Presentation

When? March 14th of 2013

Where? Chamber of Commerce, Luxembourg Kirchberg

› 4 panels
› 12 masterclasses
› 36 speakers
› 360 visitors in 2012

350 key decision makers from within the financial sector are expected for the fourth edition. Over 75% of the target audience is made up of people working in luxemburgish institutions: private bankers, directors of family offices, life insurers, asset managers, high-level decision-makers from related professions (corporate trusts, law firms, consultancy organisations, etc.)

Sponsors PREV

AllianceBernstein

AllianceBernstein is a research-driven investment firm that is global in scope and client-centred in its mission. We believe research excellence is the key to better outcomes, so we’ve built research capabilities with exceptional breadth, depth and focus on innovation, on the buy-side and the sell-side.

Our client base includes many types of individuals and institutions, so we’ve developed a broad array of global and local investment services that span geographies, asset classes, styles and objectives for risk and return: from customized and packaged multi-asset class solutions to style-pure growth and value equity portfolios, blend equity strategies to fixed-income portfolios, and index services to alternative investments.

As of June 30, 2012 we managed approximately €322 billion in assets for clients around the world.

Website : http://www.alliancebernstein.com/investments

Avaloq: Essential for Banking

The Avaloq group is the international reference for integrated and comprehensive banking software solutions for retail, wealth management and universal banks. The Avaloq Banking System is in use in the most demanding financial centres. More than 1,300 highly-qualified banking and IT specialists develop and operate banking technologies that are fully-integrated from front and middle to back office. The Avaloq Front Suite is revolutionising the banking experience. With a 100% success rate in the implementation of its solutions, Avaloq, in the 25 years of its existence, has won the trust of a first class community of the world’s leading financial institutions, partners and universities in over 20 countries. The company, with its headquarters in Freienbach (Switzerland), has branches in Luxembourg, Frankfurt, Geneva, London, Paris, Vienna, Zurich, Hong Kong, Singapore and Sydney. It has two development centres, one in Zurich and one in Edinburgh, as well as a support centre in Manila. Since 2011, Avaloq has held 51% of B-Source, a leading supplier of business process and IT outsourcing for banks and the financial sector.

Website : http://www.avaloq.com

Ethenea

ETHENEA Independent Investors S.A. is an independent investment company based in Luxembourg. The key concept underlying the Ethna Funds managed by ETHENEA Independent Investors S.A. is long-term capital growth – “Constantia Divitiarum”. Three different value-oriented investment profiles are available to this end, in the form of Ethna-GLOBAL Defensiv (minimised risks), Ethna-AKTIV E (balanced) and Ethna-GLOBAL Dynamisch (profit-oriented).

With their aim to secure capital and create long-term value, the Ethna Funds are intended for investors who focus in particular on stability, capital retention and liquidity of the fund assets, but who also wish to attain reasonable growth in value. The fund management team ensures the achievement of these objectives by applying an active management approach: independent, flexible and with a fast response to the actual market situation. A stable market presence of ten years tells its own tale.

ETHENEA Independent Investors S.A. currently employs approximately 43 members of staff at its head office in Luxembourg, its subsidiary in Switzerland and its branch office in Germany. The fund management team consists of three proven investment experts with high expertise in the market, Luca Pesarini, Guido Barthels and Arnoldo Valsangiacomo. The actively managed assets of the Ethna Funds currently amount to more than 3 billion euros.

Website : http://www.ethnafunds.com

Gambit Financial Solutions

Currently not available.

Website : http://www.gambit-finance.com

KPMG

Currently not available.

Website : http://www.kpmg.lu

New Access SA

New Access is a leader in the banking software industry, its headquarters are located in Geneva, Switzerland and it has a branch in Singapore. New Access develops, markets and implements dedicated solutions for professionals which answer specific needs. The diversity of the references demonstrates that New Access solutions are compatible with any banking system and is widely used by major financial markets including Switzerland, Luxembourg, the United Kingdom, Belgium, France and Monaco.

Its Global Front Office Solution has been designed to meet front office department needs in customer relationship management and portfolio and asset management. As of today, New Access employs close to a hundred people and its solutions are installed in more than 120 sites in 19 countries.

Website : http://www.newaccess.ch

Oriskany

Created in 2012, Oriskany is a financial and strategic consulting firm specialized in the theory of non-linear dynamic system applied to market finance. Contrary to the tenets of modern financial theories (efficient markets hypothesis, modern portfolio theory, etc.), financial markets are intrinsically complex and non-linear. As dynamic and chaotic systems, they should be analyzed using an appropriate set of tools. In particular, statistical physics and fractal analysis provide much more robust results than the traditional gaussian framework, when used to understand and describe financial markets behavior. Oriskany offers a comprehensive range of services aimed at introducing and implementing non-linearity in risk management and investment process.
Oriskany’s clients include Asset Managers, Fund Managers, Insurance Companies, Private Banks, Broker-Dealers, Family Offices, Corporate Treasuries and Hedge Funds.

