2017 Exhibitors & Sponsors

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2017 Main Partners

Natixis Global Asset Management

Natixis Global Asset Management serves thoughtful investment professionals with more insightful ways to understand and manage risk. Through our Durable Portfolio Construction® approach, we help them construct more strategic portfolios that seek to produce better outcomes in today’s unpredictable markets. We draw from deep investor and industry insights and partner closely with our clients to put objective data behind the discussion.
Natixis is ranked among the world’s largest asset management firms.1 Uniting over 20 specialized investment managers globally ($874.5 billion AUM2), we bring a diverse range of solutions tailored to meet to every strategic challenge. From insight to action, Natixis helps our clients better serve their own with more durable portfolios.

1 Cerulli Quantitative Update: Global Markets 2016 ranked Natixis Global Asset Management, S.A. as the 16th largest asset manager in the world based on assets under management as of December 31, 2015.
2 Net asset value as of June 30, 2016.

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Six Swiss Exchange

SIX Swiss Exchange is one of the most important European stock exchanges. It offers outstanding liquidity in trading of Swiss securities and connects companies from around the world with international investors and trading participants. As a self-regulated exchange, it is able to provide particularly market-friendly conditions for listing and trading in Swiss and foreign equities, bonds, ETFs, ETPs, funds, and structured products. SIX Swiss Exchange multiples the locational advantages of the Swiss financial center with first-class services and is an ideal listing location for companies of every origin, size and sector. It operates its own range of indices, which includes the SMI®, Switzerland’s most important equity index. www.six-swiss-exchange.com / www.six-structured-products.com



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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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UBS Global Asset Management

UBS Asset Management. Your global investment challenges answered.

In an increasingly complex and interconnected world, investors ask themselves many questions that have no easy answer. Thanks to our extensive investment expertise and our global reach, we turn challenges into opportunities. At UBS Asset Management, we work together with our clients to help them find the right solutions.
A solution-oriented approach: We focus on finding the answers you need – and this defines the way we think. We draw on the best of our capabilities and insights to deliver a solution that’s right for you.
Ideas and investment excellence: Our teams have distinct viewpoints and philosophies but they all share one goal – to provide you with access to the best ideas and superior investment performance.
Across markets: Our geographic reach means we can connect the parts of the investment world most relevant for you. That‘s what makes us different – we‘re on the ground locally with you and truly global.
A holistic perspective: The depth of our expertise and breadth of our capabilities allow us to have more insightful conversations and an active debate, all to help you make informed decisions.
What we offer: Whatever your investment profile and time horizon might be, we offer a broad range of active and passive investment strategies. Our goal is to cover your needs both in traditional and alternative asset classes and in different markets. This includes equities, bonds, foreign exchange, hedge funds, real estate, infrastructure and private equity investments. All strategies can be combined into multi-asset or custom-fit solutions. Our invested assets totaled CHF 703 billion, and we have nearly 3,600 employees in 23 countries.* Index-tracking investment solutions have been a core competence of UBS Asset Management for over 30 years. As a leading fund house in Europe, UBS launched its first ETF in Europe in 2001 and is currently both one of Europe´s foremost providers as well as a dominant force in currency hedged ETFs in the region. The range comprises more than 240 ETFs and offers investors a transparent and flexible opportunity to diversify their investments across key markets and all asset classes, including equities, bonds, real estate, commodities and alternative investments. Fondcenter, a subsidiary of and wholly owned by UBS Asset Management AG, is a fund platform bringing fund providers and distributors together for the distribution of investment funds under a clearly-defined legal and operational setup. Fondcenter is a B2B transaction platform with an open fund architecture allowing you to conduct all of your fund transactions via a central marketplace. Over 55,000 funds and share classes from more than 370 providers are available at this marketplace.


*Source: UBS Asset Management, as of 30 June 2017

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2017 Partners

Aberdeen Standard Investments

Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for our clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service.
Overall, we manage CHF 741 billion* on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from 50 client relationship offices globally.  This ensures we are close to our clients and the markets in which they invest.
We are high-conviction, long-term investors who seek to realise the value of our investments over time. In our view, teamwork and collaboration between investment managers and across asset classes is the key to delivering repeatable, robust investment performance. We are also resolute in our commitment to active asset management.
The Aberdeen Standard Investments brand was created in connection with the merger of Aberdeen Asset Management Plc and Standard Life Plc on 14 August 2017 to form Standard Life Aberdeen Plc. Standard Life Aberdeen Plc’s headquarters are in Scotland. It has around 1.2 million shareholders and it is listed on the London Stock Exchange.


