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1THE SHOREXWEALTH MANAGEMENT FORUM GENEVASHOREX TEAMCONTENTSDirectorsPhilippe GelinIlona Iranyi Inna IranyiHead ofWealth Management Events Sophie PichotSales & MarketingLaura KozasviliPete Van DijkJoe BaxterSonia Ait-OuakliRoger BakerWeb & Graphic DesignerGeorge Eduard Petcu Shorex Ltd1A Harmood StreetLondon NW1 8DNUK Tel:+44 20 7482 1000 Fax:+44 20 7482 1100 Email: [email protected] Web:www.shorex.com Catalogue published by

Shorex LtdCover byFar2real.comCopyright Shorex Limited 2009.All rights reserved. No reproduction is permitted in whole or in part by any means without the written permission of the publisher. Whilst every effort has been made to ensure the accuracy of the information published, Shorex Ltd accepts no responsibility or liability of any kind for any errors or omissions that may appear, nor can Shorex Ltd accept any responsibility or liability for the contents of any advertisement in this publication.This publication does not purport to offer investment advice or any other advice.Readers should seek appropriate professional advice before entering into any agreement.Presentation Programme Day I, Room A 3 Presentation Programme Day I, Room B 5 Presentation Programme Day II, Room A 7Presentation Programme Day II, Room B 9 Exhibitors ListingA - Z11 Geneva Wealth Management Forum 2009 Floor Plan33Badges Sponsor:Media Sponsors:Media Partners:Forex Sponsor: Cocktail Sponsor:Supported by:Gold or Gold Mining CompaniesETFS Gold Bullion Securities LSE: GBS ETFS Physical Gold LSE: PHAU ETFS Russell Global Gold Fund (Miners) LSE: AUCO London Stock Exchange traded, liquid and low costOpen ended and can be created and redeemed to demand Multiple market makers Traded through your usual bank or stock brokerMulti currency exposure to Physically Backed Gold through Exchange Traded Commodities (ETCs) and Gold Mining companies through an Exchange Traded Funds (ETF) London Rep Office for more information T: +44 (0) 20 7448 4330www.etfsecurities.com All codes listed above are for the London Stock Exchange. AUCO is a sub-fund of ETFS Fund Company Plc, an Irish domiciled UCITS company. PHAU is issued by ETFS Metals Securities Ltd and GBS is issued by Gold Bullion Securities Ltd. All three products are permitted investments for UCITS vehicles*.This advertisement is issued by ETF Securities Ltd, and is intended for and directed towards Professional or Institutional Investors in the United Kingdom and should not be relied upon by any other type of investor. It has been approved for the purposes of section 21 of the Financial Services and Markets Act 2000 by Flow Traders B.V. ETF Securities Ltd, ETFS Metals Securities Ltd and Gold Bullion Securities Ltd are each regulated by the Jersey Financial Services Commission. ETFS Fund Company Plc is an open-ended investment company with segregated liability between its sub-funds and is organised under the laws of Ireland and regulated by the Financial Regulator. ETFS Fund Company Plc is a recognised scheme for the purposes of the UK Financial Services and Markets Act 2000. Important information regarding these products is contained in the relevant documentation copies of which can be obtained from the UK Representative Office.*UCITS Investors must have regard to their own investment objectives, constitutional documentation, local UCITS regulation and the general requirements of the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2003, as amended.THE SHOREXWEALTH MANAGEMENT FORUM GENEVA39:00Opening Remarks 9:15ETFs:Widening your investments at low costValrie Baudson, Managing Director, CASAM ETF9:45ETCs and ETFs in a fast paced market environmentPatrick Witteveen, Head of Switzerland, ETF Securities10.15ETF PANEL DISCUSSION Panellists: Valrie Baudson, Managing Director, CASAM ETF Patrick Witteveen, Head of Switzerland, ETF Securities 11.15SRI Opportunities in VietnamJean-Christophe Ganz, Director,Vietnam Holding Asset Management11.45Microfnance Investing - A different asset class with a double bottom lineJean-Pierre Klumpp, CEO, BlueOrchard Finance S. A.12.00SRI PANEL DISCUSSIONPanellists: Jean Laville, Chairman, Deputy Managing Director, Ethos - Swiss Foundation for Sustainable DevelopmentHugh Wheelan, Editor and co-founder, Responsible InvestorEdmond Schaff, Head of SRI Research,Altedia Investment Consulting13.00 BREAK14:00Opening Remarks14:15Gold Market FundamentalsRozanna