Exhibitor - MailChimp

Fair Guide
Messeführer
Social Media – ein Trend
wird erwachsen
Soziale Netzwerke wie Facebook, Twitter und
Youtube haben die Nutzung des Internets auf
ein neues Level gebracht. Zwischenzeitlich als
Hype verschrien, konnten sie sich mit steigenden Umsätzen und Nutzerzahlen an der Börse
etablieren. Ihr Feldzug hat damit womöglich
erst begonnen.
Für Anleger, die in das Thema Social Media investieren möchten, wurde in Zusammenarbeit
mit dem Indexprovider Solactive der neue «Solactive Social Media Titans Performance-Index»
aufgelegt. Er reflektiert die Wertentwicklungen
der Aktien von Unternehmen, welche durch ihr
Geschäftsmodell signifikante Umsätze im Bereich
Social Media erwirtschaften. Zudem fliessen
nicht nur qualitative, sondern auch quantitative
Kriterien wie Börsenkotierung, Unternehmensgrösse und Liquidität ein. Dabei werden aus
dem Auswahlpool die 10 nach Marktkapitalisierung grössten Unternehmen als Indexmitglieder ausgewählt. Mit dem VONCERT Open
End (Tracker-Zertifikat) auf den «Solactive
Social Media Titans Performance-Index» können
Investoren in dieses interessante Anlagethema
investieren. Dabei partizipieren sie nahezu 1:1
an potenziellen Kurssteigerungen des Index,
aber auch an möglichen Verlusten.
SVSP-Bezeichnung: Tracker-Zertifikat (1300)
Kategorie: Partizipation
www.derinet.ch
Telefon 058 283 78 88
VONCERT Open End auf den «Solactive Social
Media Titans Performance-Index»
Neuemissionen, Zeichnungsschluss 26.09.2014, 12.00 Uhr MEZ
Valor
Emissionspreis1
Laufzeit
Symbol
Basiswert
2417 2866
VZSMC
«Solactive Social Media Titans
Performance-Index»
CHF 101.50
Open End
2417 2867
VZSME
«Solactive Social Media Titans
Performance-Index»
EUR 101.50
Open End
2417 2868
VZSMU
«Solactive Social Media Titans
Performance-Index»
USD 101.50
Open End
Emittentin Vontobel Financial Products Ltd., DIFC Dubai, Garantin Vontobel Holding AG, Zürich.
Anfangsfixierung 29.09.2014, Liberierung 06.10.2014, Kotierung: Wird an der SIX Swiss Exchange beantragt.
1)
Sämtliche Angaben sind indikativ und können angepasst werden. Emissionspreis inklusive CHF 1.50, EUR 1.50 bzw.
USD 1.50 Ausgabeaufschlag. Managementgebühr 1.00% p.a.
Bei einer Investition in das VONCERT (SVSP-Produkttyp Tracker-Zertifikat [1300]) sind weitgehend die gleichen Risiken
wie bei einer Direktanlage in den Basiswert zu beachten, insbesondere die entsprechenden Fremdwährungs-, Marktund Kursrisiken. VONCERT erbringen keine laufenden Erträge und verfügen über keinen Kapitalschutz.
Die Termsheets mit den rechtlich verbindlichen Angaben sowie weitere Informationen finden Sie unter www.derinet.ch
Vontobel Holding AG (S&P A–/Moody’s A3) – Bank Vontobel AG (S&P A/Moody’s A2)
Leistung schafft Vertrauen
Diese Publikation dient lediglich der Information und richtet sich ausdrücklich nicht an Personen, deren Nationalität oder Wohnsitz den Zugang zu solchen Informationen aufgrund der geltenden Gesetzgebung
verbieten. Sie stellt kein Kotierungsinserat, keinen Emissionsprospekt gem. Art. 652a OR bzw. 1156 OR und keinen vereinfachten Prospekt gem. Art. 5 des Bundesgesetzes über die kollektiven Kapitalanlagen
(KAG) dar und ist weder als Offerte oder Einladung zur Offertstellung noch als Empfehlung zum Erwerb von Finanzprodukten zu verstehen. Die rechtlich massgebliche Produktdokumentation (Kotierungsprospekt)
besteht aus dem definitiven Termsheet mit den Final Terms und dem bei der SIX Swiss Exchange registrierten Emissionsprogramm. Diese sowie die Broschüre «Besondere Risiken im Effektenhandel» können unter
www.derinet.ch oder bei der Bank Vontobel AG, Financial Products, Bleicherweg 21, CH-8022 Zürich, kostenlos bezogen werden. Derivative Produkte sind keine kollektiven Kapitalanlagen im Sinne des KAG
und daher nicht der Aufsicht der Eidgenössischen Finanzmarktaufsicht FINMA unterstellt. Anlagen in Derivative Produkte unterliegen dem Ausfallrisiko des Emittenten/Garantiegebers und weiteren spezifischen
Risiken, wobei ein möglicher Verlust auf den bezahlten Kaufpreis beschränkt ist. Vor dem Eingehen von Derivatgeschäften sollten Anleger die Produktdokumentation lesen, ausserdem empfiehlt sich eine fachkundige
Beratung. Die Angaben in dieser Publikation erfolgen ohne Gewähr. Für Fragen zu unseren Produkten stehen wir Ihnen gerne unter Telefon +41 (0)58 283 78 88 zur Verfügung. Wir machen Sie darauf aufmerksam,
dass die Gespräche auf diesen Linien aufgezeichnet werden. © Bank Vontobel AG. Alle Rechte vorbehalten. Zürich, 25. September 2014.
Editorial
Virtual Premiere — Added-value for everyone
Often innovations will be applauded at a
time when they aren’t longer real innovative. The financial industry merely adopted technical innovations instead of acting
as real innovator. Today, differentiating
has become a crucial element among
financial products providers and asset
managers. The search for new, efficient
formats and the professional adoption within the financial industry is our passion
since years. Hence we are very glad to see
our vision of matching the buy-side with
the sell-side becoming reality.
Switzerland’s first virtual investor fair is
setting new standards! While strolling
virtually around the exhibition hall, professional and private investors can learn
more about latest market trends, new
products, investment advice or discover
new service offerings — without leaving
the house or office, and losing time and
money. Also, the auditorium offers a great possibility to enjoy video speeches of
famous investment experts and market
gurus. Additionally, each logged-in visitor can chat with exhibitors or visitors
and exchange contact details electronically and expand by its personal network
successfully.
We are honored about the great interest
for this new format — from both sides, the
buy-side and the sell-side. Hence we want
strongly encourage you to utilize all the
features and added-value this new platform anlagewelt.ch/Virtual FinFair offers.
Take this opportunity to discover something really new!
3
Daniel Manser
Olivier Collombin
Geschäftsführer
Head of IAM
Derivativepartners Media AG
Lombard Odier
E-MERGING Founder
Editorial
Virtuelle Premiere — Mehrwert für alle
Innovationen werden meist beklatscht
wenn sie schon keine mehr sind. Die Finanzwelt zeichnete sich bislang klassisch
durch Adoption von neuen Technologien
aus, war aber selten Innovator. Doch die
Differenzierung in der Finanzindustrie
ist heute wichtiger denn je und die Digitalisierung bietet unzählige Chancen
für die ganze Branche. Die Suche nach
neuen, effizienten Formaten und deren
professionelle Adoption für die Finanzindustrie ist seit vielen Jahren unsere Leidenschaft. Daher freut es uns sehr, dass
heute aus der Vision, die Buy-Side und
Sell-Side interaktiv zusammenzubringen, Realität geworden.
Die erste virtuelle Anlegermesse der
Schweiz setzt neue Standards! Beim virtuellen Messerundgang machen sich Privatanleger bequem von zu Hause oder
dem Büro aus über aktuelle Markttrends,
Vermögenstipps, Investmentprodukte
oder neue Dienstleistungen schlau. Zusätzlich kann direkt mit Anbietern und
Besuchern gechattet werden. Im Auditorium erleben Sie Investment-Gurus
und Experten via Videoclip. Nebenbei
können Sie auch ihre Kontaktdaten mit
interessanten Anbietern oder Besuchern
digital austauschen und so ihr Netzwerk
gewinnbringend erweitern.
Wir freuen uns über die grosse Nachfrage für das neue Format — sowohl von
Seiten der Anbieter als auch der Anleger
und Berater. Sehr gerne möchten wir Sie
ermutigen, alle Möglichkeiten der neuen
Plattform anlagewelt.ch/Virtual FinFair
jetzt auszuschöpfen und ihre ganz persönlichen Nutzen und Mehrwert aus dieser Innovation zu ziehen.