*Standard Life AUM/AUA data as at 30 June 2017, Aberdeen Asset Management AUM data as at 31 March 2017, all other data as at 30 June 2017

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Alternative Investments Symposium

An invitation to explore alternative investments with an innovative conference program,  Alternative Investments Symposium to be held in Milano.
Our Mission: simple values. Presenting knowledge as an asset, the culture of innovation as power and Alternative Investments as unique opportunity.
Our Formula: conference programs promoting knowledge and cross cultural understanding.
Networking,  including workshops, private meetings, luncheons, cocktail receptions, gala dinners or tailored events. Attendee opportunities for wealth growth management featuring information platforms with solutions bearing results. Themes of the event: Brexit, Cryptocurrencies, Fintech, Startup, Blockchain, Banking, Real Estate, Dept, Private Equity, Art&finance, Collectibles, Services for UHNW, Venture, Tax, Family Office, Global focus. Our claim: Opportunities are closer than you think.
Alternative Investments Symposium is not only an event. AIS is event, think tank, lab.
AIS is organized by The Alpha Circle Club, in partnership with FinLantern.

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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


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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 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 do offer services not only as an Asset Manager but also as an Investment Platform, structuring Investment Funds tailored to the needs of our clients.

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Banca IMI

As Intesa Sanpaolo’s investment bank, Banca IMI is part of Italy’s leading banking group whose network also includes a major international presence.
Banca IMI’s key objective is to serve its customer base of institutional investors, financial networks, corporates, and government institutions, supplying financial products and services developed with standards of excellence.
Employing the expertise and skills of more than 800 professionals, Banca IMI is active in investment banking, structured finance and capital markets, operating in the main national and international markets, through offices in Milan, a London branch, and a subsidiary, Banca IMI Securities Corporation, based in New York*. In Italy’s investment banking market, the Bank is a benchmark in M&A advisory services, and has a strong presence in equity and bond placements. In structured finance, Banca IMI enjoys a position of historical leadership in the Italian market and a solid international track record. In developing this business, the Bank also leverages the extensive portfolio of relationships that Intesa Sanpaolo Group has built up in Italy and around the world. Banca IMI is a major dealer in the equity and bond markets; it provides publicly traded companies with an efficient Corporate Broking service, and supplies clients with specialized advisory services in financial risk management. In collaboration with the Intesa Sanpaolo Research Department, Banca IMI offers its clientele a wide range of analyses, forecasts, and investment strategies for the financial markets. Banca IMI is recognized for its expertise in structuring and originating investment products for the retail market. Through its innovative market-access platform, Market Hub, the Bank employs a dynamic strategy in seeking best execution of MiFID-compliant orders, making it possible for more than 350 Italian and foreign institutional clients to access more than 70 national and international markets (equities, bonds and derivatives).

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Best Vision

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.


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Cryptolab S.A. is an organisation of investment advisory  specialised in the field of cryptocurrencies. We began started in the first quarter of 2017. Our team is made up of 7 professionals all of them experts and active members in the sector of blockchain since years.
We offer:
1) Reports on the crypto market and an asset allocation with the best performing cryptocurrencies  http://www.bigbit.club/
2) Investment advisory:  in February 2017 we launched an irish investment vehicle, Blockchaininvest,  specialized in investing in crypto currencies. Year to date , the performance has been of 680%. Aum 20 million dollars.
3) Asset Management of funds in cryptocurrencies.
4) Consultancy and advisory services for Initial Coin Offering (Ico)
Our plan is the ideal entry point for firms or entrepreneurs who are looking to launch an Ico  We provide the whole range of services either directly or indirectly through our partners. 

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Bitmax is the go to cryptocurrency exchange for the professional investor and discerning trader alike focused on compliance and flexibility.
Offering ad hoc OTC agreement, a preferred point of contact and procedures compliant with the internal rules of the financial institution Bitmax is perfect for companies willing to offer Investment in cryptocurrencies to their clients.
Bitmax is Aware of the necessity for financial institutions to act with a counterpart that is compliant with the financial legislation and  is therefore subject to the Swiss Anti-Money Laundering Act , is registered as Model 2 Reporting FFI and compliant with the Automatic Exchange of Information.