Wozniak, Investment Research Manager, World Gold Council14:45The Future of Gold, the Dollar & the EuroJames Turk, Founder and Chairman, GoldMoney15.15GOLD PANEL DISCUSSIONPanellists: Erich Meier, Commodity & Gold expert, Fund manager, Zrcher KantonalbankJames Turk, Founder and Chairman, GoldMoneyPatrick Witteveen, Head of Switzerland, ETF Securities Rozanna Wozniak, Investment Research Manager, World Gold Council16.15Safe Investments Offer Green Cards to Foreign Investors Through United States GovernmentDesignated CompanyTaher Kameli, Esq., Executive Director, Chicagoland Foreign Investment Group16.45Uncorrelated Longevity AssetsThomas Owens, Managing Director, Select Transactional Services17:15Privacy vs Transparency:What is the Role of the Private Banker and the Independent Asset ManagerPANEL DISCUSSIONChairman: Jacques Leuba, Banque HeritageHeiner Weber, Executive Vice President, Lombard Odier Darier Hentsch & Cie18.15Cocktail Reception sponsored by Presentation by Georg Nauerz, CEO, Nauerz & Noell AG PRESENTATION PROGRAMME 1ST DECEMBERRoom AMan Investments is a world leading independent asset manager dedicated solely to alternative investingWe offer private and institutional investors access to a wide range of hedge fund portfolios that target strong, stable capital growth through various market cycles.Tel +41 (55) 417 63 00 Fax +41 (55) 417 63 01www.maninvestments.comA member of the Man GroupThis material is communicated by Man Investments Limited which is authorised and regulated by the Financial Services Authority.rtnership nershipexpertisepa part rtnership nershipstrengthTHE SHOREXWEALTH MANAGEMENT FORUM GENEVA59:00Opening Remarks9:15S&Ps 2010 European Equity Market OutlookYannick Mathieu, Director of European Research Operations, Standard & Poors9:45Sustainable Structured ProductsEddie Villiers, Head of Sales, Rabobank International10.15CDS / Bond basis strategiesFarooq Jaffrey, Founder & CEO, Traccr10.45Individual Portfolio Therapy: Make Patrimonial Management Truly PersonalGeorges Hbner, Founder and Chief Scientifc Offcer, Gambit Financial SolutionsFOREXSponsored by Squared Financial Services Limited11.15FX - Evolution of ExecutionJohn Miles, Managing Director, Squared Financial Services LimitedLarry McInerney, Senior FX Sales, Squared Financial Limited11.45FOREX PANEL DISCUSSIONPanellists:John Miles, Managing Director, Squared Financial Services LimitedBruno Estier, Independant Market Strategist, Vice-President of the Swiss Association of MarketTechniciansMarc Splti, Vice President, Dukascopy (Suisse) SA12.45 BREAK14:00Opening Remarks14:15Hedge Funds - Separating the Good From the EvilGeorg Nauerz, CEO, Nauerz & Noell AG14:45Success Factors for Hedge Fund InvestingSerge Cadelli, Chief Operating Offcer and Head of Product Strategy, Operations and Client Services,Man Investments15.15Taxation of Hedge Fund Managers in SwitzerlandThierry Boitelle, Tax Partner,Altenburger Ltd legal + tax15.45HEDGE FUND PANEL DISCUSSIONChairman: Georg Nauerz, CEO, Nauerz & Noell AGPanellists:Oliver Kelton, Fund Manager, Pepin Fund Ltd, J O Hambro Investment ManagementSerge Cadelli, Chief Operating Offcer and Head of Product Strategy, Operations and Client Services,Man InvestmentsFarooq Jaffrey, Founder & CEO, TraccrGeorges Hbner, Founder and Chief Scientifc Offcer, Gambit Financial Solutions 17.00EMERGING MARKETS PANEL DISCUSSIONPanellists:Kathryn Langridge, Director and Senior Portfolio Manager, Lloyd George ManagementRaymond Hche, Managing Director, Willerfunds Management CompanyDidier Saint-Georges, Member of the Investment Committee, Carmignac Gestion18.15Cocktail Reception sponsored by Presentation by Georg Nauerz, CEO, Nauerz & Noell AG PRESENTATION PROGRAMME 1ST DECEMBERRoom BTHE SHOREXWEALTH MANAGEMENT FORUM GENEVA79:00Opening Remarks9:15After the Crisis:Where the Value is in Former Soviet Union Equities Ian Hague, Partner, Firebird Management LLC9.45Julius Baer Local Emerging Bond FundRalph Gasser, Product Specialist Fixed Income, Swiss & Global Asset Management10.15China is the Key for Global RecoveryPaul Chan, CIO,Asia ex-Japan, Invesco Hong Kong10.45The Day after Tomorrow: The Financial Crisis One Year LaterReinhold Puntschart, Managing Director, Superfund Asset Management AG11.15Managed Futures going UCITSOliver Prock, CEO, CIO, Salus Alpha Capital Ltd11.45MANAGED FUTURES PANEL DISCUSSIONPanellists:Philip Stoltzfus, Chief Executive Offcer, Thayer Brook