Full Investors events represent a unique opportunity of matching between leading Asset Management firms (from 6 to 8) with successful and innovative strategies and a number of highly selected and qualified Fund Buyers (30-40), looking for new investment opportunities.
N. 5 rounds of meetings (every 30-40 minutes each)
A rich final networking apero
(only Decision Makers with a lean investment decision process)
• Fund Selectors
• Private Bankers (mainly from boutique private banks)
• Family Officers
• Independent Wealth Managers
• Independent Fee-Only Advisors
MARCH 6: ZURICH | Haus zum Rüden
MARCH 7: LUGANO | Hotel Splendide Royal
13.30 – 14.00: welcome coffee & registration
14.00 – 17.30: N. 5 rounds of meetings
17.30 – 18.30: Networking Apero
REGISTRATION REQUEST FOR ZURICH
Video of 2022 edition
CC Fund Services
Bespoke solutions for setting up and the day-to-day administration of Funds in Malta
Edmond de Rothschild
1. EdR Big Data Fund (AUM of EUR 1.4 billion an annualized performance of 13.2% since its launch in 2015, with an alpha of 3.49% per year versus the MSCI World)
2. EdR Fund Bond Allocation (AUM of €2.3 billion) is a conviction driven all-weather fund focused on all fixed income segments, which manages the modified duration exposure of the portfolio within a target range of -2 and +8 to ideally position itself in a changing interest rate environment. In 2022, the fund outperformed its benchmark by 7.51% whilst recording an annualized outperformance versus its benchmark of 1.20% since its inception in 2015.
EXANTE is an Investment company that provides direct market access through one multi-asset platform with integrated reporting, FCA regulatory protection and a dedicated customer service team.
Etica Sustainable Global Equity (Isin code LU2052491177): The Fund is an equity fund that seeks significant growth of the invested capital in line with SRI social and environmental principles, over a long-term horizon and with a high level of risk.
A leading law firm based in Malta and in Luxembourg with a particular focus on the financial services and the investment fund sector
Leading American born ETF issuer with an offer of 35 UCITS ETFs in Borsa Italiana, Six Swiss Exchange, and across the main European Stock Exchanges, investing in companies at the top edge of trends disrupting our economy and reshaping the future.
Monarch è una strategia Absolute Return, scalabile per il rischio, in grado di offrire ritorni assoluti in modo decorrelato dai principali indici azionari di riferimento.
La strategia si basa sullo studio statistico dei fattori che determinano l’esposizione ad un evento cosiddetto “cigno nero”, con l’obiettivo di minimizzarne le conseguenze all’interno di un portafoglio.
In questo modo, la strategia ne risulta immune e la performance è indipendente dai movimenti, anche bruschi, dei mercati.
KraneShares, one of the largest China ETF providers, offers a suite of China-focused ETFs that provides global investors with solutions to capture China’s importance as an essential element of a well-designed investment portfolio. KraneShares’ UCITS ETFs are registered in Switzerland and listed on Borsa Italiana and London Stock Exchange.
Innovative INCOME Strategy – actively & passively managed – offers PORTFOLIO ASSURANCE due to EXTRA low Vola and HIGH Sharpe ratio