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BLACKROCK is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At September 30, 2017, BlackRock’s AUM was $5.98 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 September 30, 2017, 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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BLOCKCHAINLAB is an advanced research laboratory in the field of blockchain technology, launched in 2015 and currently based in Milan. In the Lab we nurture the strongest community of resident and visiting experts in the field from all over the world. Thanks such precious expertise, we are able to provide enterprises with the skills to understand and use the blockchain technology. In particular we deliver market intelligence, applied technology projects, education, venture and advisory services, skill research support and sponsorship programs to our clients.
BLOCKCHAINLAB is also establishing an international investment vehicle for seed startups in the blockchain technology. Thanks to a constantly updated selection of the hottest startups and projects from all over the world, we are able to identify, select and validate the most sound and promising investment opportunities. From thereon, BLOCKCHAINLAB incubates the selected startups in its structures, providing them with a flourishing environment where they can move fast and learn with our resident and visiting team of experts.

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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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Borsa Italiana

Borsa Italiana has been founded after the privatization of the exchange and has been operational since 1998. It is responsible for the organization and functioning of the Italian  financial markets.
The main objective is to ensure the development of its markets, maximizing their liquidity, transparency and competitiveness.
Borsa Italiana is part of London Stock Exchange Group, one of  the main market in Europe for equities, bonds and derivatives exchanges

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Founded in 1989 by Edouard Carmignac, Carmignac is today one of Europe’s leading asset managers with EUR 57 billion in assets under management.  Its equity capital (EUR 1,7 billion) is held entirely by its managers and staff. In this way, the company’s long-term viability is ensured via a stable shareholding structure, reflecting its spirit of independence. This fundamental value ensures the freedom required for successful and renowned portfolio management. Carmignac offers a focused range of global, specialised or diversified Funds. Carmignac operates in France, Luxembourg, Germany, Italy, Spain and the UK. Carmignac’s range of products is also registered in Singapore for professional investors. Reflecting a different approach to our business, we pursue conviction-based management. Decorrelated from market indices, this approach gives us maximum flexibility in our investment decisions. Going beyond sector and geographic limits, we create portfolios that are true to our convictions and the distinct view that we have of the market.

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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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Cboe Global Markets

Cboe Global Markets, Inc. (BZX: CBOE | NASDAQ: CBOE) is one of the world’s largest exchange holding companies, offering cutting-edge trading and investment solutions to investors around the world. The company is committed to relentless innovation, connecting global markets with world-class technology, and providing seamless solutions that enhance the customer experience.
Cboe offers trading across a diverse range of products in multiple asset classes and geographies, including options, futures, U.S. and European equities, exchange-traded products (ETPs), global foreign exchange (FX) and multi-asset volatility products based on the Cboe Volatility Index (VIX Index), the world’s barometer for equity market volatility.
Cboe’s trading venues include the largest options exchange in the U.S. and the largest stock exchange by value traded in Europe.  In addition, the company is the second-largest stock exchange operator in the U.S. and a leading market globally for ETP trading.
The company is headquartered in Chicago with offices in Kansas City, New York, London, San Francisco, Singapore, Hong Kong and Quito, Ecuador.  For more information, visit www.cboe.com.

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CC Fund Services

CC Fund Services Limited (CCFS) is a leading fund administration company based in Malta, which provides an all-inclusive service from the setting up and launch of a fund, to corporate administration and ongoing support of funds domiciled both in Malta as well as overseas. CCFS is committed to providing a highly efficient and personalised service. We combine our technology and expertise to deliver a customised package of services to our clients which allows them to focus on taking their business forward.

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Columbia Threadneedle Investments

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


Source: Columbia Threadneedle Investments as at 30 June 2017

1 Ameriprise Financial, Inc. Q2 2017 earnings release.

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ComStage ETFs

 is the ETF brand of Commerzbank AG, Germany’s second largest bank. A range of more than 100 ETFs covers equity-, bond-, commodity- and strategy indices. Low flat fees, a minimal tracking error and a total return strategy (dividends are reinvested) characterize ComStage ETFs.
The ComStage ETF DAX (Valor 4561632) has got the lowest management fee among all ETFs on the DAX: Investors pay a mere 0.08% p.a. Unique are ComStage ETFs on small German Companies SDAX (Valor 12603144) or on commodities without agriculture (Valor 10239604). With their low TERs, ComStage ETFs definitely impact long-term performance.

