ASSET MANAGEMENT

FORB’S INSTITUTION works with institutional and private clients, focusing on discretionary and advisory asset management. We gain an advantage over our competitors through joint ventures with industry-leading, specialised businesses.

Our actions are always in-line with our clients’ wishes, and we never take any action without identifying the level of risk and being confident in the best possible results in the current circumstances.

Our team of professionals draws on their extensive experience in negotiating loan applications, commission terms, and other elements, and always acts in the best interests of our clients, providing support in choosing the best custodian.

INVESTMENT SOLUTIONS

The investment principle of FORB’S INSTITUTION is to responsibly achieve the maximum profit for its customers. The investment team’s objective is to generate the best possible income while continuously focusing on capital preservation. It is the foundation of our discretionary and advisory asset management solutions.

WEALTH MANAGEMENT

FORB’S INSTITUTION works with both institutional and private clients, providing customised solutions for wealth management. Through our focus on capital preservation, our portfolios aim to be resilient during distressed economic times. Thanks to our robust internal reporting and portfolio management systems, we have strong support tools to conduct in-depth and real-time performance analysis. The capacity to aggregate investments enables us to invest in all types of investments to provide investors with the best risk-adjusted returns. This gives clients access to new investment solutions at attractive rates and fees through our vast and unique network.

FUND MANAGEMENT

FORB’S INSTITUTION is dedicated to providing clients with a strong portfolio of internally developed funds and certificates which allow us to trade more efficiently and around the clock. We continuously review the performance and risk exposure of our products to ensure they provide competitive risk-adjusted returns and are aligned with our mission of capital preservation.

PRIVATE INVESTMENT PROGRAM

This program provides investors with unique access to private assets. Through mutualisation, we improve each investor’s accessibility to private markets and offer a fully diversified private investment portfolio. FORB’S INSTITUTION is a full ecosystem for private investments. We have experience in strategy for different types of private investments: Private Debt, Real Estate, Secondaries, Private Equity, Co-investments, and Direct investments. In parallel with an investment, we provide due diligence and follow-up with funds. We complement our expertise in private investment through our network and joint ventures with well-established private equity firms. We offer private asset-specific consolidated reporting providing an executive summary and analysis of the investments.

IMPACT INVESTMENT INITIATIVE

Impact investing is investments that not only generate financial returns but also have a tangible environmental and/or social impact. We believe in the construction of a portfolio that can achieve the similar risk-adjusted returns of a traditional portfolio while allocating 100% of the capital to investments that have a tangible impact with regards to the 17 United Nations Sustainable Development Goals. Our edge comes from the ability to source unique impact investing opportunities across asset classes. Our mission is to maximise risk-adjusted returns along with maximised impact. We regularly review the performance and impact of the strategy to ensure that our mission of “impact without sacrifice” is respected.

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