FormInvest AG jobs and careers

About FormInvest AG

FormInvest AG is an independent wealth management boutique, established in 2012 and based in Zurich. We provide tailored discretionary and advisory solutions to High and Ultra-High Net Worth Individuals, as well as corporates in the Middle East and Switzerland. Our investment philosophy focuses on wealth preservation strategies through broad diversification, prudence and discipline while taking a long-term approach. We offer clients the highest level of investment advice and professional support by combining passion, experience, ethics and deep investment knowledge. Pierre-Yves, founder of FormInvest, has managed discretionary solutions on behalf of the firm’s clients since 2013. He was previously at UBS for 20+ years as an investment advisor covering High and Ultra-High Net Worth Individuals from the Middle East, Switzerland and Europe. Pierre-Yves is a CFA® Charterholder and a Swiss-certified Banking Expert.