Partners LLPOliver Prock, CEO, CIO, Salus Alpha LtdNells Bang, Managing Director, Prolifc Capital Markets LLP 12.45 BREAK14.00Opening RemarksChairman: Edward Hill, Director, Copywrite Group14.15Following market trends with new Real Estate FundEdo Drijver, Swiss Representative of Annexum14.45How to Manage and Assess an International Property Portfolio in Very Uncertain TimesEdward Hill, Director, Copywrite Group15:05Managing Development Success in the Middle EastSamih Sawiris, CEO, Orascom Hotels and Developments15:25Global Taxation Solutions to International Property ProblemsSimon Denton, Managing Director, Sovereign Trust Switzerland Limited15:45Madeira for the Swiss investorPhilippe Moreau, Managing Director,Vilagiorgi, Madeira Island16:05Spain Reposessed?Alistair Spence Clarke, CEO, Spence Clarke and Company, Marbella16.25Real Estate Investment Q&AChaired by Edward Hill, Director, Copywrite Group PRESENTATION PROGRAMME 2ND DECEMBERRoom AFrom vendors to customers, from prospects to employees, we are market leaders in risk identication and management programs.Trusted by more than 3 800 institutions in over 160 countries, including 49 of the worlds top 50 banks, using World-Check reduces exposure to corruption and potential FCPA violations, especially in foreign locations.Find out more by emailing [email protected] LI GENCEREPORTSGLOBALDATABASE of heightened-risk individualsCOUNTRYRI SKASSESSMENTFCPACOMPLI ANCEShorex_Oct09_297x210THE SHOREXWEALTH MANAGEMENT FORUM GENEVA99:00Opening RemarksChairman: Bruce Weatherill, Owner, Bruce Weatherill Executive Consulting9:15PwC Global Private Banking/Wealth Management Survey 2009: Evolution or Revolution?Jean-Christophe Pernollet, Partner in charge of the Geneva Offce, PricewaterhouseCoopers9:45Wealth Management after the Crunch Are Clients Right, is the Industry in Denial?Bruce Weatherill, Owner, Bruce Weatherill Executive Consulting10.15To be Confrmed10.45The Ethical Aspects of Retrocessions and the Need for ReformsVincent Derudder, Secretary General, Fdration Europenne des Conseils et Intermdiaires Financiers (FECIF)11.15New Regulations for Independent Asset ManagersStphanie Hodara El Bez, Attorney at law,Altenburger Ltd legal + tax11.45Portfolio Losses: Effcient Ways to be Reimbursed PANEL DISCUSSIONChairman: Daniel Glasner, Founder and CEO,Action Finance SA GenevaElie Nada, Representative, Deminor, Erik Bomans, Managing Partner, DeminorFranois Membrez, Partner,Waeber Membrez BruchezDario Zanni, Geneva Public Prosecutor12.45 BREAK14:00Opening Remarks14:15INERNATIONAL FINANCIAL CENTRES PANEL DISCUSSIONPanellists:Simon Denton, Managing Director, Sovereign Trust, Switzerland LimitedDamien Martinez, Head of EDD, World CheckBruce Weatherill, Owner, Bruce Weatherill Executive Consulting15:15UBS, a double U.S. disasterMyret Zaki, Financial journalist, author of UBS, les dessous dun scandale, ditions Favre15.45World Wealth Report 2009Martina Weimert, Senior Vice-President, Capgemini16:15Fund selection for private bankers andIndependent Asset Managers: Risk Management and LiabilityPANEL DISCUSSIONPanellists:Vincent Derudder, Secretary General, Fdration Europenne des Conseils et Intermdiaires Financiers (FECIF)Daniel Glasner, Founder and CEO, Action Finance SA GenevaNils Tuchschmid, Professor of Banking and Finance, Haute Ecole de Gestion de Genve, (HEG Geneva) PRESENTATION PROGRAMME 2ND DECEMBERRoom Bwww.rabobank.comIt is time for RabobankFor tomorrow and beyondWhen your money is safe, so is your futureIn todays economic climate, its important to know your money is safe and your future secure. With Rabobank, youre assured of both. We are a global leader in sustainability-oriented banking. Our expertise in this area gives us a significant advantage in offering the kind of sustainable structured products now demanded by both institutional investors and private banks . And backed by our long-held AAA-ratings*, Rabobank gives you a future you can count on. *Moodys and Standard & PoorsShorex_ad_Oct2009.indd 1 22/10/2009 12:06:4811THE SHOREXWEALTH MANAGEMENT FORUM GENE VAAir Partner (Switzerland) AG General Aviation CenterPO Box 2118CH-8060 Zurich AirportSwitzerlandTel:+41 44 813 3434 Email:[email protected]:www.airparter.comStand 50Air Partner is a world-class company that provides every typeofaircraft,foreveryconceivablemission,inevery part of the planet. The companys reputation for absolute discretion, reliability and innovation