2019 Exhibitors & Sponsors

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2019 Main Partners

FICAS AG

FiCAS AG is an alternative investment advisory providing advice and solutions for the global digital asset market. FiCAS possesses an unrivaled track record in digital asset management strategies, bringing deep technology and expert-level knowledge of digital asset management strategies to traditional investors, such as asset managers, family offices, hedge funds, and accredited investors. Swiss-based and a member of Switzerland’s VQF, FiCAS offers a range of alternative investment solutions, from digital asset trading signals to fully managed structured products, advising global players wishing to enter the digital asset market in a regulated, safe and trustful manner.

 

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Laurion Group

LAURION GROUP is a private family owned group of companies. Headquartered in Barcelona (Spain), it has a multinational approach with business interests and partners across the EEA and the USA.

Stemming from an industrial background, the Group focuses on alternative asset management and private equity, having setup its own captive insurance structure to control its risks and ensure sustainable growth. We are fully independent and committed, giving us an unbiased vision in favour of our stakeholders.

Our MISSION is to provide alternative investment solutions to institutional and professional clients, establishing added value long term relations.

Our VISION is to be the reference full service provider in the alternative investment management market for institutional and professional clients.

Laurion Group owns Laurion Asset Management, an Alternative Investment Manager seated in Luxembourg that manages Investment Vehicles created by the Group.

Our core principle is capital preservation, notwithstanding investments targeting above average returns.

We use our captive insurance structure domiciled in Malta and independently managed by AON to hedge our risks and the risks of our stakeholders, effectively insuring a satisfactory outcome. This proves our level of commitment and our belief in the alternative investment solutions that we manage.

AUM: EUR 100 M
ADDRESS:  Ronda General Mitre, 40, planta 1, 08017 Barcelona, Spain
CONTACT PERSON:  Tiago Salgado
ROLE: Managing Partner
TEL: +34 938585469
E-MAIL: info@lauriongroup.com

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Swissquote Bank

As a leading provider of online financial services, Swissquote offers innovative solutions and analysis tools to meet the wide range of demands and needs of its clients. As well as various online trading services, the user-friendly platform also provides solutions for eForex, Robo-Advisory and eMortgage. In addition to a low-cost service for private clients, Swissquote also offers specialized services for independent asset managers and corporate clients. Swissquote Bank Ltd holds a banking license issued by its supervisory authority the Swiss Federal Financial Market Supervisory Authority (FINMA) and is a member of of the Swiss Bankers Association. Its parent company, Swissquote Group Holding Ltd, is listed on the SIX Swiss Exchange (symbol: SQN).

AUM: 30.5 billion CHF
ADDRESS: 33 chemin de la Crétaux, 1196 Gland, Switzerland
CONTACT PERSON: Jennifer Traboulsi
ROLE: Event & Sponsoring Manager
TEL: +41 22 999 97 79
E-MAIL: jennifer.traboulsi@swissquote.ch

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2019 Partners

Aleph Finance Group

Aleph Finance Group PLC (“Aleph“) –is a UK  a company, trading on the Vienna MTF Stock Exchange, ISIN code GB00BJ9M4V82.
Aleph operates as a holding company holding equity interests in several entities operating in the capital market industry, including, inter alia, Pairstech Capital Management LLP (an FCA-regulated investment firm), Opstart (an Italian crowdfunding platform),Bridge Insurance Services (an Italian insurance broker) and Ba Brokers (a Swiss insurance broker).

Vision

  • Asset Management industry undergoing a disruptive era, driven by tightening regulation and technology revolution, which will force a consolidation in the industry Similar trends happening in Insurance distribution
  • Offering a distinctive and integrated business model to the financial value chain, redesigning the financial industry scenario by deploying innovative new products and services, is the only way to survive and thrive in the next wave

Mission

  • Helping retail clients, professional investors and HNWI, to reach their Wealth Protection and Wealth Creation goals with an integrated offering made of technological support, senior and trustworthy and empowered advisers and open platform of investment and insurance products

 

ADDRESS:  1st Floor, 12 Old Bond Street, London, W1S 4PW, UK
CONTACT PERSON:  Enrico Danieletto
ROLE: CEO
E-MAIL: info@alephgroup.io

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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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Amun

Amun is a unique and exciting company that has launched the world’s first and so far only physically replicated exchange traded products (ETPs).  We believe that the blockchain and crypto industries are going to be transformative in many different global industry segments and this growth will be reflected in the valuations of different crypto currencies.   Our goal is to offer investors a safe, secure, low-cost, and transparent way to invest in this exciting new asset class.  Our sales team needs to reach out and explain the benefits of our unique products to our customers.