Nutzen Sie die Chance, etwas wirklich neues zu erleben!
4
Daniel Manser
Olivier Collombin
Geschäftsführer
Head of IAM
Derivativepartners Media AG
Lombard Odier
E-MERGING Founder
Date
At a glance
Fair days:
24. September, institutional investor’s day
25. September, institutional & private investor’s day
9 am to 9 pm (swiss time)
9 am to 9 pm (swiss time)
Entry: free
Website and registration: http://finfair.e-merging.com
Twitter: @emergingcom #vff2014
www.anlagewelt.ch
@anlagewelt #anlagewelt
Hotline:
English +41 (0)22 709 99 33
French +41 (0)22 709 99 33
German +41 (0)43 305 05 30
Auf einen Blick
Messetage:
24. September, Fachanlegertag
25. September, Fach- und Privatanlegertag
09.00 Uhr bis 21.00 Uhr
09.00 Uhr bis 21.00 Uhr
Eintritt: Kostenlos
Webseite und Registrierung: www.anlagewelt.ch
Twitter: @anlagewelt #anlagewelt
Hotline:
Deutsch
+41 (0)43 305 05 30
Englisch
+41 (0)22 709 99 33
Französisch +41 (0)22 709 99 33
5
http://finfair.e-merging.com
@emergingcom #vff2014
Magenta pavilion
1
Bank Vontobel
9
Helvetic Fund Administration
Limited
2
Jyske Bank (Schweiz) AG
10
highrateconvertibles
3
ACOLIN Fund Services AG
11
Hubbis
4
Axel Springer Schweiz AG
12
Pam Insight Limite
5
Cité Gestion SA
Banque Lombard Odier & Cie SA /
Fondation Liberty Prévoyance
6
Foyer International SA
13
14
SIX Structured Products
Exchange AG
7
Fuchs & Associés Finance SA
15
T3 Risk Management SA
8
Hassans International Law Firm
16
Zürcher Kantonalbank
11
10
8
1
6
12
13
7
15
5
3
9
2
6
14
4
16
Yellow pavilion
1
Derivative Parnters AG
IAPL International Alliance
of practising Lawyers
2
Bank Lombard Odier & Co Ltd
10
Hortis SA
3
Banque Pâris Bertrand Sturdza SA
11
Leonteq Securities AG
4
Aargauische Kantonalbank
12
Pro-Data Group Sàrl
5
ADS Securities LLC
13
Quadia SA
6
Banque Cantonale de Geneve
14
Rothschild & Cie Gestion
7
CE Asset Management AG
8
de Pury Pictet Turrettini & Cie SA
7
3
6
10
9
13
8
12
11
1
4
14
5
7
9
2
Cyan pavilion
1
E-MERGING
8
Forest Invest
2
Advice Online AG
9
Investment By Objectives (IBO) SA
3
BILAN
10
Neue Helvetische Bank AG
4
cash
11
Notenstein Privatbank
5
CFA Society Switzerland
12
Swiss Bullion Corporation AG
6
Commerzbank AG / ComStage
13
Swiss Fund Platform AG
7
FBT Attorneys-at-law Corp.
14
SwissIndependent Trustees SA
4
11
5
7
13
12
14
6
3
9
1
10
8
2
8
White pavilion
1
Lombard Odier Asset Management
(Switzerland) SA
9
Dukascopy TV
2
Alliance Bernstein Ltd
10
ETF Securities (UK) Ltd
3
BRP Bizzozero & Partners SA
11
IAM Services Corp. SA
4
Banque Pictet & Cie SA
12
KEESYSTEM ® Sàrl
5
RBC Capital Markets
13
Petercam SA
6
BlackRock SA / iShares
14
Plates-formes sodi SA
7
CDDS Luxembourg SA
15
RobecoSAM
8
CIFA Convention of Independent
Financial Advisors
16
theScreener
10
13
6
8
12
7
14
11
5
16
15
2
1
3
9
4
9
Speakers
Bernard Christophe
Chefstratege von Vontobel
Bank Vontobel
Market comment: The ECB’s easing bias bodes
well for emerging markets
Christophe Bernard, Chief Strategist Vontobel: Six
years after the collapse of Lehman Brothers that
marked the climax of the financial crisis, central
banks’ contingency measures continue to exert an
overwhelming influence on markets. Admittedly,
the US Federal Reserve is about to terminate its
unconventional liquidity programme.
Marktkommentar: Schwellenländer als Nutzniesser
einer lockeren EZB-Geldpolitik
Christophe Bernard, Vontobel-Chefstratege: Sechs
Jahre nach dem Zusammenbruch von Lehman Brothers, der den Höhepunkt der Finanzkrise kennzeichnete, üben die Notfallmassnahmen der Zentralbanken weiterhin einen überwältigenden Einfluss auf
die Märkte aus. Die US-Notenbank Fed lässt zwar
gerade ihr unkonventionelles Liquiditätsprogramm
auslaufen.
10
Speakers
Briscoe Hayden
Director of Asia Pacific Fixed Income
Alliance Bernstein
Examining the Growing Stature of China’s Currency
China’s renminbi currency remains tightly regulated and is not freely tradable in international
markets. But its transformation into a truly global
currency is progressing fast. In this video, Hayden
Briscoe, Director of Asia-Pacific Fixed Income, explains why he thinks the renminbi is likely to be
internationalized sooner than is widely expected
and considers the implications for fixed-income investors.
Castellini Jean
Finance Minister of the Principality of Monaco
Principality of Monaco
Mr. Jean Castellini, Finance Minister of the Principality of Monaco will give you an overview of the
welcoming and well regulated environment in Monaco for new businesses and international investors. Private Banking being in our DNA, Monaco
has built an internationally recognized framework
to attract new fund managers, financial advisors,
asset managers, family offices or wealthy individuals. Feel free to watch the video to know a bit more
about Monaco.
11
Speakers
Corrigan Kevin
Head of Credit Management
Lombard Odier Investment Managers
Cross over credit space
Kevin Corrigan is Head of Credit Management
within LOIM’s Fixed Income & Currencies Group.
He joined LOIM in February 2010. Prior to joining
LOIM, Kevin was executive director for European
and sterling investment-grade portfolios at Goldman Sachs Asset Management, and a partner and
co-head of global credit at Fischer Francis Trees &
Watts. He began his career at JP Morgan in 1989.
Kevin has a degree from the University of Reading in the United Kingdom and is a fellow of the
Association of Chartered Certified Accountants.
de Torquat Stéphanie
Strategist, member of Investment committee
Lombard Odier
Economic Financial Outlook
What will be the main feature of the global macroeconomic environment over the next 5 to 10
years? In this short video, Stéphanie de Torquat
will explain the reasons for the strategy team’s
expectations of lower long-term global potential
growth and what it means for investors.
12
Speakers
Dotézac Arnaud
Director of editorial board
Market Magazine
The lawlessness of Swiss sanctions against Russia
There is much talk of sanctions against Russia
from a geopolitical point of view and of course
regarding the economic outcome. However very
little debate is open about their legal grounds, especially in Switzerland. The two main arguments
used by the Swiss goverment (protection against
the circumvention of euro-american sanctions and
the illegal annexation of Crimea), have significant
flaws. As the main legal basis for Swiss sanctions,
the Embargo Act (EmbA), is also subject to some
criticism in particular with regards to the constitutional standpoint. Finally, the normative system of
sanctions is much less robust than it appears and
probably deserves a more indepth debate.
13
Speakers
Faber Marc
Investment Guru
Investment Outlook 2015
As Mr. Doom, he won worldwide acclaim for
warning against the dot-com bubble in 2000. He
also correctly predicted the stock market crash of
1987. The person we are talking about is Dr. Marc
Faber - author, fund manager and market guru.
At anlagewelt.ch, he will exclusively present his
Investment Outlook 2015. He will illustrate his
present view on the markets and point out potential risks and opportunities.
Er hat als Mr. Doom weltweite Berühmtheit erlangt,
indem er u.a. vor der Dot-Com-Blase im Jahr 2000
warnte und auch den Crash im Jahr 1987 voraus
seh. Die Rede ist von Dr. Marc Faber – Autor, Fondsmanager und Marktguru. An der anlagewelt.ch
wird er exklusiv seinen Investment Outlook 2015 geben. Er erläutert seine aktuelle Sichtweise und zeigt
auf, wo er Risken und wo er Chancen sieht.
zurMarke ®
14
Für tråditiønelle Schweizer
Werte empfehlen wir Ihnen
eine Bånk åus Dänemårk.
