cost efficiency. Our approach has resulted in a 23% increase in net profit attributable to shareholders and an equally impressive growth in earnings per share. Our strategy of focusing on sustainable profit growth and efficient operations has positioned us for continued success.

Our Business Model

Forum Group Holdings operates with a client-centric approach, offering personalized services that meet the unique needs of our sophisticated clients. Our deep understanding of wealth accumulation, preservation, and transfer, combined with our holistic advisory model, allows us to offer the right financial solutions at every stage of our clients' journeys.

Key Elements of Our Strategy

  • Strong Capital Base: Our disciplined approach to financial management results in a solid capital foundation and a low-risk profile, which enables us to weather economic challenges and remain a reliable partner for our clients.
  • Growth Focus: We focus on capturing growth opportunities in both established markets and emerging regions, aiming to expand our reach and strengthen our market position through strategic organic growth and partnerships.
  • Expertise & Innovation: We are committed to continuously enhancing our expertise in wealth management and expanding our open product platform to offer the best solutions for our clients.
  • Strategic Acquisitions: We are open to strategic acquisitions that align with our values and offer significant long-term value, allowing us to expand our capabilities and enhance our service offerings.
Sustainability & Responsible Leadership

We are committed to long-term value creation for our clients, employees, shareholders, and society. Our sustainability strategy integrates environmental, social, and governance (ESG) factors into our operations and investment processes, ensuring that we align with both our own values and those of our clients. We actively work to reduce our environmental footprint, foster diversity and inclusion in the workplace, and contribute to the broader society beyond our core business activities.

Our Offerings

Forum Group Holdings is a leading name in wealth management, recognized for its expertise in managing and advising sophisticated private clients. Through a holistic advisory approach, we provide comprehensive solutions in wealth accumulation, preservation, and transfer. Our client-centric model, open product platform, and entrepreneurial culture make us a trusted partner in wealth management.