Family Offices
Forma Futura unterstützt Family Offices, deren Kunden hohe Ansprüche an die Nachhaltigkeit ihrer Finanzanlagen stellen. Als Spezialisten in diesem Bereich können bei von uns verwalteten Portfolios die Bedürfnisse nach finanzieller Sicherheit und ökologischer und sozialer Verantwortung optimal in Einklang gebracht werden.
Verantwortungsbewusst mit einem Familienvermögen umzugehen bedeutet eine langfristige Perspektive einzunehmen, um die Lebenschancen für die nächsten Generationen zu erhalten. Forma Futura verfolgt diesen Gedanken konsequent, wenn es um die Auswahl der Finanzanlagen geht. Das Vermögen soll in der Realwirtschaft eine positive Wirkung entfalten und zugleich eine marktgerechte Rendite erzielen, was der langfristigen Werterhaltung für heutige und zukünftige Generationen dient.
Sustainable Investments
Forma Futura makes sustainable long-term investments in companies that meet all of the strict criteria of our investment selection process. Investments are made only in liquid, exchange-traded securities. Preference is given to direct investments in stocks and bonds. For reasons of diversification, targeted sustainable equity funds may also be used.
Individual Investment Profile
Based upon an analysis of each client's risk capacity and risk appetite, Forma Futura offers different individual investment profiles in Swiss francs and Euros. Depending upon the chosen strategy, the equity component can range between 0 and 100 percent. Individual portfolios start from approximately CHF 500'000.
Comprehensive Reporting
Asset management with Forma Futura includes detailed reporting. In addition to a statement of portfolio performance, we also report on the sustainability performance of as well as the key financial figures of the companies and funds held in the portfolio.
Exercising Active Shareholders' Rights
Another service we provide our clients is the voting recommendations for the shareholders' meetings of Swiss companies. The exercise of shareholder voting rights is an essential tool for influencing the sustainable development of enterprises.
Would you like to find out more?
We are happy to hear from you!
christian.kobler@formafutura.com +41 44 287 22 99
Christian Kobler
Founding Partner and Chief Financial Officer, Chairman of the Board
«I am pleased to see that our vision of sustainable asset management has developed so well in the demanding Swiss financial market that it has reached the point where we have an established company with satisfied customers and employees. The more investors invest their money responsibly, the stronger the impulse will be towards a sustainable financial system.»