Created in 2012, Oriskany is a financial and strategic consulting firm specialized in the theory of non-linear dynamic system applied to market finance.
Contrary to the tenets of modern financial theories (efficient markets hypothesis, modern portfolio theory, etc.), financial markets are intrinsically complex and non-linear. As dynamic and chaotic systems, they should be analyzed using an appropriate set of tools. In particular, statistical physics and fractal analysis provide much more robust results than the traditional gaussian framework, when used to understand and describe financial markets behavior.
Oriskany offers a comprehensive range of services aimed at introducing and implementing non-linearity through the diagnosis and audit of existing investment and risk management process. Oriskany assists its clients in improving their internal risk management and investment procedures through measurement of their resiliency to non-linearity, advisory on the necessary developments to strengthen them and delivery of bespoke and advanced financial models based on the theory of non-linear dynamic system applied to finance.
Oriskany’s clients include Asset Managers, Fund Managers, Insurance Companies, Private Banks, Broker-Dealers, Family Offices, Corporate Treasuries and Hedge Funds.

Website : http://

Ortec Finance

Ortec Finance is a global provider of technology and advisory services for risk and return management. Established in Rotterdam in 1981, Ortec Finance has 170 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. Our client base operates in the pension, investment management, insurance, real estate and private wealth management markets, and is long-standing and global.

We help improve investors’ decision making and decision monitoring. We design, build, and apply solutions for asset-liability management, performance measurement and risk attribution, and financial planning. Our solutions derive from the combination of software models and professional advisory services. Ortec Finance is leading in innovation through strong ties with the academic community.

Website : http://www.ortec-finance.com

Sitecore International

A leader in Web Content Management and Online Engagement, Sitecore builds business application software that solves modern day problems for a wide range of companies and organizations.

Sitecore’s leading Content Management System software is the first to cohesively integrate with marketing automation, intranet portal, e-commerce, web optimization, social media and campaign management technologies. This broad choice of capabilities enables marketing professionals, business stakeholders and information technology teams to rapidly implement, measure and manage a successful website and digital business strategy. Businesses can now easily identify, serve and convert new customers with Sitecore’s Digital Marketing System, part of its encompassing Customer Engagement Platform.

Thousands of public and private organisations have created and now manage more than 32,000 websites and digital experiences with Sitecore including national governments, FTSE 100 and Fortune 500 companies a.o Visa Europe, Barclays, ABN AMRO.

Since being established as a legal entity in 2001, Sitecore has grown organically and rapidly its entire life. The company is profitable and has financed its own global growth while remaining committed to the Microsoft .NET platform in our software, with a talented network of qualified partners.

Website : http://www.sitecore.net

Solfia

Solfia offers the wealth management and life insurance industries added value solutions covering the whole value chain from infrastructure hosting to data migration, multi-custodian portfolio consolidation services and BPO middle-office services based on proven business software solutions.
The solutions are deployed in ASP (Application Service Providing) or SaaS (Software as a Service) mode with a short time to market and an attractive ‘pay as you go’ pricing model. Solfia’s services can be securely accessed remotely from anywhere in the world and rely on strategic partnerships with:

• BSB for the business software applications - Soliam for wealth managers and Solife for life insurers
• Clearstream Services for the related hosting services
• Interactive Data Corporation for market data information.

Solfia has the status of ‘Professionals of the Financial Sector’ and is controlled by Luxembourg’s financial supervisory authority, the ‘Commission de Surveillance du Secteur Financier’ (CSSF). Solfia is a BSB subsidiary headquartered in Luxembourg. It launched in 2011.

Website : http://www.solfia.com

VWD Group Belgium NV

vwd group offers customized information, communications and technology solutions for the securities market. As a leading European provider, we specialize in meeting individual customer requirements in the areas of asset management, retail banking, private banking and wealth management. We offer innovative solutions to financial service providers, corporate, media and private clients.

As a full-service provider, vwd group supports the securities industry from moment of issue to distribution, analysis and trading of securities, including consulting and management. vwd group processes data streams produced by global financial markets into applications and services that can be used for analysis and decision-making.
For private banking, in partnership with Galeo, vwd group offers following solutions:

- vwd market manager

This product combines comprehensive content, a carefully designed user interface and attractive value for money. The innovative market data system for banks, insurance companies and financial service providers.

