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European Asset Management Summit

Identifying efficient finance hubs

London |
Speakers include:
Charlotte Thorne

Charlotte Thorne

Capital Generation Partners

Graham Wainer

Graham Wainer

Stonehage Fleming

Joe  Bannister

Joe Bannister

Malta Government

Overview

Join the Financial Times’ exclusive summit in London to discuss the ways in which the asset and wealth management industries are fast re-positioning for new investment opportunities, and the subsequent risk factors involved relating to both business and investments.
This event is designed to meet the needs of asset managers who want to be part of the wider discussion surrounding the aspects affecting asset management firms in transition, and what the identifying factors of the successful players might look like. A closer look at the trends, and the financial centres and investment hubs which facilitate them will form a focus of the discussion, as the search continues for innovative asset management solutions.

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fallback Add to my Calendar 10/11/2019 08:30:0010/11/2019 14:30:00trueEuropean Asset Management SummitJoin the Financial Times’ exclusive summit in London to discuss the ways in which the asset and wealth management industries are fast re-positioning for new investment opportunities, and the subsequent risk factors involved relating to both business and investments.This event is designed to meet the needs of asset managers who want to be part of the wider discussion surrounding the aspects affecting asset management firms in transition, and what the identifying factors of the successful players might look like. A closer look at the trends, and the financial centres and investment hubs which facilitate them will form a focus of the discussion, as the search continues for innovative asset management solutions.European-Asset-Management-Summit5a79c135aebdbf26dd308e30a7e2ce07MM/DD/YYYY

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Full overview

The asset and wealth management industries are fast repositioning for new investment opportunities such as solutions-based prospects for retirement, which will become essential staples in the shopping basket of an ageing population. On the flipside are a series of risks, related to both business and investments.

Questions are being asked about profitability, digitisation, regulation and customer needs. As asset allocation moves to a longer-term focus, and environmental and social responsible investments become mainstream strategies, there is increased pressure and demand from investors for fund houses to broaden their investment armoury, to include a more comprehensive palate of asset classes including private equity, real estate and other less liquid asset classes, embracing both developed and emerging markets.

Central to this fundamental shift in the industry is compliance with a new tranche of pan-European regulations, affecting the nature of business, successful models and associated costs. 

New ways of doing business will also necessitate a broader range of communication channels, integrated into digitalising wealth and asset management propositions, facilitating more efficient service provision and access to latest investment trends, with data-driven analytics and decision making now becoming central to both portfolio management decisions and enhanced relationships between customer and investment provider.

Bearing in mind all these factors affecting asset management firms in transition, what will be the key identifying factors of the successful players? This by-invitation Financial Times event will examine all these trends and the financial centres and investment hubs which facilitate them, attracting asset managers, family offices and investment firms into their regulatory and business ecosystems.

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Speakers (20)

Charlotte Thorne

Charlotte Thorne

Partner
Capital Generation Partners

Charlotte Thorne is a founding partner of Capital Generation Partners, running the business operations of the firm, HR, external relations and the generation of intellectual property. She is a member of the firm’s Investment Committee and Operational, Compliance & Risk Committee. She has a background in financial policy having spent several years at HM Treasury advising Conservative and Labour Chancellors on issues including corporation tax and pensions policy before working in Brussels in the Diplomatic Service during the launch of the euro. She also worked at the FSA advising on European and consumer policy. She has a degree in Politics Philosophy and Economics from Oxford.

Graham Wainer

Graham Wainer

CEO and Head of Investments
Stonehage Fleming

Graham is CEO and Head of Stonehage Fleming Investment Management in London. Prior to joining the Group, Graham was GAM’s Group Head of Investments – Multi Asset Class Solutions and Chairman of GAM’s Investment Advisory Board where he had overall responsibility for the firm’s discretionary mandates and related co-mingled funds. Graham holds Bachelor of Commerce (Hons) and Master of Commerce degrees from the University of Cape Town.

Joe  Bannister

Joe Bannister

Advisor on Financial Services Policy,
Malta Government

Joe Bannister retired as Chairman of the Malta Financial Services Authority in March 2018, a position he has held since 1999, he also held the post of Chairman of its predecessor the Malta Financial Services Centre between 1995 and 1997.  From 1990 to 1994 he was also Chairman of the Malta’s inward investment authority (Malta Development Corporation). 

