2018 Exhibitors & Sponsors

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2018 Main Partners

BlackRock

BLACKROCK is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At March 31, 2018, BlackRock’s AUM was $6.31 trillion. BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. Headquartered in New York City, as of March 31, 2018, the firm had approximately 13,000 employees in 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.

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Natixis Investment Managers

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of 26 specialized investment managers globally, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1($988.4 billion AUM2).

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A. Services/products are not available to all investors in all jurisdictions.

1Cerulli Quantitative Update: Global Markets 2018 ranked Natixis Investment Managers as the 16th largest asset manager in the world based on assets under management as of December 31, 2017.

2 Net asset value as of June 30, 2018. Assets under management (“AUM”), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.

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SIX

In the Securities & Exchanges business unit SIX offers its customers in Switzerland and around the world a comprehensive range of Exchange Services – listing, trading and post-trade solutions – from a single source. In doing so, SIX combines the dynamism of one of Europe’s foremost stock exchanges with the stability and reliability of one of the most respected post-trade service providers in the industry.

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Swissquote Bank

Swissquote Bank Ltd, the Swiss Leader in online banking, regulated by the FINMA  holds CHF 25.5 billion AUC, with a market capitalization of CHF. 1.0 billion. We service over 300,000 accounts worldwide from our multiple locations in Switzerland and abroad. Trading currencies, precious metals, energy and stock indices; unique technologies to meet the individual needs of beginners or experts as well as transparency and security are the key services offered by Swissquote. Apart from unique Forex solutions, Swissquote offers accounts in CHF, EUR and USD (and in virtually all other currencies upon request), pays interest on CHF and foreign-currency accounts, acts as a custodian for all types of securities, holds savings accounts, services mortgages in Switzerland, allows the investment of liquid funds in deposits and money-market investment funds and keeps banking correspondence in safe custody.

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2018 Partners

ADEPA GLOBAL SERVICES

Solutions for ideas in a global financial world.
Adepa is an independent global leading provider of Investment Fund and Corporate Services, Private Equity & Real Estate administration, UCITS V Management Company and Asset Management addressed to institutional and professional investors around the globe. Founded in 1980 and currently headquartered in Luxembourg, Adepa provides clients with support oriented to give tailor-made solutions for ideas in a global financial world in Italy, Spain and Chile

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Agritech Fund

Agritech Fund offers a great investment opportunity with high profits, thanks to the balanced strategy of investment in tangible businesses.

Behind the funds of Agritech, there are raw materials, real estate, and arable land. The investment area of the Agritech Fund is the complete cycle of production of agricultural goods, their exports and imports, infrastructure projects and associated IT innovation. Agritech Funds believes that the development of agriculture is an area that requires much attention. On the one hand, it is represented worldwide by small businesses in need of support and is the basis of the economy of developed countries. At the same time, it is necessary to remember that the fate of humanity depends on this business. It is our responsibility to define how future generations will live and what the future condition our planet will be.

By promoting cutting-edge technologies for precision agriculture, smart businesses, ecological fertilizers, and plant protection products, we are strengthening the ecology of the planet by protecting the remaining land, instilling a responsible approach to agriculture, helping entrepreneurs to reach a new level and provide the food they need for future generations.

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Ambrosus

Ambrosus is an open-source blockchain ecosystem that assures quality, safety and origins of products. It combines blockchain protocols, sensor systems and smart contract to create a universally verifiable, community-driven solution for quality assurance and asset tracing within the global supply chains. The ecosystem is powered by Amber (AMB), a native blockchain token.

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Amicorp Fund Services

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

http://www.amicorp-funds.com/

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Audentia Capital Group

Audentia Capital Group is a “boutique”of investment services composed of several European Union Regulated companies. Our aim is to offer bespoke and competitive services to our demanding clients.  We do offer services both as an Asset Manager, specialising on alternative funds with very sucesfull products, such as Audentia World Fx, World Equity or Top Talent Fund,  but also as an Investment Platform, structuring Investment Funds tailored to the needs of our clients both through Luxembourg and Malta Funds, plus Securitization Cells.

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Bellevue AM

A highly specialized investment boutique focused on equity investments in selected niches.

Bellevue Asset Management is the exclusive manager of the Bellevue Funds (Lux) SICAV range of funds and a wholly owned subsidiary of Bellevue Group, an independent, Swiss financial group headquartered in Zurich and listed on the Swiss Exchange SIX. It was established in 1993 and has grown to become one of Switzerland’s leading investment boutiques with more than CHF 10 billion in assets under management.

Bellevue Asset Management offers a broad range and claims to be the biggest independent healthcare investor in Europe. Best known by its subsidiary BB Biotech, during the past 25 years many other successful strategies have been launched like i.e. Medtech & Services, Asia Pacific Health, Digital Health and the offering is completed by a broad Healthcare Index. Furthermore, Bellevue manages also a collection of Entrepreneur funds investing in promising family and owner-managed companies in Europe and Switzerland. Within Frontier markets, the Africa Opportunities fund aims to discover hidden pearls with the potential to deliver stellar returns across the continent. In order to deliver absolute returns, the BB Global Macro focusses on a flexible, multi-asset portfolio with a high degree of stability.

