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Preserve your assets.
Forge your future.

Values

The business model of Forma Futura is geared towards the long-term achievement of goals and avoids conflicts of interest. Our corporate culture is based on clear values:

Forma Futura Werte e

 

Responsible

We are committed to the responsible use of money. We see ourselves as part of a financial system that is not an end in itself, but rather serves the real economy. As a result, we strive to create value for a future worth living.

Sustainable

Our way of thinking is long-term and holistic. Along with the economic perspective, we consider the social and environmental dimensions in all of our investment decisions. In this way, we set the course for a future worth living.

Respectful

We treat our fellow human beings and the environment and its resources with mindfulness, respect and tolerance. We encourage critical discussions on issues regarding a sustainable quality of life to discover positions that we can explain to our clients.

Transparent

We are committed to the greatest possible clarity and openness towards our clients. We inform our clients regularly regarding the financial performance of their portfolio, the contribution it makes to a sustainable quality of life and which fees and charges are incurred.

Courageous

We express our opinions. We want to stimulate thought and inspire ourselves and others to rethink positions. Since we have no binding interests in providers of financial products, we can do this without having to offer products that do not comply with our values or investment criteria.

Unconventional

In addition to banking and financial expertise, our team also possesses skills in the fields of science, technology, social science and philosophy. Based on our competence and beliefs of how to deal with money, we want to provide impetus in the financial sector and contribute to the transformation of it towards a sustainable financial system.

We live the values of our company and, in doing so, offer tangible benefits to our clients.

 

Christian Kobler

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.»