- vwd data manager

vwd supplies the current prices of more than 4 million domestic and foreign financial instruments. They can be optionally delivered as real time, delayed or end-of-day information. This includes instruments that are traded on as well as outside the stock exchange.

- vwd portfolio manager

The leading portfolio management solution in Germany, providing incomparable functionalities in terms of monitoring, client reporting and risk management. Moreover, it is fully integrated with vwd data feed, providing automatic updates for more than 1 million financial instruments, and includes in standard interfaces with leading depository banks.

- PortfolioNet™

With more than 30 billion of assets, PortfolioNet™ is the leading solution for wealth consolidation. PortfolioNet™ is a fully outsourced service allowing a family office, a bank,… to access over the internet a consolidated view of the entire financial and non-financial wealth of their clients in near-real-time, whenever those assets are located, without having to collect, clean, reconcile the significant amount of data, nor move the data from one banking system to another.

More information about Portfolio Manager can be found here http://www.vwd.com/vwd/produkte.htm?u=0&k=0&language=GB&seite=produkt&sektion=7&produktid=55

More information about PortfolioNet can be found here http://www.vwd.com/vwd/produkte.htm?u=0&k=0&language=GB&sektion=8&seite=produkt&produktid=170

Website : http://www.vwd.com/

WAGENER & ASSOCIES

has been providing legal services for international and local companies /
individuals for more than 50 years.
An extremely well-regarded and highly-ranked Luxembourg law fi rm,
WAGENER & ASSOCIÉS endeavours to provide its clients with the
highest level of comprehensive legal services, on a tailor-made basis.
Its services are frequently sought by professionals to handle litigation
cases and non litigatious issues in relation to the banking, fi nancial and
insurance sectors.
Me Jean WAGENER has been a member of the Luxembourg Bar
since 1963 and is a former Chairman of the Luxembourg Bar. He is the
founding partner of WAGENER & ASSOCIÉS and specialises in Banking,
Corporate and Tax law.
Me Donald VENKATAPEN has been a member of the Luxembourg
Bar since 2001 and a solicitor of England & Wales since 2006. He is
specialised in Contract, Commercial and Civil law. Prior to becoming
a partner at WAGENER & Associés, he practised as a senior litigation
lawyer for two of the leading law fi rms in Luxembourg, Clifford Chance
and Wildgen.
Me Donald VENKATAPEN has issued numerous legal analysis on liability and
contract issues and on various regulatory matters in relation to the banking
and insurance sector.
Me Cedric SCHIRRER joined WAGENER & ASSOCIÉS in 2009 after having
practiced with the law fi rm Elvinger, Hoss & Prussen. He holds a Master II
degree in French-German Comparative Law and chiefl y advises Germanspeaking
clients in Contract, Commercial and Employment law.

Website : http://

Banque Havilland S.A.

Established in 2009, Banque Havilland is a family-owned private bank headquartered in Luxembourg. The Bank provides private banking, asset and wealth management services to ultra high net worth individuals and their families across the globe. In addition to this the Bank provides clients with the unique opportunity to co-invest with the family that owns the Bank. The Bank has approximately 60 employees and also has locations in London and Monaco.

Website : http://www.banquehavilland.com/

Cardif Lux Vie

Cardif Lux Vie (www.cardifluxvie.lu) is owned by three Shareholders: BNP Paribas Cardif (33.34%), BGL BNP Paribas (33.33%) and Ageas (33.33%).

Relying on a strong expertise in finance, legal and wealth management, Cardif Lux Vie meets the specific needs of local and international clients on three complementary business lines: retail domestic life insurance, employee benefits and international life insurance as a Wealth Structuring Tool.

In Luxembourg, Cardif Lux Vie benefits from the BGL BNP Paribas distribution network to market its products and services. From an international perspective, it operates within the framework of the Freedom to Provide Services regime offering tailor-made solutions to « High Net Worth Individuals » (HNWI), and benefits from a large range of partnerships (European private banks, financial institutions, insurance brokers, etc).

In 2011, Cardif Lux Vie became the second largest Life Insurance Company in Luxembourg, in terms of gross Premiums and AuM (Annual Report ACA 2011). The Company has 220 employees.