Contact: Marco A. Infuso, Tel. +41 44 563 69 86, www.comstage-etf.ch

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

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Cornèrcard, 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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Cryptolab S.A. is an organisation of investment advisory  specialised in the field of cryptocurrencies. We began started in the first quarter of 2017. Our team is made up of 7 professionals all of them experts and active members in the sector of blockchain since years.
We offer:
1) Reports on the crypto market and an asset allocation with the best performing cryptocurrencies  http://www.bigbit.club/
2) Investment advisory:  in February 2017 we launched an irish investment vehicle, Blockchaininvest,  specialized in investing in crypto currencies. Year to date , the performance has been of 680%. Aum 20 million dollars.
3) Asset Management of funds in cryptocurrencies.
4) Consultancy and advisory services for Initial Coin Offering (Ico)
Our plan is the ideal entry point for firms or entrepreneurs who are looking to launch an Ico  We provide the whole range of services either directly or indirectly through our partners. 


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CryptoPolis is a non-profit Swiss association with the goal of educating people about fintech and promoting the use of digital currencies in Switzerland and beyond.

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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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Degroof Petercam AM

Degroof Petercam is a private and independent financial institution with a long history of successes since 1871. With almost 1,400 employees and more than EUR 50 billion in assets under management, the group is headquartered in Brussels.
The Institutional Asset Management division has a strong institutional background since the early nineties and has established a strong leading position in the pension fund industry in Belgium. The division offers proven expertise in various traditional asset classes such as fixed income, equities, multi-asset, total return, and responsible investments.

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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.


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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’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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Eidoo is a Swiss company that provides the ultimate blockchain asset experience and crypto-related solutions to easily buy, sell, convert, and spend digital currencies by using a mobile app.

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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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Asset Managers create their own investment products with FlexFunds. FlexFunds is a leader in Assets Securitization. The Programme issues bespoke Exchange Traded Products that package and distribute any type of underlying asset through an euroclearable open-end security.
The FlexETP is the most ecient asset management program concentrating on price, speed and flexibility. FlexETPs are exchange traded products providing a new solution for investment management and distribution. The underlying assets are wrapped and distributed through an euroclearable, listed security. The Program provides price (NAV) calculation and distribution, ISIN/CUSIP, Bloomberg page, trustee and audit services.

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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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Gartam – Global Art Asset Management

Gartam Ltd is a London based company created by Dr. Alan D’Orlando to offer to the collectors and investors solutions to enter in the art investment system. Gartam Ltd offers solutions for private and institutional investors. The company has partnerships with art advisors, art dealers and contemporary artists. The special focus is on the contemporary art market. In the world a lot of companies have started to do art investment and they start to develop the culture of the alternative investment. For Gartam the art investment is not only the direct investment on the acquiring of arts. In fact, Gartam offers also in a vision of diversification, advising on the art investment through the participation in start up (in the art market) or through the participation in parallel businesses of the art market. All the Art System is growing in all the world. The collectors are growing. The selling of art goods is globally growing. And the market (specially investors and collectors) has opportunity to grow very fast. The claim of Gartam is Art Is Asset! Finally, Gartam offers consulting for art asset management (art lending, etc.).




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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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Interactive Brokers Group, Inc., together with its subsidiaries, is an automated global electronic market maker and broker specializing in routing orders and executing and processing trades in securities, futures and foreign exchange instruments on more than 100 electronic exchanges and trading venues around the world.
For the past 40 years Interactive Brokers has focused on applying technology to every part of the trading and settlement process. Through our highly automated technology, we execute trades for our customers on exchange and market centers in 24 countries, and group-wide we clear and settle over 1,000,000 trades per day. Our global reach, substantial equity capital and low-risk business model give us a unique competitive advantage in today’s rapidly changing markets.
Interactive Brokers Group, Inc.’s consolidated equity capital exceeds $6 billion.
Interactive Brokers provides professional traders and investors with electronic access to stocks, options, futures, forex, bonds, mutual funds and CFDs from a single IB Universal AccountSM.
Interactive Brokers is headquartered in Greenwich, Connecticut and has approximately 1087 employees in its offices in the USA, Switzerland, Canada, Hong Kong, UK, Australia, Hungary, Russia, Japan, India, China and Estonia. IB is regulated by the SEC, FINRA, NYSE, FCA and other regulatory agencies around the world.