After graduating in science from the Universities of Malta and Oxford (UK), he held positions at both Universities and also at the Cranfield Institute of technology (UK).   He has served as Chairman of Tri-Med Fund Management Limited (1998 to 1999) and Mid-Med Bank Overseas Limited (1999) (both subsidiaries of Mid-Med Bank Ltd).   Prof  Bannister was an independentnon-executive director of a number of non-Maltese investment funds (hedge funds) on behalf of international institutions.

 Alan Miller

Alan Miller

Founding Partner
SCM Private

Alan Miller is co-founder of SCM Private, which launched in June 2009. He was previously co-founder and Chief Investment Officer of New Star from 2001 to 2007. Prior to New Star, he headed up the High Performance Team at Jupiter Asset Management, where he launched the first UK Long/ Short equities hedge fund.  Mr Miller is also a non-executive director of Tissue Regenix Plc, a regenerative medical device company, and is a qualified accountant.   He is an alumni of the London Business School, where he studied investment management under the esteemed Professor Elroy Dimson.

James Bevan

James Bevan

Chief Investment Officer
CCLA Investment Management

James Bevan is responsible for all of the company's investment activities on behalf of our clients.

James Bevan joined CCLA in 2006 as Chief Investment Officer. James was previously Head of Asset Management and CIO at Abbey and CIO for Barclays Asset Management Group and BZW Portfolio Management.  James joined the City in 1988 following postgraduate research in applied economics and asset allocation at Cambridge University.

He is a Chartered Fellow of the CISI, he is on the advisory group of the CFA Institute and is a trustee of the Cambridge Endowment for Research in Finance and Trees for Cities.

Markus  Bannwart

Markus Bannwart

Director
Universal Investment

Markus Bannwart, Director and Head of the department Alternative Investments - Real Assets/Solutions at Universal. Bannwart has more than 20 years of experience in alternative investments.

Chris Mifsud  Bonnici

Chris Mifsud Bonnici

Tax Senior Manager
PwC Malta

Chris is a senior manager in PwC Malta's Tax and Legal service line focusing mainly on tax and regulatory matters affecting different financial services sectors. He has a keen interest in regulatory trends and innovation, and in helping clients understand and respond to ongoing regulatory developments most relevant to them. Chris has gained significant experience helping asset and wealth managers, as well as family office businesses, achieve the right set-up in terms of regulatory status, substance on the ground and tax implications. Chris joined PwC Malta in 2013 after three years with PwC Legal LLP in London and is a dual Maltese and English qualified lawyer. He specialised in International Commercial Law at Kings' College, London in 2009 and is an associate of the Association of Chartered Certified Accountants (ACCA). 

Chris Casapinta

Chris Casapinta

Country Executive
AlterDomus

Chris Casapinta set up the Alter Domus Malta office in 2011. It has grown significantly and today is a market leader in Malta. Alter Domus employs over 150 professionals with over 500 international clients. It is an independent firm headquartered in Luxembourg. It offers fund administration services to the world’s largest asset managers. Additionally, it also offers corporate, management and other support services across various business segments including Private Equity & Infrastructure, Real Estate, Debt and Capital Markets as well as Private clients. Over the years, Alter Domus has expanded its network with over 40 offices across four continents including Europe, Asia, Africa and the United States of America. Alter Domus employs over 2 000 professionals covering various areas of specialisation within the financial services industry. Chris Casapinta is a certified public accountant and auditor and has previously worked mainly for PwC Luxembourg. He also had opportunities to work in other locations such as the United Kingdom and United States of America. Chris speaks English and Italian.

Kenneth  Farrugia

Kenneth Farrugia

Chairman
FinanceMalta

Kenneth Farrugia is the current Chairman of FinanceMalta, Malta's national promotional body for financial services, and also serves as Chairman of the Malta Funds Industry Association. He is also the Chairman of Malita Investments plc which is listed on the Malta Stock Exchange.

Kenneth joined Bank of Valletta plc (BOV), Malta's largest banking group, in 1985 and has since occupied various positions within the Bank. Kenneth currently holds the post of Chief Business Development Officer at Bank of Valletta plc and sits on the Group's Management Board. Kenneth is amongst others responsible for the improvement of the Bank’s market position, as well as the achievement of financial growth and long-term strategic business goals.