Private Banking mit dänischem Akzent. Bereits ab CHF 200’000 mit vollumfänglichem
Service für Sie und Ihr Vermögen. Denken Sie im Private Banking neu und sprechen Sie
mit uns. jyskebank.ch/info
Jyske Bank (Schweiz) AG . Private Banking . Wasserwerkstrasse 12 . Postfach . 8021 Zürich . Tel. +41 44 368 73 73
Speakers
Fritz Enrico
Partner Walder Wyss und Head Legal and
Regulatory SVSP
Walder Wyss / SVSP
A tsunami of new Swiss financial market
regulations
As an answer to the global financial crises the
Swiss government is determined to strengthen
the financial market regulation. One of the main
goals is to enhance investor protection. The presentation will focus on the effect which the new
rules will have on structured products and their
distribution to retail investors.
Regulierungs-Tsunami im Schweizer Finanzmarkt
Als Antwort auf die globale Finanzkrise plant der
Bundesrat eine Stärkung der schweizerischen Finanzmarktregulierung. Im Vordergrund steht dabei
insbesondere die Verbesserung des Anlegerschutzes. Der Vortrag fokussiert auf die Auswirkungen,
welche die geplante Neuregelung auf die strukturierte Produkte und deren Vertrieb an Privatkunden
haben werden.
Isolas Albert
Minister for financial Services
HN Government of Gibraltar
Minister for financial Services of the HN Governement of Gibraltar speaks about the European
Union jurisdiction of choice.
15
Speakers
König Christian
Geschäftsführer
Finance 2.0
Financial Products 2.0
Financial products and asset management 2.0:
The new power of customers - Burton Malikel
Welthfront managed already 1 Mrd USD and social trading companies shine on a turnover of millions. In this talk social banking expert Christian
König reviews the next generation of investment
business models and refers to the latest developments in Switzerland.
Finanzprodukte 2.0
Finanzprodukte und Vermögensverwaltung 2.0: Die
neue Macht des Kunden” Burton Malikel Wealthfront managed bereits über 1 Mrd. USDollar und
Social Trading Companies glänzen mit Millionen
Umsätzen. In diesem Vortrag nimmt Social Banking
Experte König die Next Generation Investment Business-Modelle unter die Lupe und geht dabei auch
auf die neuesten Schweizer Entwicklungen ein.
16
Speakers
Kranenfuss Lee
Executive Chairman
Source ETF
ETF & Indexing Outlook 2015
Lee Kranefuss, „inventor“ of the world-famous
iShares ETF family and veteran of the global indexing business talks with Michael John Lytle
(Chief Development Officer, Source ETF) about
the latest developments in the Exchange Traded
Funds space and new investment trends within
the European ETF business.
ETF & Indexing Outlook 2015
Lee Kranefuss, der „Erfinder“ der weltweit bekannten
iShares ETFs und Veteran im globalen Indexing-Business spricht mit Michael John Lytle (Chief Development Officer, Source ETF) über die aktuellen Entwicklungen bei Exchange Traded Funds und neue
Investment-Trends im europäischen ETF-Geschäft.
Leegenhoek Julien
Junior Portfolio Manager for LO funds - Technology
Lombard Odier Investment Managers
Bitcoin - Hype or reality?
Julien gives a clear explanation of all you would
like to know about bitcoin, not only in term of
definition and how it works, but also in terms of
value, risk and perspective. But what is the real
quintessence of bitcoin?
17
Speakers
Luong Yang
Presence Switzerland
Swiss Federal Department of
Foreign Affairs (FDFA)
We are all (social) media
As social media has confirmed as a major and long
term trend, individuals and organizations have to
strategize their digital footprints. Yan Luong will
discuss a simple framework aimed at helping social media strategy development.
Navidi Sandra
Chief Executive Officer
Beyond Global
Economic Government: Certain Uncertainty
Policy makers and central bankers have repeatedly prevented the financial system from crashing.
However, in the course of instituting bailouts, rescue measures and easy monetary policies, they
have skewed economic dynamics and distorted
the markets. Today, investments hinge more on
decisions of policy makers rather than fundamentals. How can we adjust to the continuing certain
uncertainty?
Die Finanz- und geldpolitisch gesteuerte Wirtschaft
Finanzpolitiker und Zentralbanker haben das Finanzsystem mehrfach vor dem Absturz bewahrt. Allerdings haben ihre Rettungsmaßnahmen und ihre
lockere Geldpolitik ökonomische Grundsätze ausgehebelt und die Märkte verzerrt. Heute hängen Investments weniger von Fundamentalkritrien als von geldund finanzpolitischen Maßnahmen ab. Wie können
wir uns auf diese neuen Gegebenheiten einstellen?
18
Speakers
Odier Patrick
Senior Managing Partner
Lombard Odier
Welcome!
Tang Tjun
Senior Partner & Managing Director Hong Kong
Boston Consulting Group
Top Tech Trends for Asia Wealth Management
Mr. Tang will share his expertise on trends related to the rapidly-growing wealth management
sector in Asia. His discussion will cover opportunities in digital wealth management.
Zaki Myret
Rédactrice en chef adjointe
Bilan
Dans le cadre de Virtual FinFair, le salon financier
en ligne et en 3D, Myret Zaki répond aux questions
d’Olivier Collombin sur les leçons à tirer des crises
passées.
19
RBC Ranked Most Trusted
Investment Bank Globally
In a survey of over 1,000 readers of The Economist, RBC Capital Markets
ranked as the “most trusted investment bank”. More than any other
award or league table ranking, this is a testament to our proven culture
of always putting our clients’ interests first.
Take Confidence in Our Approach
Investment Banking | Sales & Trading | Research | rbccm.com
Survey conducted by The Economist Group Media Business which is the commercial arm of The Economist Group and does not
represent the opinions or work of the editorial team of The Economist. RBC Capital Markets is a registered trademark of Royal Bank
of Canada. RBC Capital Markets is the global brand name for the capital markets business of Royal Bank of Canada and its affiliates,
including RBC Capital Markets, LLC (member FINRA, NYSE and SIPC); RBC Dominion Securities Inc. (member IIROC and CIPF) and RBC
Europe Limited (authorized by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential
Regulation Authority). ® Registered trademark of Royal Bank of Canada. Used under license. © Copyright 2014. All rights reserved.
UserGuide
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Leertaste Exhibitor
Aargauische Kantonalbank
Aargauische Kantonalbank (AKB) is a traditional all-purpose bank.
We offer comprehensive services covering all areas of banking.
AKB‘s strengths include a personal, accessible advisory service
geared to individual client needs, as well as comprehensive and
professional support. Our company employs around 800 staff and
81 apprentices. Around 240,000 clients place their trust in our services. AKB is one of only four banks in Switzerland to boast an
AAA rating from S&P.
Bahnhofplatz 1
5001 Aarau
Switzerland
Phone: +41 (0)62 835 77 77
Email: [email protected]
www.akb.ch
Die Aargauische Kantonalbank (AKB) ist eine klassische Universalbank. Wir bieten Ihnen umfassende Dienstleistungen in allen Bereichen des Bankgeschäftes. Zu unseren Stärken zählen die bedürfnisorientierte, persönliche und verständliche Beratung sowie eine
umfassende und kompetente Betreuung. Unser Unternehmen zählt
rund 800 Mitarbeitende und 81 Lernende. Wir betreuen rund 240
000 Kunden. Die AKB wurde von der Ratingagentur S&P mit einem
AAA-Rating ausgezeichnet.
ACOLIN Fund Services AG
The one-stop shop for cross-border distribution
ACOLIN is one of the first independent, service providers. We consult
you on the registration of your fund and take on the legal representation in Switzerland. With our Distribution - Network Mgt. we offer
fast and efficient access to a broad network of European distributors
and through our online platform “ACOLIN connect“ we assist you in
your communication with professional investors.
22
Stadelhoferstrasse 18
8001 Zürich
Switzerland
Phone: +41 (0)44 396 96 96
Email: [email protected]
www.acolin.ch
Exhibitor
ADS Securities LLC
Exclusive investment services from ADS Securities
Abu Dhabi-based ADS Securities provides sophisticated forex, bullion & commodities trading services as well as Wealth Management
and Global Markets investment opportunities. Institutional clients
include banks, global and regional hedge funds, asset managers,
investment banks and non-bank financial institutions (Europe, the
Middle East and Asia). Private clients range from individual private
traders through to experienced business people managing both
personal and family assets.
