Organized by Main Partners 2026 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 × UBS Asset Management is a global large-scale and diversified asset manager, with a presence in 25 locations. We offer investment capabilities and styles across all major traditional and alternative asset classes – from active to passive including a comprehensive sustainable investing offering – as well as advisory support to institutions, wholesale intermediaries and Global Wealth Management clients. Invested assets for the UBS Asset Management business division of UBS Group AG totaled USD 1,773 billion as of December 31, 2024 (Sponsors 2026 will be soon announced) Sponsors 2025 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). Crossingbridge × 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. gentwo × GenTwo is a Swiss B2B Fintech revolutionizing financial product creation by enabling financial professionals to design and launch investment solutions with unprecedented ease, speed, and flexibility. At the intersection of finance, technology, and data, GenTwo’s platform—powered by investOS—allows asset managers, banks, and financial intermediaries to securitize and structure any asset off-balance-sheet, at low cost, and with minimal complexity. Its two core offerings, GenTwo Pro and GenTwo Pro AMC Engine, provide scalable solutions for investment product creation and white-labeled AMC platforms, making structured investments as easy as booking a flight or stacking blocks. Its AMC Creator allows clients to create AMCs on any underlying in days instead of months. Since 2018, GenTwo has helped over 300 clients across 26 countries create more than 1,600 products surpassing six billion US dollars in volume. Borsa&Finanza × 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. L’altro testamento × L’Altro Testamento is the first digital video-will service in Italy, created to complement and strengthen traditional wills. It enables individuals to record, authenticate, and securely preserve a personal video message expressing their wishes, values, and intentions. Through a guided process, users can complete their video statement in less than an hour. Each recording is encrypted, certified, and stored on secure servers, and will be delivered to designated recipients at the appropriate time. The service includes the assistance of a qualified professional from L’Altro Testamento’s network, available to clarify any legal or testamentary doubts before or during the recording. Simple, secure, and accessible to everyone, L’Altro Testamento ensures that every message is authentic, inviolable, and meaningful. It does not replace the traditional will under the Italian Civil Code, but enhances and humanizes it, helping individuals convey not only what they wish to leave, but what they wish to be remembered for. Federfiduciarie × 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. Reyl Intesa Sanpaolo × REYL Intesa Sanpaolo is a diversified banking group with offices in Switzerland (Geneva, headquarters, Lugano, Zurich), Europe (London) and the rest of the world (Argentina, Dubai). It manages consolidated AuM of some CHF 17 billion (CHF 32 billion including minority interests) and employs more than 350 professionals at Group level as of 30 June 2025. REYL Intesa Sanpaolo is active in three complementary business lines: Wealth Management, Asset Management and Asset Services, offering banking, advisory, and investment solutions to private and institutional clients. Founded in 1973, REYL & Cie Ltd is licensed as a bank in Switzerland and performs its activities under the supervision of the Swiss Financial Market regulator (FINMA). Its subsidiaries are also regulated by the FCA in the UK, the DFSA in Dubai, the CNV in Argentina, and the SEC in the United States. In 2021, Fideuram – Intesa Sanpaolo Private Banking became the majority shareholder of REYL & Cie Ltd. As of 30 June 2025, the Intesa Sanpaolo Group had a market capitalisation of more than EUR 87 billion, assets under management and administration of EUR 900 billion, and a net income of EUR 5.2 billion. Barbera × Studio Legale Crocenzi e Associati × Studio Legale Crocenzi e Associati (the “Firm”) has offices in Lugano and Milan; it was founded in 1997. The Firm deals with financial law, focusing on Italian and EU legislation on asset management, investment services and financial instruments contained in the UCITS, AIFMD, CR and MiFID directives. The Firm advises international clients, both EU and non-EU, on issues relating to the provision of investment services and the distribution of funds in Italy and on how to optimise these activities through the free provision of services, branches, or through MiFID or management companies domiciled in Italy. The Firm also advises on the marketing, sub-distribution, advertising and listing of financial instruments. Among the firm’s main clients are US asset management companies which, following Brexit, decided to move their European hubs from London to Milan by setting up SIMs in Italy, to which the Firm provides ongoing legal assistance and in which Mr Crocenzi represents the US shareholder. The Firm also advises the Italian branches of various EU investment firms and fund management companies. The Firm also dealt with developments (FINMA/CONSOB Memorandum of Understanding of 16 August 2023) regarding the possibility for Swiss intermediaries to operate in Italy, acquiring direct knowledge of the matter through contacts with CONSOB and the Bank of Italy. ERI BANCAIRE S.A. × First Personal Coin × First Personal Coin Srl (hereinafter FPC) is an innovative startup founded to leverage specific and uncommon expertise in the field of decentralized technologies, with the aim of developing Web 3.0 business models. What we do … in simple terms We help companies innovate in a concrete and practical way. We support businesses, consortia, and organized groups in adopting digital tools such as blockchain, DAOs (decentralized autonomous organizations), and automated management systems, with the goal of simplifying operations and increasing transparency and efficiency. In addition to our consulting activities, we offer three technological products that, through a DAO, make it possible to: Track every phase of the production process in an agri-food supply chain, with clear, secure, and always-accessible data; Make collective decisions transparently, without the need for a central authority, thanks to DAO logic; Streamline internal processes by eliminating unnecessary steps and reducing bureaucracy, while at the same time increasing trust among the community 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. 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. 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. Nodiens × Nodiens delivers institutional-grade data intelligence for Web3, providing over 100 Financial, ESG and Community risk metrics across 4,000+ digital assets and 400+ protocols. Powered by 10M+ daily data inputs from leading platforms, Nodiens equips asset managers and financial institutions with the insights needed to assess liquidity, governance, sentiment and market risk in real time. 