La Française to take majority ownership of Forum Securities Limited
Two years after the announcement of their strategic partnership and the successful launch of the La Française Lux – Forum Global Real Estate Securities Fund, Forum Partners, subject to regulatory approval, will transfer an 80% interest in its wholly owned subsidiary, Forum Securities Limited, to La Française. The transfer is expected to close in the first quarter of 2016.
Forum Securities Limited ("Forum Securities") is an SEC registered investment advisor managing private investment accounts for institutions and family offices, with an investment focus on long-only and hedged global real estate public securities strategies. The business was established in 2009 and has seven full-time employees, six of whom perform investment, advisory and research functions. Employees represent seven nationalities and speak ten languages. Forum Securities has offices in Greenwich, CT (USA), Singapore and London. The team is recognized for its “out of the box” approach.
The new integrated platform will be re-branded La Française Forum Securities and will allow Forum Securities enhanced back office and reporting capabilities as well as stronger business development and client relations support. La Française will continue to expand its international footprint with a presence in the US and Asian markets. Together the firms will look to broaden their product offering to include: infrastructure/commodities, a Sharia compliant listed real estate investment fund, listed Green real estate funds, sector specific listed real estate funds and other customized strategies that meet investor demands.
The existing product line will continue to be managed by the Forum Securities team which will be reinforced to support the expected growth in offerings. Jana Sehnalova, Portfolio Manager within the Forum Securities Limited team, will be the Global Head and Managing Director of La Française Forum Securities and will report to Pascale Auclair, Global Head of Investments of La Française Global Asset Management.