Udit Garg

Udit Garg

Head of Wealth Management
Sun Global Investments

Udit Garg is the Head of Wealth Management at Sun Global Investments, a leading Wealth Management firm and Family Office, operating out of London and Dubai. Udit joined Sun Global Investments in 2012 as a Relationship Manager to set up the Private Client Business, progressing to being the Head of the Division.

Jonathan  Neill

Jonathan Neill

Chief Investment Officer
FPP Asset Management

Jonathan Neill is the founding partner of FPP Asset Management LLP and has nearly 30 years of investment management experience.

From 1990 to 1998 he was senior investment manager at Pictet Asset Management London, jointly responsible for the group’s  Specialist Equity business of International Smaller Companies and Emerging Markets, totalling over $2bn under management. Prior to Pictet, Jonathan was at Mercury Asset Management from 1988 to 1990 – Manager of Specialist International growth stocks and a specialist UK Growth Fund. He started his career in 1986 at Oppenheimer Fund Management where he managed global and UK income and growth Funds. Jonathan has a BA Hons French from the University of Bristol in the UK.

He speaks English and French.

Furio Pietribiasi

Furio Pietribiasi

Managing Director
Mediolanum Asset Management Ltd

Furio Pietribiasi is responsible for Irish Operations of Mediolanum in Ireland and in Luxembourg. He is Managing Director at Mediolanum Asset Management Ltd. and Mediolanum International Funds Ltd., and member of the Board of Mediolanum International Life Ltd.. He is also Chairman of Gamax Management AG and member of the Board of Mediolanum Specialities SICAV SIF. Mr Pietribiasi was previously responsible for the development of funds and insurance products, distributed in Italy, Germany and Spain and he oversaw the selection and the relationships with the external investment advisors. He is currently Chairman of the Board of the Irish Association of Investment Managers and member of the Council of IFSC Ireland. Additionally, Mr Pietribiasi is part of the Taoiseach Department advisory Group for financial Service CHG “Clearing House Group”, Member of the Executive Committee of the Italian Business Group under the aegis of the Italian Embassy in Ireland; and he is Chairman of the Advisory Board of the Courses around Innovation in Financial Services. He started his career in investment management in Mediolanum Gestione Fondi in Milan and prior to that he worked in one of the leading legal and fiscal practices in Italy. Mr Pietribiasi holds a BA in Finance and Economics.

Amin Rajan

Amin Rajan

Founder CEO
CREATE-Research

Amin Rajan is the founder CEO of CREATE–Research, a UK based boutique that specialises in future trends in global investment management. It works with prominent partners to publish much acclaimed annual reports on prospective challenges and potential responses. He is the author of 40 widely quoted research reports on aspects as innovation, asset allocation,investment vehicles, fund governance and business models. These are at: www.create-research.co.uk. He has contributed long series of feature articles to IPE, Financial Times,Sunday Times, and Global Investor. Amin also offers strategic advisory and coaching services to CEOs and CIOs in numerous global fund and pension houses on both sides of the Atlantic, as they grapple with unfolding industry dynamics. Amin has presented the results of his regular surveys at over 50 major events in the USA, Europe and Asia Pacific in the last five years. He is a visiting professor at the Centre for Leadership Studies at Exeter University and until recently a fellow at Oxford University’s Said Business School. He Is fellow of the Windsor Leadership Trust that runs learning programmes for the next generation of leaders in all sectors.

Simone  Russo

Simone Russo

Chief Executive Officer
Amagis Capital

Simone started his career in 1998 at JP Morgan within the Fixed Income division of London Capital Markets. In 2000 he moved to Equity Derivatives where he became co-head of the Italian equity derivatives team. Since 2004 he was also in charge of the Greek team. In 2006 Simone joined Goldman Sachs as managing director with responsibilities on the Italian and the Greek Structured Sales teams. He was responsible for launching GS-ART (Goldman Sachs Absolute Return Tracker), a product that aims to replicate the performance of Hedge Funds Indexes via liquid market instruments and that became one of the most successful and visible products of the Bank at the time as can be evidenced by the attention received by several media. After establishing an Asset Management initiative in Luxembourg, in 2013, Simone together with other partners established Amagis Capital Group, a boutique financial platform offering dedicated fund hosting, wealth management and advisory services on traditional financial business. Amagis Capital also specialised in blockchain related solutions, RegTech software products, and FinTech.

