Established in 1982, Forvest is an asset management company headquartered in Geneva, Switzerland. Specialized in Integrated Wealth Management with a global network of affiliates in Europe, Asia, North America and South America, Forvest services high net worth individuals across continents and generations. 

Forvest’s services cover a wide range of investment opportunities, customized for each client in innovative and forward-thinking ways. Supported by decades of experience and a cutting-edge team, Forvest’s strength lies in finding the ideal investment solution that preserves and maximizes your assets while prioritizing your interests, goals and ideals. Forvest's range of services include:

- Wealth Management & Asset Allocation 
- Discretionary Portfolio Management 
- Real Estate and Private Equity Services
- Family Succession and Legacy Planning
- Philanthropy

Carefully developed and nurtured over time, Forvest’s global network further strengthens the company’s offering. The Forvest Global Investment Committee meets weekly with economic and market experts from Geneva, Zurich, Paris, Toronto and Barbados to thoroughly review the state of the world’s financial markets and trends, thus serving our clients in the most informed and open-minded manner possible.

Forvest enacts the mission of The Forvest Group, a family of companies which aims to simplify the complexities of wealth management and generational asset protection by consolidating a network of global financial services through one experienced, reliable and trustworthy entity. With a global perspective and decades of experience navigating the asset management landscape, Forvest is uniquely positioned to steward and protect our clients’ generational wealth. 

Commitment, Competence, Confidentiality and Continuity are Forvest’s guiding principles. In business for three generations, Forvest deeply values and respects its clients and the trust they place in us.

Family

Investment Management

Professional Services

Real Estate

Forvest

The office at 14 rue Kleberg specializes in client relations and wealth management services for high-net-worth individuals.

14 rue Kleberg

Lyle Stein

This department focuses on overseeing and managing investment portfolios and providing consulting services related to financial investments.

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and engagement.

Client Relations

This department focuses on providing personalized financial advice and investment strategies to high-net-worth clients.

Wealth Management

This department provides organizational and logistical assistance to ensure efficient operations and communication within the organization.

Forvest

Org chart

Teams

Investment Management

Client Relations

Wealth Management

Administrative Support

Offices

Forvest

Org chart

Teams

Investment Management

Client Relations

Wealth Management

Administrative Support

Offices

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