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Audentia Capital Group

Audentia Capital Group is a “boutique” asset manager composed by several companies under Maltese regulation, and therefore subject to the laws of the European Union. Our aim is to offer bespoke and competitive services to our demanding clients.

Regulated by the MFSA (Maltese Financial Services Authority), and, under the umbrella of the European Regulator, ESMA (European Securities and Markets Authority), we offer services not only as an Asset Manager but also as an Investment Platform, structuring Investment Funds tailored to the needs of our clients.

Among the funds that we manage, our flagship Fund, Audentia World FX, has just turned 4 years old. The Fund applies artificial intelligence, machine learning and advance statistical analysis techniques to large-scale financial data in order to develop computer-based automated investment algorithms. The investment strategy is based on the combination of diverse trading strategies applied to the G10 spot currencies with an extremely tight risk control.

 

ADDRESS: 10, Kent Street, SLM 2128 Sliema, Malta
CONTACT PERSON: Alberto Llaneza
ROLE: CEO
TEL: +356 21 434  525
E-MAIL: info@audentiacapital.eu

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Best Vision Solutions & Services

Best Vision is an international group that has been acquiring different entities operating worldwide in technology and services for the finance sector.

Traditionally committed to the principle of “Swiss Quality”, Best Vision is a specialized provider of software solutions and back/middle office services for private, commercial and universal banks, asset management companies and family offices.
New finance frontiers such as fintech banking, mobile banking and blockchains are also part of our offer.
Best Vision supports the innovation as a strategic asset and as key for its growth: “technology is not a commodity” is our credo.

ADDRESS: Via San Gottardo, 10
CONTACT PERSON: Fabrizio Rizzi
ROLE: Director
TEL: +41 58 307 04 63
E-MAIL: f.rizzi@bestvision.ch

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Biomine

Biomine deals with the concrete component of cryptocurrency world: the mining. Producing cryptocurrencies involves costs and requires constant research and development to stay abreast of a rapid and constant technical evolution. We produce cryptocurrencies in the best possible way.

Today the production of mining-hardware counts reality with billions revenues distributed between China and the USA mainly, our mission is to bring the knowledge and the developments of the deep mining community, contributing and developing advanced solutions to improve the applicability of this technology in our territories, thanks also to the patents that exploit the water of the hydroelectric power plants also to cool the hardware, reducing cooling costs by up to 80% as well as for clean energy. The company can guarantee specific conditions in the European context, thanks to the low-cost, 100% green energy source, the international collaborations on hardware development and the skills acquired in 7 years of mining experience.

Biomine designs and builds eco-sustainable mining farms, offers Housing space for miners, manages hardware for third parties in Hosting and distributes the best Hardware available on the market every day. We currently distribute the best Ethereum mining machine in the world, based on FPGA processors.

AUM: 150.000 €
ADDRESS: Via Asiago 19, 28866, Galliate (NO), Italy
CONTACT PERSON: Gianluca Lilla
ROLE: Founder, CEO, R&D Manager
TEL: 0039 3492908424
E-MAIL: gianluca@biomine.it

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BOV Fund Services

BOV Fund Services Ltd is Malta’s fund industry pioneer and a fully owned subsidiary of Bank of Valletta plc, Malta’s largest banking group. The Company was set up in 2006 to provide a comprehensive and integrated range of high-end fund administration solutions to the funds industry.
Through the dedication of its highly qualified and professional human resources as well as significant investment in state-of-the-art technology, BOV Fund Services has positioned itself as Malta’s leading fund administration company, with assets under administration representing around 25% of the local market share.
The Company also provides fund managers and promoters from multiple jurisdictions with a one-stop-shop solution in delivering fund structuring and redomiciliation solutions on a turnkey basis, as well as a comprehensive suite of fund administration services including fund accounting, shareholder registry, regulatory reporting, corporate services, and other ancillary services.

BOV Fund Services is recognised as a Fund Administrator and licensed as a Company Services provider by the Malta Financial Services Authority.

