Cyrille E. Urfer

Visionary
DISC Type : Ds

Partner - Chief Investment Officer at The Forum Finance Group SA | Geneva | Switzerland

Geneva, Geneva, Switzerland

Overview

Cyrille E. Urfer is the Partner and Chief Investment Officer at The Forum Finance Group, bringing over 30 years of experience from Switzerland and the Middle East. An internationally recognized expert in investment strategy and portfolio management, he has managed funds for the Public Investment Fund of Saudi Arabia and holds both CFA and Executive MBA credentials.

He was recently recognized for his professional achievements when an expert panel from WealthBriefing named him the "Best Chief Investment Officer (CIO)" in 2024.

Personality Overview

Objective Evaluator

Fast But Thoughtful

Direct & Assertive

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Investment Strategy
His entire career is built on expertise in investment strategy, manager selection, and portfolio management for high-net-worth and institutional clients.
Sovereign Wealth Funds
He has extensive experience managing investments for some of the world's largest sovereign wealth funds, including the Public Investment Fund of Saudi Arabia.
Global Markets
His professional history includes heading Global Public Markets and working extensively in both European and Middle Eastern financial hubs.

Media Appearances

Cyrille has no verified media appearances

Work History

4-2025
Partner - Chief Investment Officer at The Forum Finance Group SA | Geneva | Switzerland
6-2023
Managing Director - Chief Investment Officer at The Forum Finance Group SA | Geneva | Switzerland
10-2018 - 5-2023
Head of Sovereign Wealth Funds & Institutional Clients Middle East at Unigestion
1-2017 - 6-2018
Head of Global Public Markets at Public Investment Fund (PIF)
3-2012 - 12-2016
Chief Investment Officer - Head of Asset Allocation at Gonet & Cie SA

Education

Executive MBA from IMD
Chartered Financial Analyst (CFA) from CFA Institute

More Information

Social Presence :

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Exp : N/A Location : Geneva, Geneva, Switzerland Job Level : N/A Designation : Partner - Chief Investment Officer at The Forum Finance Group SA | Geneva | Switzerland
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Insights For Selling To Cyrille E.

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Let them know of potential risks but suggest mitigation methods alongside
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cyrille E. is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Cyrille E.

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Cyrille E. move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Cyrille E. take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Cyrille E.

Personality Compatibility


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