8th floor
Irena Towe
Corniche Road
Po. Box 93894 Abu Dhabi
Phone: +971 2 657 2333
Email: [email protected]
www.ads-securities.com
Advice Online AG
Profiling, Advisory & Consolidation
The regulatory surge and its requirements are demanding an increased level of client interaction. Advice Online offers a solution
which enables you to deal with these challenges in an efficient yet legally compliant manner. Time spent with clients should be reserved
for more important matters than formalities. Customize the tool with
your methods, scorings, design and investment solutions.
Multergasse 26
9000 St. Gallen
Switzerland
Phone:+41 (0)71 223 20 60
Email: [email protected]
www.adviceonline.ch
Alliance Bernstein Ltd
Building for the Future
AllianceBernstein offers a broad array of strategies to help meet
your clients’ investment objectives. Our analysts and portfolio managers have expertise that spans geographies and styles in equities,
fixed income, alternative and multi-asset solutions. With $480 bil.
in assets under management, our services cover the globe and our
innovative approaches aim to keep you ahead of what’s next.
23
Rue de la Croix d’Or 17 A
1204 Geneva
Switzerland
Phone: +41 (0)22 310 92 05
www.alliancebernstein.com/
investments
Exhibitor
Axel Springer Schweiz AG
Axel Springer Schweiz AG publishes various magazines such as
BILANZ, HANDELSZEITUNG and SCHWEIZER BANK.
•«Bilanz», Switzerlands leading business magazine covering
all aspects of the economy.
•«Handelszeitung» has been analysing and commenting
on the Swiss economy since 1861.
•«Schweizer Bank», competent background information
on trends and highlights in Swiss Finance.
Die Axel Springer Schweiz AG gibt mehrere Zeitschriften heraus und
besitzt unter anderem die BILANZ, die HANDELSZEITUNG sowie
die SCHWEIZER BANK.
•Die «Bilanz», das führende Schweizer Wirtschaftsmagazin,
deckt alle Facetten des Wirtschaftsgeschehens ab.
•Die «Handelszeitung» analysiert und kommentiert seit 1861 das
Wirtschaftsgeschehen der Schweiz.
•Die «Schweizer Bank» überzeugt mit Hintergrundinformationen
über Trends und Highlights der Schweizer Finanzbranche.
Förrlibuckstrasse 70
8021 Zürich
Switzerland
Phone.: +41 (0)43 444 59 16
Email: [email protected]
www.axelspringer.ch
Bank Lombard Odier & Co Ltd
Lombard Odier is the oldest private Bank in Geneva
An independent family business for seven generations, the Firm is
run by eight Partners. Since they are both owners and managing
directors, the success of their business is as important to them as it
is to their clients. Because they are not subject to shareholder pressure, or to the constraints of operating in a large group with the inherent conflicts of interest, the Partners are also able to maintain a
long-term focus and to develop a relationship based on mutual trust
with their clients.
24
Rue de la Corraterie
1204 Geneva
Switzerland
Phone: +41 (0)22 709 99 60
Email:
[email protected]
www.lombardodier.com
Exhibitor
Bank Vontobel AG
Vontobel – your partner for structured solutions
Vontobel is an internationally-oriented Swiss private bank. As
a leading provider of structured products, the Investment Banking business area specializes in the production, distribution and
market making of derivative and structured products. With some
20,000 products, Vontobel ranks among the market leaders in Switzerland and has won many awards for its products.
Bleicherweg 21
8002 Zürich
Switzerland
Phone: +41 (0)58 283 78 88
Email: [email protected] www.derinet.ch
Vontobel – Ihr Partner für strukturierte Anlagelösungen
Vontobel ist eine international ausgerichtete Schweizer Privatbank. Als
führender Anbieter für strukturierte Produkte spezialisiert sich das Geschäftsfeld Investment Banking auf die Herstellung, den Vertrieb und
das Market Making von derivativen und strukturierten Produkten. Mit
gegen 20‘000 Produkten gehört Vontobel zu den Marktleadern in der
Schweiz und wurde für ihre Produkte bereits mehrfach ausgezeichnet.
Banque Cantonale de Genève
A universal bank since 1816, the Swiss Bank of Geneva (Banque
Cantonale de Genève - BCGE), provides diversified and high-quality
banking services to private and institutional customers: everyday
banking facilities, private banking and asset management, pension planning, mortgages, lending to the private and public sectors,
trading, financial engineering, corporate finance and global commodity finance services.
Quai de l’Ile 17 CP 2251
1211 Genève 2
Switzerland
Phone: +41 (0) 58 211 21 00
Email: [email protected]
www.bcge.ch
Banque Lombard Odier & Cie SA / Fondation Liberty
Prévoyance
Notre offre de services pour les résidents suisses.
Longue expérience en Suisse en matière de gestion de patrimoine
privé, planification financière et de prévoyance individuelle et professionnelle.
25
11 rue de la Corraterie
1204 Geneva
Switzerland
Phone: + 41 (0)22 709 17 89
Email:
[email protected]
www.lombardodier.com
Exhibitor
Banque Paris Bertrand Sturdza
PBS Investments is a dynamic, independent investment management company specializing in cutting edge multi-asset strategies.
We are defined by our successful expertise in asset allocation for
both private and institutional investors. All our investment solutions are driven by our commitment to capital preservation and a
pragmatic, transparent investment process.
19 rue de Candolle
1211 Geneva
Switzerland
Phone: +41 (0)22 316 02 46
Email:
sebastien.diiorio@pbs-
investments.com
pbsinvestments.com
Banque Pictet & Cie SA
Expertise in fund services, custody and trading, rooted in our private banking culture.
Route des Acacias 60 1211 Geneva 73
Switzerland
Phone: +41 (0)58 323 23 23
www.pictet.com
Bilan
La reference suisse de l’economie
Bilan is a French speaking, professional and influent media in the
business world, explaining the complexity of today’s economy, with
a strong though independant voice. Leader in economy and finance,
Bilan is brought to you as a print magazine, every fifteen days, but
also on digital supports and through conferences. As most Swiss
opinion leaders, get the highlights and perspectives of the latest
economic topics with Bilan.
26
Rue des Rois 11
CP 5115
1211 Genève 11
Switzerland
Phone: +41 (0)22 322 34 39
Email: [email protected]
www.bilan.ch
Exhibitor
BlackRock SA / iShares
BlackRock is a leader in investment management, risk management
and advisory services for institutional and retail clients worldwide.
At June 30, 2014, BlackRock’s AUM was $4.594 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.
Bahnhofstrasse 39 8001 Zurich
Rue du Rhône 14
1204 Genève
Switzerland
Phone: +41 (0)22 581 97 82
Email:
[email protected]
www.blackrock.ch
BRP Bizzozero & Partners SA
Your way to Compliance
BRP SA is an independent company based in Geneva, specialised
in regulatory advice, and creation of compliance products covering banking and financial sectors. BRP SA is a leader company for
cross-border solutions. BRP’s experience and competences allow
clients to more efficiently manage the risks inherent to their activities. BRP SA offers its services worldwide.
27
Rue Ernest-Bloch 54
PO Box 6246
1211 Geneva 6
Switzerland
Phone: +41 (0)22 819 10 30
Email: [email protected]
www.brpsa.com
Exhibitor
cash
Informative Banking
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.
Bändliweg 20
8048 Zürich
Switzerland
Phone: 00800 0800 55 55
Email: [email protected]
www.cash.ch
Informatives Banking
cash ist das erste multimediale Wirtschafts- und Finanzportal der
Schweiz mit Sitz in Zürich. Es vereint Informationen und Banking.
cash hat Erfahrung in der Beratung und Betreuung von Privatanlegern. Neben aktuellen Finanzmarktinformationen publiziert eine eigene, unabhängige Redaktion täglich die wichtigsten Informationen
rund um Wirtschaft und Geld. cash ist das einfache und übersichtliche Portal: Die kürzeste Verbindung zwischen Finanzinformationen
und Trading.
CDDS Luxembourg S.A.
AML solutions adapted to your business activity
CDDS offers its clients a wide range of AML solutions tailored to
their specific needs. These solutions have been developed by professionals of the financial sector who want to help other professionals all over the world to respect their obligations in respect of AML/
CTF rules and regulations.