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Best Vision Solutions & Services

From its establishment in 2000 in Zug, Switzerland, Best Vision has been acquiring different entities operating worldwide in technology and services in Finance sector and, more recently, in Entertainment, Industry and Consulting.
The Holding mission aims at coordinating the activities of the participated companies according to the objectives and strategies of the group, traditionally committed to the principle of Swiss quality. Sharing of expertise and synergistic relationships between the group entities are essential for a progressive diversification and evolution of the core business, from the software products development to the offer of Information Technology and Back Office services in outsourcing, from the definition and implementation of new business models to the new frontiers of the multimedia communication.

http://bestvision.solutions/

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BNP Paribas Asset Management

BNP Paribas Asset Management is the dedicated, autonomous asset management business of BNP Paribas, one of the world’s major financial institutions. We provide our institutional and retail clients with a full range of asset management services from our investment centres around the world. It has a total of more than 700 investment professionals – EUR 566 billion in assets under management and advisory – each specialised in a particular asset class or product type. With more than 15 years of experience in sustainable and responsible investment, we provide a full range of SRI investment solutions that meet the needs of clients who are keen to combine return potential and making a positive impact on the environment and society. Our range of SRI funds includes equity, fixed income, balanced and alternative investment strategies.

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BNP Paribas Securities Services

BNP Paribas Securities Services is one of the world’s largest global custodians that provides integrated asset and fund servicing solutions to asset managers specialised in an assortment of investment fund vehicles, ranging from UCITS to complex fund of fund structures. In having 8’800 employees worldwide, we administer 8’134 funds. The group is present in 34 countries, covering over 100 markets.  We cover all key on-shore and off-shore fund domiciles and currently manage over USD 1’862 billion in assets under administration. In line with our global expansion strategy, BNP Paribas Securities Services has offices in key regions outside of Europe to include Asia, United States and Latin America. As part of a large banking group, working with BNP Paribas Securities Services means that you benefit from the strength of our global brand, financial stability and proven expertise. We remain committed to continuous investment in expanding our global reach and developing solutions through people, processes, reporting and technology.  We service fund structures for Swiss and international asset managers from 40 countries. Find out more about our fund solutions by visiting www.bnpparibas.ch/en/corporate-institutional/services-titres or contact Jeffrey Campbell, Sales Director for Asset Managers & Alternatives at jeffrey.campbell@bnpparibas.com.

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BOV Fund Services

BOV Fund Services is a fully owned subsidiary of Bank of Valletta plc, Malta’s largest banking group and a recognised fund administrator by the Malta Financial Services Authority. The company was set up in 2006 to provide a comprehensive and integrated range of high-end fund administration solutions to the funds industry.

BOV Fund Services Limited, is Malta’s leading fund administrator providing its services to numerous funds to a total assets under administration of over 30% of the local market. As at September 2018, BOV Fund Services was servicing 120 investment funds for an aggregate value of €3.85 billion worth of assets.

The company also provides fund formation solutions and re-domiciliation of offshore funds to Malta on a turnkey basis, opening of bank accounts and facilitating the provision of a myriad of banking services through the parent company, Bank of Valletta p.l.c.

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Casa4Funds

Casa4Funds SA is a Third Party Management Company based in Luxembourg and Lugano. Being UCITS and AIFMD licensed, we enable your fund project to take live, managing its investments in close co-operation, and fulfilling all regulatory requirements.Our one-stop shop allows for a swift and effective launch of your new fund. We take care of all documentation and steps necessary for it to be launched and operated smoothly, from regulators’ approval to formalization of your funds’ distribution network. Being UCITS and AIFMD compliant, we can also take on the daily portfolio management of your fund and execution of portfolio transactions.

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CC Fund Services

Calamatta Cuschieri Fund Services Limited is a leading fund administration company based in Malta. Forming part of the Calamatta Cuschieri Group and boasting investment management experience dating back to 1972, we provide an all-inclusive service including, but not limited to the setting up and launching of a fund, accounting and investor services as well as ongoing corporate support for funds domiciled both in Malta as well as overseas. We are committed to providing a highly efficient and personalised service and are able to combine our technology and industry expertise to deliver a customised package of services which allows our clients to focus on taking their businesses forward.

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Columbia Threadneedle Investments

Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage €414 billion 1 of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.
Our priority is the investment success of our clients. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. Our investment teams around the world work together to uncover investment insights. By sharing knowledge across asset classes and geographies we generate richer perspectives on global, regional and local investment landscapes. The ability to exchange and debate investment ideas in a collaborative environment enriches our teams’ investment processes to ensure the best insights are applied to portfolios. More importantly it results in better informed decisions for our clients.
Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE:AMP), a leading US-based financial services provider. As part of Ameriprise, we are supported by a large and well-capitalised diversified financial services firm.

 

Source: Columbia Threadneedle Investments as at 30 June 2017

1 Ameriprise Financial, Inc. Q2 2017 earnings release.

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Consultique

Consultique S.p.A., founded in 2001, is a leader in Independent Financial analysis and consultancy in Italy. We are remunerated exclusively from clients in order to ensure that there are no potential conflicts of interests.
The company provides a range of services, including/not limited to Family Office services, offering analysis, research, asset planning services and investment advice to corporations, institutional investors and private individuals.
Our Studies and Research Center has analysed financial products across equities, fixed income market, pension funds on the market whilst has employed diverse methods of evaluation.
The Pension Funds and ETF ratings are published by “Il Sole 24 Ore” every week.
Consultique currently has a network of over 200 offices throughout Italy. We are committed to providing first class training and support, using advanced technological resources, to those who would wish to pursue a career in Independent Financial Consultancy.
CEO and President Cesare Armellini, Studies and Research Centre Director Giuseppe Romano, and Commercial and Communications Director Luca Mainò, were the co-founders of Consultique and are the authors of Il Sole 24 Ore’s Guide to Independent  Financial Consulting. Administrative Counselor Massimo Emanuele Armellini, is the Marketing Director and responsible for our external relations.
Consultique can help investors to substantially reduce investment risk and hidden costs by using the most efficient financial instruments.
In addition, investors will be able to benefit from the professional expertise of the Studies and Research Centre to select the best asset managers and allocations in the world.

