2021 Main Partners
FiCAS is a Swiss investment company that offers investors the opportunity to diversify their portfolios by gaining exposure to the new class of crypto-assets through an easy-to-access, liquid, product that is managed 24/7. The discretionary investment strategy currently being implemented at FiCAS has proved its worth and its performance over the past 4 years has been audited. FiCAS launched the world’s first actively managed crypto ETP (Exchange Traded Product) on July 15, 2020.
Robeco is a pure-play international asset manager founded in 1929 with headquarters in Rotterdam, the Netherlands, and 17 offices worldwide. A global leader in sustainable investing since 1995, its unique integration of sustainable as well as fundamental and quantitative research enables the company to offer institutional and private investors an extensive selection of active investment strategies, for a broad range of asset classes. As at 31 March 2021, Robeco had EUR 188 billion in assets under management, of which EUR 168 billion is committed to ESG integration. Robeco is a subsidiary of ORIX Corporation Europe N.V.
More information is available at www.robeco.com
About SEBA Bank – The Future of Digital Banking, Investing & Financing
Founded in April 2018 and headquartered in Zug, Switzerland, SEBA Bank is a pioneer in the financial industry by providing a full universal suite of regulated banking services in the emerging digital economy. In August 2019, SEBA Bank received a Swiss banking and securities firm licence – the first time a reputed, regulatory authority such as FINMA has granted a licence to a financial services provider with a core capability in digital assets. The broad, vertically integrated spectrum of services combined with the highest security standards, make SEBA Bank’s value proposition unique – this is why Banque de France selected SEBA Bank to test the integration of Central Bank Digital Currency (CBDC). CVVC Global Report and CB Insights names SEBA Bank as Top 50 Companies within the blockchain ecosystem. Aite Group awarded SEBA Bank with their 2021 Digital Wealth Management Impact Innovation Award in the category “Digital Start-up of the Year”.
For more information about SEBA Bank, please visit our website.
2021 Exhibitors & Sponsors
100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
abrdn, formerly known as Aberdeen Standard Investments, is a leading global asset manager dedicated to helping investors around the world reach their desired investment goals and broaden their financial horizons. We provide expertise across a breadth of markets, asset classes and investment approaches.
An Environmental, Social and Governance (ESG) framework is firmly embedded within our investment philosophy and process. Approximately 800 dedicated investment professionals are located in over 30 locations globally, close to our clients and the markets where we invest.
As at 30 June 2021, we manage CHF 581,2 billion on behalf of governments, pension funds, insurers, companies, charities, foundations and individuals in 80 countries.
Open Financial Communication è il primo sistema editoriale integrato e multipiattaforma, dedicato alla consulenza finanziaria e al risparmio gestito. Il Sistema Advisor, è costituito da una serie di piattaforme offline e online, in grado di raggiungere i diversi target di riferimento.
Aequitax S.A., a Swiss company based in Lugano, Switzerland, represents an international network of legal, tax and banking professionals and is well recognized as a market leader in its niche in Europe.
Main service consists of double tax reclaim management aimed at obtaining the refund of undue withholding tax applied to portfolio dividends; institutional investors as well as asset managers are Aequitax’s typical clients.
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. With a completely independent company’s ownership and a highly skilled and flexible team of international professionals respecting strong ethic values, we have been able to show a steady growth since 2006 with specific and documented milestones.
Our main area of expertise is to provide professional services relating to taxation of financial instruments for institutional investors and other major asset management entities/players as well as individuals. With many years of experience in this specific area of consulting business, we have created innovative and efficient strategies that are highly valued by our clients since they almost always end up in concrete results. With our full success fee approach we are able to provide an effective and efficient service at the highest professional standards.