Greg Saichin

Greg Saichin

Head of Alternative Investments
Even Keel

Greg Saichin graduated from the University of Buenos Aires, School of Economics with a bachelor of business administration and from the Wharton School, University of Pennsylvania with an MBA degree. He started his career in 1986 at Lloyds Bank PLC where he was a banking trainee and joined Citibank N.A. International division in 1988. Greg joined Chemical Investment Bank in 1992 where he was a vice president of emerging markets fixed income sales and in 1994 he joined Deutsche Bank where he worked in debt capital markets. In 1998 he joined Credit Lyonnais Investment Bank where he worked in capital markets. In 2000 he joined Pioneer Investment Management where he was head of emerging markets and high yield fixed income funds. He then joined Allianz Global Investors in 2013 as global head of emerging markets fixed income where he set up the firm’s first specialist unit for developing world bonds. Greg is currently advising EKFO on the development of closed ended and open ended funds with impact goals in Developing markets.

Rüdiger Tepke

Rüdiger Tepke

Managing Director
European Depositary Bank SA

Rüdiger  Tepke is the Managing Director of the European Depositary Bank SA (formerly M.M.Warburg & CO Luxembourg S.A.). He has over 30 years of experience in the financial services industry specialising in Depositary, Custody, Banking, Sales/Treasury services for institutional clients and asset managers in Europe.

Alex Vella

Alex Vella

Managing Director
E2S Monitoring Ltd

Alex Vella is the Managing Director of E2S Monitoring Ltd, focusing mostly on

Risk Management and Governance. Starting as an economist at the Central Bank

of Malta, Alex shifted in his area of specialisation and joined Gamma Capital

Markets as a Portfolio Manager and Investment Committee member in 2012.

Today, Alex is more focused on overseeing Governance, Risk Management functions, and Valuations of illiquid assets. Alex holds several executive and non-executive positions with other investment firms and SICAVs via the services of E2S.

Carlos  Von Hardenberg

Carlos Von Hardenberg

Partner and Portfolio Manager
Mobius Capital Partners

Carlos von Hardenberg is one of three founding partners of Mobius Capital Partners LLP, with 20 years of experience in financial markets. Carlos spent 17 years with Franklin Templeton Investments starting as a research analyst based in Singapore, focusing on South East Asia. He then went on to live and work in Poland before moving to Istanbul, Turkey for ten years. Carlos has spent extensive time travelling in Asia, Latin America, Africa and Eastern Europe researching companies and identifying investment targets. He has managed country, regional and global emerging and frontier market portfolios and was appointed lead manager of the LSE-listed Templeton Emerging Market Trust PLC in 2015. He also established and managed one of the largest global frontier market equity funds (~$3.5bn) for a decade. Prior to joining Franklin Templeton, Carlos worked as a corporate finance analyst for Bear Sterns International in London and New York. He holds a Master of Science degree in Investment Management from City University London, and studied in Germany, the UK and Pennsylvania, US.

Andre  Zerafa

Andre Zerafa

Partner
GANADO Advocates

Dr Andre Zerafa heads GANADO Advocates’ Investment Services and Funds team and he is also responsible for the firm’s Capital Markets initiatives. Andr頲egularly advises promoters on various corporate, regulatory and other legal issues involved in the setting up of asset management firms, administrators, custodians, prime brokers and securitisation vehicles. He also specialises in the structuring and establishment of alternative investment funds, UCITS funds and other retail funds. Andr頷as involved in the setting up of the first segregated patrimony umbrella fund in Malta. His team also advises one of Malta’s largest banks on their range of retail funds. Andre is particularly knowledgeable on the structuring of Maltese limited partnerships and contractual funds. Andre also acts as an external examiner and tutor at the University of Malta for dissertations relating to investment services and funds. He chairs the Investment Business Committee of the Maltese Institute of Financial Services Practitioners.

Rainer Zitelmann

Rainer Zitelmann

Author
The Wealth Elite

Rainer Zitelmann holds doctorates in history and sociology and is also a successful entrepreneur and real estate investor. He initially worked at the Central Institute for Social Science Research at the Free University of Berlin before taking up the position of editor-in-chief of Ullstein-Propyläen-Verlag, at the time Germany's third-largest book publishing group, and then as department head at one of the leading premium daily newspapers in Germany, Die Welt. In 2000, he founded his own company, which he established as the leading consultancy for communication within the real estate industry. He sold the company in 2016 and now lives in Berlin as a writer, author and real estate investor. Zitelmann has written and published 23 books, which have been translated into numerous languages and published around the world. His books have been especially successful in China, India and South Korea. His two most recent books are The Power of Capitalism and The Wealth Elite. Zitelmann also publishes a column on Forbes.com every Monday. You can read more about Rainer Zitelmann here: http://www.rainer-zitelmann.com/

