Organized by Main Partners 2025 UBS × 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). 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. Early Sponsors 2025 (more to come) Barbera × 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. 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. 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 × 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. 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 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. 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. The Cryptonomist × 100 WF × Finalto × Finalto is a dynamic and innovative prime brokerage committed to making the global financial marketplace work for you. We provide liquidity, clearing, and technology solutions to regulated financial institutions, hedge funds, family offices, and high-net-worth individuals. Leveraging decades of experience and an award-winning proprietary technology stack, Finalto offers best-in-class liquidity, execution, and prime broker solutions across multiple asset classes, all cross-margined on a single account. Our extensive scale, global network, and in-house expertise enable us to build bespoke fintech and liquidity solutions tailored to our clients’ specific needs. Through an innovative, fair, and responsible approach, we consistently put our clients first, leading the way in best practices for the industry Federfiduciarie × Finanz und Wirschaft × Lexify × Lexify is a leading advisory firm in digital and financial law. Borsa&Finanza × finewsticino.ch × 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. ERI BANCAIRE S.A. × 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. Assocasp × 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. 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 ESG CENTER OF EXCELLENCE × 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. 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. 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.” 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.