 

ADDRESS:  TG Complex, Suite 2, Level 3, Triq il-Birrerija, l-Imriehel-Birkirkara BKR 3000, Malta
CONTACT PERSON:  Rebecca Xuereb
ROLE: Manager Business Development
TEL: +356 22753682
E-MAIL: rebecca.xuereb@bov.com

 

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Cambiavalute.ch

CambiaValute.ch is the first online currency-exchange service in Canton Tessin.
CambiaValute.ch allows people and businesses to exchange Swiss Francs into Euros, and vice-versa, comfortably from home, at the best exchange rate.
With CambiaValute.ch you save up to 80% compared to the average rates of traditional intermediaries.
No hidden fees. No bad exchange rates. No surprises.

ADDRESS: Corso San Gottardo 34, 6830 Chiasso
CONTACT PERSON: Filippo Cova
TEL: +41 91 922 81 69  /  +41 78 900 57 52
E-MAIL: contatto@cambiavalute.ch

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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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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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Copernicus

Founded in December 2016, Copernicus Holding is an independent, financial services group based in Lugano, Switzerland that is majority owned by its founding partners. Copernicus Asset Management is a Swiss Authorized Asset Manager (CISA/LiCol license).

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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 PARTNERS

DIAMAN PARTNERS is a fintech management company that uses digital technology to manage all investment processes. Starting in the North of Italy 18 years ago, Diaman has always focused on quantitative models and rigorous processes obtaining concrete results that attest to its expertise.

DIAMAN company profile includes: consultancy for institutional clients, the development of dedicated software and a technology that is increasingly simple to use and, above all, effective.

Today DIAMAN Group is expanding in Europe and is present in Malta with a project focused on AIF.

In fact, MFSA has recently approved DIAMAN sub-fund of a Notified Alternative Investment Fund (AIF), its name is Global Series SICAV Digital Asset Fund.

Through this fund, Diaman wants to open up to the asset management industry the possibility of benefiting from crypto assets, that have been internally studied and managed with a quantitative approach, always in the DNA of the company.

Diaman Group is strong on knowledge of the industry, field experience, solid expertise and management transparency.

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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, CFD), banking and other financial services through innovative proprietary technological solutions including mobile current accounts in multi currencies (e-bank).

The company was founded on 2 November 2004 in Geneva, Switzerland where it has its headquarters.

Dukascopy Bank SA also has offices in Shanghai, Riga, Kiev, Moscow, Hong Kong and two regulated entities, one in Riga – Dukascopy Europe IBS AS – and one in Tokyo – Dukascopy Japan K.K.

On 28th of February 2019 the Bank issued the first crypto currency among the Swiss banks, the Dukascoin DUK+.

Dukascopy Group currently employs over 350 staff. Dukascopy Bank is regulated by the Swiss Financial Market Supervisory Authority FINMA both as a bank and a securities dealer.

www.dukascopy.com 

www.dukascoin.com 

www.dukascopy.bank

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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.

AUM: CHF 169 bn
ADDRESS: Edmond de Rothschild Asset Management (Suisse)
Beethovenstrasse 11  8002 Zurich – Suisse
CONTACT PERSON: Julian Allenbach
ROLE: Senior Sales
TEL: 058 201 7583
E-MAIL: j.allenbach@edr.com

 

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European Brokers

European Brokers, a society wholly of Italian capital, is a leading company in the insurance brokerage. EB is present in 12 offices in its national territory, it works under regime of establishment in the United Kingdom, with its own offices in London.

European Brokers is among GBN – Global Broker Network’s founders, presents in over 132 countries in the world. Our main goal is to provide exemplary service and value to our client for their both national and international risks. EB has extensive relationships with insurers and reinsurers in Italy, as well as all major insurers and reinsurers in the international markets.

European Brokers offers, also, bespoke solutions covering any class of business with focus on Property, Casualty, Construction, Surety Bonds and Credit, Employee Benefits, Risk Management Solutions.

ADDRESS: Via Ludovisi, 16 – 00187 Rome
CONTACT PERSON:
Carlo De Simone
ROLE:
Chief Executive Officer
TEL:
06 98968360
E-MAIL:
desimone@ebrokers.it

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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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FOX Automotive

Founded in 2016, FOX Automotive Switzerland AG is a Swiss-domiciled holding company. Fox is sole owner of all tangible and intangible (IP, patents, international distribution rights) assets. Production for the MIA© will be in Hungary. Initial markets are the UK, Germany, Spain, Italy, France, Austria and Switzerland.