has been forged over almost 50 years and is embodied in the phrase delivering successful fights.AirPartnerprovidestheentirespectrumofprivate aviation products. That makes them the natural partner whether the travellers needs are for occasional aircraft charter, the pre-purchase simplicity of JetCard or private jetownership.Apersonal,dedicatedteamofaccount managers is on call around the clock, ready to respond to any change in fight requirements.AnnexumAnnexum, Central OffceWTC Building G TowerStrawinskylaan 485NL-1077 XX AmsterdamNetherlands Tel:+31 (0)20 572 01 07+49 (0)172 9377693Fax:+31 (0)20 572 01 02Email:[email protected]:www.annexum.chStand 3TheAnnexumGroupinitiatesopen-andclosed-end RealEstateFundsandformsthelargestandthebest performingcompanyintheDutchmarket.Annexum structurespublic-andtailormadefundsinD,CHand NL.Nottradedatastockexchange,tradingratesare very steady.The real estate portfolios of super markets anddiscounters,havealowriskfocus.Annexum participates 10-15% in the fund-capital, with the Investor in a preferred position, receiving very steady dividends. Thedutchlegalstructuresused,aretaxredemptand also released from withholding tax. The high net returns (8% p.a.) are only taxed in the investors domicile.12THE SHOREXWEALTH MANAGEMENT FORUM GENE VABlueOrchard Finance S.A.32 rue de Malatrex1201 GenevaSwitzerlandTel:+41 22 596 47 77Fax:+41 22 596 47 79Email:[email protected]:www.blueorchard.comStand 2BlueOrchardFinanceS.A.isaleadingSwiss-based commercialmicrofnanceinvestmentmanager,which provides loans to microfnance institutions world-wide.Webelievemicro-entrepreneurshipfavourssustainable socio-economic progress. We also consider commercial investment in the microfnance sector as a powerful tool to support economic development and alleviate poverty; as well as constituting an attractive asset class, worthy of inclusion in any diversifed investment portfolio. Ourfagshipmicrofnanceinvestmentvehicleisthe DexiaMicro-CreditFundwhichhasanetassetvalue ofwelloverUSD500millionsaspermid2009and aperformancerateof5.28%overthepast5years (annualised, USD share class). Carmignac GestionThe Plaza65 Bd Grande Duchesse CharlotteL-1331 LuxembourgTel:+352 46 70 60 1Fax:+352 46 70 60 30Web:www.carmignac.chStand 38Foundedin1989byEdouardCarmignac,Carmignac Gestion is one of the leading independent management companiesinEuropetoday.Withcloseto30billion euros of assets under management, Carmignac Gestion offers19fundsinallassetclassesequitybondand balanced,aswellasamandateoffering. Thefundsare activelydistributedin8Europeancountries:France, Luxembourg,Switzerland,Belgium,Italy,Germany, SpainandtheNetherlands.Withinthecontextof itsinternationaldevelopment,thecompanyalsohas, since1999,aLuxembourgsubsidiary,andin2008,two representative offces in Madrid and Milan.risk or opportunity?news, features and resourceswww.responsible-investor.comclimate change14THE SHOREXWEALTH MANAGEMENT FORUM GENE VACASAM91-93 boulevard Pasteur75710 Paris Cedex 15FranceTel:+33 (0)1 43 23 82 82Fax:+33 (0)1 43 23 93 19Email:[email protected]:www.casam.comStand 42Crdit Agricole Structured Asset Management (CASAM) groupisthespecializedsubsidiaryrepresentingCrdit AgricoleGroupsexpertiseinstructuredproducts, alternativeinvestmentsolutionsandExchangeTraded Funds (ETFs).CrditAgricoleGroupwasoneofthepioneersin theETFmarketin2001. AsofendJuly2009,CASAM ranks 8th in assets under management on the European ETFmarket(source:BarclaysGlobalInvestorsETF Landscape Industry Review August 2009).CASAMmanagesmorethan620fundsrepresentinga total of EUR 51.4/USD 73.6 billion in assets (at August 31st,2009)andholdsleadingmarketpositionsin structured funds in France, Japan and Italy.Commerzbank AG, Zurich BranchFrberstrasse 68008 ZurichSwitzerlandTel:+41 (0)44 267 16 60Fax:+41 (0)44 261 53 07Email:[email protected]:www.comstage-etf.chStand 39CommerzbankAGisaleadingprovideroffnancial instrumentswithinEurope.RecentlyCommerzabank AGaddedafurtherinstrumentrangetothealready existingone:theComStageETFsCommerzbanks subsidiaryCommerzDerivativesFundsSolutionsSAis themanagementcompanyofComStageETFwithits headquarters in Luxembourg. ComStage ETF is an open investment company registered in the form of a SICAV and acts as an umbrella fund for ComStage ETFs. ComStage ETFsareissuedasasub-fundunderLuxembourglaw and subject to the European fund regulations relating to UCITS III. WithitslocalpresenceinseveralEuropeanmarkets, amongstothersSwitzerland,andmanyyearsof