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Cornèrcard

Cornèrcard, the dedicated business unit of Cornèr Bank, is a major player on the payment cards market. Its portfolio includes licences for leading worldwide financial institutions, such as Visa, MasterCard and Diners Club, providing complete solutions to private and business clients with a pioneering spirit for over 40 years, and the prestige that comes of experience.
Cornèrcard’s absolute reliability as a business partner and the confidence inspired by its professionals’ expertise are proven by its success, with over 1.6 million credit cards and prepaid cards issued in Switzerland alone.

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Cube Finance

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.

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DIAMAN SCF

DIAMAN is a team of men and women with a passionate belief in financial consultancy, independence, and innovation and a research laboratory of its own intent on developing quantitative methods that reduce the emotional factor on making investment choices  and its consequent errors in order to improve results and increase satisfaction.
DIAMAN is a leader in transforming the financial instrument needs of its clients  and formulating dynamic investment strategies. We take the courage required for dynamics from our risk management skills, the finance culture we develop, and the statistical indicators we create.
Choosing DIAMAN means being able to rely on a partner capable of both improving the investment processes that increase your own financial knowledge and abilities through training and the transfer of know-how and obtaining better real results.

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Dukascopy Bank

Dukascopy Bank is a Swiss innovative online bank providing Internet based and mobile trading services (with focus on foreign exchange, bullion and binaries), banking and other financial services through innovative proprietary technological solutions. The company has been founded on 2 November 2004 in Geneva, Switzerland where it has its headquarters. Dukascopy Bank is regulated by the Swiss Financial Market Supervisory Authority FINMA both as a bank and a securities dealer. Dukascopy Bank provides online and mobile trading services through the SWFX – Swiss FX Marketplace and online banking services.

https://www.dukascopy.com/

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EDMOND DE ROTHSCHILD

THE EDMOND DE ROTHSCHILD GROUP
The Edmond de Rothschild group is an independent, family-owned group specialized in Private Banking and Asset Management. The group is also active in Corporate Finance, Private Equity and Fund Administration. Founded in 1953, the group has been chaired by Baron Benjamin de Rothschild since 1997.

EDMOND DE ROTHSCHILD ASSET MANAGEMENT
Edmond de Rothschild Asset Management’s offer is focused on a clear objective: delivering superior long-term performance driven by active management and strong convictions. EdRAM has developed a multi-specialist model that leverages on our long history of research and innovation, in order to offer investors the very best in portfolio management.

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Factset

FactSet helps the world’s best investment professionals outperform.  For more than 35 years, financial professionals have relied on FactSet’s streamlined solutions and unmatched client support to get their jobs done, better.
FactSet’s global datasets, powerful analytics and comprehensive data feeds let users stay ahead of market trends, access extensive company and industry intelligence and monitor performance of their equity and fixed income portfolios in the office or on the go.
Learn more and stay informed: Subscribe to our free FactSet Insight Newsletter, which features industry thought leadership, commentary and research reports, along with webcasts, demos and product enhancements.

Sign up today. Visit: http://www.factset.com/insight

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Fiduciaria Digitale

GruppoARC – FD Fiduciaria Digitale

GruppoARC is the unique contact point that video-connects companies and savers to the capital market, simply with a smartphone and keeping human contact at the centre.

ARC4People make access easy for all financial products, even the ones that are hard to reach through traditional channels. It takes over financial products from intermediaries and companies to take them to each saver on his smartphone, through group-owned company FD Fiduciaria Digitale which facilitates the execution of all the investment choices without interfering with them, regardless of the chosen issuer, instrument, intermediary or amount. Thanks to exclusive video-identification and VideoSignature technologies, FD Fiduciaria Digitale is always available and operates without conflicts of interest, executing every investment against a flat fee, which is not proportional to amounts handled.

ARC4Business is a multi-tool system for all the subjects involved in collection and delivery of financial resources for SMEs. GruppoARC offers services to support the financing of small and medium enterprises, collaborating with all the other actors to integrate the traditional bank financing with new instruments. It supports companies in the process of issuing new titles and, through integration with ARC4People division, makes the delivery process easier. With PIR-compliant ARC PMI Territorial Fund, GruppoARC channels capital into SMEs, leveraging on the NCA (Network Commercialisti ARC) professional network to select the most deserving businesses and to dialogue with entrepreneurs.

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FinanceMalta

FinanceMalta, a non-profit public-private initiative, was set up to promote Malta as an international Business & Financial Centre, both within, as well as outside Malta. It brings together, and harnesses, the resources of the industry and government, to ensure Malta maintains a modern and effective legal, regulatory and fiscal framework in which the financial services sector can continue to grow and prosper.

The Board of Governors, together with the founding associations: The Malta Funds Industry Association, the College of Stockbrokers, the Malta Bankers Association, the Malta Insurance Association, the Association of Insurance Brokers, the Institute of Financial Services Practitioners, and the Malta Insurance Managers Association which is also affiliated; its members and staff are committed to promote Malta as a centre of excellence in financial services and international business.