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CHAIR & MODERATORS (3)

Elliot Smither

Elliot Smither

Senior Writer
Professional Wealth Management, Financial Times

Elliot writes on topics such as asset allocation, family offices, ETFs, fintech and alternative investments. He regularly chairs panel debates and presents some of PWM's video content, along with managing the production of the print magazine as well as the editorial content on pwmnet. Elliot joined PWM in 2008 and studied History at Exeter University.

Elisa Trovato

Elisa Trovato

Deputy Editor
PWM

Elisa Trovato is deputy editor of Professional Wealth Management magazine, covering wealth and asset management, with a focus on asset allocation, portfolio management and distribution models. She chairs panel debates on a variety of investment topics and manages PWM research projects, including the annual European sub-advisory study. She joined the FT Group as a researcher in 2004. Previously, she worked for management consulting and research firms in London.

Yuri Bender

Yuri Bender

Editor-in-Chief
PWM (Professional Wealth Management)

Yuri Bender is a journalist covering banking, asset management and capital markets. He has launched and edited several magazines and websites at the Financial Times group and is currently Editor-in-Chief of the Professional Wealth Management global magazine, website and events hub. He moderates panel discussions on financial, business and cultural issues in Europe, the US, Middle East and Asia.  He has reported from Indonesia, Malaysia, China, Kazakhstan, Russia and Ukraine for the FT Wealth magazine and writes regularly for FTfm, the fund management section of the FT newspaper. He studied Investment Management at the London Business School and International Relations at Cambridge University, writing his thesis on the economics of armed conflict.

Agenda - 11th Oct

  • 8:30am
    Registration with Refreshments
  • 8:45am
    Welcome from Yuri Bender, Editor-in-Chief (Professional Wealth Management)
  • 9:00am
    Opening Keynote: Asset Management 2020, What Will Future Fund Firms Look Like?
    • How asset owners worldwide are responding to secular mega trends like climate change and the rise of artificial intelligence
    • How asset managers need to adapt their business models in order to remain relevant in a fast- changing landscape
    • Demands for infrastructure, social projects and their effects on asset management
    • Failure of traditional active managers and rise of passive investments
    • Client pressure for a much more flexible and transparent approach to investing

    Professor Amin Rajan, CEO, CREATE

  • 9:30am
    Panel Discussion: Future Regulatory Trends in Asset Management
    • How do asset managers adapt to new EU regulations? 
    • Are costs of doing business affected by Mifid and AIFMD? 
    • How will Brexit influence operations of asset and wealth managers? 
    • Developments in delegation, equivalence, passporting and dual listings
    • ESMA’s role in monitoring digitalisation, data privacy and cyber-security
    • Can regulators co-ordinate a strategy of innovation?
    • How financial centres can work with banks, family offices and fund managers

    Furio Petribiasi, CEO, Mediolanum Asset Management
    Joe Bannister, Financial Services Policy Adviser, Malta Government
    Alan Miller, Chief Investment Officer, SCM
    Simone Russo, Chief Executive Officer, Amagis Capital

    Moderated by Yuri Bender, Editor-in-Chief, Professional Wealth Management, Financial Times

  • 10:00am
    Designing Innovative Products to Take Advantage of Regulation
    • Establishing, promoting and structuring funds
    • Key corporate, legal and regulatory issues associated with asset managers, custodians, administrators and prime brokers
    • Working with asset managers in smaller financial centres

    Andre Zerafa, Partner, GANADO Advocates

  • 10:15am
    Service Provision and Importance of High-Quality Custodial Services
    • What can financial hubs provide mid-size and boutique asset managers? 
    • Highlighting expertise in custody, transfer agency, risk management and digital services
    • Regulatory opportunities for bringing new players to centres such as Ireland, Luxembourg and Malta
    • Brexit and re-positioning of European financial centres 
    • How financial hubs maintain labour supply to service asset managers

    Rüdiger Tepke, Managing Director, European Depositary Bank

  • 10:30am
    Coffee Break
  • 11:00am
    Spotlight Interview: New Ways of Investing for Asset Managers and Private Banks
    • Should we be re-writing the financial textbooks after the GFC?
    • New thinking in asset allocation and portfolio management
    • How do clients invest in a new era defined by quantitative easing and low interest rates? 
    • Investing in a time of increased nationalism and geopolitical risk
    • Redefining the roles of equity, fixed income and alternatives in portfolios
    • Thematic investing reborn