The MIA© is set to be the most affordable electric car on the market. The MIA EV will be a flexible passenger and utlity vehicle MIA “L” and MIA “U”. The models vary with 1 to 4 seats per car and different boot volumes.

  • The MIA is an urban vehicle similar to the SMART, capable of recharging on an ordinary 220V outlet as well as supercharge compatible.
  • The MIA is affordable, economical, has an iconic design, sliding doors unique central driving position and tight turning radius perfect for city driving.
  • Made from lightweight recyclable materials, will have a range of 200km.

Revenue will be generated from direct consumer sales, small businesses and fleet operators. Secondary revenue through licensing to other markets i.e. China, India, Thailand etc.

Evolution of the global electric car stock is forecast to grow to 11 million in 2025, then surging to 30 million EVs in 2030.

 

ADDRESS: St. Gallerstrasse 49, 9100 Herisau
CONTACT PERSON: Patrick Bigger, Chuck Gomez, Ekkehard Philipp
ROLE: CEO
TEL: Patrick Bigger + 41 78 400 81 79, Chuck Gomez + 41 78 691 46 12, Ekkehard Philipp +36 70 500 6060
E-MAIL: pe.bigger@fox-automotive.ch

 

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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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GN Invest AG

GN Invest AG is an asset management boutique based in Vaduz, Liechtenstein. Since 1992, we focus on:

  • asset management for institutional clients (mandates and mutual funds)
  • Investment advice for trusts, foundations and external asset managers
  • the setup of tailor-made investment funds and other investment products

We are embedded in an employee owned financial group that counts 20 employees and serves clients worldwide. We are regulated by the Financial Market Authority in Liechtenstein. We are authorized from the financial market authority of Austria, Belgium, Germany, France and Italy to act as an asset manager in the respective countries.

We are long term oriented, trustworthy and reliable.

AUM: Group AuM above CHF 1 bn
ADDRESS: Landstrasse 104, 9490 Vaduz, Liechtenstein
CONTACT PERSON: Jean-Michel D’Urso
ROLE: CEO & Chief Investment Officer
TEL: +423 239 32 53
E-MAIL: info@gninvest.com

 

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Gruppo Interfida

The history of Interfida Group began in 1960 in the Chiasso region, with the establishment of Interfida SA, founded as a general trust company, initially mainly property management and brokerage services and then operating in all fiduciary sectors.

Thanks to the wide range of services offered, the in-depth knowledge of the local market, the high level of performance as well as the qualifications of managers and collaborators, Interfida has won the trust of customers by allowing the Group to expand, increasing the variety of services offered.

The Interfida Group is now present throughout the Canton Ticino with offices in Chiasso, Mendrisio, Lugano and Locarno, has about 90 employees and is active in the fields of trust and corporate consultancy, accounting and tax consultancy, property advisory, management and brokerage services, audit and appraisals.

ADDRESS: Corso S. Gottardo 35, 6830 Chiasso (Headquarter) – Corso Elvezia 14, 6900 Lugano (Subsidiary)
CONTACT PERSON: Andrea R. Boschetti
ROLE: Head Property Services
TEL: +41 91 695 03 33
E-MAIL: andreaboschetti@interfida.ch

CONTACT PERSON: Brigitte K. Crespi
ROLE: Advisor Brokerage
TEL: +41 91 923 90 47
E-MAIL: brigittecrespi@interfida.ch

 

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IG Bank

Institutional prime services from a global leader in financial trading 

IG has been present in Switzerland since October 2014, with its Swiss subsidiary IG Bank S.A. which offers dedicated services to the Swiss market in all local languages with two local offices in Geneva and Zürich.
IG Bank S.A. is authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA) as a bank and a securities dealer.

Part of IG Group Holdings plc, regulated by Financial Conduct Authority (FCA) and a member of FTSE 250 (IGG) with a market cap with a market cap of GBP 1.98 billion (31 May 2019).
IG Group was founded in London in 1974 as the first company of our kind, we’ve been at the forefront of our industry ever since.