28
233-241, rue de Beggen L-1221 Luxembourg
Luxembourg
Rue Jacques-Grosselin 8
Case postale 1035
1211 Genève 26
Switzerland
Phone: +352 20 21 16 20
+41 (0)22 518 15 80
Email: [email protected]
www.cdds.eu
Exhibitor
CEAMS · CE Asset Management
Who can ignore the topic of Quality investing? CEAMS, the pioneer
in Attractively Valued Quality Securities, has specialized for over a
decade in identifying Quality companies globally, and investing in
them successfully. The systematic investment process is founded
on disciplined research which follows business management principles. Want to know more? Then please visit us at our stand.
General Wille-Strasse 201
8706 Meilen
Switzerland
Phone: +41 (0)43 222 31 41
Email: [email protected]
www.ceams.ch
Wer kann sich dem Thema Quality Anlagen verschliessen? CEAMS,
der Pionier für attraktiv bewerteter Quality Effekten, hat sich spezialisiert, global Quality Firmen zu finden und erfolgreich in diese zu
investieren. Der systematische Anlageprozess basiert auf einem betriebswirtschaftlich abgestützten, disziplinierten Research. Haben wir
Ihr Interesse geweckt? Dann schauen Sie an unserem Stand vorbei.
CFA Society Switzerland
CFA Switzerland aims to be the leader in fostering the highest
standards of knowledge, professionalism and integrity in the investment business in Switzerland. Representing more than 2,600
members to promote the values represented by the CFA® designation, provide continuing education, support CFA candidates and
strengthen the network between members.
Chamerstrasse 79
6303 Zug
Switzerland
Phone: +41 (0)41 741 00 74
Email: [email protected]
www.cfaswitzerland.org
Convention of Independent Financial Advisors
International CIFA Forum 22- 24 April 2015, Monaco
CIFA is the first think tank specializing in reforming the financial system. A public-interest non-for-profit foundation, CIFA is the
only NGO representing financial professionals, which benefits from
a special consultative status with the Economic and Social Council
of the United Nations and is accredited by the United Nations Conference on Trade and Development. CIFA represents over 750,000
individuals or legal entities involved worldwide in financial intermediation.
29
Rue du Vieux-Collège 3
P.O. Box 3255
1211 Geneva 3
Switzerland
Phone: +41 (0)22 317 11 11
Email: [email protected]
www.cifango.org
Exhibitor
Cité Gestion SA
As the world changes, so does Wealth Mangement.
Founded in 2009 and based in Geneva, Lausanne et Zurich, Cité
Gestion is a securities trading company, custodian, which manages, advises and administers the wealth of its private client base,
which consists of both local and international clients. Regulated by
the Swiss Financial Market Supervisory Authority (FINMA), Cité
Gestion’s approach is founded on a straightforward, effective principle : a small, lean structure, able to provide a complete range of
wealth management services.
Rue de la Cité 15-17
1204 Genève
Phone: +41 (0)22 820 60 00
Place Saint-François 11
1003 Lausanne
Phone: +41 (0)21 321 67 00
Sihlstrasse 20
8001 Zürich
Phone: +41 (0)44 224 62 00
Switzerland
Email: [email protected] [email protected]
www.cite-gestion.com
Commerzbank
The leader in Europe
As an issuer of certificates and ETFs, Commerzbank offers a comprehensive range of derivative financial instruments. With almost 130,000 products, more than 90 ETFs and many years of experience, we are the number one choice for structured financial
products. Exemplary market making, personal hotline service and
permanent attention to the product portfolio guarantee optimum investment options.
Führend in Europa – Zuhause in der Schweiz.
Die Commerzbank bietet als Emittentin von Zertifikaten und ETFs ein
umfassendes Spektrum an derivativen Finanzinstrumenten an. Mit
mehr als 130’000 Produkten, über 90 ETFs und einer langjährigen Erfahrung zählt unser Haus zur ersten Wahl bei strukturierten Finanzprodukten. Ein professionelles Market-Making, persönliche Hotline
Betreuung und eine permanente Pflege des Produktportfolios gewährleisten optimale Investmentoptionen.
30
Zweigniederlassung Zürich
Utoqai 55
8034 Zürich
Switzerland
Phone: 0800 11 77 11
Email:
[email protected]
www.zertifikate.commerzbank.ch
www.comstage-etf.ch
Exhibitor
De Pury Pictet Turrettini & Cie SA
Asset management and Family office services
De Pury Pictet Turrettini & Cie SA was founded in 1996. The company provides wealth management services and has developed advanced skills in asset management for both private and institutional clients. PPT is a pioneer of responsible investment, a signatory of
the UN-supported Principles for Responsible Investment (PRI) and
is the owner of the Buy and Care™ strategy, manager of the Guilé
European Engagement Fund compartment.
Rue de la Corraterie 12 1204 Genève
Switzerland
Phone: +41 (0)22 317 00 30
Email: [email protected]
www.ppt.ch
Dukascopy
Dukascopy Bank SWFX-Swiss marketplace
Dukascopy is a Swiss bank with a Forex platform trading online
and an access to the SWFX-Swiss marketplace currency. Dukascopy Bank SA offers direct access to the Swiss Foreign Exchange
Marketplace. This marketplace provides the largest pool of ECN
spot forex liquidity available for banks, hedge funds, other institutions and investors.
31
ICC Route de Pré-Bois 20
1215 Genève
Switzerland
Phone: +41 (0)22 799 48 84
Email:
[email protected]
www.dukascopy.com
Exhibitor
Derivative Partners
All about investment products
Derivative Partners AG is the leading independent information
source in the field of Structured Products & ETF’s in Switzerland.
Our media products provide private investors, investment advisors and asset managers with the relevant information basis for
their decision-making. We are an independent, easy to understand
and trusted source. Withwww.payoff.ch and the payoff magazine
we create the transparency required by investors and advisors to
make prudent investment decisions.
Splügenstrasse 10
8002 Zürich
Switzerland
Phone: +41 43 305 05 30
Email: [email protected]
www.payoff.ch
All about investment products
Derivative Partners AG ist die führende unabhängige Informations-Quelle zu Strukturierten Produkten und ETF‘s in der Schweiz. Unsere Medienprodukte liefern die Entscheidungsgrundlagen für Privatanleger,
Anlageberater und Vermögensverwalter. Wir informieren unabhängig,
verständlich und fundiert. Mithilfe von www.payoff.ch und unserem
payoff magazine schaffen wir für Anleger und Berater die nötige Transparenz, um wertstiftende Anlageentscheide zu treffen.
E-MERGING
The international network of finance experts
Created in 2009, E-MERGING is the first B2B social network dedicated to finance experts. Free of charge and represented in over
50 countries, it is opened to the strategic professions involved in
wealth management. Founded on values of open-mindedness and
sharing, E-MERGING supports these professionals on a daily basis
and helps them to establish alliances, recruit new talents, stay up
to date with their profession and much more.
32
Rue de la Corraterie 11
1204 Genève
Switzerland
Phone: +41 (0)22 709 99 33
Email:
[email protected]
www.e-merging.com
Exhibitor
ETF Securities
ETF Securities - empowering investment ideas
ETF Securities is the world’s largest independent provider of commodity exchange traded products (ETPs) and also provides a wide
range of equity, alternative and currency ETPs. The company listed
the world‘s first physically-backed gold ETP in 2003 and now offers
over 300 different ETPs covering a wide range of commodity, currency and equity exposures listed on major exchanges around the world.
At the end of July 2014 assets invested in ETF Securities ETPs stood
at US$19.7 billion.
3 Lombard Street London EC3V 9AA
United Kingdom
Phone: +44 (0)207 448 4330
Email: [email protected]
www.etfsecurities.com
ETF Securities - empowering investment ideas
ETF Securities ist der weltweit größte Anbieter von börsengehandelten
Rohstoffprodukten (ETPs) und bietet zusätzlich eine breite Auswahl
von ETPs auf Aktien, Währungen und alternative Anlagen. Das Unternehmen brachte 2003 das erste börsengehandelte Gold ETP auf den
Markt und bietet inzwischen über 300 verschiedene ETPs auf Rohstoffe, Aktien und Währungen an. Ende Juli 2014 war weltweit ein Vermögen von US$19,7 Mrd in ETPs von ETF Securities investiert.
