For private customers
Have you inherited capital or built it up over many years? Would you like to put your money to good use, preserve value and at the same time make a contribution to a sustainable future? We are your contact at eye level - personal, direct and appreciative.
Sustainable investment with impact
Access to a strong community
Specialist knowledge combined with personality
Asset management for private clients
As an asset management client, we provide you with holistic support. We invest your assets in sustainable quality companies and provide you with new insights into sustainability through our own knowledge papers and individual reporting. We provide the following services as part of an asset management mandate.
Free movement solution
With our sustainable vested benefits solution in cooperation with the independent foundation of PensExpert AG, you can invest your pension assets profitably and responsibly until you reach normal retirement age. We support you in choosing the right investment strategy, taking your individual needs into account.
Vested benefits can be withdrawn at the earliest five years before the normal retirement age and can be postponed by up to five years if you continue to work. Upon withdrawal, you can easily continue to manage the assets as an asset management mandate with Forma Futura.
Advice in all phases of life
Life is constantly changing - and so are your financial issues. Whether it's family planning, home ownership or impending retirement: we support you transparently, independently and always with a clear focus on what really matters to you.
We have a large network of specialists that we can call on for topics such as financial planning, taxes, pension planning and estate planning. Together we will find solutions that suit you.
