Organized by Main Partner Shape Equity Partners × 2023 Exhibitors & Sponsors 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. 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. Schroders × Founded in 1804, Schroders is one of Europe’s largest independent investment management firms by assets under management. As at 31 December 2022, assets under management were around CHF 820.9 billion. The founding family remain a core shareholder, holding over 43% of the firm’s shares. Schroders has continued to deliver strong financial results. It has a market capitalisation of circa CHF 5 billion and employs over 6,100 people across 38 locations. Schroders is listed on the London Stock Exchange and a member of the FTSE 100. Schroders offers innovative products and solutions across their five business areas of solutions, namely institutional, mutual funds, private assets & alternatives, and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, endowments and foundations. They also manage assets for end clients as part of their relationships with distributors, financial advisers and online platforms. Schroders’ Wealth Management offering reflects their strategic ambition to provide wealth management and financial planning services to clients across the wealth spectrum. Schroders’ strategic aims are to grow their asset management business, build closer relationships with end clients and expand their private assets and alternatives business. Schroders’ purpose is to provide excellent investment performance to clients through active management. The business channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we deliver for shareholders and other stakeholders. Find out more about Schroders at www.schroders.ch ActivTrades × Founded in 2001 as a pioneer in online trading we have become an award-winning global organisation. Initially specializing in currency markets, we gradually expanded the range of products and currently our customers can choose from over 1500 CFD across Currencies Pairs, Indices, Shares, Commodities, Financials and ETFs. Headquartered in the heart of London together with offices in Milan, Lisbon, Nassau, Sofia, Luxembourg and Florianópolis, we deliver exceptional trading conditions and outstanding support to our loyal customers in more than 140 countries. We offer the world’s most popular trading platform: MetaTrader, enhanced with Smart Tools developed exclusively for our customers as well as our own ActivTrader – an intuitive and fully-featured platform designed for all levels of trading experience and available on desktop, smartphone and tablet. With our customers’ trust, our expertise in delivering first-class trading environment and innovation at the heart of the company we look forward to expanding our reach and providing investment opportunities to retail, professional and institutional traders across the world. Saxo Bank × 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 Cube Finance × abrdn × abrdn is a leading global asset manager dedicated to creating long-term value for their clients. With over 800 investment professionals, abrdn manages CHF 591.1 billion of assets (as at 30 June 2022) for clients from 80 countries, supported from over 30 globally networked offices. abrdn is a long-term investor and sees teamwork and collaboration as the key to delivering repeatable, superior investment performance. Environmental, social and governance (ESG) considerations are a core element of all their investment decisions. The Swiss unit abrdn Investments Switzerland AG, headquartered in Zurich and with a branch office in Geneva, has 7 employees and manages approximately CHF 10 billion for institutional investors as well as for retail distribution partners, making it one of the largest foreign asset managers in Switzerland. Global X × STABLE Foundation × The Stable is poised to be an answer to the ultimate question in cryptocurrency. …A question that’s kept new users and investors out of cryptocurrency since its inception. “How can investors contain the volatility and make profitable investments?” Our team answers this question and provides a low risk and low volatility investment vehicle by employing a three-pronged approach to stabilize prices by using institutional infrastructure. Our Solution is to tackle volatility which requires a fairly complex solution that addresses all of the inefficiencies present in the markets. As a result, we’ve adopted a multifaceted approach that addresses volatility at the single token and wider market levels. We also created an algorithms that mitigates closing price differences between different digital token markets across geographies and exchanges. We are operating with efficiency by setting up infrastructure that facilitates the following: Real-time screening token prices on exchanges for improved arbitrage, Fast access to various crypto exchanges to leverage a wide range of price differences, Access to instant fiat money transfers, FX-risk hedging capabilities. Our product is not just a cryptocurrency investment; instead, it can be linked to a note because of its incredibly low volatility. Our