Sponsors 2024

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).

EFG Asset Management (EFGAM) is the designated investment manager of Swiss banking group, EFG International.
EFGAM manages New Capital funds & strategies and discretionary portfolios for clients worldwide.
EFGAM’s AuM is $24.83bn (as at March 24).
New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients worldwide.

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.

Invest Hong Kong (InvestHK) is the Hong Kong Special Administrative Region (HKSAR) Government Department responsible for Foreign Direct Investment. InvestHK’s vision is to strengthen Hong Kong’s status as the leading international business location in Asia. Our mission is to attract and retain foreign direct investment which is of strategic importance to the economic development of Hong Kong. In all our services, we apply the following core values: passion, integrity, professionalism, customer service, business friendliness, responsiveness, collaboration and innovation.
We work with overseas and Mainland entrepreneurs, SMEs and multinationals that wish to set up an office – or expand their existing business – in Hong Kong.
We offer free advice and services to support companies from the planning stage right through to the launch and expansion of their business

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.

BNP Paribas Asset Management belongs to BNP Paribas, one of the world’s foremost financial institutions. It has a broad range of skills in five investment divisions: Equities, Fixed Income, Private Debt & Real Assets, MAQS and SQI. Sustainability is at the heart of BNP Paribas AM’s strategy and investment decision-making process, making an active contribution to energy transition, environmental protection and the promotion of equality and inclusive growth.

BNPPAM currently manages EUR 540bn of AuM (31.12.2023).

Prometeia is a distinguished leader with over 1,100 experts and a network spanning 500 clients across Europe, Turkey, the Middle East, and Northern Africa. Our firm is renowned for its consulting services and software solutions, specializing in Risk, Wealth & Performance Management.

Since our establishment in the ’90s, Prometeia has progressively integrated research, analysis, consultancy, and software development, earning recognition as a premier European entity in Risk and Wealth management solutions.

In the field of Data Science, Prometeia remains at the forefront of innovation, guiding banks and insurance companies through digital transformations. Through our adept use of Big Data and Data

Science methodologies, we empower clients to unlock new opportunities and drive sustainable growth. Our distinctive blend of technological expertise, quantitative advisory, and proprietary economic research distinguishes us in the market. Leveraging advanced technologies such as Artificial Intelligence and Machine Learning solutions, we deliver cutting-edge software applications that redefine industry standards. Additionally, our collaboration with leading hyperscalers ensures seamless service delivery through the Cloud, enhancing our clients’ experience.

Amidst growing climate concerns, Prometeia offers unwavering support to clients. From providing essential data and scenarios to offering methodologies and research, we assist in assessing climate change impacts and ensuring regulatory compliance. Our comprehensive approach addresses physical risk, transition risk, and sustainability, empowering clients to navigate complex challenges with confidence.

 

Active Niche Funds (ANF) https://activenf.ch/en/ is a Swiss-based FINMA-regulated asset manager, founded in 2007 by two brothers, Pascal and Philippe Rochat.

ANF manages thematic and quantitative funds, providing innovative investment solutions with high-added value.

ANF offers 8 investment funds, either Luxembourg or Swiss domiciled, focusing on sectors such as solar energy, recycling, monetary and industrial metals, and critical raw materials: or relying on unique and innovative investment strategies for the quantitative funds.

Our expertise also includes sustainability investing with a fully integrated ESG process applied for the Active Solar and Active Recycling funds, both classified as Article 9 SFDR.

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.

abrdn 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

With offices in New York, London and Milan, MDOTM Ltd is a strategic partner of numerous institutional counterparts to integrate AI into their investment processes. Selected by Google and recognised as one of the best AI companies, it has raised over $10 million from institutional investors and finance professionals, making it one of the world’s largest firms specializing in AI for investments. For more information visit: https://mdotm.ai 

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.

Bitwise is one of the world’s leading crypto specialist asset managers. Thousands of financial advisors, family offices, and institutional investors across the globe have partnered with us to understand and access the opportunities in crypto. Since 2017, Bitwise has established a track record of excellence managing a broad suite of index and active solutions across ETPs, separately managed accounts, private funds, and hedge fund strategies—spanning both the U.S. and Europe. In Europe, Bitwise (formerly ETC Group) has created a comprehensive suite of crypto exchange-traded products (ETPs), including the continent’s largest and most liquid bitcoin ETP, approved by BaFin and securely stored offline. The European offerings are designed to integrate into professional portfolios and are accessible via major stock exchanges like Xetra, benefiting both institutional and retail investors.