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FlexFunds

With over $3.0 billion in securitized assets and a presence across the Americas, Asia, and Europe, FlexFunds is a recognized leader in providing customized investment vehicles for asset managers, hedge funds and family offices through its robust asset securitization program. FlexETPs are distributed through a listed Euroclearable security, providing operational and distribution advantages for asset managers globally.

FlexFunds’ asset securitization program major advantages for asset managers are:

  • Speed & Efficiency: Issuances launched within 4 to 6 weeks including turnkey solution and setup on banking platforms.
  • Global Distribution: To capital markets providing a listed security with an ISIN code.
  • Access Investors on worldwide trading platforms with no additional KYC or AML.

FlexFunds works with selected service providers such as Bank of New York, Euroclear, PriceWaterhouseCoopers, Sanne Fiduciary Services, Reuters & Bloomberg. You can learn more at FlexFunds.com or at info@flexfunds.com

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GAM

GAM is one of the world’s leading independent, pure-play asset managers. It provides active investment solutions and products complemented by private labelling services. GAM employs over 900 people in 14 countries with investment centres in London, Cambridge, Zurich, Hong Kong, New York, Lugano and Milan. The investment managers are supported by an extensive global distribution network.

Headquartered in Zurich, GAM is listed on the SIX Swiss Exchange and is a component of the Swiss Market Index Mid (SMIM) with the symbol  ‘GAM’. The Group has assets under management of CHF 146.1 billion*.

GAM Private Labelling is a strategic business of GAM 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 over 200 funds in (nearly) all asset classes. For 50+ clients, the Private Labelling business collectively manages over CHF 79.3 billion* in assets as a (fund) management company. Besides operating the fund, GAM Private Labelling particularly provides distribution support through access to established distribution agreements and state-of-the art marketing tools. Our clients value our longstanding experience and expertise, our strategic view on the Private Labelling business ensuring a stable and long-term business relationship as well as our collaboration in partnership.

*Data as at 30 September 2018

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Gamma Capital Markets

Gamma Capital Markets Limited is an independent Investment Management Company which holds a Category 2 licence issued by the Malta Financial Services Authority (Licence C 51103 pursuant to the Investment Services Act UCITS regulations). The Company specializes in providing management and advisory services to Collective Investment Schemes (CIS) targeting UCITS Funds and Alternative Investment Funds (AIFMD). Investment Committee which formulates the medium-term strategies stays at the core of Gamma business.  In turn, an experienced and qualified fund managers’ team implements the strategies laid down by the Investment Committee over the short-term.  The fund managers are also instrumental in verifying that each fund distinct investment objectives is achieved within the parameters of the offering documents. These are controlled by the Chief Risk Officer and the Compliance Officer, with both reporting directly and independently to the Board of Directors. The Company is able to structure funds to meet clients’ specific requirements, thereby providing them with cost-efficient solutions with the added benefit of access to our various platforms. Reliability, integrity and professionalism are Gamma Capital Markets pillars. Malta has been selected for its robust, flexible and comprehensive legal framework that enables the establishment of different kind of investment funds with passporting rights within the European Union.  The Maltese Regulator encourages the development of investment services business in a sound and professional manner and the island is in constant development as a financial services hub. Therefore, we are confident being under this jurisdiction shall not only enable Gamma Capital Markets to offer more competitive services, but eventually lead into other forms of advantages as an asset management company.

In May 2017, Gamma Capital Markets entered Italy through a subsidiary branch, opening offices in Milan and Turin aiming to fill a gap seen in the market, offering an independent investment advisory services and portfolio management.

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IFP

IFP is a financial group that provides a complete financial services offer. IFP specializes in investment and wealth management and is active in a full range of trading activities. IFP has evolved for more than 25 years and believes that “Progress is impossible without change and those who cannot change their minds cannot change anything.

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IG Bank

IG is a global leader in online trading, providing fast and flexible access to over 15,000 financial markets – including shares, indices, forex and commodities. Established in 1974, IG’s aim is to become the default choice for active traders globally. It is already an award-winning multi-platform trading company, the world’s No.1 provider of CFDs* and a global leader in forex. IG Bank SA has obtained its Swiss banking license in 2014 and our parent group IG Group Holdings Plc is a member of the FTSE 250 with a market cap of around £2.1 billion (May 2017)1 and with offices in 14 countries. IG Bank S.A. offers a complete range of trading solution for corporate and Institutional clients built around powerful technology, a huge range of markets and a dedicated support team.
Who are IG Bank’s Institutional Clients?
We look to partner with banks, brokers, family offices, asset managers and introducing brokers to enhance their offering and replicate the relationships that IG has successfully forged over recent times with similar parties in other countries. This has resulted in providing new and enhanced revenue streams for products that might not be readily available in their current offering.
Where do I get more information?
IG Group website: www.iggroup.com
If you would like to find out more about IG Bank and the services it can provide please visit our website: www.ig.com or call one of our Institutional sales experts on 022 888 1052 who will be able to help with any queries you may have.

 * Largest retail CFD provider by revenue (excluding FX). Source: Published financial statements. As of October 2016
1 IG Group Holdings Plc, as at 31 May 2017

 

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Invesco

As an independent, global company, Invesco has focused fully on investment management for many decades. With a footprint in more than 25 countries and a global network, Invesco gives investors access to attractive investment opportunities around the world. The New York-listed Invesco manages USD 934.2 billion in assets (as of 31 March 2018).

The product offering also includes funds and ETFs for all large equity and fixed income markets. Invesco has been present in Europe for many years and is deeply rooted there.

