Our services

Financial Advisory

Following a co-operative process of reviewing the situation and establishing your needs, FORMA will advise the appropriate structure to ensure the fulfilment of your individual or corporate goals. Such a solution will take into account issues pertaining to desired level of involvement, diversification, segregation of investors and investments, manager selection and cost effectiveness.

Asset Management

FORMA provides ongoing asset management for a range of investors and corporations. We specialise in the design and implementation of intensive value creation plans for health research and development firms within Central and Eastern Europe which require innovative asset solutions with effective, measurable results. Our main area of expertise is managing assets or portfolios of assets that have high added value potential. We manage each asset as if it were our own, initial assessment of the asset, business plan development and implementation, exit strategy and monetisation.

Investment Services

The provision of investment advisory services is a day-to-day activity for our company due to the specific needs of our clientele, the provision of investment advisory services is an important part in the provision by FORMA of quality total solution services. The investment advisory service is based on each individual company’s operations and staffing, so will also be unique. Our investment advice is provided from specialised and experienced team members who are aware of each client profile (investment horizon, target return, level of risk, assets, etc.), take into consideration all such parameters in the provision of this type of advice.

Our mission is to succeed through our clients’ success by providing professional services of the highest quality. We strive in solving problems of any complexity.

We strongly believe in a comprehensive, bespoke approach allowing us to continuously enable our clients to make considerable improvements to their performance and to succeed in that goal they have set for themselves.