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Invesco is one of the world’s leading independent investment management firms. Globally we manage approximately USD 803,6 billion*, serving clients across 130 countries. Invesco is headquartered in Atlanta, Georgia. Organic growth, strategic partnerships and acquisitions have enabled us to constantly grow and refine our offering to investors. We understand superior expertise is crucial when investing. Our investment capabilities are delivered through a number of specialised investment teams around the world. With over 750 investment professionals worldwide based in all major capital markets we have one of the biggest teams in the industry. All Invesco strategies are managed transparently, with clearly stated objectives, repeatable processes and strong risk oversight. Our product range includes all major asset classes. At Invesco, we direct all of our intellectual capital and global resources toward a single goal: Helping investors achieve their financial objectives.
*Data as of June 30, 2015

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Jincor is a platform, which will allow any business to work with smart contracts and cryptocurrency payments with no legal, technical, or operational complications in a cost-efficient manner. The platform features include:
1) regulatory compliant b2b cryptocurrency payments;
2) user-friendly smart contracts templates;
3) decentralized jurisdiction to settle disputes related to smart contracts
and many other features that will allow any business become more efficient taking advantage of blockchain technology

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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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KPMG is with more than 2,000 employees one of the leading audit and advisory firms in Switzerland. Through its strong regional presence in  Switzerland and Liechtenstein KPMG is close to its clients, who count mid-sized companies with local focus just as much as global companies from a variety of sectors among their number. In audit, tax and advisory, KPMG is noted for clear and consistent solutions. Audit creates the transparency and trust vital to good corporate governance. Tax and Advisory create a framework for successful, comprehensive company management. With our broad base in many specialist areas and sectors, we provide multidisciplinary services from a single source. This leads to synergies and relieves the pressure on client budgets. On an international level, KPMG employs 189,000 people in 152 countries.

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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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Liontrust is a specialist fund management company that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and was listed on the London Stock Exchange in 1999.

  • We are an independent business with no corporate parent.
  • We believe in the benefits of active fund management over the long term
  • We focus on areas of investment in which we have particular expertise.
  • Our fund managers have the freedom to manage their portfolios according to their own investment processes and market views without being distracted by other day-to-day aspects of running a fund management company.

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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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MAINFIRST ASSET MANAGEMENT is an independent European multi-boutique with an active management approach.
The firm manages mutual funds and individual special mandates. With its multi-boutique approach it focuses on investment strategies in selected asset classes, namely equities, fixed income and multi-asset. Experienced portfolio management teams develop strategies with a high active share and individual investment processes. The firm thus combines the expertise and flexibility of focused investment teams with the strengths and clearly defined processes of a broad-based international platform.
MainFirst Asset Management forms part of the MainFirst Group, with approximately 200 employees in the locations Frankfurt, London, Luxembourg, Milan, Munich, New York, Paris and Zurich.

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MFS Investment Management

MFS® is an active, fundamentally-driven, global asset manager which was founded back in 1924 and manages USD 468 billion (as at 31 August 2017). We employ a uniquely collaborative international research process to build better insights for our clients and to deliver superior long-term performance. Our approach rests on three guiding principles: integrated research, global collaboration and active risk management.
Integrated Research
We analyze opportunities across geographies, across fundamental and quantitative disciplines and across an organization’s entire capital structure to develop a broader perspective on securities we select for our clients.
Global Collaboration
Our people, teams and compensation structure ensure collaboration so that our clients benefit from a shared, worldwide view of investing opportunities.
Active Risk Management
We take a holistic approach to actively managing risk, with reviews in place at security, portfolio and firm levels and a clear focus on generating alpha for our clients.
As a premier global investment manager, MFS employs more than 200 investment professionals in its headquarters in Boston and in offices in Hong Kong, London, Mexico City, Singapore, São Paulo, Sydney, Tokyo and Toronto. MFS offers a wide range of mutual funds, separate accounts and retirement planning products. All the firm’s products are sold exclusively through financial intermediaries.
For more details on how MFS can make a difference, visit us at mfs.com

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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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Onelife is a strategic consultancy company based in Lugano, Switzerland. In the last ten years Onelife provided services to financial institutions, pharmaceutical companies and family offices with respect to their ventures in Life Science and High-Technology. Onelife, with its unique hands-on approach and industry experience, is a recognized thought leader in the field of conjugating profit and sustainable growth for all its stakeholders.