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KBL Luxembourg

KBL Luxembourg is a European banking group, headquartered in Luxembourg with 2,000 employees located across 7 different countries and € 80 billion of assets under management and custody.
With € 4,227.5 billion of assets, Luxembourg remains the pre-eminent fund centre in the EU by far. It continues to attract new promoters and funds due to its excellent reputation for setting up and serving cross-border investment fund products, the prospect of significant economies of scale, a culture of effective compliance and a transparent tax regime.  The number of UCIs has increased by 395%, from 805 in 1990 to 3,990 at the beginning of 2018. 62% of funds distributed in more than three countries are domiciled in Luxembourg.
KBL provides depositary bank, central administration and domiciliation services to any type of Luxembourg-based investment funds (UCITS, SIF, SICAR, RAIF).
KBL partners with its clients to assist them in the whole process of establishing an investment fund, with a pragmatic and flexible approach, supported by local decision-making.
Our clients include 79 fund promoters from more than 20 countries, distributing their funds into more than 30 jurisdictions. Currently we work with 25 different Management Companies/AIFMs and 15 Central Administrations.
A specific desk is also entirely dedicated to family offices and external asset managers, offering added-value services to address cross-border issues for HNWIs and entrepreneurs. These services range from reporting and follow-up of all activities linked to the managed portfolios to brokerage via our in-house dealing room.
Finally, the Inter-Bank desk completes the offer to institutional clients through a wide range of services and know-how for an easy access to the financial markets: equity brokerage, fixed income, forex, structure products, fund execution, precious metal dealing and safe-keeping.

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Keller Zable Group

Keller Zable Group operates in Real Estate as the best partner for selection and management of high-return development and investment deals, tailored for either institutional or private clients. Our Group has access to elite and premium real-estate portfolios, totalizing around € 600 millions, that encompass in particular off-market assets. Keller Zable offers a wide range of exclusive and highly differentiated real-estate services, together with value-adding consultancy and advisory of fiscal, administration, technical and financial nature, finalized to the optimization, consolidation and ultimate growth of portfolios. Through its subsidiary incorporated in Luxembourg, the Group is the advisor and main strategic partner of a listed Specialized Investment Fund (SIF).
The objective of our SIF, called Keller Zable Investments – Stable Return, is to generate a stable and robust return for its shareholders, leveraging on the following strategic pillars:

  • stable income generating steady and sustainable positive cash flows;
  • high potential underlying assets, achieving along the investment lifecycle, contextual capital protection and overall net asset value growth;
  • inflaction-linked yields and underlying assets’ values, granted by transparent contractual conditions applied within the renting agreements in place for the targeted real estate assets; and
  • Yields with either no or very limited correlation with market cycles and macro-economical events.

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Lapis AM

We are a Swiss Asset Management Boutique regulated by the Swiss Association of Asset Managers (SAAM). Lapis AM invented and launched the Lapis Top 25 Dividend Yield Index and the respective Lapis Top 25 Dividend Yield Fund. Our index is composed of 25 stocks of the most successful companies around the world which were uninterruptedly able to generate continuously increasing dividends over the last 25 years and to offer outstanding dividend yields to the shareholders. To give our private and institutional clients the opportunity to invest in our compelling index, we launched the «Lapis Top 25 Dividend Yield Fund» which has already a remarkable size of more than USD 50 million of assets under management.

Lapis Asset Management also offers to its clients a striking Asset Allocation Model «Lapis CORE Portfolio» which invests globally across the four main asset classes – Equities, Bonds, Real Estate, and Commodities – in equal proportions of 25% per asset class. This investment strategy is designed to produce long term returns which exceed that of nominal cash returns. More importantly it minimizes volatility by taking advantage of the low correlations between the individual asset classes.

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Lyxor Asset Management

Lyxor Asset Management is the management company of Société Générale Group, with more than 117 billion euro under management (in December 2015) and specialized in 3 different businesses lines:

  • ETF & Indexing: a diversified and liquid range of Exchange Traded Funds
  • Alternative Investments: a wide range of hedge funds, funds of hedge funds and absolute return funds. In addition, Lyxor you can rely on the world’s largest platform of Managed Accounts
  • Multi-Asset & Structured Investment: investment solutions to combine the performance targets with the risk profile of customers. All information on Lyxor ETFs are available on the website www.lyxoretf.ch

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Oddo BFH Asset Management

ODDO BHF Asset Management is the ODDO BHF Group’s asset management arm.
Since August 2015, it unites the activities of ODDO BHF AM SAS and ODDO BHF AM GmbH.
With 43 billion euros in assets under management* and 270 employees, the Franco-German ODDO BHF AM is one of the Euro zone’s leading independent investment management companies. As a specialist in the European markets, ODDO BHF AM offers its clients a unique range of high-performance investment solutions in all main asset classes, including European equities, corporate bonds (both investment grade and high yield), convertible bonds and asset allocation solutions.