experienceasaEuropeanleader,CommerzbankAG offers solid fnancial solutions as a basis to form a sound partnership on which can be relied on.Pour les investisseurs qui attendentde nous davantage de Swissness.Commerzbank est un leader dans lmission de produits structurs en Europe. Dsormais, protez de nos services localement en Suisse et bnciez ainsi de la proximit gographique, de lexprience etdelaforcedinnovationduninstitutbancairedenvergureinternationalespcialisdanslemarchRetail. Voici de bonnes raisons de nous contacter: www.certicats.commerzbank.ch, numro vert 0800 11 77 11. ETF et produits structurs16THE SHOREXWEALTH MANAGEMENT FORUM GENE VACSB GroupThe PenthouseTower Business CentreTower StreetSwatar BKR 3013MaltaTel:+356 2557 2557Fax:+356 2557 2558Email:[email protected]:www.csbgroup.com Stand 12CSBGroup(est.1987)providesitsclientswitha spectrumofspecialisedbusinessandcommercial servicesincludingtheincorporationofMalteseand foreigncompanies;LicensingofiGamingandfnancial services;YachtandshipregistrationundertheMalta fagandmortgagesregisteredthereon;Regulatory& business consultancy; Company secretarial, management anddirectorshipservices; Trustee&fduciaryservices; Backoffcesupportandadministration;Accounting andpayrollservices;Bankaccountopeningandonline paymentsolutions;Intellectualpropertyregistration; Recruitmentservices;Relocationassistance;Residence and work permit applications. Dow Jones International Ltd 90 Long AcreCovent GardenLondonWC2E 9PRUKTel:+44 (0) 20 7842 6900 Fax:+44 (0)20 7842 9655Contact:Adam EzroEmail:[email protected] Web:www.wsj.com/europeStand 6About The Wall Street Journal Europe (Europe.wsj.com)Founded in 1983, The Wall Street Journal Europe forms part of the worlds leading business publication franchise, which includes The Wall Street Journal, The Wall Street JournalAsiaandTheWallStreetJournalOnlineat WSJ.com, the leading provider of business and fnancial news and analysis on the web with more than one million subscribers and 23 million visitors per month.Together, thesepublicationshaveatotalcirculationofnearly2.9 million,reachingtheworldstopbusinessandpolitical leaders. The Wall Street Journal Europe draws on the Dow Jones network of nearly 1,900 business and fnancial news staff, thelargestnetworkintheworld,includingmorethan 400 in Europe, the Middle East and Africa.DoremusWull Slreel Journul297x2IummA4 Brunu uusWSJ u2 PI9uProof uIu8-II-2uu9New umbilion.New inveslmenl.New euilor.New columnisls.New feulures. New web sile.New euge.World economies are changing. Politics is changing. The environment is changing. Leadership is changing. Business is changing. Media is changing. In a world of change, you need to stay in touch, you need to know who to trust. The Wall Street Journal is changingto better leverage the global resources of News Corporation, to be more accessible, to be more influential, to be more entertaining, to be more helpful, to be the voice of global business in Europe. 18THE SHOREXWEALTH MANAGEMENT FORUM GENE VADukascopy (Suisse) SAICC, Route de Pre-Bois 201215 Geneva 15SwitzerlandTel:+41 22 799 4888Fax:+41 22 799 4880Email:[email protected]:www.dukascopy.comStand 21Dukascopyhasgrownovertheyearstowhattoday isknownasthelargestElectronicCommunication Network(ECN)inEuropepossibly Worldwide.The networkisusedbyMoneyManagers,HedgeFunds andnumerouscommercialinstitutionstoaccess thelargestliquidityinahighlycompetitiveprice environment.ItsJForexplatformhasbecomepopular amongstautomatedsystemsprogrammerswhomay programunlimitedstrategieswithintheplatform,and a whole community has developed around the product. ETF Securities6th FloorNo 2 London Wall BuildingsLondonEC2M 5UUUKTel:+44 (0)207 448 4336Fax:+44 (0)207 448 4366Email:[email protected]:www.etfsecurities.comStand 37ETF Securities pioneered the development of ETCs, with the worlds frst listing of an ETC, Gold Bullion Securities in AustraliaandLondonin2003andthentheworlds frst entire ETC platform which was listed on the London Stock Exchange in September 2006. The ETF Exchange is theworldsfrst3rdGenerationETFPlatformoffering investorsaccesstolowcostswapbackedETFswith creditdiversifcationacrossanumberofparticipants rather than reliance on a single bank. As the banks, APs and market makers compete for business, true liquidity andcompetitioniscreated.ETFSecuritiesnowoffers more than 140 Exchange Traded Products (ETPs).Trade in DukascopySwiss Forex