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Investor Profile

Fortworth AG

Entity type
Multi-Family Office
Headquarters
Lugano, Switzerland
Founded
2014

Firm-reported

Fortworth describes itself as an independent Swiss wealth management advisory firm specializing in investment strategy and risk management, with a particular focus on computational finance. Its services include wealth management advisory, investment strategy, risk management, portfolio structuring, and multi-bank and multi-manager oversight for private clients, family offices, and institutional decision-makers.[Firm website]

Per the firm's own site, strategies informed by its computational finance work have been implemented through institutional investment vehicles, including an actively managed certificate issued by Julius Baer.[Firm website]

Focus

Computational finance-driven wealth management and strategic investment advisory

The list is public. The introductions are not.

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