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Point Nine Limited

Point Nine is one of the industry leaders in post-trade execution, operation, processing and reporting. Founded in 2002, we collaborate with both buy and sell side financial firms and corporations to help them meet the ever-expanding challenges of post-trade processing. Circle, our in-house proprietary technology, provides a real-time solution to all our customers and their trading relationships

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RBC Global Asset Management

RBC Global Asset Management™ (RBC GAM) provides a comprehensive range of investment solutions for investors around the world. Located globally, each of our 24 investment teams specializes in a particular asset class or field – each with their own disciplined, well-defined investment process. We are equally committed to investment and service excellence. Our belief in the importance of client service pervades our organization and allows us to attract and retain the highest caliber professionals. RBC GAM is the asset management division of Royal Bank of Canada (RBC), and also includes BlueBay Asset Management and Phillips, Hager & North Investment Management. RBC’s commitment to asset management, demonstrated through acquisitions, organic growth and significant seed capital has enabled us to attract talent and accelerate the development of new investment solutions. RBC GAM traces its roots back to 1933 and has grown both organically and through strategic acquisitions. Today, the RBC GAM group of companies manages more than US$300 billion and has over 1,300 employees across North America, Europe and Asia.
**As of March 31, 2015

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Refinitiv

Refnitiv, Formerly the Financial & Risk business of Thomson Reuters, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in over 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.

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Schroders

Schroders is an independent, global asset management company with over 210 years of financial experience which has resulted in a world-class approach to investment. At Schroders, asset management is our business and our goals are completely aligned with those of our clients – the creation of long-term value. We currently manage over CHF 450 billion on behalf of our institutional, retail and private clients. Our aim is to apply our specialist asset management skills in serving the needs of our clients. With an international network spanning 37 offices in 27 countries and over 420 investment professionals covering the world’s investment markets, we offer our clients a comprehensive range of products and services.

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SEB

SEVEN Capital Management

At Seven Capital we are convinced that investment management must be active in order to address the basic objective of any investor as closely as possible, i.e., to outperform in all types of market configurations and to protect invested capital during market corrections or crashes.

Seven Capital specialises in momentum-based management processes that take this “absolute return” approach. This strategy used to be reserved for “Qualified” investors but has been accessible since the 2000s through regulated funds governed by European law.

Our fund range meets investors’ needs:

  • Core Portfolio: A flexible diversified fund with an absolute return approach
  • Equities: A European large cap equity fund
  • Absolute return
    • Equity Market-neutral
    • Multi-Asset Long/Short

The outperformance capacity and robustness of our investment process has been proven in our various funds since 2007 and through two major market shocks (2008/2009 – 2011/2012), in which our range met all its objectives of protecting investor capital.

  • Seven Capital Management is registered with:
    • The French Financial Markets Authority (AMF)
    • The Financial Sector Supervisory Commission in Luxembourg (CSSF)
  • Seven Capital Management is a member of:
    • The National Futures Association (NFA) (USA).

 

Seven Capital Management is AIFM Compliant

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State Street Global Advisors

For nearly four decades, State Street Global Advisors has been committed to helping our clients, and those who rely on them, achieve financial security. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions* in assets, our scale and global reach offer clients unrivaled access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.
*Assets under management were $2 trillion as of June 30, 2016. Please note that AUM totals are unaudited.

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TIM-Strategy.com

PROSPEROUS Group is unifying a selection of very smart seniors with unrevaled careers of the Swiss and Global Banking and Finance industry. We are pooling investment ideas, creating innovations and qualifying niches.

We redefined the INCOME asset class. Our strategy is based on low volatility due to no or little correlation to traditional markets. Combining our experiences, know-how, hard work and global network with market opportunities, we developed www.TIM-Strategy.com (ultra-) conservative but smart and sharp, an investment strategy which is combining various INCOME segments for the safety focused investor and the risk averse portfolio manager.

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Unigestion

Unigestion is a boutique asset manager with the scale to deliver global tailor-made investment solutions for thoughtful investors. Our core values – integrity, independence, excellence and guidance – are at the heart of everything we do. We are responsible for managing some USD26.5bn in client assets across our four areas of expertise: equity, multi asset investing, private equity and alternatives. We believe that risk management is an enduring driver of long-term investment performance, and we therefore apply a risk lens to all our strategies.

Ideas drive our growth, and Unigestion strives to be always at the forefront of innovation in investment management. For us, innovation is about co-creating with our clients the investment solutions that meet their needs through a partnership approach.

Our tradition of research sets us apart. Unigestion’s ongoing research focus, as well as our collaboration with the world of academia, enables us to arrive at new ideas to the benefit of our clients.

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Vanguard Investments

Vanguard Investments Switzerland GmbH belongs to The Vanguard Group, Inc. an independent investment company with more than 5 trillion francs in global assets under management (as at 30/06/2018). The Vanguard Group’s unique ownership structure means it is free to focus on low-costs, transparency and fairness for all clients. Vanguard has been present in Europe since 1998, opening its Zurich office in 2008. Since that time the company has built a range of mutual funds and ETFs that bring its low-cost, high-quality ethos to investors across Europe.

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Vontobel

At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead.
As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We empower our colleagues to take ownership of their work and bring opportunities to life. Because we are convinced that successful investing starts with assuming personal responsibility. We relentlessly question the achieved, striving to exceed the goals and expectations of our clients.

 

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YELDO

Yeldo is an online platform which enables co-ownership investments in Swiss real estate properties. Today the immense amount of wealth generated by real estate investments falls into the hands of only few people. With Yeldo, we want to give everybody a chance to participate in real estate investments. Yeldo combines technology with real estate expertise to create a whole new way to invest: transparent, simple and profitable. Join us, choose among attractive Swiss properties, become a co-owner and start earning rental income.

For any further information you can visit: www.yeldo.com or contact Carlo Hildenbrand, Head of Client Relationship at Yeldo: carlo.hildenbrand@yeldo.com

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2018 Supporters & Associations

100 Women in Finance

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.

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AIAF

AIAFAssociazione 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.

