Cyrille E. Urfer in

Cyrille E. Urfer

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

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.

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Current Role
Partner - Chief Investment Officer
Location
Geneva, Geneva, Switzerland
Personality Overview

How Cyrille shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Cyrille cares 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.
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Career

Work history

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

Media appearances

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Education
Executive MBA
IMD
Chartered Financial Analyst (CFA)
CFA Institute
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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