Marketplace Swiss Forex MarketplaceForex Trading from Any Swiss Bank *20THE SHOREXWEALTH MANAGEMENT FORUM GENE VAExitor Group LtdCorner Stasinos Ave & 2 Agias Elenis2nd Floor, Stassinos Building1060 NicosiaCyprusTel:+35722875253Fax:+35722875227Email:[email protected]:www.exitorgroup.com Stand 22ExitorGroupisaboutiquefduciary,corporateservicesand wealthmanagementgroup.Our focusisondelivering unique solutionstoourclientsthrough highlyqualifedandindustry experienced personnel.Weassistcompaniesandprivateindividualsinfndingthe bestroutetostructuretheirwealthandinvestments;mitigate unnecessary taxation, and at the same time, choose a jurisdiction that provides the best legislation that helps protect their assets.WehavelocaloffcesinCyprus,HongKong,Ireland,Italy, Switzerland, United Arab Emirates and the United Kingdom.Our services include;Company incorporation,Book keeping and reporting,Payroll servicesDomiciliary and Management ServicesCorporate Secretarial ServicesInternational VAT registration and returnsInternational licensing and Collection ServicesTrustsMulti - Family Offce servicesGambit Financial Solutions29 Rue DartoisB-4000 LigeBelgiumTel:+32 4 224 65 01Fax:+32 4 253 55 30Email:[email protected]:www.gambit-fnance.comStand 46GambitFinancialSolutionsoffersacomprehensiveinvestment managementsolution.Byintegratingtheinvestmentadvisory with the portfolio management activities into one solution suite, Gambitcanimproveanorganisationsbusinessperformance while minimising its exposure to reputation risk and litigation. Werelyonadvancedscientifcresearchanddevelopment withprominentacademicsinFinance.Throughourfagship solutions,WealthExpertTMandFolioMasterTMwedeliver innovativesolutionsininvestorprofling,portfoliooptimization, andriskmanagement.Wehelpreconcileinvestorswith their fnancial advisors.We also help fnancial institutions to comply with new regulations including MiFID.Gambitssolutionsaresimple,intelligentandrobust.They strengthen Financial Advisors capacity to re-cement relationship withinvestors. TheyenableAssetManagerstoleveragetheir marketexpertiseanddifferentiatethroughoptimalportfolio allocation.They also provide Risk Managers with better tools to monitor the compliance of their portfolios.Profile. oPtimise. ComPlY.Gambit Financial Solutions offer a comprehensive investment management solution that is easy-to-use, intelligent and robust in todays changing market environment.By integrating the investment advisory with the portfolio management activities into one solution, Gambit can improve an organisations business performance while minimising its exposure to reputation risk DQGOLWLJDWLRQDQGVLJQLFDQWO\lowering the total cost of ownership.Through our flagship solutions like WealthExpert and FolioMaster we deliver innovative solutions in investor SUROLQJSRUWIROLRRSWLPL]DWLRQand risk management.Gambit KHOSVQDQFLDOLQVWLWXWLRQVWRcomply with new regulations like MiFID, the upcoming European Commission initiatives on Packaged Retail Investment Products and on UCITS IV.WealthexpertThe Investment Advisory SolutionWealthExpert helps Financial Advisors to build or re-cement theirrelationship with investors. ,WLVDQHDV\WRXVHDQGH[LEOHsolution for Wealth Managers, Financial Advisers, Family 2IFHVDQG3ULYDWH%DQNVWRSURYLGHVRXQGDQGWUDQVSDUHQWadvice in compliance with regulatory requirements. The solution facilitates proactive wealth management using a variety of innovative tools including an intuitive risk SUROHUDQGDQDQFLDOSODQQHULQWHJUDWHGZLWKDSRUWIROLRoptimiser.WealthExpertoffers you an essential competitive edge and helps you exceed yourclients return expectations. It also provides Risk Managers with better tools to monitor the compliance with the agreed risk strategy and investment mandate.FoliomasterThe Portfolio Optimisation & Management SolutionFolioMaster is a reliable portfolio management solution that enables Asset Managers to leverage their market expertise and differentiate from their peers through the delivery of optimal portfolio allocation. It also supports Risk Managers DQG&RPSOLDQFH2IFHUVPHDVXULQJDQGPRQLWRULQJaccurately all risks in the investment portfolio and their compliance with investment policies and regulatory requirements.FolioMastergives you the ability to set performance goals.It integrates across a broad range of instrument types. It employs sophisticated optimisation techniques,and allows for multiple risk and asset allocation constraints.The tool has been designed to quickly respond to changing market conditions so that intended performance goals are always met.FolioMaster WealthExpert&XVWRPHU,QIRUPDWLRQ0DQDJHU)LQDQFLDO3ODQQHU,QYHVWPHQW8QLYHUVH0DQDJHU5LVN3URILOHU3RUWIROLR$GYLVHU3RUWIROLR%XLOGHU3RUWIROLR0RQLWRU$OHUW&RPSOLDQFH0DQDJHU3RUWIROLR5HSRUWHUWealthExpert & FolioMaster:a modular approach.