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Caia Association

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.

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clubin ticino

ClubIN Ticino is a non-profit association founded at the end of 2014 (http://www.clubinticino.ch/). The main aim of the Association  is to be a Club where members can really meet. ClubIN Ticino connect off-line people who believe in networking as a precious tool to discover other companies and working sectors, develop new contacts in the business world, create more working opportunities for themselves and the others, create new business opportunities,  promote the knowledge of different working sectors.

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Swiss Finance + Technology Association

The Swiss Finance + Technology Association is the largest Swiss FinTech Association.
Our mission is to create an ecosystem that enables Switzerland to leverage the potential it has to become a world-class FinTech Hub.

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The Swiss Association of Market Technicians

The Swiss Association of Market Technicians (SAMT) is a non-profit organisation of market analysis professionals in Switzerland founded in 1987, member of the International Federation of Technical Analysts (IFTA). SAMT encourages the development of technical analysis and the education of the financial community in the uses and applications of technical research and its value in the formulation of investment and trading decisions.

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The Swiss Funds & Asset Management Association

The Swiss Funds & Asset Management Association SFAMA, which was established in 1992 with its registered office in Basel, is the representative association of the Swiss fund and asset management industry. Its members include all the major Swiss fund management companies, many asset managers, and representatives of foreign collective investment schemes. Among the SFAMA’s members there are also numerous other service providers operating in the asset management sector. The SFAMA is an active member of the Brussels-based European Fund and Asset Management Association (EFAMA) and the International Investment Funds Association (IIFA) in Montreal.

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2018 Media Partners

Blue Financial Communication

Blue Financial Communication is the first independent publishing house specializing in financial professionals dedicated to asset management. We have a monthly named BLUERATING Advisory & Asset Management: a publication entirely devoted to asset management, private banking and financial professionals. Each month, the newsmagazine is distributed on newsstands and is sent to over 3,000 financial advisors and private agency bankers in Italy. Linked to the monthly there’s the website www.bluerating.com, the leading portal for professionals in asset management: promoters, private bankers, managers, consultants and financial professionals.  Its newsletters are sent every day to the Bluerating asset management community of about 50,000 users. The community is made up of more than 70% of professionals from the world of asset management.

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cash

cash, with headquarters in Zurich, is the first multi-media business and financial portal in Switzerland that combines information and banking. cash boasts experience in advisory and support services for private investors. In addition to providing financial market data, independent journalists compile financial and business information on a daily basis. cash is a simple and transparent portal: the shortest connection between financial information & trading

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dmfnewmedia

D.M.F. (DMFNewMedia)  Italian independent company owns an international network present in Italy, Switzerland, Germany, France, UK, Spain, focused on financial information.
D.M.F.  coordinates the advertising of this rapidly growing international network, thanks to the quality of the contents and the appreciation of professional investors.
Ou company creates, produces and manages marketing campaigns adressed with precision to the required target.
In Switzerland we are present with ETFWorld.ch a vertical financial portal designed for Swiss Institutional Investors  and created to maintain the highest ease of access to news and to their consultation.
The site responds to the specific characteristics of the Swiss financial market and this for what concerns both the language and the content of the portal.

 

 

 

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Dukascopy TV

Dukascopy TV’s products are predominantly aimed at audiences within Switzerland, South-East Asia, Great Britain, Israel, Russia, Italy, Eastern European countries and Japan. The platform is accessible from all around the world, and their audience is international, with over 100 million views per year (entertainment + finance). However, Dukascopy Finance has significantly fewer views, about 50 000 per day.

Products are published on our platform – Dukascopy TV (Finance) – 50 000 views per day, various YouTube channels (entertainment), alongside social media sites (Facebook, LinkedIn, Instagram) and 24/7 Live Streaming accessible from all the possible TV and gadgets which support video content (android tv, iOS, Apple TV). Dukascopy TV broadcasts 24/7, online, in some Airports and Hotels. Viewers will find the latest news from the press, finance, trading, and technology releases. Viewers are also able to learn about new trends in the fashion world, product launches from the best watches and cars to business insights which can help grow the capital. Dukascopy TV delivers high-quality analysis of the FX markets. Latest news from the financial world, the world of commodities and cryptocurrency trading. Reviewing daily Economic Calendar, in-depth Market analysis, topics on FinTech and investment as well as Commodities corner. In addition, viewers get a glimpse of the newest business trends with representatives from top multinational corporations and discover new tendencies regarding financial law regulations.

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ETFWORLD

ETFWorld.ch created for Institutional Investors, since 2009 is the information portal of reference in for ETFs, ETCs and ETPs.

ETFWorld.ch is designed for Swiss Institutional Investors  and created to maintain the highest ease of access to news and to their consultation.
The site responds to the specific characteristics of the Swiss financial market and this for what concerns both the language and the content of the portal.
In order to access the site, you must authenticate as a Professional or Institutional user and a registration is mandatory to receive our free newsletter.
The portal is autonomous and independent, with a databases of Institutionals registered users.

 

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Financial Analyst Club

FinanciaLounge

FinanciaLounge is the first Italian news website dedicated to economy, finance and asset management themes. FinanciaLounge gives an in-depth information for both professionals and final savers. Thanks to high quality news data and docs funds updated daily, direct contact with asset manager and analysts and partnership with the most important news players, FinanciaLounge promote openness about savings.
FinanciaLounge is a ProdesFin brand, the independent leader company that creates communication services dedicated to the Investment Funds industry.

