FormInvest AG is an independent wealth management boutique, established in 2012 and based in Zurich. We provide tailored discretionary and advisory solutions to High and Ultra-High Net Worth Individuals, as well as corporates in the Middle East and Switzerland. Our investment philosophy focuses on wealth preservation strategies through broad diversification, prudence and discipline while taking a long-term approach. We offer clients the highest level of investment advice and professional support by combining passion, experience, ethics and deep investment knowledge.  

Pierre-Yves, founder of FormInvest, has managed discretionary solutions on behalf of the firm’s clients since 2013. He was previously at UBS for 20+ years as an investment advisor covering High and Ultra-High Net Worth Individuals from the Middle East, Switzerland and Europe. Pierre-Yves is a CFA® Charterholder and a Swiss-certified Banking Expert.

FormInvest AG

Org chart

Teams

Offices

FormInvest AG

Org chart

Teams

Offices

Related companies