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. Assocasp × Investrends × 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). Lexify × Lexify is a leading advisory firm in digital and financial law. Medical Strategy × Medical Strategy is one of Europe’s leading independent healthcare investment managers. The company focuses exclusively on managing and advising healthcare equity portfolios as part of its core competency. Expersoft × The leading independent Swiss provider of wealth & asset management software and services for the financial services industry. With over 30 years of expertise, we are a trusted partner offering deep industry knowledge, and a strong client and partner network. – The only platform provider with 250+ bank interfaces for trading and aggregating transaction, position, and price data for effortless portfolio reporting and analysis. – PM1 is a total business solution bringing a unique approach to automating your essential daily operations spanning both discretionary and advisory mandates. – Guaranteed service quality tailored to your needs, including world-class hosting, support and back-office services. – Regulatory compliance with all key global frameworks, including MiFID II, MiFIR, FIDLEG, GDPR, ESG, and EEA. – Assured secure data protection and privacy via ISO 27001 certification and annual ISAE 3402 Type 2 audits. Vicari Avvocati × Vicari Avvocati is an Italian boutique law firm founded in 2000, providing services to private clients, entrepreneurs, family offices in designing advanced solutions for wealth preservation and intergenerational transfer. Its core services include succession planning, trusts and foundations, asset protection, family governance, business continuity, and inheritance litigation prevention. Vicari Avvocati is recognised for a distinctive method that integrates legal precision with strategic foresight, ensuring tailor-made structures that balance personal, fiscal and corporate objectives. Based in Milan and soon in Florence, the firm operates both nationally and internationally, and is regarded as a point of reference in Italy for trust and estate law. 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. Assodigitale × 100 WF × 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. First Eagle Investments × With a heritage dating back to 1864, First Eagle Investments has served as a prudent steward of client capital across market cycles, varying macroeconomic conditions and numerous disruptive events. This tradition remains central to our mission today. An independent, privately owned investment manager with US$176 billion in assets under management*, First Eagle is guided by a set of core tenets that sustains our culture while also allowing philosophical autonomy among our talented portfolio management teams. Our range of actively managed equity and equity-oriented, public and private credit, multi-asset and alternative strategies reflect First Eagle’s dedication to disciplined and unconventional thinking, a global perspective, and the long-term alignment of interests. *As of 30th September 2025 The Hub × 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. 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. TINEXT × Tinext Cloud is a Switzerland-based cloud service provider with over 25 years of experience in delivering cloud solutions designed to support digital transformation. Part of Tinext Group, a company recognized for its work in digital innovation, Tinext Cloud operates independently, serving more than 350 clients with essential cloud services both in Switzerland and internationally, and collaborating with over 40 business partners who use its technological platforms to develop applications or offer private managed services to their own customers. Our value lies in our ability to combine Swiss reliability with innovative technologies, offering a comprehensive cloud ecosystem that includes Private, Public, and Hybrid Cloud, Cybersecurity, Data Center Services, and Managed Services. With a strong focus on flexibility, security, and operational continuity, we support organizations throughout their cloud journey, from migration and modernization to management and protection of their digital infrastructures. Our infrastructure is backed by a dedicated team of certified cloud specialists available 24/7 to ensure rapid response times, proactive monitoring, and expert support. By combining technical excellence with operational rigor, Tinext Cloud ensures full compliance with data protection standards, including ISO/IEC 27001 and ISO/IEC 27018, and offers complete data residency under Swiss jurisdiction, a key requirement for regulated industries. With two data centers located in Ticino and Zurich, 24/7 support, and a team of cloud specialists, Tinext Cloud guarantees high availability, low-latency connectivity, and compliance with the strictest data protection requirements. Since 2021, Tinext Cloud has been a proud member of the Swiss Hosting label, ensuring that its services fully comply with Swiss laws and regulations. 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. 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. Finanz und Wirschaft × abrdn × Aberdeen Investments is a globally active and independent asset manager. Our goal is to help investors around the world achieve their investment objectives and broaden their investment spectrum. With more than 600 investment specialists in over 25 globally networked locations, we manage assets of around CHF 401.3 billion. (as at 31 June 2025). Swiss-based Aberdeen Investments Switzerland AG, headquartered in Zurich with a branch in Geneva, has six employees and manages around CHF 7.8 billion for institutional investors and distribution partners in the private client segment, making it one of the largest foreign asset managers in Switzerland FIM Partners × 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. Swiss Blockchain Consortium × tradestation × TradeStation is an online broker-dealer and trading platform provider with more than 40 years of experience in financial services. As the home of those born to trade, TradeStation delivers highly customizable, advanced trading tools, reliable brokerage execution and support for complex orders for equities, options, futures, and futures options, as well as in-depth platform education, and market insights designed to help active traders discover new strategies and opportunities Alkemia Capital × 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. Crypto × The Cryptonomist × 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. 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 TIM Group × ESG CENTER OF EXCELLENCE × PurnaFinX × 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.” finewsticino.ch × 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. Fiduciaria Digitale × FD Fiduciaria Digitale is the first fully digital fiduciary company in Italy, officially registered in the Albo delle Società Fiduciarie e di Revisione by decree of the Italian Ministry of Economic Development. The firm specializes in fiduciary administration of assets, both with and without registration, combining advanced technology with deep professional expertise and personalized assistance. Through its innovative digital platform, FD Fiduciaria Digitale enables clients to subscribe to fiduciary mandates remotely, meet their fiduciary officer via secure video connection, sign instructions directly from their smartphone, and access all documents in an organized, immutable format. FD’s digital approach ensures continuous monitoring of investments, fiscal efficiency through tax offsetting, and greater transparency and simplicity in fiduciary operations — making wealth administration smarter, safer, and more efficient. 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. Philanthropy 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.