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Paramount Capital

Welcome to Paramount Capital, we are an international tax consulting firm with a global approach. Paramount Capital assists you in analyzing, evaluating, and executing a transfer of residence to a low tax location. Whatever level of overseas activity you purse, we can create a tailored corporate structure and international tax planning.
Since our founding, we have offered tailor-made solutions for companies, organizations, private individuals, and HNWI from all over the world. With headquarters in the heart of Switzerland and offices in Hong Kong, Dubai, Monaco, Tallinn, Panama, Asunción, Paramount Capital is both a local and global company: a cosmopolitan spirit of business values, but also a guarantee for all our clients, wherever they live.

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Pharus Sicav

Pharus Sicav was founded in 2002 on the initiative of Pharus Management S.A., a company specialized in private asset management and authorized from the FINMA to operate as an Investment Manager, in accordance with the Federal law on collective capital investments

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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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pro aurum schweiz

In 2003, pro aurum starts with the realization of a vision in the area of the physical precious metal market and builds the representative masterpiece of the GOLDHAUS in Munich, to communicate better to investors the importance of this asset. Especially physically gold bought in bars or coins remains the most efficient protection against quite all type of financial crises and the world history is a testimony to this statement. For this reason pro aurum didn’t hesitate to open in the last 14 years different branches in Germany, Austria, Switzerland and Ostrava. Since 2014, investors have the opportunity to store in a free zone depot in Hong Kong white metals but also gold like pro aurum offers since 2008 in Zürich-Embrach. The core business of pro aurum is to sell and buy physical precious metals with London Good Delivery Certification and is highly specialized in offering coins from the whole world. At the same time it’s a trusted partner to banks and advisors in order to support and enrich their services when they need to offer competitive solutions in physical precious metals investments. The success of pro aurum is based on an impeccable service to its customers who feel understood and well-advised thanks to the long experience in the precious metal trade.

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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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Founded in 1995, RobecoSAM is an investment specialist focused exclusively on Sustainability Investing. It offers asset management, indices, impact analysis and investing, sustainability assessments, and benchmarking services. The company’s asset management capabilities cater to institutional asset owners and financial intermediaries and cover a range of ESG-integrated investments, featuring a strong track record in resource efficiency-themed strategies. Together with S&P Dow Jones Indices, RobecoSAM publishes the globally recognized Dow Jones Sustainability Indices (DJSI) as well as the S&P ESG Factor Weighted Index series, the first index family to treat ESG as a standalone performance factor using the RobecoSAM Smart ESG methodology. Based on its Corporate Sustainability Assessment (CSA), an annual ESG analysis of over 3,900 listed companies, RobecoSAM has compiled one of the world’s most comprehensive databases of financially material sustainability information. The CSA data is also included in USD 86.5 billion of assets under management by the subsidiaries of the Robeco Group.

RobecoSAM is a sister company of Robeco, the Dutch investment management firm founded in 1929. Both entities are subsidiaries of the Robeco Group, whose shareholder is ORIX Corporation. As a reflection of its own commitment to advancing sustainable investment practices, RobecoSAM is a signatory of the PRI and UN Global Compact, a member of Eurosif, Swiss Sustainable Finance, Carbon Disclosure Project (CDP), and Portfolio Decarbonization Coalition (PDC). As of December 31, 2016, RobecoSAM had client assets under management, advice and/or license of approximately USD 16.1 billion.

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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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Sol Oriens Strategic Fund

Sol Oriens Strategic Fund provides access to opportunities in the Swiss fixed income markets guided by insights and innovations developed throughout more than the 20 years we’ve been involved in business.

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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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Integration of Swisscanto into Zürcher Kantonalbank: taking a proven partnership to the next level.
By acquiring Swisscanto, Zürcher Kantonalbank becomes the third largest fund provider in Switzerland and strengthens its competitive position in wealth and asset management business. Through the merger, we get closer more to our customers and increase the quality of our services. We offer, in fact, a complete and expanded range of products under the famous brands Swisscanto (Funds) and Zürcher Kantonalbank (ETF precious metals).