AIAF – Associazione Italiana per l’Analisi Finanziaria – was founded in 1971 and counts over 1000 members who work in banks, SIMs, SGRs, investment funds, corporations and independent professional firms. As part of the International ACIIA (Association of Certified International Investment Analysts) and EFFAS (European Federation Association of Financial Analysts Societies) networks, the Association contributes in its role as Standard Setter towards the development, transparency and the efficiency of financial markets. The latter thanks to its work groups dedicated to numerous topics influential for financial activities, such as fundamental analysis, sustainability, Fintech and, more generally, in all areas in which the ability to perform in-depth and relevant analyzes is now essential. AIAF Financial School is the Association’s high-level training school which offers a certified educational program of excellence through its international CEFA and CIIA diplomas.
Algo Capital is an algorithmic based asset manager specialized in trading regulated futures BITCOIN and ETHEREUM
Algo Capital is an institutional grade technology driven and fully automated quantitative asset management based on independent trading signals, generated from big data analysis, combined with artificial intelligence algorithms.
As a regulated fund our aim is to offer professional investors, institutions and family offices the opportunity to invest in BITCOIN and ETHEREUM neutralizing the systemic issues and risks which are normally correlated to direct investment in the crypto and digital asset space.
Those risks, which are among others, lack of liquidity, hacking, arbitrage, bankrupt of platforms are completely neutralized while investing in a regulated fund through regulated prime market future on CME.
We are a traditional fund operating in the new crypto era with over 25 years’ experience in trading regulated futures and we are offering a perfect alternative to direct crypto investments
American Century Investments® is a pure asset manager with diversified suite of investment strategies, focused on delivering superior, risk-adjusted performance and serving the best interests of clients worldwide for more than 60 years. As of 30 June 2021, the firm managed USD235bn in assets under management across a broad range of global investment solutions, including ESG capabilities. ACI has been present in Europe since 2008, with the opening of a London office, and expanded in 2019 with a Frankfurt office.
The decision to invest with American Century also enables our clients to make a meaningful impact by funding research aiming to cure diseases such as Alzheimer’s, diabetes and cancer. Through its distinct ownership model American Century directs over 40% of dividends to its owner, the Stowers Institute for Medical Research, a world-class biomedical research organization. Since 2000, the firm has distributed USD1.7bn in dividends to the Institute to fund fundamental medical research.
Amicorp Fund Services provides administration and corporate services to alternative and traditional investment funds on a global scale, with an organizational model designed for maximum synergy and efficiency. Amicorp Fund Services is recognized as a fund administrator in Luxembourg, Malta, Curaçao, Cayman Islands, British Virgin Islands, Bahamas, Barbados, Mauritius, India, Singapore and Hong Kong. Amicorp Fund Services is an integral part of the Amicorp Group, an organization established in 1992 with a global presence today. The Amicorp Group delivers administrative, legal, fiduciary, and corporate structuring solutions to a wide range of clients, through more than 41 offices in over 28 countries, leveraging the capabilities of around 900 specialists.
For any further information you can visit: www.amicorp-funds.com or contact Gianluca Tadiello sales director for Italy and Switzerland:
Ph. +41 445860591 email: g.tadiello@amicorp.com
Arkadia Digital Advisory is composed of a team of people specialized in consulting and management of investments in crypto assets and in setup of financial vehicles that have the purpose of investing in them.
The team has specialized skills and offers investment solutions declined in decorrelated strategies in different areas in the crypto field: from DeFi (staking and farming) to BOTs (automated trading algorithms), passing through derivatives (options and futures on Bitcoin and Ethereum) to Venture investments in the crypto world (before listing on the various Exchanges) up to Gaming strategies (such as Axie Infinity).
Arkadia Digital Advisory was created with the aim of acting as a “bridge” between classic finance and the Crypto world by helping and assisting the former to invest in the latter.
It manages both its own financial investment vehicles directly and also offers itself as an advisor for institutional third-party investments (family offices, asset managers, banks).
Bellevue – Excellence in Specialty Investments
Bellevue is a specialized asset manager listed on the SIX Swiss Exchange with core competencies covering healthcare strategies, entrepreneur investments and selected niches strategies. Established in 1993, Bellevue, a House of Investment Ideas staffed by 100 professionals, generates attractive investment returns and creates value added for clients and shareholders alike. Bellevue managed assets of CHF 14.4 bn as at June 30, 2021.