 

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Finanzaoperativa.ch

Finanzaoperativa.com is online since january 2013 and since august 2013 is also available the Finanzaoperativa.ch, the swiss version with a focus on news from Italian Switzerland. From July 2018 Finanza Operativa is part of the BFC Group.
Finanzaoperativa assures a wide operative investments information and advice based on technical and foundamental analysis, focus on asset classes, asset management, investments, macroeconomics, personal finance and financial education, provides also video interviews on its you tube channel, organizes events and conferences, supplies to all its subcribers weekly newsletter and market reports.

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FourTicino

Four Ticino, the quarterly magazine published in Lugano. Since September 2011 it proposes a rich review on culture, leisure, entertainment, glamour, sport, as well as politics, economics, but in a tasty, sometimes spicy, and always “out of the mainstream” perspective.

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INVESTORS’

Innovation, Independence, Clarity: the basis of INVESTORS’, the species evolution in the financial publishing, the Agorà for professional consultants and investors, the finance for an aware future. With its modern and interactive format, INVESTORS’ is the investment Culture platform in Italy: elegant paper and digital magazine, INVESTORS’ Tour Events, Webinar and periodical newsletter.

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MarketPlus.ch

MarketPlus.ch is a new independent publishing website specialized  in economic and financial information.

It offers different point of views on topics that are vital for all the stakeholders of a global financial community. MarketPlus.ch aims to become the reference point for the whole Swiss financial community being written in english (the “financial language”).

MarketPlus.ch offers also a unique opportunity becoming part of its editorial project. Companies with strongh know-how and skills on specific topics, can publish articles becoming contributors of MarketPlus.ch. The visibility of contributors is also and above all granted by the creation of their own branded page, where are collected all published articles, interviews, videos, analysis, … and where readers can find all the main info about the company (logo, description, contacts, list of main services/products..).

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Mediaconsult

Mondoinvestor

M-Investor-Srl

MondoInvestor Srl, the evolution of MondoHedge, is a professional publisher specialized in financial information reserved to professional investors. The company, which has grown over the years relying on a high degree of competence and accuracy of contents, is now active through three different research and editorial initiatives which have their focal point on MondoInstitutional, MondoAlternative and MondoETF websites. A further important and well-structured activity is the organization of events, organized throughout the year, that are becoming more and more appreciated thanks to the high quality of the topics and the remarkable delegates involved. Moreover, the company publishes the monthly Italian magazine MondoInvestor and the quarterly English magazine MondoInvestor providing insights, analysis, interviews, researches, and investment ideas on specific and topical subjects about the asset management industry, with a primary focus on the Italian market.

M-Institutional

MondoInstitutional is a financial data provider dedicated to institutional investors. It essentially provides a constantly updated database of relevant information on the different categories of institutional investors, with search engines that allow to create reports for quick analysis and comparisons. MondoInstitutional organizes every year several events dedicated to Pension Funds, “Casse di Previdenza”, Bank Foundations, Family Offices and Insurance Companies.

M-Alternative

MondoAlternative embraces the whole alternative investments’ segment (Real Estate, Private Equity, Private Debt, Infrastructures and Commodities) offering services to professional investors, such as the access to a Database with reports of quantitative and qualitative analysis for Liquid Alternative Funds and for Italian and offshore hedge funds; indices of the Italian hedge funds and of the alternative UCITS funds created in collaboration with Eurizon Capital Sgr; news and insights about Real Estate, Private Equity and Commodities. Furthermore MondoAlternative organizes many events dedicated to Fund Buyers.

M-ETF

MondoETF, leader in the financial information on European Exchange-Traded Funds, focuses on the collection and processing of data on the ETF industry, as well as related consulting, training and information activities. Its rigorous activity acts as the basis of the annual MondoETF Awards Ceremony, the most important event in Italy for the ETF industry.

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The Cryptonomist

The Cryptonomist – Reporting the Future – is an online magazine in both Italian and English language about Bitcoin, cryptocurrencies, trading, fintech, ICO and blockchain. It is updated daily also with interviews and reports of the main events of the crypto space.

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Traders’

Since January 2013, TRADERS’ publishes the Italian edition. TRADERS’ Magazine has established itself as THE information and communications platform for the trading elite. TRADERS’ is the perfect guide to those looking to become professional traders and for those who have already joined their ranks, regardless which investment timeframe, market or vehicle you prefer. It is not without reason  that TRADERS’ magazine is known as- Your personal trading coach. In January 2014, INVESTORS’ began to be published, too. INVESTORS’ is a quarterly Magazine for investors, promoters, managers  and professional consultants.

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TradingView

TradingView is an advanced financial visualization platform with the ease of use of a modern website. Whether you are looking at basic price charts or plotting complex spread symbols with overlayed strategy backtesting, we have the tools and data you need. The site contains data on everything from foreign currencies and Bitcoin to stocks and commodity futures.

TradingView is also the most active social network for traders and investors (with +7M users per month, and more than 20 localized versions). You can talk to millions of traders from all the world, discuss trading ideas and place live orders. Enjoy an unparalleled experience even from iPads or other devices, previously possible only with high end trading stations.

It operates on a freemium model, with much of the site’s functionality available for free. And if you need charts for your financial website/platform, we offer our entire Charting Library for free, together with widgets that can get to our partners better engagement and a better user experience. This way, we’re able to provide free charts to over 40M individuals around the world.

TradingView: share, talk, learn!

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2018 Technical Partners

HUB

logica consulting

Salas group

Tresol

UniMoney