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 16 billion AUC, with a market capitalization of CHF. 400 million. 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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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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Asia Plantation Capital

Asia Plantation Capital has established, strategically, a diverse range of stand-alone businesses, among which are; the use of oud oil from agarwood trees to produce fine perfumes for the international fragrance industry; manufacturing products for the pharmaceutical sector; construction of sustainable homes; plantation and agricultural specialist management, and tree nurseries for local communities to access.
Although operating privately since 2002, Plantation Capital was officially established in 2008 in the UK, before incorporation in Sri Lanka in 2009 as Asia Plantation Capital, followed by Thailand, Hong Kong, Singapore and Malaysia.
The APC group now has a corporate presence, plantations and agricultural projects on four continents, with operational projects at various stages from start-up to fully operational plantations and farms. The group has operational projects at various stages in Cambodia, China, India, Kenya, Laos, Malaysia, Sri Lanka, Thailand, U.S. and Vietnam.

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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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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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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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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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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 13 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 131.3 billion (USD 137.1 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 59.1 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.

* as at 30 June 2017

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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 specialises in providing management and advisory services to Collective Investment Schemes (CIS) targeting UCITS Funds and Alternative Investment Funds (AIFMD). At the core of Gamma’s business is an Investment Committee which formulates the medium-term strategies.  In turn, an experienced and qualified team of fund managers implements the strategies laid down by the Investment Committee over the short-term.  The fund managers are also instrumental in verifying that the distinct investment objectives of each Fund 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 the specific requirements of its clients, thereby providing them with a cost-efficient solution with the added advantage of access to our various platforms. Reliability, integrity and professionalism are the pillars upon which Gamma Capital Markets is based. Malta has been selected for its  robust, flexible  and comprehensive legal framework that enables the establishment of various types of investment funds with pass-porting 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. As a result, we are confident that  this choice of jurisdiction will not only enable Gamma Capital Markets to offer more competitive services, but will eventually lead into other forms of advantages as an asset management company.

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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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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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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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Thomson Reuters

Thomson Reuters is the world’s leading source of news and information for professional markets. Our customers rely on us to deliver the intelligence, technology and expertise they need to find trusted answers. The business has operated in more than 100 countries for more than 100 years. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges. For more information, visit www.thomsonreuters.com.

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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

Vontobel is one of the main issuers of Certificates and Covered Warrants in Europe. With its head office in Zurich and as an independent Swiss private banking group, the Vontobel group embodies the values that distinguish the Swiss model of success: professionalism, solidity, credibility, quality and precision.
In Italy, Vontobel currently offers the widest range of Leva Fissa Certificates listed on the SeDeX of Borsa Italiana with over 150* instruments on indices, stocks and commodities. In 2017, the issuer confirmed its presence on the Italian market through the launch of Covered Warrant, a product category for which Vontobel ranked second in terms of volumes traded on the SeDeX of Borsa Italiana as of 01/09/2017 * (*updated on 25/01/2018). At the moment, Vontobel offers more than 1.250 Covered Warrants on indices, equities, Gold and EUR / USD.
At the beginning of 2018, Vontobel expanded its product offering with Tracker Certificates on thematic indices: Artificial Intelligence and Luxury. This new investment solution is aimed at customers looking for attractive and innovative products with investment horizons up to 5 years.
Vontobel Certificati has developed an internet site, certificati.vontobel.com, dedicated to the offer of products in Italy and where investors will find the full range of products, the related prices and the legal documentation. Investors can also keep up-to-date with our newsletters: “Weekly Note” and the “Investment Idea” offering underlying analysis and the latest market news.

 

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2018 Supporters & Associations

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

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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Financial Analyst Club

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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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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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