Berezka DAO – DeFi Asset Management, asset management gateway, managed via Aragon interface in a DAO (decentralised autonomous organisation) format, helping to allocate crypto assets across top audited DeFi protocols bundled in convenient investment products
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.
BNP Paribas Asset Management (‘BNPP AM’) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM aims to generate long-term sustainable investment returns for its clients, based on a unique sustainability-driven philosophy. BNPP AM’s investment capabilities are focused around five key strategies: High Conviction Strategies, Private Debt & Real Assets, Multi-Asset, Quantitative & Solutions (MAQS), Emerging markets and Liquidity Solutions, with investment processes incorporating quantitative and fundamental analysis.
Sustainability is embedded within BNPP AM’s strategy and investment decision-making. Among the leaders in thematic investment in Europe, BNPP AM contributes to the energy transition, environmental sustainability and the promotion of equality and inclusive growth. BNPP AM currently manages EUR 489 billion of assets (EUR 625 billion of assets under management and advisory) and benefits from the expertise of around 500 investment professionals and over 400 client servicing specialists, serving individual, corporate and institutional clients in 69 countries.
BOV Fund Services Ltd is Malta’s fund industry pioneer and a fully owned subsidiary of Bank of Valletta plc, Malta’s largest banking group. The Company was set up in 2006 to provide a comprehensive and integrated range of high-end fund administration solutions to the funds industry.
Through the dedication of its highly qualified and professional human resources as well as significant investment in state-of-the-art technology, BOV Fund Services has positioned itself as Malta’s leading fund administration company, with assets under administration representing around 20% of the local market share.
The Company also provides fund managers and promoters from multiple jurisdictions with a one-stop-shop solution in delivering fund structuring and redomiciliation solutions on a turnkey basis, as well as a comprehensive suite of fund administration services including fund accounting, shareholder registry, regulatory reporting, corporate services, and other ancillary services.
BOV Fund Services is recognised as a Fund Administrator and licensed as a Company Services provider by the Malta Financial Services Authority
The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. CAIA programs include the CAIA Charter® and the Fundamentals of Alternative Investments Certificate Program®. For more information, please visit CAIA.org.
Calebo Capital is an independent financial boutique specialised in derivative products and offers professional advice for tailor-made, first-class investment solutions for professional Swiss investors in areas ranging from investment certificates and structured products to portfolio hedge strategies and commodity investments. Our proven expertise and experience, profound market knowledge and ability to react quickly allow us to identify investment opportunities early and capitalise on them.
CambiaValute.ch is the first online currency-exchange service in Canton Tessin.
CambiaValute.ch allows people and businesses to exchange Swiss Francs into Euros, and vice-versa, comfortably on-line, at the best exchange rate.
With CambiaValute.ch you save up to 80% compared to the average rates of traditional intermediaries.
No hidden fees. No bad exchange rates. No surprises.
Carnegie fundservices is the leading legal representative of foreign funds in Switzerland, authorised and regulated by FINMA since 2003. We represent some 800 funds for more than 100 fund managers globally. We provide to our clients an integrated solution for entering the Swiss market, including representation, paying agency, translation, general distribution and tax reporting. Carnegie fundservices offers solutions for FinSa and FinIA compliance and Distributor Due Diligence services through the Due Diligence Hub platform.
fundeyeTM our web-based platform provides fund data and document publication and dissemination in more than 60 countries on 5 continents.
Carnegie fundservices has a team of lawyers, qualified translators, IT professionals and a number of experienced fund administration specialists in our operations department, allowing us to offer efficient and cost-effective service. We are an independent, management owned company.
Main provider of lifelong learning courses for the banking and financial market in Ticino , nationally recognized for the quality of the training offered.