>Dots indicate the graduated level of focus for each function.l7RGHOLYHUUVWFODVVYDOXHWRRXUFOLHQWVZHUHO\RQDGYDQFHGVFLHQWLFUHVHDUFKand development orchestrated around our partnership with prominent academics in Finance. GGAMBITGAMBIT FINANCIAL [email protected] I www.gambit-finance.comgambit-Suite-pubA4.indd 1 3/09/09 17:4322THE SHOREXWEALTH MANAGEMENT FORUM GENE VAGoldMoneyNet Transactions Limited1st Floor32 Commercial StreetSt Helier, JerseyJE2 3RUBritish Channel Islands (UK)Tel:+44 1534 511 977Fax:+44 1534 511 988Email:[email protected]:www.goldmoney.comStand 47Since 2001, thousands of individuals, companies and trusts have used GoldMoney to buy precious metals to protect their wealth. Many of them have also found GoldMoneys patented process of digital gold currency payments to be a liquid and ideal solution for online payments.GoldMoneyisregulatedandoperateswithindustry-leading procedures that set new standards for governance andcustomerprotection. Allmetalisstoredinsecure, insured vaults and owned directly by our customers with no counterparty risk.GoldMoney was founded by gold industry leaders who understand golds usefulness as a fnancial asset and value its worldwide role as money.ShareholdersofGoldMoneyincludeapubliclytraded mining company, IAMGOLD (Canada).IG Markets Ltd Friars House 157 / 168 Blackfriars RoadLondon SE1 8EZEnglandTel:+44 20 7633 5500 Fax:+44 20 7896 0035Email:[email protected]:www.igmarkets.co.ukStand 11IG Markets is part of IG Group, a FTSE 250-listed company thathasoffcesin11countriesincludingMelbourne, Chicago, Luxembourg andTokyo.Aglobalfnancial services provider regulated by the FSA, IG Markets has amarketcapitalisationofapproximately1.3billion.It specialisesinfnancialderivatives,principallyContracts for Difference (CFDs) on shares and indices, as well as beingaleadingdealerinmarginedForeignExchange. Clientsincludebrokers,fundmanagersandtrading companies,plusprivateinvestors.IGMarketshaswon numerousawardsforitscutting-edge PureDeal trading platform, which also offers browser-based Direct Market Access to its clients.297x210_IGM_SharesP2.indd 1 23/10/2009 12:35:1624THE SHOREXWEALTH MANAGEMENT FORUM GENE VAIRI Corporate and Maritime Services (Switzerland) AGGENEVA16, rue de la PlisserieCH-1204 GenevaSwitzerlandTel:+41 22 310 64 54Fax:+41 22 310 64 55Email: [email protected]: www.register-iri.comZURICHSchiffnde 22CH-8001 ZurichSwitzerlandTel:+41 22 310 64 54Fax:+41 22 310 64 55Email: [email protected]:www.register-iri.comStand 20InternationalRegistries,Inc.(IRI)anditsaffliates,with over60yearsofexperience,aretheMaritimeand Corporate Administrators of the Republic of the Marshall Islands.IRIsoffces,whicharelocatedinBaltimore, Dalian,Dubai,Ft.Lauderdale,Geneva,Hamburg,Hong Kong,Houston,Istanbul,London,Mumbai,NewYork, Piraeus,Roosendaal,Seoul,Shanghai,Singapore,Tokyo, Washington, DC/Reston and Zurich, are full service and can form corporations, fle documents, issue corporate certifcates, register a vessel or yacht, record a mortgage and service clientele. IRIpridesitselfonprovidingreliableandprompt servicetointernationalbusinessclients,legaland fnancialprofessionals,shipownersandoperators.IRIs worldwidestaffisavailabletorespondtoinquiries regarding corporate and maritime matters pertaining to the Republic of the Marshall Islands.Invesco Asset ManagementGenferstrasse 218002 ZurichSwitzerland Tel:+41 (0)44 287 90 00Fax:+41 (0)44 287 90 10Email:[email protected]:www.invescoeurope.comStand 28Invescoisaleadingindependentglobalinvestment managementcompany,dedicatedtohelpingpeople worldwide build their fnancial security. By delivering the combined power of our distinctive worldwide investment management capabilities, including Invesco AIM, Atlantic Trust,Invesco,InvescoPerpetual,InvescoPowerShares, Invesco Trimark and Invesco WL Ross, Invesco provides a comprehensive array of enduring investment solutions for retail, institutional and high net worth clients around theworld.Operatingin20countrieswithmorethan 4900employeesandUSD416.9billionassetsunder management, the company is listed on the