Organized by Main Partners 2025 Shape Equity Partners × Shape Equity Partners is a boutique real estate investment firm focused on protecting and growing our clients’ capital, while making a positive impact in the communities we are present in – shaping a new way for the real estate industry. We leverage proprietary algorithms to identify locations with strong economic and demographic fundamentals and pride ourselves on developing efficient designs and concepts. The result? Climate awareness in action through eye catching real estate projects with significant asset appreciation. Swissquote × As a leading provider of online financial services, Swissquote offers innovative solutions and analysis tools to meet the wide range of demands and needs of its clients. As well as various online trading services, the user-friendly platform also provides solutions for eForex, Robo-Advisory and eMortgage. In addition to a low-cost service for private clients, Swissquote also offers specialized services for independent asset managers and corporate clients. Swissquote Bank Ltd holds a banking license issued by its supervisory authority the Swiss Federal Financial Market Supervisory Authority (FINMA) and is a member of of the Swiss Bankers Association. Its parent company, Swissquote Group Holding Ltd, is listed on the SIX Swiss Exchange (symbol: SQN). UBS × Early Sponsors 2025 (more to come) Accuro Fund Solutions × Accuro Fund Solutions AG was established in 2000, and has its registered office in Vaduz. Based in the attractive financial and economic centre of Liechtenstein, the company ranks there as one of the leading providers of services for the fund industry. Accuro Fund Solutions AG offers pension funds, insurers, asset managers and fiduciaries a neutral fund platform and a complete range of services for the entire lifecycle of investment funds. It specialises in the design, foundation and administration of investment funds. ACFS has UCITS and AIFM licences for asset management and fund administration. The company is prudentially supervised by Liechtenstein’s Financial Market Authority (FMA), and adheres to the latter’s code of conduct aimed at protecting investors and securing and promoting confidence in the Liechtenstein fund sector. Accuro Fund Solutions AG is a member of the Liechtenstein Investment Fund Association LAFV (association of Liechtenstein fund management companies). abrdn × aberdeen is a globally active and independent asset manager. We aim to help investors around the world achieve their investment goals and broaden their investment horizons. With more than 600 investment specialists in over 20 globally networked locations, we manage assets of CHF 419.5 billion*. Thanks to this global positioning, broad-based investment expertise and in-house research, we can provide institutional investors and our retail distribution partners with a wide range of investment solutions. These cover equity and bond strategies in developed and emerging markets, real estate, and private markets (including infrastructure) as well as liquidity funds and integrated multi-asset strategies. We fully consider ESG (environmental, social and governance) factors in our investment decisions and actively engage with the companies in which we invest. These relationships help us to better understand the investment risks and opportunities, as well as positively influence business practices and promote positive social and environmental change. The Swiss unit abrdn Investments Switzerland AG, headquartered in Zurich and with a branch in Geneva, has 6 employees and manages around CHF 9 billion for institutional investors and distribution partners in the private client segment, making it one of the largest foreign asset managers in Switzerland. *As at: 30.06.2024 BSA × Beyond Strategy Advisory (BSA) is an independent Swiss boutique specializing in strategic and financial advisory. With a global vision and local expertise, BSA partners with visionary leaders to navigate complex challenges and unlock hidden value. The firm provides tailor-made solutions in areas such as cross-border expansion, M&A, structured finance, capital markets, real estate, and venture design. By leveraging deep market insight, regulatory knowledge, and an international network, BSA transforms opportunities into tangible results, ensuring sustainable growth and competitive advantage for its clients. AMAS × The Asset Management Association Switzerland is the representative association of the Swiss asset management industry. It aims to strengthen Switzerland’s position as a leading center for asset management with high standards of quality, performance, and sustainability. To this end, it supports its members in developing the Swiss asset management industry and adding value for investors over the long term. The Asset Management Association Switzerland is an active member of the European Fund and Asset Management Association (EFAMA), the Swiss Finance Council (SFC) and The International Investment Funds Association (IIFA). Founded in Basel in 1992, the Asset Management Association Switzerland currently has 180 members. I2Group × We are a Switzerland-based financial technology company at the intersection of alternative assets and investment management solutions. With our proprietary software platform and extensive investment experience, we make the new asset class alternative assets accessible to professional investors. We provide professional investors with customized software and structuring solutions to establish and manage their own portfolios and investment