CFS Rating, a company present in the Italian market since 1999, specialising in the evaluation of investment funds and the assignment of a proprietary rating, offers independent analysis and solutions to support various activities required in the world of asset and wealth management.
Mission: to provide a methodological and rigorous approach to the issue of investment decisions, developing complete, integrated and modular technological solutions based on the client’s needs.
CFS Rating distinguishes itself from the competitors by:
– Quantitative/qualitative analysis based on financial models developed by a team of internal analysts
– Rigorous methodology aimed at assessing the risk/return ratio in the selection of funds or Sicavs and in the evaluation in terms of Rating
– Flexibility and customization on specific customer requirements in the development and design of dedicated solutions
100% dedicated to responsible investment, Conser has developed a unique ESG digital tool to assess the sustainability profile and impact of portfolios. Our expertise is based on collective intelligence which captures most relevant ESG voices of the industry.
Cube Finance SA is a Swiss software company created to provide technology services to international financial institutions: Banks, Management Companies, Hedge Funds, Brokers.
With cutting-edge skills in both financial and technological fields Cube Finance provides portfolio management and risk management tools to institutions.
In addition to provide technology solutions the company offers a specific advice in Risk Management.
ecamos Capital AG is an asset management company based in Zurich, Switzerland. The company employs a team of highly qualified, experienced investment professionals and focuses on developing and managing purely quantitative, systematic investment strategies based on economic foundations. Currently, the following strategies are offered to institutional and other qualified investors:
The predecessor company, ecamos Investment AG, was originally founded in 2004. Today, ecamos Capital AG is a privately owned and independent company, regulated and licensed as an asset manager of collective investment schemes by the Swiss Financial Market Supervisory Authority (FINMA). Furthermore, Ecamos is a member of the National Futures Association (NFA), registered as a Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO) with the Commodity Futures Trading Commission (CFTC), as well as a member of the Alternative Investment Management Association (AIMA).
As a conviction-driven investment house founded upon the belief that wealth should be used to build the world of tomorrow, EDMOND DE ROTHSCHILD specialises in Private Banking and Asset Management and serves an international clientele of families, entrepreneurs and institutional investors.
The group is also active in Corporate Finance, Private Equity, Real Estate and Fund Services.With a resolutely family-run nature, Edmond de Rothschild has the independence necessary to propose bold strategies and long-term investments, rooted in the real economy.
Created in 1953, the Group now has CHF173 billion (€160 billion) in assets under management, 2,600 employees and 32 locations worldwide
FE fundinfo is a leading fund data and technology provider that facilitate better and more efficient investing by connecting fund managers and fund distributors on a global scale.
finewsticino.ch is a news website for all professionals in the financial industry in Ticino. The site reports critically relevant news and is intended to quickly become an important voice allowing industry executives, representatives, and employees to have their say. Taking a cue from finews.ch, Switzerland’s leading financial website, the basic digest of information is balanced out by lifestyle features that help those active in the industry to take better stock of their work-life balance. finewsticino.ch is produced by an independent team of journalists with extensive experience covering financial services.
FS First Solutions Ltd is an Advisory and Structuring Boutique specialised in Certificates, Credit Linked Notes (also for treasuries), Actively Managed Certificates (AMCs) and Fund Derivatives.
FS First Solutions Ltd has relationships with major issuing banks, through which it offers its clients best pricing and flexibility in brokerage and trading and in the construction tailor made products. It acts as Principal in OTC trades and Private Placement, allowing clients to have a single point of contact, without the need to open lines with all counterparts.
Also, FS First Solutions Ltd is Advisor to Atomo Certificate Fund UCITS: the first and unique fund under UCITS Luxembourg law to invest in Certificates listed on European markets.
GAM is one of the world’s leading independent, pure-play asset managers providing active investment solutions and products complemented by private labelling services. Headquartered in Zurich, GAM is listed on the SIX Swiss Exchange.