Website : http://www.cardifluxvie.lu

Clearstream Services IT

Clearstream Services offers a full range of Data Centre, Application Hosting, Co-Location and I.T. Managed Services technology solutions to the international financial sector. With around 500 IT specialists in Luxembourg, Clearstream Services has successfully delivered global IT solutions in the following domains:

• Data Centre Hosting, with 24*7*365 availability
• System and Storage Management
• Network Management
• Data Management
• Security
• Full IT Operations
• Application Management
• Service Level Management
• Dedicated multi-lingual Service Desk
• Disaster Recovery Planning

In particular, we have significant experience in storage virtualisation technologies and virtual machines, and have deep experience of implementing dedicated "clouds" for our customers.

Clearstream Services also offers a number of Software as a Service (SaaS) and Application Service Provision (ASP) solutions, in partnership with other ISV's, including:
• Front and back-office banking applications
• Middle and back-office business applications
• Wealth management applications
• Business Process applications
• Risk and trade management applications
• eInvoicing and eArchiving applications

In addition, in our capacity as one of the world’s largest SWIFT network users, Clearstream Services offers a seamless two-way managed access to the SWIFT network for banks and corporates through its SWIFT Service Bureau, to which additional services can be included, such as AML, eArchiving, automated reconciliation, enhanced reporting and queries, and duplicate detection.

In 2004 Clearstream Services was awarded the status of “Professionnel du Secteur Financier” (PSF) from the Luxembourg Ministry of Finance, which requires that it’s IT Hosting and Managed Services activities are regulated by the Luxembourg regulatory body “Commission de Surveillance du Secteur Financier” (CSSF), thereby ensuring a high quality of services offered. Clearstream’s IT operations, development, project and IT security management processes are certified as meeting recognised International ISO Standards for Quality Management and IT Service Management.

At the annual IT One Gala Awards held on 1st December 2011 in Luxembourg, Clearstream Services received the award for "Outstanding Managed Services Company of the Year".

Website : http://www.clearstream.com

ING Life Luxembourg

At ING Life Luxembourg, we are aware that recent economic changes (market turmoil, retirement issue) have changed clients’ view on investing and saving. That’s why, we aim to deliver life insurance solutions that suit clients’ needs and risk appetite and strive for exemplary service. This is reflected in our mission statement: we provide our customers with tailor-made life insurance solutions and excellent service through professional distributors.

Operating under the Freedom to Provide Services, we work closely with professional third parties to offer life insurance solutions throughout Europe to retail+ and HNWI clients. The company has now a strong footprint in Europe through partnerships with leading banks and brokers.

Created in 1994, the company employs more than 50 people from 9 nationalities to serve our European business partners and clients.

Website : http://www.inglife.lu

Jiway

Jiway is a limited company created in 2003 under the law of Grand Duchy of Luxembourg.
Thanks to a long IT expertise within the financial industry, Jiway provides business solutions that optimize authoring & documentary flows and manage sales and marketing operations. Our solutions integrate the entire understanding of the investment process.
Jiway has developed MozaIK, an innovative, modular and full web Front-End solution aimed at financial institutions and especially to Private Bankers.

MozaIK is based on 4 main modules:
-ImPressio: Client Reporting & Document Management System
- Kynox: Client Data and Relationship Management
- Wealth Expert: Investment Profiling Solution
- Portfolio Manager: Portfolio Management System

The company provides solutions based on the latest technologies in terms of development and security: our modular suite can be easily integrated into any existing IT landscape while meeting industry and legal standards. Jiway offers high quality services & support to its customers in more than 20 countries.
Our priority: providing flexible business solutions that evolve according to Client needs and expectations.

Website : http://www.jiway.eu

SKAGEN Funds

SKAGEN Funds is an independent Scandinavian management company with a long and successful history in managing equity and fixed income funds. The company was established in 1993 and is based in Stavanger, Norway. Since start-up the company has grown to become one of the largest fund management companies in Norway with increasing activities in the UK, Netherlands and the rest of Europe. As of the end of February 2013 the company manages approximately EUR 14 billion.

Website : http://www.skagenfunds.lu

Sopra Banking Software

Currently not available.

Website : http://www.soprabanking.com/

Deloitte

Currently not available.

Website : http://www.deloitte.com

La Mondiale Europartner

La Mondiale Europartner is the Luxembourg company of the AG2R LA MONDIALE Group and works in several EU countries with respected compliant Financial Advisers and Private Bankers qualified to offer their clients Specialist cross-border financial advice.

Experience in developing wealth management solutions has been gained over several years and La Mondiale Europartner now operate in several EU countries including France, Italy, Portugal, Spain, Belgium, the United Kingdom and Luxembourg.

La Mondiale Europartner offers a range of sophisticated solutions meeting the investment diversification requirements of international investors (multicurrency and multimedia products).

Website : http://www.ag2rlamondiale.lu