Extensive product suite & deep liquidity

Benefit from a fast and flexible access to an extensive product suite of over 16,000 financial markets:

  • Over 8000 equity CFDs, with excellent access to the lending market
  • Major, minor and exotic FX, with access to bank and non-bank liquidity
  • Forward and spot commodities, plus access to our internal liquidity
  • Options CFDs on a wide range of markets

Cutting edge technology: professional platforms and APIs

We have developed a range of award -winning platforms, as well as offering access to our formidable back-end via APIs, proprietary reporting tools and services.

Dedicated institutional service from the experts
Our dedicated institutional team is on hand around the clock to offer expert support and facilitate our clients’ trading.

 

ADDRESS: 42 rue du Rhône, 1204 Geneva
CONTACT PERSON:  Yannick Klein
ROLE: Head of Marketing and PR
TEL: 022 888 10 82
E-MAIL: yannick.klein@igbank.ch  

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Invesco

Invesco Ltd. is one of the world’s largest and leading independent investment managers. Great ideas transcend borders. With US-Dollar 988 billion assets under management and on-theground presence in 25 countries, serving clients in more than 120 countries.
Invesco has the globalcapability to deliver our best ideas to investors around the world by a full range of active strategies and ETF solutions.

AUM: 1,175.1 billion
ADDRESS: Talacker 34, 8001 Zurich
CONTACT PERSON: Hanspeter Wehrli
ROLE:  Senior Relationship Manager Wealth Managment Intermediaries
TEL:  +41 44 287 90 05
E-MAIL: hanspeter.wehrli@invesco.com

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La Française

For forty years, La Française has been developing core competencies in third party asset management.

La Française has a multi-affiliate business model organized around four core activities: securities, real estate, investment solutions and direct financing. The group caters to institutional throughout the world.

The group offers investment solutions covering all traditional asset classes including a longstanding expertise in subordinated debt, fixed maturity funds, sustainable investing and real estate.

With 610 professionals and offices in Paris, Frankfurt, Geneva, Hamburg, Stamford (CT, USA), Hong Kong, London, Luxembourg, Madrid, Milan, Seoul and Singapore, La Française manages 68 billion euros in assets (as at 30/06/2019).

La Française is a forward-looking responsible investor and as such, incorporates tomorrow’s challenges into today’s investment strategy.

La Française is owned by Credit Mutuel Nord Europe (“CMNE”), a banking and insurance group present in Northern France and Belgium.

AUM: €68 Billion as at 30/06/2019
ADDRESS: 128 Boulevard Raspail, 75006 Paris, France
CONTACT PERSON: Peter Stiefel
ROLE: MANAGING DIRECTOR – COUNTRY HEAD SWITZERLAND, Gonet La Française Advisors S.A.
TEL: +41 22 594 38 11
E-MAIL: pstiefel@glfadvisors.com

 

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Lapis AM

We are an Asset Management company regulated by the Swiss Association of Asset Managers {SAAM} and domiciled in Lugano, Switzerland
Lapis Asset Management Ltd. has developed six_unique Lapis Dividend Yield Equity lndices and has successfully launched two UCITS Funds, the Lapis Global Top SO Dividend Yield Fund with over USD 70 AUM and recently the Lapis Global SO Family Owned Dividend Yield Fund.
Our Family Owned lndex was developed in cooperation with the University of Applied Sciences in St Gallen under the supervision of Professor Ernesto Turnes who is the Chairman of Lapis Asset Management Ltd.
In both of our funds we only invest in companies that have paid uninterruptedly and continuously increasing dividends over a long-term period {25 or 10 years}. For that reason, all our funds and mandates pay reliable dividends to our private and institutional clients.

LAPIS Asset Management Ltd I via Collina 9 I CH-6962 Lugano I tel +419197116 93 I info@lapis.finance I www.lapis.finance

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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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M&G

M&G Investments, one of the largest asset managers in Europe with over CHF 332.9 billion (as at 31.12.18) of assets under management, is known and recognized for its conviction-led and long-term approach to investing. These timeless investment principles are the foundation of our company and remain as relevant today as they were when we launched the first mutual fund in the United Kingdom in 1931.

Experts in asset management for over 85 years, we manage funds in the main asset classes including bonds, equities, multi-asset and real estate. With more than 2,200 employees, including 390 dedicated to fund management, our size and scope provide us with vast resources dedicated to analysis and research across all major markets, which our fund managers can use to generate long-term performance for our customers.