GAM Private Labelling is a strategic business of the GAM group, providing tailor-made fund solutions to third parties and ensuring clients can focus on their aspirations and core competencies – investment management and distribution. Since 1992 GAM Private Labelling has set up several hundred funds in (nearly) all asset classes. For over 50 clients, the Private Labelling business collectively manages CHF 86 bn * as a (fund) management company in Luxembourg and Switzerland and as an Alternative Investment Funds Manager (AIFM).
* as at 30 Dec 2020.
GenTwo, the builder of off-balance-sheet securitization platforms, provides innovative Securitization-as-Service for asset managers, banks, family offices, and venture capital investors. Not only bankable but also non-bankable assets can now be issued easily through a conventional investment product with a Swiss ISIN.
Gold Grain Capital works with institutions, financial professionals & opted-up high net-worth clients to help them achieve their investments goals. With years of experience across wealth management, structured financial products and other investment solutions, we offer you the ideal combination of extensive coverage and personalised service.
For more information please visit our website: https://goldgraincapital.com
“Alpha” returns thanks to new investment opportunities
Hetica Capital offers quality investments linked to the Luxury hotel , gold and blockchain sectors (STO). A new opportunity has also just opened up regarding vintage cars, for which the first dedicated investment fund is being designed.
ICN is a real estate development company active in Belgium and the Grand Duchy of Luxembourg, with more than 35 years experience. ICN develops exclusive real estate projects in outstanding locations.
Within its the structure, ICN created the investment fund ICN Synergy RE S.C.A. SICAV-RAIF (Reserved Alternative Fund) which contains all development projects at an international level.
The capital raised allows the ICN Group to grow and act fast in development opportunities. ICN Synergy RE is currently raising capital by means of its EMTN programme and issuing bonds at fixed interest rates of 5.5% (3 years) and 6% (5 years).
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.
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
ISP Group is a Swiss privately-owned specialized investment boutique founded in 1993. We serve corporates, banks and other financial institutions, investors and traders through a unique blend of the latest technology, high-touch service and the extensive expertise of our interdisciplinary teams.
We specialise in structured credit, fixed income, and structured products and AMCs and offer paying agent, placement agent, custody, wealth and asset management services and digital assets* and private markets solutions.
We operate as a licensed securities firm under the FINMA in Switzerland, the ISA in Israel, the SFC in Hong Kong, the DFSA in Dubai* and the SMV in Panama**.
*The regulatory approval process is ongoing at the time of this edition in October 2021.
**The in-principal license approval from the DFSA and the licensing pre-approval from the Panama SMV have already been received at the time of this edition in October 2021.
Janus Henderson Investors is a global asset manager offering a full suite of actively managed investment products across equities, fixed income, alternatives and multi-asset strategies. We believe the notion of ‘connecting’ is powerful – it has shaped our evolution and our world today. At Janus Henderson, we seek to benefit clients through the connections we make. Connections enable strong relationships based on trust and insight as well as the flow of ideas among our investment teams and our engagement with companies. These connections are central to our values, to what active management stands for and to the long-term outperformance we seek to deliver. Janus Henderson has more than 340 investment professionals, expertise across all major asset classes and clients spanning the globe, entrusting us with more than US$427.6bn (as at 30 June 2021).
With more than 200 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 300 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo.
Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad.
We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on:
We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.
Leverage Shares is a European leader in leverage and inverse exchange traded products (ETPs), offering experienced traders magnified exposure, daily investment objectives, and efficiency when buying stocks on leverage.
We are the only provider in Europe that offers physical replication of the ETPs. Leverage Shares ETPs are listed on the London Stock Exchange.
LPX AG is a leading research house in the field of Listed Alternatives with a focus on Listed Private Equity and Listed Infrastructure. LPX AG was founded in 2004 and launched the first investable private equity indices: the LPX Listed Private Equity Index Series. In 2007, the first infrastructure indices were launched which focus on core infrastructure companies: the NMX Infrastructure Index Series. The LPX and NMX index series are used as representative performance benchmarks or asset management mandates. The indexes are also used as a basis for a variety of innovative index-linked financial products. Today, LPX AG is also a recognized research house and investment advisor with total assets of more than CHF 1 billion.
