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.

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.

 

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.

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.

We are professionals, lovers of wine in all its forms, collectors of ideas, dreams, and passions and promoters of efficiency, innovation and value.
We believe in wine as a potential for value growth and not just as a consumer good.
We offer a specialist consultancy service thanks to the support of fine wine experts and professional sommeliers who will accompany you in your investments.
We are a member of Liv-Ex (London International Vintners Exchange), the global marketplace for the fine wine market, which allows us to have a constantly updated overview in line with current trends.

There are two sides to Wine Wins:
Invest: tailor-made consultancy for future buyers of fine wines, accompanying each of our clients in the definition, management and choice of their wine portfolio.
Merchant: buying and selling of fine and exclusive wines in any format and limited editions, guaranteeing product authenticity and storage certification services plus transport to controlled environments for optimum preservation of the wine.

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

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.

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.

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.

STABLE – is a company focused on arbitraging inefficiencies present in cryptocurrency markets.
By utilizing arbitrage-related strategies we are able to deploy low risk and low volatility returns.
Having professional trading infrastructure we are able to find and trade many inefficiencies on various exchanges and markets globally.

 

 

SGR Compliance SA is a leading provider of comprehensive databases and solutions for the due diligence processes (KYC/AML/CFT) of financial intermediaries and obliged entities.

With over 17 years of consolidated experience and international clientele, SGR Compliance developed a multi-focus approach that adapts to the new regulatory requests and to the emerging demand for efficient tools against fraud and financial crimes. The founding element of SGR’s approach is expertise in quality data processing, in order to ensure proper identity screening and risk evaluation by querying a comprehensive and updated source of information.

EY is a global leader in Assurance, Consulting, Strategy and Transactions and Tax.

The insights and quality services we provide help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all our stakeholders.

Through our four integrated service lines and our deep sector knowledge, we help our clients to capitalize on new opportunities and assess and manage risk to deliver responsible growth. Our high-performing, multidisciplinary teams help them fulfill regulatory requirements, keep investors informed and meet stakeholder needs.

We believe a better working world is one where economic growth is sustainable and inclusive. We work continuously to improve the quality of all our services, investing in our people and innovation. We are proud to work with others – from our clients to wider stakeholders – to use our knowledge, skills and experience to help fulfill our purpose and create positive change.

In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

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.

Located in the Cayman Islands, we leverage Al and machine learning to maximize returns while ensuring risk management.
We are regulated by the Cayman Islands Monetary Authority (CIMA) and managed by our Fund Manager regulated by the Abu Dhabi Global Market (ADGM), we uphold the highest compliance standards

FlowBank’s mission is to make financial markets more accessible with the highly developed technology of a fintech and Swiss banking security. It provides a robust online trading experience with the best trading costs and order execution. FlowBank stands out with the most competitive pricing in Switzerland. Today over 50,000 financial products including CFDs, Forex, Stocks, ETFs, Funds, and more are available to trade on its multi-asset and multi-currency platforms. FlowBank was founded in 2020 by CEO Charles Henri Sabet, with headquarters in Geneva and an office in Zurich. FlowBank is licensed by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of esisuisse.

Algo Capital stands as a pioneering hedge fund at the forefront of the digital technology revolution. Our mission is to harness the power of cutting-edge technologies, with a specific focus on blockchain fundamentals, and maintain a forward-facing stance towards emerging tech trends.
Empowering Tomorrow, Today.

Fund- and ETF Data Provider

TeQatlas is a comprehensive platform that covers all aspects of the fundraising journey

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.

Founded in London, MDOTM Ltd is a strategic partner for numerous institutional counterparts for integrating Artificial Intelligence into investment processes and for the development of new solutions, such as discretionary mandates, funds, and certificates.
Selected by Google and recognised by Fintech Global as one of the top AI companies, MDOTM Ltd has raised over $10 million from institutional investors and finance professionals, becoming one of the world’s largest firms specialising in Artificial Intelligence for investments, thanks to a team of over 60 physicists, engineers, and data scientists

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.

