Advice at eye level

We advise you holistically.

We stand for expertise and humanity. We combine our specialized expertise in portfolio management and sustainability research with direct, personal exchange. Your advisor knows your financial goals - and if you have specific questions about sustainability, someone from our research team will be on hand to provide you with in-depth knowledge.

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"Sustainable investments that also meet high quality requirements in financial terms are the prerequisite for attractive long-term returns."

Christian Odermatt

Co-Head of Portfolio Management, Client Advisor

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"For almost twenty years, we have been proving that a consistent sustainability approach and a small investment universe can generate a normal market return. "

Antoinette Hunziker-Ebneter

Client advisor, founding partner

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"We are aware of the responsibility we take on. After all, our clients are entrusting us with their assets. We approach this task with passion and conviction. "

Patrick Spengler

Deputy Head of Customer Advisory Service

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"For us, trust is inextricably linked to transparency: You know at all times where your assets are invested and what developments we are monitoring and influencing."

Walter Hättenschwiler

Head of Client Advisory Services, Member of the Executive Board

From initial contact to long-term customer relationships

We are a specialized provider with a holistic advisory approach. We invest your assets on the basis of clear sustainability principles and are happy to support you in all areas relating to your finances. For more complex issues, we can recommend selected specialists from our broad network at any time.

Initial consultation

We will talk together about your wishes and goals for managing your assets. We will also explain our unique investment approach for an optimal risk/return ratio for your portfolio.

We are happy to take the time to clarify any questions you may have. You check whether our offer matches your values and needs.

Once you have decided on Forma Futura, we will work out your investment profile together. You decide on a custodian bank and choose two advisors from our team.

We take up to three months to build up the portfolio in order to smooth out any short-term market exaggerations. However, if you wish, a shorter or longer build-up phase is also possible.

We are your first point of contact for all matters relating to your assets. You will receive a semi-annual portfolio and sustainability report from us and we will meet with you in person at least once a year to discuss your portfolio in more detail.

Further solutions

  • For private customers

  • For foundations

  • For pension funds

  • For family offices

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  • Walter Hättenschwiler

    Head of Client Advisory Services, Member of the Executive Board

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