Forma Futura Invest

What Forma Futura Invest does

Forma Futura Invest AG is a Swiss sustainable wealth management firm headquartered in Zürich, founded in 2006 by Antoinette Hunziker-Ebneter. The firm provides professional asset management (Vermögensverwaltung) combined with strategic engagement/dialogue with portfolio companies, targeting companies that view sustainability as a competitive advantage rather than a cost factor. The company is currently co-led by Co-CEOs Larissa Jäger and André Utzinger, with the founding partner remaining involved.

The firm serves four primary client segments: affluent private clients (Privatkunden), charitable foundations (Stiftungen), Swiss pension funds (Pensionskassen, including BVG/OPC schemes), and family offices (both single and multi-family). Its core offering combines investment analysis and selection in future-oriented companies with continuous stakeholder engagement, delivered through a personalized advisory approach described as "Beratung auf Augenhöhe" (advice on equal footing). Services are supported by a knowledge-sharing platform ("Wissen"), educational events, and webinars aimed at building client competency in sustainable investing.

Forma Futura operates as a privately held Swiss corporation regulated under FIDLEG (Swiss Financial Institutions Act), generating revenue through recurring wealth management fees on assets under management. The go-to-market model is sales-led and relationship-driven, with direct advisory engagement as the primary distribution channel. The firm does not disclose specific fee structures, minimum investment thresholds, or AUM figures publicly. With 11-50 employees and a single domestic office location, it operates as a boutique player in the Swiss German-speaking sustainable investment market.

Name

Forma Futura Invest

Legal name

Forma Futura Invest AG

Website

https://formafutura.ch

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Forma Futura Invest AG is a Zürich-based sustainable wealth management firm founded in 2006, offering professional asset management combined with corporate engagement to private clients, foundations, pension funds, and family offices in Switzerland.

Ownership category

akta.pro rank

Product category

Sustainable Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

Keywords

• Sustainable wealth management
• Asset management services
• ESG investment advisory
• Foundation asset management
• Pension fund management

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Wealth Management Fees: Forma Futura generates revenue through professional asset management and advisory services. As a licensed wealth management firm in Switzerland, they likely charge management fees and/or advisory fees for their sustainable investment services, though specific fee structures are not publicly disclosed.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Forma Futura Invest AG provides professional sustainable wealth management (Vermögensverwaltung) combining asset management with strategic engagement and continuous dialogue with portfolio companies. The firm invests in companies that treat sustainability as a competitive advantage and delivers tailored solutions across four client segments: private customers, foundations (Stiftungen), pension funds (Pensionskassen), and family offices.

Product overview

Forma Futura Invest is a sustainable asset management company based in Zürich, Switzerland, founded in 2006. The company operates as a unified wealth management platform offering professional sustainable investment services to private customers, foundations, pension funds, and family offices. The core offering consists of wealth management (Vermögensverwaltung) combined with strategic stakeholder engagement, focusing on companies that contribute to a sustainable economy. The company provides client advisory services delivered at eye level, and shares knowledge through its competency platform. Services are tailored to four primary client segments: private customers, foundations (Stiftungen), pension funds (Pensionskassen), and family offices. The company celebrated its 20th anniversary in 2026 and is led by Co-CEOs Larissa Jäger and André Utzinger.

Differentiator

Problem solved

Functional benefit

Products and services

• Sustainable Wealth Management (Vermögensverwaltung) Core sustainable wealth management service combining professional asset management with strategic engagement. Invests in sustainable companies and maintains continuous dialogue with them to deliver financial returns and a positive societal impact.
• Sustainable Wealth Management for Private Customers (Privatkunden) Wealth management solutions tailored for affluent private individual investors (Privatkunden) seeking sustainable investment options that align with their personal values while delivering competitive returns.
• Sustainable Wealth Management for Foundations (Stiftungen) Specialized wealth management services for Swiss charitable foundations (Stiftungen), supporting sustainable endowment investing and impact-aligned portfolio management aligned with each foundation's mission and sustainability charter.
• Sustainable Wealth Management for Pension Funds (Pensionskassen) Sustainable investment solutions designed for Swiss pension funds (Pensionskassen) and retirement savings institutions, integrating ESG factors into long-term liability-matched portfolio management.
• Sustainable Wealth Management for Family Offices Comprehensive wealth management services for single and multi-family offices seeking multi-generational sustainable investing strategies with consistent sustainability integration across all assets.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Vontobel: Vontobel is a Zurich-based wealth and asset manager with a dedicated sustainability capability, serving institutional and private clients; comparable in offering mix to Forma Futura, with a notably broader product platform and international footprint.
• Pictet Group: Pictet is a major Geneva/Zurich-headquartered private bank and asset manager with a strong sustainable investing franchise serving foundations, pension funds, family offices and private clients; significantly larger than Forma Futura but directly comparable across all four client segments.
• Swisscanto Invest by Zürcher Kantonalbank: Swisscanto is the asset management arm of Zürcher Kantonalbank and one of Switzerland's largest sustainable asset managers, particularly strong in pension fund (Pensionskassen) and foundation mandates; a direct institutional competitor to Forma Futura in the Swiss ESG space.
• Bank J. Safra Sarasin: J. Safra Sarasin is a Basel/Zurich private bank with a longstanding sustainability franchise and dedicated sustainable investment team serving private clients, foundations and institutional investors; overlaps Forma Futura's sustainable HNW and foundation positioning.
• Lombard Odier: Lombard Odier is a Geneva-based private bank with a strong sustainable and impact investing offering (Lombard Odier Investment Managers), targeting foundations, family offices and private clients; directly comparable Swiss competitor across all of Forma Futura's segments.
• Robeco (incl. RobecoSAM): Robeco, with its Swiss-origin RobecoSAM sustainable investing heritage (Zurich), is a large European sustainable asset manager that serves institutional clients including pension funds and foundations; a global incumbent in the same sustainable-investing category as Forma Futura.
• Union Bancaire Privée (UBP): UBP is a Geneva-based private bank with significant asset management capabilities including ESG offerings for private clients and institutional investors; comparable Swiss private-bank competitor to Forma Futura in the HNW/family-office segment.
• Mirabaud: Mirabaud is a Swiss private banking group with a dedicated sustainable investing capability serving private clients, family offices and foundations; competes head-to-head with Forma Futura in the German-speaking Swiss market.

Direct peers

• Anthos Fund & Asset Management: Anthos is a Zurich-based independent sustainable and impact wealth manager serving private clients, foundations and family offices with a values-aligned mandate; a directly comparable Swiss boutique sustainable peer to Forma Futura.
• Tareno: Tareno is a Swiss independent wealth and asset manager with an explicit sustainable investment offering for private clients and institutional investors; a closely comparable Zurich-rooted boutique peer to Forma Futura in scale and positioning.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/forma-futura-invest-ag
• Facebookfacebook.com/FormaFuturaInvestAg

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Forma Futura Invest