FormInvest AG
Asset Management / Wealth Management · Zürich, Zurich
FormInvest AG is a Swiss asset management / wealth management company based in Zürich, Canton of Zurich (UID CHE-375.012.359).
Board members & signatories
- Pierre-Yves Formaz — Präsident des Verwaltungsrates
- Pierre Lapaire — Mitglied des Verwaltungsrates
- Sohaila Elshater Mohamed — Direktor
Registered purpose
Die Gesellschaft bezweckt in und von der Schweiz aus die Erbringung von Finanzdienstleistungen, namentlich Vermögensverwaltungs- und Anlageberatungsdienstleistungen für private, professionelle und institutionelle Kunden nach Massgabe des Finanzinstitutsgesetzes. Des Weiteren bezweckt die Gesellschaft das Vermitteln und Durchführen von Finanz- und Treuhandgeschäften. Die Gesellschaft kann Immateria…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What FormInvest does
OFFERING
FormInvest AG provides discretionary and advisory wealth management solutions for High and Ultra-High Net Worth Individuals and corporates. Their services include investment advice focused on wealth preservation strategies, portfolio optimization, and independent investment research, all tailored to client needs.
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