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Trendrating is a recognized leading provider of models, analytics and software for equity portfolio investing.
The company provides mission critical solution to the growing challenges of the asset and wealth management industry.
Trendrating enable customers to improve investment performance, enhance risk management, add efficiency to operational work-flow, saving time and money.
The company is a leader in “momentum factor investing “, a growing investment approach that complements fundamental strategies to maximize returns. The company provides an innovative rating model and a functionality rich platform supporting markets screening across 18,000 listed stocks, stock selection, portfolio analysis and optimization, tactical allocation, strategy and index building, historical performance testing, upgrades and downgrades alerts.
Trendrating solution is well validated by 100 top customers including some of the largest international asset managers and wealth managers. Trendrating has been selected by FTSE Russell (London Stock Exchange) as strategic partner for the launch of momentum based smart beta indices for the ETFs community.

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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 USD 23.9 bn 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.
With over half of our assets managed through segregated mandates, we have a proven ability to understand clients’ objectives and are trusted by them to design strategies tailored to their needs.
We are privately owned, with a majority of the equity controlled by our senior management, and we focus solely on asset management. This gives us the independence to take a long-term perspective and stay true to our convictions for the long-term benefit of clients.
This independence also means that our interests can truly be aligned with those of our clients. We demonstrate our commitment to our clients by investing our own capital in the strategies we manage for them.
With 227 employees from 29 nationalities, Unigestion has offices around the world. From centres in Geneva, Zurich and London, our presence extends across Europe, North America and Asia.

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Vanguard Investments

Vanguard Investments Switzerland GmbH belongs to The Vanguard Group, Inc. an independent investment company with more than 4,300 billion francs in global assets under management (as at 30/06/2017). 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 London office in 2009. 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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Wealth-X is the leading global wealth information and insight business. We have developed the largest collection of hand-curated dossiers on ultra high net worth individuals.

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2017 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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AIFO (the Italian Association of Family Officer) is the principal industry leader of the italian Family Office market, headquarters in Milan. The Association was established in 2006 by Mrs. Patrizia Misciattelli delle Ripe. Since that time, AIFO has built for itself a reputation as a meeting point of professionals, qualified investors, family offices and advisors devoted to protecting, preserving and developing tangible and intangible assets of Families and Enterprises.  The Association promotes a long-term approach to wealth management combined with innovative and International viewpoints, necessary to ensure a smooth transition of wealth to the rising generations.

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Caia Association

The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. CAIA programs include the CAIA Charter® and the Fundamentals of Alternative Investments Certificate Program®.  For more information, please visit CAIA.org.

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clubin ticino

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

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Swiss Finance + Technology Association

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

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The Swiss Association of Market Technicians

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

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The Swiss Funds & Asset Management Association

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

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2017 Media Partners


AdvisorWorld is a financial portal created exclusively for institutional investors, and specifically for Consultants, Advisors and Advisors networks that require daily informations for their work.

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Alternapedia is a social research platform.  Asset Managers can manage their own accounts and inbound leads generated when signing up and posting their investments.  Members, who are all vetted professional intermediares can research new ideas, as well as be rewarded with days out and prizes; just for researching.

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BONDWorld more focused on bonds, along with AdvisorWorld.it, respond fully to the daily needs of those who carry out this profession.

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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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– Independent company owns an international network present in Italy, Switzerland, Germany, France, UK, Spain, Netherlands, Austria, focused on financial information
– Coordinates the advertising of this rapidly growing international network, thanks to the quality of the contents and the appreciation of professional investors.
– Creates, produces and manages marketing campaigns adressed with precision to the required target.
– In Switzerland we are present with five portals,

– Three in German language:

– Two in Italian language:

ETFWorld created for Institutional Investors, since 2009 is the information portal of reference in for ETFs, ETCs and ETPs.
AdvisorWorld is a financial portal created exclusively for institutional investors, and specifically for Consultants, Advisors and Advisors networks that require daily informations for their work.
BONDWorld more focused on bonds, along with AdvisorWorld.it, respond fully to the daily needs of those who carry out this profession.

Portals have in fact all the latest industry news: new products, the news about the networks, legislation, analyzes, careers, courses and conferences.
The subscribers to the Free Newsletter are constantly updated on news regarding this world.
All portals are free and allow all professional users to access a wide and constantly updated source of information reserved for them.