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.

 

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

Founded in 1973, REYL Intesa Sanpaolo is a diversified banking group with offices in Switzerland (Geneva, Zurich, Lugano), Europe (London, Luxembourg, Malta) and the rest of the world (Singapore, Dubai). It manages assets in excess of CHF 20 billion (CHF 33 billion including minority interests) and employs around 400 professionals. In 2021, it entered into a strategic partnership with Fideuram – Intesa Sanpaolo Private Banking, a leading European banking player, pursuant to which Fideuram ISP acquired a 69% stake in REYL & Cie.

Developing an innovative approach to banking, REYL Intesa Sanpaolo serves a clientele of international entrepreneurs and institutional investors through its Wealth Management, Entrepreneur & Family Office Services, Corporate Finance, Asset Services and Asset Management business lines. It has further diversified its activities in the areas of impact investing, taking a data-driven and evidence-based approach to the integration of sustainability issues into wealth management practices, and of digital banking for mass affluent clients via the incubation of Alpian, an app-based aspiring Swiss bank which obtained its banking license in 2022.

In December 2021, REYL Intesa Sanpaolo acquired a 40% stake in 1875 Finance, a Geneva-based multi-family office and independent asset manager with over CHF 12 billion of assets under management for private clients.

REYL & Cie Ltd is licensed as a bank in Switzerland and performs its activities under the direct control of the Swiss Financial Market regulator (FINMA). Its subsidiaries are also regulated by the FCA in the UK, the MFSA in Malta, the MAS in Singapore, the DFSA in Dubai and the SEC in the United States.

baha is a leading provider of real-time market data, financial news, technology and solutions for the financial industry. baha offers real-time data terminals for professionals, global financial market data covering over 12 million financial instruments on more than 180 exchanges, as well as 24/7 breaking news with global coverage and free web and mobile apps. From a total of around 200 real-time data providers worldwide, only Reuters 1851, Bloomberg 1981 and baha in 2021 were named after the founder

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 is a Swiss company with over 20 years’ experience in providing high-tech software tools and services to the international financial community in the fields of Asset Management, Compliance and Risk Management. From a solid academic background and real-world experience we cover all the requirements needed to manage and control portfolio orders, to mitigate pre- and post-trade risks and to be compliant with the regulatory framework. We also provide an AI based application – FinVA – a virtual assistant in the field of KYC and AML activities and controls.
www.cubefinance.swiss

Blue Lakes Advisors is a Swiss company advising financial institutions in Europe, Asia and the Middle East. Based in Geneva, Lugano, Paris and Dubai, we are a small and proactive financial boutique, a multiple solutions provider for investments.

Keeping a long-term perspective in our client relationships, we carefully select promising niche products and adapt our selection to deliver the best solutions to clients

Founded in 2018, GenTwo is a Swiss-based B2B fintech company that operates globally with the mission to expand the investment universe by making all assets investable. GenTwo has built a financial engineering network based on two pillars. Its proprietary platform solution GenTwo PRO empowers investment professionals to create unlimited, white-labeled investment solutions. Its AssetRush event series, which has established itself on the Swiss financial services industry calendar, provides a unique forum for showcasing the investment revolution that its next generation securitization platform is helping to catalyze. GenTwo currently has over three billion US dollars in Assets under Service (AuS). GenTwo Digital is a subsidiary of GenTwo, bridging the gap between traditional and digital assets.

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.

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.

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).

l primo fondo di investimento sulle auto d’epoca dedicato all’acquisizione, la manutenzione, la valorizzazione ed il ricollocamento di auto d’epoca con l’obiettivo di trasformare questo bene di lusso in riserva di valore per gli investitori che desiderano maturare guadagni di lungo termine e tutelare il potere d’acquisto del proprio capitale

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 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 ..).