FBT Avocats SA
FBT Attorneys-at-law is a dynamic business law firm with offices in
Geneva, Lausanne and Paris. FBT advises private and institutional clients in Switzerland and abroad with regard to domestic and
cross-border banking & finance, private banking, tax, corporate
and litigation matters. Its Banking & Finance and Corporate Teams
provide assistance in setting up and registering financial companies and investment funds, and advise on regulatory and merger &
acquisition issues.
33
Rue du 31 Décembre
P.O. Box 6120
1211 Geneva 6
Switzerland
Phone: +41 (0)22 849 60 40
Email: [email protected]
www.fbt.ch
Exhibitor
Forest asset management
(ESMA agreement)
Domaines et Patrimoine is the first Asset Manager in Forest Alternative Investment Fund having an ESMA agreement
•4 000 customers (for wealth tax reducing, diversifying their
assets in tangible goods an inheritage solutions)
•350 French wealth asset managers in partnership
•15 000 hectares (30 000 acre) under management
Rue de l’Abbé Meslier 3
25000 Besancon
France
Phone: +33 381526809
Email:
christian.hottier@domaines-et-
patrimoine.com www.domaines-et-patrimoine.fr
Foyer International
Foyer International S.A. is 100% owned by Foyer Group and is specialized in cross-border business under the EU ‘Freedom to Provide
Services’ (FPS) regime. Through the combination of prudence and
expertise, Foyer International has built up its reputation among the
best financial institutions (Private banks, private bankers, family officers and insurance brokers).
Rue Leon Laval 12 3372 Leudelange
Luxembourg
www.foyerinternational.ch
Fuchs & Associés Group
The ideal partner to deliver bespoke services
Fuchs & Associés Group is an independent group regulated by the
CSSF and is now a major player in the Luxembourg financial centre.
Its independence, international reach and the drive and expertise of
its 100-strong team in Luxembourg, Brussels and Geneva make it
the ideal partner to deliver bespoke services and solutions that guarantee performance and security.
34
Boulevard Prince Henri 47-49
1724 Luxembourg
Luxembourg
Phone: +352 26 26 49 1
Email: [email protected]
www.fuchsgroup.com
Exhibitor
Hassans - International Law Firm Headline: International Law Firm & top firm in Gibraltar
Specialising in all aspects of corporate and commercial law, Hassans is the largest law firm in Gibraltar and consistently ranked by
Chambers & Partners as the leading firm in the jurisdiction. The
funds team at Hassans is at the forefront of the industry in Gibraltar advising the Government of Gibraltar on fund legislation and
the EIF regime. The team has advised the majority of funds domiciled in Gibraltar and is able to provide specialist advice on setting
up a fund in Gibraltar.
57/63 Line Wall Road
PO Box 199
Gibraltar
Phone: +350 20079000
Email: [email protected]
www.gibraltarlaw.com
Helvetic Fund Administration Limited
Helvetic Fund Administration Bespoke Fund Solutions
HFA is a Gibraltar licensed collective investment scheme administrator dedicated to the set-up and administration of small and medium sized collective investment schemes in Gibraltar, Malta and the
Caribbean. As the longest established fund administration company
in Gibraltar, we employ the best resource of qualified personnel and
experience to offer professional and personal services to our clients.
35
Suite 209 Neptune House Marina Bay
Gibraltar
Phone: +350 200 44604
Email: [email protected]
www.helveticfund.com
Exhibitor
Highratesconvertibles AG
HRC: attractive convertibles strategy
HRC is a brainchild of the think tank GESTIO circle whose partners for 10 years compete for best investment strategies. The investor get his fortune managed by a first class Swiss asset manager of
his choice. The Senior Adviser, Dr. Peter Buser has an experience
of more than 40 years as a registered, state licensed asset manager. He explains to interested investors the risk-minimizing strategy
„Convertible Bond Arbitrage“ and advises gratuitously out of a holistic approach.
Gartenstrasse 95
4002 Basel
Switzerland
Phone: +41 (0)61 225 66 81
Email: [email protected]
www.highrateconvertibles.com
HRC: Attraktive Wandelanleihen Strategie
HRC ist eine Frucht des Think Tanks GESTIO Zirkel, deren Teilnehmer
seit 10 Jahren um beste Anlagestrategien ringen. Der Anleger sieht
sein Vermögen von einem erstklassigen Schweizer Vermögensverwalter seiner Wahl verwaltet. Der Senior Adviser, Dr. Peter Buser, hat über
40 Jahre Erfahrung als staatlich lizenzierter Vermögensverwalter. Er
berät unentgeltlich aus einem ganzheitlichen Ansatz heraus.
HORTIS SA
We are digital
Hortis is a swiss software factory created in 2002. Initially specialized in JEE consulting, the company created a department fully focused on mobile and tactile solutions in 2009.
Hortis counts 3 subsidiaries: Genève, Paris and Lausanne and 100 %
of our mobile developments are done at the HQ in Geneva, by our dedicated team: hortis le studio. Hortis is hiring his software engineers
from the best european university (EPFL, EPFZ, HEG, ENSAM, etc.).
Our engineers and software designers are considered by the software community as some of the best expert in iOS and Android environment and are personally involved in major software communities
(dedicated user groups...)
36
Geneva Business Center
Avenue des Morgines, 12 1213 Petit-Lancy (GE)
Switzerland
Phone: +41 (0)22 860 84 60
Email: [email protected]
www.hortis.ch
Exhibitor
Hubbis
Helping Asia lead the world in wealth management
Who is Hubbis? We specialise in providing market practitioners in
Asian Wealth Management with quality online content and training
– to help them to be passionate and professional about their career
and dealings with their clients. We aspire to be the leading provider
of such content for the industry. We aim to achieve this by making it
straightforward for relationship managers, advisers and investment
specialists to access in-depth and relevant materials – which are all
assessed – and providing learners with certificates which they can
use towards their Continuing Education requirements.
Level 22
King Palace Plaza
55 King Yip Street
Kwun Tong
Hong Kong
www.hubbis.com
IAM Services Corp. SA
Services for Independent Asset Managers
IAM is a platform designed to preserve the stability of Independent
Asset Managers providing with a strategic solution enabling them
to focus on their client. Due to its geographical position, political
stability and characteristics of its economy, such as its territoriality principle, Panama has become one of the most important jurisdictions for foreign investors to carry out their business activities.
MMG Tower
21st Floor
Avenida Paseo del Mar
Costa del Este
Panama
Phone: +507 6781 8475
Email: [email protected]
IAPL International Alliance of Practising Lawyers
International Legal Expertise – Law Alliance
IAPL is a truly international network of lawyers, public notaries
and legal expertise and gives the answer to legal services for the
global market. IAPL stands for international accessibility, genuine
local knowledge and personalized services and serves professional
links to major jurisdictions of the world including competitive edge
for local practices.
37
Seepark / Gartenstrasse 4
6304 Zug
Switzerland
Phone: +41 (0)41 728 71 61
Email: [email protected]
www.iapl.org
Exhibitor
Investment By Objectives (IBO) SA
Performance evaluation and comparison.
IBO is active since 2005 in portfolios’ performance evaluation and
comparison. It serves everyone who has money invested… whatever the amounts! Its unique functionalities can be accessed through
www.performance-corner.ch for single portfolio investors or the PortfolioWatcher for all users. IBO indices and rankings can be found
on increasing new partners websites such as E-Merging and SAAM.
IBO is an open network: www.performance-network.net. Join now!
Grand-Rue 5-7
1260 Nyon
Switzerland
Phone: +41 22 3652340
Email: [email protected]
www.performance-network.net
www.performance-corner.ch
Jyske Bank (Schweiz) AG
With our roots in Denmark and at home in Switzerland for over 40
years. A team of specialists focus themselves on the needs of domestic customers, advising and supporting them in asset management
completely. As a client you will always have a personal consultant at
your side, for both your private as well as your retirement assets. Reassess your thoughts on private banking and learn more about us.
In Dänemark verwurzelt und seit über 40 Jahren in der Schweiz zuhause. Ein Team von Fachspezialisten fokussiert sich auf die Bedürfnisse der heimischen Kundschaft; beratet und betreut diese im Bereich
Vermögensverwaltung vollumfänglich. Als Kunde steht Ihnen jederzeit
ein persönlicher Berater sowohl für Ihr privates wie auch für Ihr Vorsorgevermögen zur Seite. Denken Sie im Private Banking neu und erfahren Sie mehr über uns.