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

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Financial Analyst Club


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


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

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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 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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MondoInvestor Srl, evoluzione di MondoHedge, è un editore specializzato nell’informazione finanziaria riservata a investitori professionali. La società, cresciuta negli anni facendo leva su un alto grado di competenza e accuratezza dei contenuti, è presente attualmente sul mercato attraverso tre distinti poli di ricerca e informazione, che hanno come punto focale di riferimento i siti MondoInstitutional, MondoAlternative,  MondoETF.

Ulteriore, importante e articolata attività è quella dell’Area Eventi, che la società organizza ogni anno e che godono di crescente apprezzamento per l’elevata qualità dei contenuti proposti e l’alto profilo dei partecipanti.

La società pubblica inoltre la rivista mensile MondoInvestor, in lingua italiana, ed il trimestrale MondoInvestor in lingua inglese, che assicurano approfondimenti, analisi, interviste, ricerche e idee di investimento su tematiche specifiche e d’attualità sul mondo dell’asset management, con particolare attenzione al mercato italiano.


MondoInstitutional è un portale di informazione finanziaria riservato al mondo degli investitori istituzionali. Punto di forza è un database costantemente aggiornato di informazioni rilevanti sulle diverse categorie di investitori istituzionali, con motori di ricerca che consentono di ottenere facilmente report veloci per analisi e confronti. Tra i servizi più apprezzati l’organizzazione di eventi annuali focalizzati per Fondi Pensione, Casse di Previdenza, Fondazioni di origine bancaria, Family Office e Assicurazioni.


MondoAlternative abbraccia l’intero arco degli investimenti alternativi (Real Estate, Private Equity, Private Debt, Infrastrutture e Commodity) con servizi per investitori professionali. Tra questi i database con report di analisi qualitativa e quantitativa sui fondi Liquid Alternative, sui fondi hedge di diritto italiano ed esteri; gli Indici dei fondi hedge italiani e dei fondi Ucits Alternativi, realizzati in collaborazione con Eurizon Capital Sgr; notizie e approfondimenti su Real Estate, Private Equity e Commodity. Inoltre organizza ogni anno diversi eventi dedicati al segmento dei Fund Selector.


MondoETF è focalizzato sulla raccolta ed elaborazione di dati sull’industria degli Etf nonché su correlate attività di consulenza, formazione e informazione, ed è leader nell’informazione finanziaria sul mondo degli Exchange -Traded Fund in Europa. La rigorosa attività di raccolta ed elaborazione dei dati è alla base dell’assegnazione annuale dei MondoETF Awards, evento considerato il più importante dell’anno per l’industria degli ETP in Italia.

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Privatebanking.com’s FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike. We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe:

Please register at: http://www.privatebanking.com/

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The Soho Loft Media Group

The Soho Loft Media Group is a financial media company catering to clients globally. Over the past several years, under the leadership of its Founder and Chairman David Drake, the firm has provided strategic value-added solutions to startup entrepreneurs and small-medium-large businesses. The Soho Loft Media Group is the global partner for your investment and business strategies. It has 3 divisions:
The Soho Loft Conferences organizes up to 200+ ConnectInvest – one-on-one Meetings with Global Investors annually.
Times Impact Publications produces relevant content on investing and entrepreneurship that are published and syndicated in 100+ leading online publications and growing.
Victoria Global Communications specializes in client Investor Relations, Public Relations, Branding and Social Media Marketing.

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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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2017 Technical Partners

Be barbara

Born in 1948 in Geneva, Swisscanonica Group was in the commerce and restaurants businesses.
In 1968, they decided to get involved in chocolate making.
From the launch to the opening of its own stores, Canonica is now a leader  of  Swiss chocolatemakers around the world.
They get two chocolate brands : Canonica and Be Barbara

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Born in 1948 in Geneva, Swisscanonica Group was in the commerce and restaurants businesses.
In 1968, they decided to get involved in chocolate making.
From the launch to the opening of its own stores, Canonica is now a leader  of  Swiss chocolatemakers around the world.
They get two chocolate brands : Canonica and Be Barbara

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logica consulting

pacifique herbal infusion

Pacifique Herbal Infusion is a Swiss brand of tea and herbal infusions 100% BIO.
Founded in Lugano in 2016 by a multicultural family, Pacifique Herbal Infusion wants to make your day even more sensational and healthy.
What makes us unique as well as the quality and attention we put into our blends, is that our products are entirely homemade.  We create, we mix and we pack by hand our own blends.
Our recipes are ideal hot or chilled so consumables all year round.
We use only ingredients certificated BIO.

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Salas group