products in alternative assets. Our software platform tracks and processes large lending portfolios with granular data down to the individual loan level allowing for real-time investment monitoring, management, reporting and enhanced risk management in private debt. Assocasp × ERI BANCAIRE S.A. × Morningstar × Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $352 billion in AUMA as of June 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit http://www.morningstar.com/company. Follow Morningstar on X @MorningstarInc. Chainlabo × ChainLabo is a Swiss-based, non-custodial staking provider offering secure, bare-metal infrastructure for institutional and retail clients. With a transparent fee model — fiat-only and zero commission on staking rewards — ChainLabo ensures maximum yield retention for stakers. We provide Ethereum (ETH), Gnosis (GNO), NEAR, and Band Protocol staking, and operate as a trusted SSV Network Operator, Lido CSM Operator, EigenLayer Operator, and Verified Staking Provider (VSP). Acolin × Acolin is a leading global provider of cross-border fund distribution services. Founded in 2006 and headquartered in Zurich, Switzerland, with 7 offices worldwide. By acting as an independent partner, Acolin ensures funds meet all necessary requirements for successful international distribution and connects clients to opportunities, resolving complex cross-border challenges efficiently. CHECKSIG × CheckSig provides Bitcoin and crypto services for Private and institutional investors: trading, custody, tax assistance, training and consulting. Licensed in Europe and Switzerland, CheckSig has insurance coverages, SOC1/SOC2 Type II attestations, and is the first crypto company in the world to provide monthly blockchain Proof-of-Reserves. Best Vision × Best Vision is an international group that has been acquiring different entities operating worldwide in technology and services for the finance sector. Traditionally committed to the principle of “Swiss Quality”, Best Vision is a specialized provider of software solutions and back/middle office services for private, commercial and universal banks, asset management companies and family offices. New finance frontiers such as fintech banking, mobile banking and blockchains are also part of our offer. Best Vision supports the innovation as a strategic asset and as key for its growth: “technology is not a commodity” is our credo. Ernst & Young × EY|Building a better working world EY Switzerland is a global professional services organization dedicated to shaping the future with confidence. We excel in assurance, tax, transaction, legal, and advisory services, building trust in financial markets worldwide. Our mission is to create a better working world for all stakeholders through insights and research on key issues. Represented by Ernst & Young Ltd in Basel, we have 10 offices across Switzerland and operate in Liechtenstein through Ernst & Young AG in Vaduz. All in to shape the future with confidence. CFA × The mission of CFA Society Switzerland is to lead the investment profession in Switzerland by fostering the highest standards of integrity, knowledge and professionalism in the investment industry, for the ultimate benefit of society. It represents more than 3,500 members to promote the values represented by the CFA® designation, provide continuing education, support CFA candidates, and strengthen the network between members. Saxo Bank × Headquartered in Copenhagen, Saxo is trusted by more than 200 banks and brokers and over 400 financial intermediaries globally. Saxo is authorised and regulated in multiple jurisdictions, holding a Swiss banking licence in Switzerland, and Saxo Group holds over 100 billion Euros in client assets. Saxo strives to empower traders with a user-friendly, seamless, and personalised trading experience that gives them exactly what they need, when they need it. Combining an agile fintech mindset with over 30 years of experience in global capital markets, we deliver state-of-the-art trading platforms and market access. The Hub × CambiaValute.ch × CambiaValute.ch is an online currency exchange service that allows individuals and businesses to convert CHF, EUR and USD, via a simple bank transfer. Customers of the service benefit from extremely competitive exchange rates and payments without additional fees to bank accounts in Switzerland and the EU. Federfiduciarie × 100 WF × Investrends × Kepler Unigestion × Kepler Unigestion was formed in 2025 as a partnership between Kepler Cheuvreux and Unigestion. The new Company brings together Unigestion’s 30 years of experience in advanced portfolio management – which employs the latest artificial intelligence techniques and human expertise – with Kepler Cheuvreux’s extensive global research and distribution platform. The new Company, which manages some EUR 3bn in assets, represents a major milestone in the shared ambition of both groups: the creation of a leading player in the liquid asset management market. Kepler Unigestion is built on a common foundation between Kepler Cheuvreux and Unigestion: a strong historical presence in equity markets, deep institutional expertise, a longstanding multi-local presence, and an entrepreneurial spirit focused on innovation. It offers a powerful combination of innovation and global strength, bringing significant benefits to existing and new clients. finewsticino.ch × ESG CENTER OF EXCELLENCE × Mediobanca Certificates × Mediobanca Certificates is the division of Mediobanca that operates in the market of securitized derivative products to offer investors