    James Bevan, Head of Investments, CCLA

    Moderated by Yuri Bender, Editor-in-Chief, Professional Wealth Management, Financial Times

  • 11:30am
    Panel Discussion: Investing in Infrastructure, Private Equity and Emerging Markets
    • Increasing allocations to real assets including infrastructure, private equity and emerging markets
    • Doing business in Africa and Asia and defining their investment opportunities
    • Impact and ESG investments
    • How fund managers can engage with management teams in developing markets
    • Improving governance and corporate behaviour and to boost economies, alleviate poverty, while providing a dividend to investors
    • Defining opportunities Africa, the Far East and emerging Europe

    Alex Vella, CEO, E2S Monitoring Ltd
    Udit Garg, Partner, Sun Global Investments
    Markus Bannwart, Director, Universal Investment 
    Carlos Von Hardenberg, Partner and Portfolio Manager, Mobius Capital Partners

    Moderated by Elisa Trovato, Deputy Editor- Professional Wealth Management, Financial Times

  • 12:00pm
    Panel Framer: Financial Centres and Wealth Management
    • The attraction for family offices to consider new jurisdictions for reasons of cost, regulation, expertise and market access
    • Relocate considerations regarding smaller countries and island jurisdictions 
    • Locating regulatory territories with a high standard of living, good quality educational institutions and transport links 
    • Rules governing fund managers, family offices and smaller wealth managers
    • Access issues, expertise and culture of government and regulators

    Chris Mifsud Bonnici, Tax Senior Manager, PwC Malta
    Chris Casapinta, Country Executive, Alter Domus Malta

  • 12:15pm
    Concluding Panel Discussion: Family Offices and Asset Management
    • The search for innovative asset management solutions
    • Disillusionment among many private clients with banks, following scandals related to tax, secrecy, regulation, rate-rigging and mis-selling 
    • Switching assets to multi-family offices for stewardship
    • Jobs for investment professionals in multi-family and private offices
    • Servicing assets of a single family, before broadening reach to make operations more economically viable
    • Expertise in alternative assets such as private equity and hedge funds 
    • Structuring investments, succession planning and philanthropy

    Kenneth Farrugia, Chairman, FinanceMalta
    Rainer Zitelmann, Author, The Wealth Elite
    Jonathan Neill, Chief Investment Officer, FPP Asset Management
    Greg Saichin, Head of Alternative Investments, Even Keel
    Graham Wainer, CEO and Head of Investments, Stonehage Fleming
    Charlotte Thorne, Partner, Capital Generation Partners

    Moderated by Elliot Smither, Chief Sub Editor- Professional Wealth Management, Financial Times

  • 1:00pm
    Networking Lunch
  • 1:00pm
    Closing Remarks
  • 1:10pm
    Networking Lunch

Venue

Bracken House
1 Friday Street
London EC4M 9BT

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who attends

Senior finance professionals and asset managers that match the following criteria, qualify for complimentary VIP attendance. Register here

Company type:

  • Family Offices​
  • Private Banks
  • Wealth Management Firms
  • Boutique Private Banks
  • Online Banking Providers

Job titles include:

  • Portfolio Managers
  • Wealth Managers
  • Innovation Officers
  • Digital Transformation Staff
  • Custody Specialists
  • Chief Operating Officers
  • Investment Staff
  • Private Bankers
  • Product Specialists 
  • Alternative Investment Experts
  • Family Offices
  • Fund Lawyers
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Presented by (2)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America. Register for a free print subscription to receive PWM bi-monthly.

Sponsors (6)

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 40
offices worldwide and 3,000+ employees, Apex delivers a broad range of solutions to asset managers,
allocators and financial institutions. The Group has continually improved and evolved its service suite to
offer the broadest range of solutions in the industry, covering three key pillars: fund solutions, financial
solutions and corporate solutions. Apex administers over $650 billion in assets globally.

E2S Monitoring based in Malta and Switzerland aims to combine the most appropriate corporate services package tailored for Clients specific requirements in a very cost-effective manner.

Specialised in the provision of corporate services to licenced entities, through its expertise takes care of all Clients company’s needs, starting from the incorporation to the entities efficient running.