Lyxor has been running ETFs since 2001, longer than any other European provider. Our pioneering spirit helped shape the market you know today. We’ve become one of Europe’s largest1, most liquid ETF managers. And our far-reaching range spans all asset classes and includes some of the largest and best performing ETFs in Europe2.
We now offer almost 300 ways to explore markets. So, whether you’re seeking essential core index exposure or reaching out for more tactical opportunities in specific sectors or markets, we have the product to match. We also offer unique ESG and thematic exposures to help you prepare for a changing world. Wherever you roam, rest assured our quality charter means every fund meets the same meticulous standards.
Lyxor ETF is proud to have been distinguished as ‘Best ETF Provider’ for the third consecutive year at the Annual WealthBriefing Swiss Awards, which showcases ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities.
Find out more on lyxoretf.ch
1Lyxor International Asset Management, as at 31/12/2020
2Bloomberg. Data over the period 31/12/2018-31/12/2019.
ODDO BHF AM is part of the independent Franco-German financial group ODDO BHF that was founded in 1849. ODDO BHF AM is an asset management leader in Europe. It comprises ODDO BHF AM GmbH in Germany, ODDO BHF AM SAS and ODDO BHF Private Equity SAS in France and ODDO BHF AM Lux in Luxembourg, which together manage assets totaling € 65 billion as of August 31st, 2021.
ODDO BHF AM offers its institutional and wholesale clients a unique range of high-performance investment solutions in all main asset classes, i.e. fundamental and thematic equities, quantitative equities, fixed income, multi-asset solutions, private equity and private debt. As a signatory to the UN-PRI, ODDO BHF AM launched a range of sustainable funds since 2012, covering a wide range of strategies that place environmental, social and governance (ESG) criteria at the heart of the investment process. On a combined basis, 61% of assets under management are from institutional clients and 39% from distribution partners. The teams operate from investment centers in Dusseldorf, Frankfurt, Paris and Luxembourg with additional locations in Milan, Geneva, Zurich, Madrid, Stockholm and Abu Dhabi. ODDO BHF AM puts the long-term support of its clients at the heart of its priorities. Its independence allows its teams to be responsive, flexible and innovative in order to constantly find solutions tailored to the customers’ needs.
Pangea’s investment team has aggregate investment experience of over 150 years. In addition to the Team’s long-dated fund management experience, Sourcing and Risk Management are also core strengths of the team. Pangea’s strategy is to source exclusive transactions using its network and ecosystem to identify the “killer apps” of Web 3.0.
Since 2014, the WealthTech Privatam is revolutionizing how to invest in customized products by finding the perfect investment match for Wealth Managers.
As the market pioneer, Privatam is constantly innovating to simplify the access to customized investments through an optimal customer experience.
Since inception, USD 10 Billion were handled via the Privatam digital platform for over 800 wealth managers in 15 countries.
Our products and services:
Privatam and its platform enable Wealth Managers to find their investment match, a customized investment product perfectly adapted to suit their clients real needs and profiles.
They can easily select or create their investment products, based on their own criteria, to complete their traditional portfolio composed by stocks, bonds and other traditional assets.
With Privatam, investors are always supported by the latest technology combined with the expertise of the Privatam advisor they have chosen.
As a trusted and recognized WealthTech company, Prometeia is present also in Switzerland with an experienced local team. We help financial institutions transform the way they interact with their clients by enabling personalized, omni-channels services that are natively compliant with Swiss and EU regulations. Our technology is used by many retail and private banks, wealth managers, family offices, and insurers to improve the effectiveness of their front office and optimize cost-to-serve. Prometeia’s Data Analysis Service delivers risk indicators, financial analytics, and ESG scores data feed for single instruments specifically designed to support investor protection models and the whole advisory process.
