Forthius is a unique client–centric advisory platform offering bespoke wealth solutions. We focus on 5 key client segments; viz Small and Medium enterprises, Family Legacies, Top Management, Professionals and Non Residents. Our strength lies in the experience, exposure and expertise that our team members bring in. The collective wisdom of our team combines multi cycle experience with multi asset class exposure and handling diverse client needs.
We are committed to providing goal based solutions through a scientific and disciplined process, aimed at mitigating risks. Our deep commitment to our clients’ needs and aspirations together with the analytical vigor, strong governance, wisdom and insight of our team enables us to create superior risk adjusted solutions.
In its approach to build a wider wealth management business that is focused on individuals, the Forthius recognized that it needed to pull together a compelling proposition for prospects who were most likely disillusioned by the lack of direction that most Wealth Managers offered in the wake of the Global Financial Crisis.
The core proposition was to build the business model around client needs and aspirations as against the conventional approach of building around product expertise of the firm. In pursuit of this goal, the firm would differentiate itself by offering in-depth analysis of the needs, ambitions and aspirations in a scientific way, followed by a comprehensive mapping of the risk appetite and then match the needs and risk to available products.
“In the long run, it’s not just how much money you make that will determine your future prosperity. It’s how much of that money you put to work by saving it and investing it.”