*Source: M&G Investments as at 31.12.18.

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Masttro

Masttro is a global financial technology company established in 2010 to provide state-of-the-art specialized solutions for the wealth management industry. The company launched with a singular vision – to deliver the most modern, transformational and secure wealth solutions to ultra-high and high net worth families, family offices, investment advisors, broker dealers and financial institutions.

Masttro is a privately held company headquartered in Zurich, Switzerland. It was founded by wealth owners that ran their own international family office for over 25 years, managing diversified, multi-generational wealth and significant corporate interests.

Masttro’s global footprint spans more than 1,500 clients with over 22,000 individual accounts and is supported by our team of over 75 employees in offices across Europe, U.S. and Latin America.

Award winning technology: For the third consecutive year, Masttro has been recognized as a leader in innovation and technical excellence by top global industry organizations. In 2019 alone, the firm’s US and Europe regions have been nominated for a record nine wealth technology awards

 

ADDRESS: Masttro Switzerland AG, Europaallee 41, 8004 Zürich, Switzerland
CONTACT PERSONOliver Thommen
ROLE: Head Business Development
TEL: +41 44 214 68 16
E-MAIL: othommen@masttro.com

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MODOTM

MDOTM is a fintech company that develops AI-driven investment strategies. Its clients, which are exclusively financial institutions use MDOTM’s models in their investment decision process. MDOTM has closed its first funding round raising € 2 million from a combination of institutional investors and finance professionals to fund its international scale-up. MDOTM was the only European fintech startup selected for the Silicon Valley acceleration program powered by Google for Entrepreneurs thanks to its approach to research in the field of Artificial Intelligence.

 

ADDRESS:    Via Arcivescovo Calabiana 6 – 20139 Milano / 4-5 Bonhil St, Shoreditch London EC2A 4BX,UK
CONTACT PERSON: Mauro Guerrini
ROLE: BusinessDevelopment Manager
TEL:  +41 79 691 74 67
E-MAIL: mauro.guerrini@mdotm.eu

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Oddo BFH Asset Management

ODDO BHF AM is part of the independent Franco-German financial group ODDO BHF that was founded in 1849. ODDO BHF AM is an independent asset management leader in Europe. The asset management of the ODDO BHF Group comprises ODDO BHF AM GmbH in Germany, ODDO BHF AM SAS and ODDO BHF Private Equity SAS in France, which together manage assets totaling € 58.1 billion. ODDO BHF AM offers its institutional and wholesale clients a unique range of high-performance investment solutions in all main asset classes, i.e. European equities, quantitative strategies, fixed income, multi-asset solutions and private equity. On a combined basis, 70% of assets under management are from institutional clients and 30% from distribution partners. The teams operate from investment centers in Dusseldorf, Frankfurt and Paris with additional locations in Luxembourg, Milan, Geneva, Stockholm and Madrid.

AUM:  € 58.1 billion
ADDRESS:  25, Boulevard Helvetique, 1207 Geneva, Switzerland
CONTACT PERSON: Nicolas GAULT
ROLE: Business Development Switzerland
TEL:  +41 22 596 46 93
E-MAIL: nicolas.gault@oddo-bhf.com

 

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OpenFunds

OpenFunds Investment Services AG is an independent company established under Swiss law, licensed and supervised by the Swiss Financial Market Supervisory Authority (‘FINMA’) as legal representative and as distributor of foreign collective investment schemes for qualified investors.
We operate within the framework of the Swiss Collective Investment Schemes Act (CISA) and offer two types of services for funds catering to qualified investors
Swiss legal representative services.
We work with selected funds that have undergone strict due diligence – covering legal, operational and investment criteria – and that cater to qualified investors.
We are careful about which funds we represent, and we maintain a strict focus on the delivery of high quality services to our clients. These include customised services if these are required.
Distribution services for selected funds
The principals of OpenFunds have many decades of experience in distributing selected funds to their networks of qualified investors, located predominantly in Switzerland and the Middle East.

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pairstech

Pairstech Capital Management LLP is a London-based investment management firm founded in 2007. The company is authorized and regulated by the Financial Conduct Authority (“FCA”), with registered nr. 477155.