Sifter focuses purely on stocks and their analysis. Sifter has one fund, Sifter Global. Our task is to discover the top 30 most competitive companies with lower valuation and higher potential.

We have focused our entire operation around this single fund and you get an investment of high-quality stocks globally with a proven track record of 20 years.

We want to make it the best stock fund for our partner investors.

Previnet is a well-recognized Third Party Administration (TPA), specialising in administration and technology business solutions to the pension product, finance and insurance industry across Europe and the World. With more than 25 years of experience, Previnet has succeeded in developing highly flexible operating platforms and business processes; it caters for all types of company set-ups and meets the most complex business requirements.

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.

Artisa Group, a Swiss company active in real estate development and investment management, operates in both the Swiss and European markets. It has strategically located offices in major cities in Switzerland, Germany, Italy, France, and the Czech Republic.

Artisa presents itself as an exceptionally versatile real estate developer with in-house expertise covering development, finance, architecture, construction, sales, and management. The group distinguishes itself with a customer-centric approach and a constant pursuit of innovative solutions. This proactive approach enables the company to optimize project timelines and efficiency, even in complex contexts.

The history of Artisa dates back to 1968 when Franco Artioli founded a company specializing in constructing metal structures. Over the years, with the dedication of his son Stefano Artioli and his grandson Alain Artioli, along with a multidisciplinary team, the company transformed into a leading player in the Swiss real estate sector. This entrepreneurial spirit has inspired the establishment and continuous progress of the Artisa Group, characterized by a proven commitment, professionalism, and determination in tackling new challenges, even beyond Swiss borders.

Having started to operate in London in 1804 as a trading firm, Schroders has grown into the international, listed company of today. It is one of the top 100 companies on the London Stock Exchange and continues to be shaped by family tradition.

We have been operating in Switzerland for over half a century. Schroder Investment Management (Switzerland) AG offers institutional and intermediary investors a wide range of Swiss-domestic and foreign-domiciled funds, along with tailor-made investment mandates. With six Zurich-based investment desks, we offer bespoke boutique services, focusing on meeting client’s financial needs: Convertible Bonds, Insurance Linked Securities, Private Equity, Real Estate, Swiss & European Equities and Impact Investing.

As a global asset manager, Schroders actively and responsibly manages investments for a wide range of institutions and individuals, to help them meet their long-term financial goals and prepare for the future. Schroders is widely recognised as a leader in sustainability.

Rationis, founded in 2017, is owned and led by professionals with long experience in the asset management industry or academic research.

Rationis offers a fully customizable SAAS platform to achieve higher levels of quality and efficiency in portfolio management processes. Developed with the latest technologies, the platform allows a holistic analysis of portfolios according to customers’ needs and characteristic

Falcon Management International Inc. is a regulated Investment Manager based in the British Virgin Islands. It was founded by former bank, fund, and hedge fund traders with 50+ years of combined experience.

Our focus is primarily on low-risk/low-volatility arbitrage-related strategies, including delta-neutral yield generation, funding rate differentials trading, and option arbitrage. We can deploy low volatility returns by combining traditional trading methods with digital assets markets and utilizing and adapting conservative, risk-oriented trading strategies.

Falcon Management International Inc. Offers Two Investment Funds Dedicated to Professional and Institutional Investors:

IronPro Fund is an investment fund enabling, via the trading company, harvesting inefficiencies in cryptocurrency markets.
With institutional-grade infrastructure, we can spot and trade various price differentials, such as funding rate or option price differentials between many cryptocurrency exchanges and other inefficiencies in cryptocurrency markets. IronPro Fund is dedicated to investors willing to invest in cryptocurrency as an asset class but also afraid of enormous volatility. Our non-directional and robust risk-averse approach to trading substantially reduces broad crypto price market volatility.