Prometeia Group:
Website: www.prometeia.com
Website (Switzerland): https://www.prometeia.com/en/country-page/zurich
Prometeia Switzerland on LinkedIn: https://www.linkedin.com/showcase/prometeia-group-switzerland
Video PFTPro: https://youtu.be/jsqxZfVNEt8
Founded in 1998 and headquartered in Switzerland, RepRisk is a pioneer in ESG data science that leverages the combination of AI and machine learning with human intelligence to systematically analyze public information and identify material ESG risks.
RepRisk’s flagship product, the RepRisk ESG Risk Platform, is the world’s largest and most comprehensive due diligence database on ESG and business conduct risks, with expertise in 23 languages and coverage of 180,000+ public and private companies and 45,000+ infrastructure projects.
For more than a decade, the world’s leading financial institutions and corporations have trusted RepRisk for due diligence and risk management across their operations, business relationships, and investments
SGR COMPLIANCE SA is an independent Swiss Company highly specialized in know-your-customer (KYC) and anti-money laundering (AML) services. With over 13 years of consolidated experience and a growing 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 elements of our vision are expertise in prevention and quality data processing, in order to ensure proper identity screening and risk evaluation by querying a comprehensive and updated source of information.
SIA FUND AG is a regulated Swiss asset management boutique.
Our goal is to achieve superior long-term performance for our clients.
SIA takes a value approach, which it combines with a rigorous and thorough analysis of the strategic positioning of each company in which it invests.
The toolbox for this strategic analysis has been developed over the last 30 years by SIA’s founder (José Carlos Jarillo, Professor of Strategy, with a background at Harvard University).
With this approach, SIA takes the perspective of an entrepreneur, which is why we call our investment philosophy “Strategic Value Investing”.
Swiss Sustainable Finance (SSF) strengthens Switzerland as a leading voice and actor in sustainable finance by informing, educating and catalysing growth. The association, founded in 2014, has representation in Zurich, Geneva and Lugano. Currently SSF unites over 160 members and network partners from financial service providers, investors, universities and business schools, public sector entities and other interested parties.
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).
In an increasingly diverse world which demands a wide variety of approaches to identify the best opportunities, T. Rowe Price offers a full range of equity and fixed income strategies across multiple asset classes throughout the developed, frontier and emerging markets.
Since we began in 1937, we have of course grown in size and scale. However, the fundamental principles upon which Thomas Rowe Price Jr founded the company remain as relevant today as they have ever been.
Clients all over the world rely on our steadfast principles and disciplined investment approach to remain confident in their investments for the long-term.
A private and confidential Club for free people and investors
Università della Svizzera italiana (USI) is one of the 12 certified public universities in Switzerland and member of swissuniversities. USI is a young and lively university, a hub of opportunity open to the world where students are offered a quality interdisciplinary education in which they can be fully engaged and take centre stage, and where researchers can count on having the space to freely pursue their initiative. USI and its affiliated research institutes attract a considerable substantial amount of competitive research funds every year, mainly from the Swiss National Science Foundation and the European Union. USI is featured in the most important international rankings. In particular it ranks 26th worldwide in the prestigious QS Top 50 Under 50; 54th in the Young University Rankings’ of the Times Higher Education, and 20th in the ‘THE world’s best small universities 2020’ rankings.
Yeldo is a Swiss-based fintech company specialized in real estate investing.
Through its platform, Yeldo provides access to institutional-grade real estate investments suitable for family offices, wealth managers, high-net-worth and upper affluent individuals.
Based in Lugano and Zurich, Yeldo combines technology with decades of finance and real estate expertise with the aim of offering simple and transparent access to a variety of real estate investments.
Through our online platform you can access a catalogue of investment opportunities which have been carefully selected, you can examine detailed information and directly invest. Updates on your investments are shared in your personal area.
By investing with YELDO you can create your own real estate investment portfolio and access a mix of steady or opportunistic expected returns, depending on your risk-return preferences.
More information at www.yeldo.com