Pairstech manages collective investment instruments – UCITS and Alternatives funds – and, thanks to accreditation as manager with custodian banks throughout Europe manages individual mandates adopting both discretionary and quantitative strategies, with the aim of achieving absolute returns, through a complete range of financial instruments.
Pairstech carries out advisory activities on investments, making available the skills achieved on a wide range of asset classes and suggesting to Institutional and Private Investors a set of products capable of representing a genuine diversification in the context of the best risk-return profiles available.
The Capital Management division is responsible for activities relating to the origination, arranging, structuring, and placement of bonds, minibonds, listings, and IPOs.

 

ADDRESS: 180 Piccadilly London W1J 9HF
CONTACT PERSON:  Enrico Danieletto
ROLE: CEO
E-MAIL: info@pairstech.com

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Pangea Blockchain Fund

Pangea Blockchain Fund offers intellectual and financial capital to exceptional early and medium stage blockchain companies across the globe. In particular, Pangea focuses on implementing blockchain technology solutions in companies to create strategic advantage and competitive edge across industrial verticals

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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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SGR Compliance

SGR COMPLIANCE SA is an independent Swiss Company highly specialized in know-your-customer (KYC) and anti-money laundering (AML) services. With over 13 years of consolidated experience and a growing international clientele, SGR COMPLIANCE developed a multi-focus approach that adapts to the new regulatory requests and to the emerging demand for efficient tools against fraud and financial crimes. The founding elements of our vision are expertise in prevention and quality data processing, in order to ensure proper identity screening and risk evaluation by querying a comprehensive and updated source of information.

ADDRESS: Via al Nido, 4 6900 Lugano
CONTACT PERSON: Alberto Rinaldi
ROLE: Sales Director
TEL: 091 9240121
E-MAIL: a.rinaldi@sgrcompliance.com

 

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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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Steinbock Financial Group

Steinbock Financial Group, a family office, was Founded by Wall Street veterans from Citigroup and Perella Weinberg and staffed with an eclectic mix of highly skilled professionals. Steinbock has real estate investments in Brazil, Italy, and the US.

Steinbock (through Lavelo SA, Luxembourg) and in partnership with Accor will bring to market the first Movenpick hotel in Italy near the EUR district of Rome, Italy. The 196 room Hotel will have one of the largest conference centers in Italy and will serve as a powerful driver for both revenues and occupancy. The Hotel has already been built and will require additional capex to make the hotel operational.

Mövenpick is a globally recognized premium upscale hotel brand that was founded in Switzerland over 70 years ago. The company currently manages over 88 hotels worldwide in 25 countries. Rome has seen 47% growth in the last 9 years and is the most visited city in Italy. The Mövenpick brand naturally caters to both the business and leisure category. Giustiniano Imperatore will be uniquely positioned as a four star, upper upscale hotel targeting both the leisure and business segment. This four star category accounts for 49% of the Roman hotel market share and has seen 70% growth in overnight stays during the last 9 years.

 

ADDRESS: Vietta Curtinaglia 2, 7505 Celerina
CONTACT PERSON: Pascal Salvati
ROLE: Managing Director
TEL: +41 91 911 6791
E-MAIL: pascal.salvati@steinbockfund.ch

 

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Strongroom security

CyberLynx is an innovative provider of cutting edge cyber security services and solutions
Based in the Switzerland, Israel and Luxembourg we offer cost-effective solutions for companies of all sizes. Our diverse team of professionals enables us understand the complexity of your business and provide you exactly with what you need to stay safe and secure.

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Unigestion

Unigestion is an independent, specialist asset manager providing innovative, tailored solutions for investors worldwide.
Since our creation in 1971, we have stayed true to our conviction that intelligent risk-taking is key to delivering consistent returns over time. Today, we are responsible for CHF 22.3bn in assets under management across our four areas of expertise – equities, private equity, liquid alternatives and multi asset. (Source: Unigestion as at 30.09.2019)
Helping our clients achieve investment success drives everything we do.
We take the time to truly understand their requirements and work with them to create tailored solutions that meet their specific needs. We have decades of experience in running bespoke mandates, which today account for the majority of our assets under management.
Our focus on understanding and anticipating risk as a means to outperform sets us apart. By taking risk in a measured, informed way, we aim to deliver superior performance for our clients. Risk management is part of our DNA, our culture and defines everything we do.