E2S Monitoring customer-oriented methodology paired with highly experienced people will be ready to provide to Clients the right technical advice and support to ensure that organizational objectives and goals are met to Clients satisfaction.

E2S Monitoring can serve as “one-stop shop” solution to help Clients meet their enterprise needs, that would cover from the setup stage to the administration of the office and reporting to the Authorities. 

This will allow professional and institutional Clients to concentrate their efforts on their area of expertise and to foster their business. Our integrated service solution is designed to help Clients with their business grown process.

FinanceMalta, a non-profit public-private initiative, was set up to promote Malta as an international business and financial centre, both within as well as outside Malta. It brings together and harnesses the resources of the industry and government to ensure Malta maintains a modern and effective legal, regulatory and fiscal framework in which the financial services sector can continue to grow and prosper.

Malta is internationally recognised as a brand denoting excellence in financial services. It offers an attractive cost- and tax-efficient base for financial services operators looking for a European Union-compliant, yet flexible, domicile.

FinanceMalta came on the scene at a critical time just as Malta entered the eurozone. The financial services sector is now a major force in the country’s economy. Malta has some significant strengths to offer the industry such as a well-trained, motivated workforce; a low-cost environment; and an advantageous tax regime backed up by more than 60 double taxation agreements. To these, FinanceMalta can add a world-class information and communications technology infrastructure, English as an official language, an enviable climate and its strategic location.

The Board of Governors, together with the founding associations – The Malta Funds Industry Association, the College of Stockbrokers, the Malta Bankers Association, the Malta Insurance Association, the Association of Insurance Brokers, the Malta Insurance Managers Association and the Institute of Financial Services Practitioners – its corporate and affiliate members, and staff are committed to promoting Malta as a centre of excellence in financial services and international business.

Contact persons:

Kenneth Farrugia, Chairman
Ivan Grech, Head of Business Development
Bernice Buttigieg, Head of Administration

GANADO Advocates is a leading commercial law firm with particular focus on the corporate, financial services and maritime/aviation sectors, predominantly servicing international clients doing business through Malta. The firm traces its roots back to the early 1900s, and is today one of Malta’s foremost law practices, consistently ranking as a leading firm in all its core sectors. It has over the past decades contributed directly towards creating and enhancing Malta’s hard-won reputation as a reliable and effective international centre for financial and maritime services.
Our dedicated Investment Services and Funds team advises investment funds of all types at all stages of their life-cycle as well as asset management firms, family offices, custodians and fund depositaries, broker dealers, advisers and sponsors. We advise on the full range of investment services regulatory matters, including aspects of ongoing compliance with Maltese and EU requirements, and on specific regulatory issues such as re-organisations, investment services solicitation and fund distribution with a cross-border dimension.
The practice is considered to be a leader and first-mover in funds structuring, having set-up the first multi-fund platform and the first professional investor fund, and having been involved in the setting-up of the first Notified Alternative Investment Fund (NAIF) and the first standalone master-feeder fund structure.
The team has also been particularly active over the years in assisting clients with mergers and acquisitions with an international or a local dimension, as well as with representing clients in litigious issues relating to their investment services activities.

PwC Malta is the leading and largest professional services organisation in Malta with over 700 people employed from 30 different countries.The firm provides industry-focused assurance, tax and advisory services to enhance value for its clients.

The Maltese firm forms part of the PwC network, where more than 250,000 people in 158 countries share their ideas, experience and solutions to develop fresh perspectives and practical advice.
The firm serves a large and diverse client portfolio including some of Malta's top organisations. Its clients list includes a number of public companies and institutions, both large and small foreign and local private companies and government related organisations.

An increasing number of top asset managers, lenders and family offices around the globe choose Alter Domus as their partner of choice. With an international network spanning 20 countries, our 2,200 employees apply their expertise to put you ahead of the game and let you stay focused on your core activities. We offer you a comprehensive range of services spanning fund administration, corporate services, agency services, CLO collateral administration, credit and structured product services, depositary services, transfer pricing, wealth administration, domiciliation, and management company services, thus providing you a more streamlined process

Supporting Partner (1)

Ignites Europe is a Financial Times service covering the fund industry in Europe. Through a mix of original news stories and English-translated summaries from other publications across Europe, Ignites Europe provides all the news you need in one place. Updates are delivered straight to your inbox each business morning via email. 

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