flexible tools suitable for meeting various investment needs and in different market scenarios. Thanks to a team of specialized professionals and an ever-increasing innovation and evolution of the operational, distribution, and technological model, Mediobanca today plays a central role in the Certificates market by offering proprietary solutions and/or supporting third-party operators in all phases of the product construction and issuance process. The automation of the issuance processes and the life cycle management of these instruments, which synchronizes in real-time all the actors involved in the issuance process, makes Mediobanca a cutting-edge operator in the digitalization of Certificates. Sumitrust × SuMi TRUST (Sumitomo Mitsui Trust Asset Management), Japan’s largest asset manager with over $600 billion AUM, leads the Japanese institutional market and has expanded globally across Europe, the Middle East, and Asia. Its Japanese equity strategies, driven by experienced local analysts, have consistently generated alpha. Renowned for high-quality client services, SuMi TRUST serves diverse European clients, including private/public pension funds, private banks, asset managers, and family offices. IG Prime × Delivered by robust technology, supported by individual service IG Prime is your global partner for prime brokerage services. IG has been built on the concept of providing innovative solutions for our clients. Founded in London in 1974, we began by offering a new way to trade on the price of gold. We soon grew into a respected market leader, with cutting-edge technology and global connections that helped us to become the first choice for ambitious and sophisticated traders. Today we are an established FTSE 250 company with a strong balance sheet, and a market cap of £3.2 billion. We handle around 15 million transactions globally each month enabling clients to benefit from our liquidity and our strong relationships with Tier 1 banks worldwide. In 2006, we expanded our range of innovative trading products to launch prime brokerage services. We have been delivering tailored solutions for hedge fund managers and family offices ever since. Finanz und Wirschaft × Aequitax × Aequitax S.A., a Swiss company based in Lugano, Switzerland, represents an international network of legal, tax and banking professionals. Aequitax provides services for major institutional clients from Switzerland, Italy, Spain and Luxembourg as their main advisor relating to the tax and legal aspects of their worldwide investments, ensuring the maximum result in term of tax efficiency. 21shares × 21Shares offers the world’s largest suite of physically-backed cryptocurrency exchange-traded products (ETPs) with the mission to enhance accessibility to crypto investing. The company pioneered the world’s first physically backed ETP in 2018 and consistently expands its offerings with cutting-edge products backed by comprehensive research. Catering to both institutional and retail investors, 21Shares combines traditional finance (TradFi) and decentralized finance (DeFi) expertise. Based in Zurich, London and New York, the team consists of skilled entrepreneurs, engineers, researchers, and financial experts committed to transforming cryptocurrency investment. Barbera × CAIA × The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 100 countries, CAIA Association advocates for the highest ethical standards. Borsa&Finanza × Swiss Blockchain Consortium × Lexify × Lexify is a leading advisory firm in digital and financial law. InCore Bank × InCore Bank is a one-stop business-to-business transaction bank founded in 2007, providing banks, securities dealers, asset managers and fintech companies first-class transaction banking and outsourcing services. As a Swiss corporation with a banking and securities dealer license, InCore Bank offers a comprehensive and modular range of services covering transaction banking for traditional and digital assets, business process outsourcing, tailor-made digital asset investment products and other services. This offering enables market participants to reduce complexity and focus on their core business. www.incorebank.ch Avatrade × AvaTrade is an online trading broker, pioneer in the world of Forex and CFDs, OPTIONS and FUTURES, founded in 2006, with a global diffusion. One of the most regulated brokers in the world – AvaTrade has 7 regulations across 5 continents – in Europe, Asia, North and South America, Australia, Africa and Japan. Trade with confidence – AvaTrade is subject to strict regulatory requirements, restrictions and guidelines, to offer a high level of protection to our clients. More than 400,000 customers in over 150 countries and above 400 employees in local offices around the world. Innovative products – 7 platforms with an award-winning app, some of which are protected by patent.” The Cryptonomist × Assodigitale × Philantropy Partner 2025 Filantropia × Fondazione Mantello Filantropia is the first umbrella foundation in Italian-speaking Switzerland. As Philanthropy Partner of the Lugano Finance Forum 2025, it brings together wealth management and philanthropy in a unique ecosystem. ‘Filantropia’ offers individuals, families, and existing foundations an accessible way to create and manage philanthropic funds. The model ensures efficiency, transparency, and tax benefits while honoring the identity and the values of each donor. It provides expertise in governance, compliance, and administrative management, enabling benefactors to focus their energy where it matters the most : on creating impact.