Headquartered in Geneva, Unigestion has a global presence that extends across Europe, North America and Asia. We are privately owned, with a shareholder structure designed to ensure our long-term stability and align our interests with those of our clients.

AUM: CHF 22.3 bn
ADDRESS: Avenue de Champel 8c, 1211 Geneva
CONTACT PERSON: Melody Cattaneo
ROLE: Institutional Clients
TEL: 022 704 42 39
E-MAIL: Melody Cattaneo mcattaneo@unigestion.com

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YELDO

YELDO is an innovative, digital real estate company operating in the prop-tech and fin-tech space. We are the REAL investment club: we combine technology with real estate and financial expertise to provide our members access to transparent and profitable club-deal investments in Swiss real estate.

With a modern online platform, Yeldo aims to create a whole new asset class: as liquid as bonds, as secure as real estate. Deals proposed on the platform allow investors to become fractional owners of solid Swiss residential or commercial rental properties. In combination with moderate financial leverage, the investments offer attractive passive returns in CHF and are available to qualified (Swiss) and professional (EU) investors.

All properties are sourced by Yeldo, carefully selected by our investment committee composed of industry experts and independently valued by Wüest Partner. In addition, Yeldo manages the properties once they are acquired, so as to make the investment as hassle-free as possible for the investors.

On YELDO, you can directly participate in real estate investments. Join our REAL investment club, choose among attractive Swiss properties and start earning rental income.

For any further information you can visit: www.yeldo.com or contact directly Carlo Hildenbrand, Head of Operations @YELDO: carlo.hildenbrand@yeldo.com.

AUM: c.13M CHF
ADDRESS: Via Trevano 85, Lugano 6900
CONTACT PERSON: Carlo Hildenbrand
ROLE: Head of Operations – Switzerland
TEL: 078 228 28 82
E-MAIL: carlo.hildenbrand@yeldo.com

 

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2019 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.

ADDRESS: Corso Magenta 56, Milan – Italy
CONTACT PERSON: Alberto Borgia
ROLE: Chairman
TEL: +39 02 72023500
E-MAIL: alberto.borgia@aiaf.it

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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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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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2019 Media Partners

Assodigitale.it

# Assodigitale.it is the Digital Magazine that historically from 2004 tells how Technology can be useful for better living.

We aim to explain to the public how modern technology, declined in all its forms, today it can improve people’s lives without getting lost in useless technicalities but always keeping in mind that the human being must be at the center of any evolution and enjoy its fruits without ever interfering.

The editorial line of Assodigitale is outlined on the most topical and trendy topics such as: Tech, Fintech, AI Artificial Intelligence, IOT Internet of Things, and Electric Mobility Urban that at this precise moment in history represent the technological Cutting Edge for excellence with which both companies and individuals will have to compare
daily to define and understand the near future.

Because today, more than ever, technology contaminates and pervades every aspect of life daily and does not only influence the choice of a technological device such as a computer or a smartphone, but it improves our car, how we will cook food, how choose the holidays, how we wash the linen, how we find the soul mate and
how we will spend our money.

# Assodigitale.it is therefore your News Magazine that follows you and that accompanies you like a trusted friend for over 15 years in the discovery of useful technology with simple ed effective tips to be applied quickly in everyday life.

The Editorial Staff of # Assodigitale.it has always been composed of dozens of talents and recognized experts in many areas of technology who spread theirs every day
to know through our pages that reach over 1 million readers a month.

 

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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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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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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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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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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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SmartMoneyMatch

SmartMoneyMatch connects the global investment community.

It’s free to use and offers the following opportunities. Go to:

•    SmartMoneyMatch.com/investments to browse and to list investment products.
•    SmartMoneyMatch.com/request-for-proposal to list a Request for Proposals (RFPs) or to reply to one.
•    SmartMoneyMatch.com/service-providers to find investment service providers with the required expertise or to list your offerings.
•    SmartMoneyMatch.com/events to search for and to announce events.
•    SmartMoneyMatch.com/jobs to browse for jobs or to list your vacancies.
•    SmartMoneyMatch.com/business-directory to find and connect with other professionals.

Additionally, all users have a company and a personal profile page where their activities or offerings—as an asset manager, investor, or service provider—are displayed.

Register now free on https://www.SmartMoneyMatch.com

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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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2019 Technical Partners

Caffitaly

HUB

IDS

logica consulting

Tresol

UniMoney