38
Wasserwerkstrasse 12
8006 Zürich
Switzerland
Phone: +41 (0)44 368 73 73
Email: [email protected]
www.jyskebank.ch
Exhibitor
KEESYSTEM ® Sàrl
Portfolio management software
The mission of KeeSystem is to provide to wealth management companies with the essential and necessary tools they need to manage
their daily activities. From the early stages of design until the regular updates released, KeeSense by KeeSystem offers its users the possibility to better meet their clients’ expectations. In the same time,
KeeSense reduce all constraints linked to compliance and deontology.
Route des Jeunes 5D
1227 Genève
Switzerland
Phone: +41 (0)22 548 12 03
Email: [email protected]
www.keesystem.com
Leonteq Securities AG
Leonteq - Redefines people’s investment experience
Leonteq is an independent technology and service partner for investment solutions. The firm is headquartered in Zurich and has offices
in Geneva, Monaco, Guernsey, Frankfurt, Paris, London, Singapore
and Hong Kong. Leonteq’s team of highly experienced specialists operates a proprietary IT and investment service platform designed to
maximize flexibility, innovation, transparency and service for clients.
Its registered shares (LEON) are listed on the SIX Swiss Exchange.
Leonteq –Definiert Ihr Anlageerlebnis neu
Leonteq ist ein Technologie- und Servicepartner für Anlagelösungen.
Das Unternehmen mit Hauptsitz in Zürich ist mit Büros in Genf, Monaco, Guernsey, Frankfurt, Paris, London, Singapur und Hongkong
vertreten. Das Spezialistenteam betreibt eine eigenentwickelte IT- und
Investment-Plattform, die auf höchste Flexibilität, Innovation, Transparenz und Service für die Kunden ausgerichtet ist. Die Namenaktien
von Leonteq (LEON) sind an der SIX Swiss Exchange kotiert.
39
Brandschenkestrasse 90
Postfach 1686
8027 Zürich
Switzerland
Phone: +41 (0)58 800 10 00
Email: [email protected]
www.leonteq.com
Exhibitor
Lombard Odier Asset Management (Switzerland) SA
Independent in our thinking. Independent in our approach.
Lombard Odier Investment Managers (LOIM) is the asset management division of Lombard Odier, focused on institutional clients and
third-party distributors. Independent and privately owned, LOIM
manages assets of USD 45.8bn and operates from 13 offices worldwide. Our 118 investment professionals have an average of 15 year’s
industry experience.
Avenue des Morgines 6
1213 Petit-Lancy
Switzerland
Phone:+41 (0)22 793 06 87
Email: [email protected]
www.loim.com
We believe that to achieve consistent long-term performance requires independent thinking and a specialist approach. We focus
primarily on four groups of niche investment strategies where we
believe we can add real value for clients.
Neue Helvetische Bank AG
Neue Helvetische Bank AG, founded January 2011 and domiciled in
Zurich. The offering encompasses premium services in the areas
of advisory, asset management, corporate finance and research. In
addition, we offer customized solutions to External Asset Managers. Our team has longstanding experience. Approximately 70 percent of Neue Helvetische Bank is held by the founding partners, the
Board of Directors, Management and employees.
Die Neue Helvetische Bank AG (NHB) mit Sitz in Zürich wurde im Januar 2011 gegründet. Das Angebot umfasst Dienstleistungen in den
Bereichen Vermögensberatung, Vermögensverwaltung, Corporate Finance und Research. Zusätzlich bieten wir individuelle Lösungen für
externe Vermögensverwalter. Unser Team verfügt über langjährige Erfahrung. Die NHB ist zu rund 70 % in der Hand der Gründungspartner, des VR‘s, der GL und der Mitarbeitenden.
40
Seefeldstrasse 215
8008 Zürich
Switzerland
Phone: +41 (0)44 204 56 33
Email: [email protected]
www.neuehelvetischebank.ch
Exhibitor
Notenstein Privatbank AG
Notenstein Structured Investment Products
Notenstein Private Bank offers a broad range of structured investment products that are guaranteed by its parent company, Raiffeisen. Notenstein products represent expertise, security and service quality. Its offering covers standard and tailored solutions and
is available to both private and institutional investors.
Notenstein Strukturierte Anlageprodukte
Bohl 17
Postfach
9004 St. Gallen
Switzerland
Phone: +41 (0)71 242 53 00
Email: [email protected]
www.notenstein-anlageprodukte.ch
Die Notenstein Privatbank bietet eine breite Palette an Strukturierten
Anlageprodukten, die vom Mutterhaus Raiffeisen garantiert werden.
Notenstein steht mit ihrem Angebot für Expertise, Sicherheit und Servicequalität. Das Angebot setzt sich zusammen aus standardisierten
sowie massgeschneiderten Lösungen und richtet sich an private und
institutionelle Kunden.
Pam Insight Limited
PAM Insight is the world’s foremost specialist niche market publisher
and events organiser in the international wealth management sector.
We publish and produce a range of market-leading brands, including two online news services – www.thewealthnet.com and www.
eprivateclient.com, the PAM directory (plus a sister website www.
pamonline.com) and more than 20 other annual industry reports and
events, including the much-acclaimed PAM Awards.
41
50 Broadway
ST. James’s Park
SW1H ORG London
United Kingdom
Phone: +44 (0)20715 24485
Email: [email protected]
www.thewealthnet.com
www.eprivateclient.com
www.pamonline.com
Exhibitor
Petercam SA
Active management pays, more than ever!
Petercam Institutional AM is part of the Petercam group, a Brussels-based financial institution set up as an equity partnership.
We strive for outperformance by exploiting market inefficiencies
through active management. We promote our sicàvs through +400
intermediaries in Europe and also manage assets for institutional
clients such as pension funds, insurance companies, government
institutions, foundations, etc.
Centre Swissair
CP 1119
Route de l’Aéroport 31
1211 Genève 5
Switzerland
Phone: +41 (0)22 929 72 23
Email: [email protected]
www.petercam.com
Plates-formes sodi SA
Supporting independent asset managers since 1996
Sodi platforms’ approach is built on a unique model in Switzerland.
The availability of specialized resources within sodi platforms enables each asset manager to effectively delegate his administrative
tasks, leaving him free to give his full attention to managing his
clients’ assets and ensuring the continuity of his company.
Rue Général-Dufour 20
1204 Genève
Switzerland
Phone: +41 (0)22 849 02 49
Email: [email protected]
www.sodi.ch
Pro-Data Group
IT and Training Services by a Swiss Quality Group
Present in Switzerland, Monaco, Singapore and Hong Kong, Pro-Data Group caters for Swiss SMEs and their international subsidiaries to meet every IT service requirement. With 25 years of experience in different structures within the financial world, Pro-Data
has the particular advantage of enjoying an extensive knowledge
of the needs and requirements of Family Offices and Asset Managers. High-end engineers for a customized service (IT installation,
repairs, IP telephony, training, development, etc.) who offer you a
24/7 Helpdesk Worldwide.
42
Chemin du Champs des Filles 19 1228 Plan-les-Ouates
Switzerland
Phone: +41 (0)84 411 22 33
Email: [email protected]
www.prodata-group.ch
Exhibitor
Quadia SA
Pioneer Impact Investor
Quadia is a regulated investment manager specialized in social and
environmental finance. Quadia provides: Innovative investment
solutions and platforms for private, institutional and corporate clients; Technical assistance and capacity building services for portfolio companies; Impact performance and evaluation expertise.
Rue de Candolle 34 1205 Geneva
Switzerland
Phone: +41 (0)22 888 12 00
Email: [email protected] [email protected]
www.quadia.ch
RBC Capital Markets
RBC Capital Markets. Global Investment Solutions
Royal Bank of Canada (RBC) is a highly rated, diversified financial
services company, among the top 15 largest banks in the world, by
market capitalization. In Switzerland, the RBC Capital Markets’ Global Investment Solutions team provides a comprehensive service to institutional and private clients with best-in-class products innovation,
transparency and consistency, integrated across asset classes.
Royal Bank of Canada (RBC) gehört als breit diversifiziertes Finanzdienstleistungsunternehmen mit exzellentem Bonitätsrating zu den
weltweit 15 größten Banken nach Marktkapitalisierung. Für die
Schweiz bietet das Team Global Investment Solutions einen umfassenden, anlageklassenübergreifenden Service für institutionelle und private Kunden mit Best-In-Class Produkten, Innovation, Transparenz
und Konstanz an.