product has a Swiss ISIN code with a Swiss bank acting as a pay agent. Our product is denominated in EUR, with quarterly coupons reflecting our trading performance, and paid by the Swiss bank paying agent. Investors can invest by acting via traditional banks; there’s no need for them to dabble directly in cryptocurrency. The Stable offers a way to profit from cryptocurrency and its decent yields with low risk and low volatility. The trading team comprises former bank traders, programmers and banking experts, with each individual focusing on a core part of Stable’s operations. Stable is creating an unprecedented opportunity for investors to profit from cryptocurrency with minimal risk exposure. BOV FUND SERVICES × BOV Fund Services Limited is a fully owned subsidiary of Bank of Valletta plc and a recognised fund administrator by the Malta Financial Services Authority (MFSA). It is also licensed as a Company Service Provider by MFSA. As one of Malta’s leading Fund Administrator, BOV Fund Services provides a comprehensive suite of services to fund managers and fund promoters for all fund typologies and investment strategies. Our value proposition places particular focus on key Operating Performance Indicators, namely timeliness and accuracy of reports, high data quality and integrity, minimisation of pricing errors and tailor-made Service Level Agreements. All of which ensure that the company’s market share is safeguarded and strengthened further. BOV Fund Services is ISAE 3402 certified further guaranteeing that set standards are adhered to and maintained on an on-going basis. Intellibonds × Intellibonds is a SaaS platform that helps banks and fixed-income investors generate better returns through an AI-augmented investment decision process while lowering operational costs through intelligent automation. With a focus on predictive analytics and portfolio management, Intellibonds is poised to reshape the way investors approach fixed-income investments. Our two flagship products: Credit Assist: predictive credit risk analytics and forward-looking fixed-income trading ideas Portfolio Assist: Portfolio construction, rebalancing and optimisation with unprecedented efficiency Prometeia × Prometeia is a leading provider of Wealth and Risk Management software, data and consulting services to the financial sector. Our modular wealth management front office platform, PFTPro, supports the digitalization of the entire investment advisory process, providing value and personalization to investors, lower cost to serve through automation and compliance with the latest FinSA regulation. The platform supports the management of over €2.5 trillion in assets across millions of portfolios. 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). 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. Clartan-Ethos (fund) × Clartan Ethos ESG Europe Small and Mid Cap, launched in 2020, is our youngest fund. The fund was born of the partnership between Clartan Associés, a French asset manager, and Ethos, a Swiss ESG expert. The aim of the fund is to combine both expertise through independence and collaboration in order to provide sustainable performance over the long term. Briese Schiffahrt × Ethos × Ethos, Swiss Foundation for Sustainable Development, was founded in 1997 and is nowadays composed of 250 Swiss pension funds and public utility foundations. Ethos offers four product lines to members and non-members, such as asset Manager and banks, dedicated to socially responsible investments, which are investment funds, sustainability and climate analyses, proxy voting and ESG engagement services. Clartan × Clartan Associés is a French asset manager founded in 1986 and manages about €1 billion across five different funds. The company aims to partner with both private and institutional clients and create value over the long term. Our unique approach is based on independence, our Quality & Value investment style and our collegiate decision-making process. FlowBank × FlowBank was founded by Charles Henri Sabet in 2020 and is licensed by the Swiss Financial Market Supervisory Authority (FINMA). FlowBank’s mission is to make investing more accessible for everyone by combining the highly developed technology of a fintech business with the security of a Swiss bank. It does so through intuitively-designed trading platforms, educational trading courses led by seasoned experts, and by offering highly competitive pricing across asset classes. 2023 Supporters Sunrise Milano × ESG CENTER OF EXCELLENCE × ICE Suisse SA × Unimoney × Moneymag.ch × Art Week Lugano × Ticino Blockchain Technologies Association × The association aims to promote the dissemination of knowledge, to facilitate networking between private sector and academia boosting innovation and go to market solutions in Switzerland and internationally. The main task of the association is to promote and transfer Blockchain technologies knowledge to different market segments (life sciences/health, smart cities, industries, finance and others ..). 100 WF × Money.it × 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. The Cryptonomist ×