Category: Independent Asset Manager
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Interview Pierre-Yves Formaz, Founder and CIO · FormInvest
Pierre-Yves Formaz shares how Performance Watcher has transformed client relationships and portfolio management at Forminvest. A believer in transparency and innovation, Formaz highlights how this intuitive tool enhances decision-making by offering a clear overview of portfolio performance, including risk-adjusted returns, real-time comparisons, and strategy alignment. With over 20 years of experience managing HNWI and UHNWI clients, Formaz emphasizes the growing importance of performance and client-centric solutions in modern wealth management.
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When innovative solutions create value
FormInvest AG is an independent asset manager established in 2012 and based in Zurich. 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. Our goal is to help wealthy investors master their entire range of financial challenges. We are committed to understanding our clients’ personal situation, searching for the best solutions, and providing them, their family, and their businesses with the highest level of personal attention and confidentiality. Growing our clients’ wealth in a wise and responsible manner is our main concern. Together…