43
Thames Court
One Queenhithe
London EC4V 3DQ
United Kingdom
Phone: +44 (0)207 029 0127
Email: [email protected]
www.rbccm.com
Exhibitor
RobecoSAM
RobecoSAM is a member of the global pure-play asset manager
Robeco. Founded in 1995, RobecoSAM is an investment specialist focused exclusively on Sustainability Investing. It offers asset
management, indices, engagement, voting, impact analysis, sustainability assessments, and benchmarking services. Together with
S&P Dow Jones Indices, RobecoSAM publishes the globally recognized Dow Jones Sustainability Indices (DJSI).
Josefstrasse 218
8005 Zürich
Switzerland
Phone: +41 (0)44 653 10 10
Email: [email protected]
www.robecosam.com
RobecoSAM gehört zu Robeco, dem global aktiven Asset Manager. RobecoSAM, gegründet 1995, ist ein Vermögensverwalter mit Fokus auf
Sustainability Investing. Das Angebot umfasst Asset Management, Indizes, aktiver Unternehmensdialog, Stimmrechtsausübung, Impact-Analysen und Nachhaltigkeitsbewertungen sowie Benchmarking Services. In
Kooperation mit S&P Dow Jones Indices publiziert RobecoSAM die weltweit anerkannten Dow Jones Sustainability Indices (DJSI).
Rothschild & Cie Gestion
With AuM of CHF 50 Bln, Rothschild & Cie Gestion is one of the
leading conviction-based asset manager in Europe, providing investment solutions to institutional clients, external distributors and
Independent Financial Advisors. We cover a full range of products
including equities, fixed-income, convertible bonds and Absolute
Return funds, seeking superior risk adjusted returns in all market
conditions.
Mit CHF 50 Mrd. AuM ist Rothschild & Cie Gestion einer der Hauptakteure für Conviction-based Management in Europa. Wir decken eine
breite Palette von Produkten ab, darunter Aktien, Anleihen, Wandelanleihen und Absolute Return Fonds. Unser Ziel ist es, durch Übertreffen der Vergleichsindizes für unsere Kunden ausgezeichnete Renditen,
unabhängig von den Marktbedingungen und mit einem kontrollierten
Risiko, zu erzielen.
44
Zollikerstrasse 181
8008 Zürich
Switzerland
Phone: +41 (0)44 384 78 46
Email: [email protected]
www.rothschild.com
Exhibitor
SIX Structured Products Exchange AG
The only Swiss exchange for structured products allows the flexible
and precise use of structured products to fulfill individual investment and diversification requirements, whether pro-risk, defensive
or against the current. As an exchange, SIX Structured Products
offers safe waters for trading thanks to maximum transparency, efficiency and dependability.
Die einzige Schweizer Börse für Strukturierte Produkte ermöglicht den
flexiblen und präzisen Einsatz Strukturierter Produkte zur Erfüllung
individueller Anlage- und Diversifikationsmöglichkeiten, egal ob risikofreudig, defensiv oder lieber gegen den Strom. Als Börse bietet SIX
Structured Products dabei sicheres Gewässer für den Handel durch maximale Transparenz, Effizienz und Verlässlichkeit.
Selnaustrasse 30
Postfach 1758
8021 Zürich
Switzerland
Phone: +41 (0)58 399 54 54
Email:
structured-products@six-swiss-
exchange.com
www.six-swiss-exchange.com
SIX Swiss Exchange AG
SIX Swiss Exchange is the leading independent exchange in Europe, and performs four key economic functions: admitting securities, operating the trading platform, monitoring trading activity
and distributing market data. SIX Swiss Exchange is proud to win
the «Exchange of the Year» category at the Global Investor/isf Investment Excellence Awards 2014 for outstanding achievements.
SIX Swiss Exchange ist die führende unabhängige Börse Europas und
erfüllt vier volkswirtschaftliche Kernfunktionen: die Zulassung von
Wertpapieren, den Betrieb der Handelsplattform, die Überwachung
des Handels sowie den Vertrieb von Marktinformationen. SIX Swiss
Exchange wurde an den Global Investor/isf Investment Excellence
Awards 2014 für ihre herausragenden Leistungen zur Börse des Jahres ausgezeichnet.
45
Selnaustrasse 30
Postfach 1758
8021 Zürich
Switzerland
Phone: +41 (0)58 399 54 54
Email: [email protected]
www.six-swiss-exchange.com
Exhibitor
Swiss Bullion Corporation AG
Tradition+Innovation
Swiss Bullion Corp, designs, produces and distributes fine precious
metals coins and round ingots. Our products are conceived and
produced combining the historical precious metals role and attraction, with innovative technological developments, making our coins
unique. «Swiss Made» for the entire process.
Industriestrasse 47
6300 Zug
Switzerland
Phone: +41 (0)41 220 28 88
www.swissbullioncorp.com
Swiss Fund Platform AG
Swiss Fund Platform Ltd. is the first independent fund distribution
platform in Switzerland exclusively for qualified investors. Swiss
Fund Platform Ltd. has been authorized as a distributor from the
Swiss Financial Market Supervisory Authority FINMA. Customers
of Swiss Fund Platform Ltd. thus have a unique distribution channel and reach their target audience easy and efficient.
Usteristrasse 14
8001 Zürich
Switzerland
Phone: +41 (0)44 218 50 80
Email: [email protected]
www.swissfundplatform.ch
Die Swiss Fund Platform AG ist die erste unabhängige Fondsvertriebsplattform der Schweiz für ausschliesslich qualifizierte Anleger und Anlegerinnen. Die Swiss Fund Platform AG ist als Vertriebsträgerin von
der Eidgenössischen Finanzmarktaufsicht FINMA zugelassen. Die
Kunden der Swiss Fund Platform AG verfügen über einen einmaligen
Vertriebskanal und erreichen ihre Zielgruppe einfach und effizient.
SwissIndependent Trustees S.A.
Independent, professional, adaptable. Headquartered in Geneva
and with offices in South Africa, Malta and Panama, SwissIndependent provides Trust, Foundation and Company administration
services to internationally-focussed, high net worth individuals
and families.
46
Rue du Prince 9-11
1204 Geneva
Switzerland
Phone: +41 (0)22 718 71 11
Email: [email protected]
www.swissindependent.ch
Exhibitor
T3 Risk Management SA
Wealth preservation solutions for the 21th century
A Swiss private corporation that offers a unique, comprehensive
package of wealth preservation and security solutions under one
roof. Our four main practice areas are: Investment management
and advisory, Asset protection consulting, IT security and Disaster
preparedness and Crisis management advisory.
Rue Neuve-du-Molard 3
1204 Geneva
Switzerland
Phone: +41 (0)22 544 43 50
Email: [email protected]
www.t3-rm.ch
http://store.t3.rm.ch
theScreener
Independent Research - worldwide
theScreener is the leading provider of quantitative Research. With
the evaluation of more than 6,000 equities and 15,000 funds, theScreener offers its clients worldwide coverage. More than 10,000
professional terminals and one million client deposits benefit already from our data.
Unabhängiges Research - Weltweit
theScreener ist Marktführer für quantitatives Research. Mit der Bewertung von über 6‘000 Aktien und 15‘000 Fonds bietet theScreener
seinen Kunden eine der breitesten Abdeckungen an. Über 10‘000 professionelle Terminals und eine Million analysierte Kundendepots profitieren bereits davon.
47
Zugerbergstrasse 12
6300 Zug
Switzerland
Phone: +41 (0)41 727 08 80
Email: [email protected]
www.thescreener.com
Exhibitor
Zürcher Kantonalbank
Zürcher Kantonalbank is a full-service bank with total assets of
CHF 151 bn. It is the largest of the cantonal banks, Switzerland‘s
third-largest bank overall and with assets under management totaling CHF 191 bn today ranks among Switzerland‘s five largest asset managers. Zürcher Kantonalbank is one of the few banks in the
world to retain a first-class rating (AAA or Aaa) from rating agencies Standard & Poor’s, Moody’s, and Fitch.
Die Zürcher Kantonalbank ist, gemessen an der Bilanzsumme von
CHF 151 Mrd., die grösste Kantonalbank, die drittgrösste Schweizer
Bank und mit einem Kundenvermögen von CHF 191 Mrd der fünftgrösste Vermögensverwalter der Schweiz. Von den Ratingagenturen
Standard & Poor’s, Moody’s und Fitch wird die Zürcher Kantonalbank
als eine der wenigen Banken weltweit mit der Bestnote (AAA bzw.
Aaa) eingestuft.
48
Mythenquai 24
Postfach
8010 Zürich
Switzerland
Phone: +41 (0)84 484 38 23
www.zkb.ch
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