Prime Yield Government Bond Fund  is an investment fund that seeks to provide income by investing at least 99% in:
– cash,
– government bonds,
– Treasury securities,
– supranational bonds,
– government-backed securities,
– repurchase agreements that are collateralized solely by U.S. government securities or cash.
Prime Yield Government Bond Fund is dedicated to conservative investors with short-term investment horizons.

Algebris Investments is an independent global asset manager founded by Davide Serra in 2006. The firm has a historical specialisation in the global financial sector, across equity and credit, and has broadened its expertise to global credit, Italian and sustainable equity. With respect to private strategies, Algebris invests in distressed credit secured by high-end, residential real estate assets in Italy. In 2021, Algebris launched a new business unit in Milan dedicated to investments in the transition towards a greener and more sustainable economy. Algebris manages around €25 billion of assets as of 30 June 2024. The firm maintains offices in London, Milan, Rome, Zurich, Dublin, Boston, Singapore, and Tokyo. The Algebris team consists of over 175 professionals globally

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.

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.

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

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.

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.

 

Indigita is a leading Swiss regulatory technology (regtech) company, which establishes the new industry standard for automated cross-border compliance and suitability solutions.

We provide digital, market-leading expertise across 190+ jurisdictions in the fields of private banking, asset management, credits, product placement, cross-border suitability and appropriateness, as well as tax treatment and tax suitability.

In addition, Indigita is a pre-eminent provider of digital courses on cross-border, compliance, corporate governance, ESG and risk management.

Our digital solutions are backed, on an exclusive basis, by BRP Bizzozero & Partners SA, a global leader in cross-border compliance for financial institutions, and BRP Tax SA, a specialised advisor on international taxation.

Established in 1955, VanEck focuses on creating intelligently designed investment solutions for its clients. Our expertise extends over managing assets worth $90 billion, including $8 billion in our diverse UCITS ETF platform. Renowned globally for our significant investments in gold mining, VanEck is also a leader in offering ETFs in various sectors such as Natural Resources, Fixed Income, and Thematic investments. Notably, we’re recognized for our specialization in Moat investing, with $17 billion managed in our suite of ETFs that follow these Morningstar indexes, marking our commitment to this investment strategy.

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.

Positive Organizations is a Swiss sustainability consulting advisory committed to guiding businesses on a transformative journey towards sustainability, where ESG principles are not just a compliance requirement, but a catalyst for innovation and positive change.

Our dedicated team of ESG experts collaborates with clients to develop tailored strategies that align business goals with environmental, social, and governance best practices. We leverage data-driven insights and a deep understanding of ESG frameworks to help companies navigate the complexities of sustainability, reduce their environmental footprint, and build more inclusive and equitable organizations

BIL Manage Invest is a leading Management Company in Luxembourg. We provide tailor-made fund solutions and specialised fund governance services to UCITS and to Alternative Funds (AIF). By sponsoring the Lugano Finance Forum, we aim to foster innovation, share industry insights, and strengthen our commitment to excellence in financial services

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

Università della Svizzera italiana (USI) is one of the 12 certified public universities in Switzerland and member of swissuniversities. It is organised in six Faculties and is active in several study and research areas, among which: architecture, communication sciences, computational science, data science, economics, health studies, humanities, informatics, law, medicine and biomedicine.

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.

The University of Applied Sciences and Arts of Southern Switzerland (SUPSI) places a strong emphasis on applied research and practice-oriented education.

Through its four Departments—DACD (Department of Environment, Construction, and Design), DEASS (Department of Business Economics, Health, and Social Care), DTI (Department of Innovative Technologies), and DFA (Department of Education and Learning/University of Teacher Education) — SUPSI promotes innovative research projects that meet the needs of society and industry. Its three affiliated schools—the Fernfachhochschule Schweiz (FFHS), the Accademia Teatro Dimitri (ATD), and the Conservatorio della Svizzera Italiana (CSI-SUM) — further enhance SUPSI’s research capabilities and educational offerings. Collaboration with local and international partners facilitates the development of advanced, practical solutions, ensuring that research outcomes have a significant and tangible impact on society.

Students and researchers work together to rapidly transfer knowledge to practical applications, contributing to technological and social progress of the region. By fostering an environment of cooperation and innovation, SUPSI not only advances academic and practical knowledge but also drives regional development and addresses stakeholder needs on an international scale.

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.