New York Stock Exchange under the symbol IVZ. Data as at 30.09.2009.why the marshall islands?experienceyoucantrust. . .. . . qualityserviceyouexpectthe marshall islands corporate registryModern corporate law.Dual language flings available.Same day formation.Ease of maintenance. No annual flings required.Redomiciliation from other jurisdictions permitted.The Marshall Islands statutorily exempts non-resident domestic corporations from taxation on their income and assets.The Marshall Islands is a member of the Hague Convention of 1961 and documents can be apostilled the same day that they are issued.Many Marshall Islands companies are publicly traded on exchanges in London, New York and Singapore.advantageszero tax jurisdiction free redomiciliationlow costs same day formation confidentialityapostilles available dual language filingsutilizationasset management initial public offeringstax minimization joint ventures vessel ownershipreal & intellectual property holdingsthemarshalli slandsmari ti me and corporate admini stratorsiri COrPOrate & maritimeserViCes (switZerland) aGzuRICHTEL: +41 44 268 22 11fax: +41 44 268 22 [email protected] www.REgISTER-IRI. CoMBALTIMORE DALIAN DUBAI FT. LAUDERDALE GENEVA HAMBURG HONG KONG HOUSTON ISTANBUL LONDONMUMBAI NEW YORK PIRAEUS ROOSENDAAL SEOUL SHANGHAI SINGAPORE TOKYO WASHINGTON, DC/RESTON ZURICHgENEvaTEL: +41 22 310 64 54fax: +41 22 310 64 [email protected] 26THE SHOREXWEALTH MANAGEMENT FORUM GENE VAJordans International Limited21 St Thomas StreetBristolBS1 6JSEnglandUnited KingdomTel:+44 (0)117 923 0600Fax:+44 (0)117 923 0063 Email: [email protected]:www.jordans-international.comStand 40JordansInternationalisaleadingproviderofcorporate andtrustserviceswithextensiveoperationsinseveral leadingfnancialcentresincludingtheBVI,Cyprus,Jersey, Seychelles and the UK. With locally-based expertise in each of our jurisdictions, we will provide you with an unrivalled personal, fexible and responsive service.Whether you need to form a company, establish a trust or require company secretarial or accounting services, Jordans International can provide a solution that is tailored to meet your needs. Our services include:Company formation and administration servicesTrust creation and administrationCorporate legal servicesStatutory accounting and VATTax compliance and advisory servicesLISCR S.A.Schiffnde 168001 ZrichSwitzerlandTel:+41 44 250 8650Fax:+41 44 250 8655Email:[email protected]:www.liscr.chStand 41The Liberian Corporate Registry has now entered its seventh decade as a successful and respected offshore registry. Since 2000, LISCR LLC, a U.S. owned and operated company with headquartersin Vienna, Virginiahas,pursuanttoactsof law of the Republic of Liberia, exclusively administered the Registry.With the election of Africas frst woman President, Liberias political stability has led to a marked resurgence in the formation of Liberian business entities.While the use of the traditional Liberian corporation remains as popular as ever, law changes introduced in 2002 permit the formation ofU.K.styleregisteredbusinesscompaniesand Austrian style private foundations. In addition, the formation of U.S. styleLLCsandlimitedpartnershipsremainspossible.For any Liberian entity, no residency or nationality requirements exist. WhileLISCRmaintainsadedicatedcorporateoffce in Zrich, corporate documents can also be fled and issued in Hamburg, Hong Kong, London, Piraeus, Tokyo and Vienna, Virginia.FormoredetailedinformationontheLiberian Corporate Registry, please visit www.liscr.com. Avec Le Temps, clbrez vos amours, vos victoires ou tout simplement la fin de cet annus horribilis ! En souscrivant maintenant un abonnement dun an au Temps, vous recevez en cadeau un champagne Pommery Ros Apanage (75 cl) dans son coffret soign.Une cuve exceptionnelle et rare en hommage Madame Pommery, la fondatrice.Portez votre choix sur des produits de qualit, fruits du travail exigeant et constant de professionnels et spcialistes dans leurs domaines.Esprit ptillant, passion, patience et rigueur : les indispensables ingrdients pour llaborationdun grand champagne comme dun mdia de rfrence.Laissez-vous sduire par la fracheur de cette offre exclusive : rendez-vous sur www.letemps.ch/abos ou composez le 00 8000 155 91 92essencedesign.comCHOISIRLE TEMPSVOUS METEN FTELT_ann_abo sept09_210x297mm:LT_ann_abo sept09_210x297mm14.10.0911:55Page128THE SHOREXWEALTH MANAGEMENT FORUM GENE VAMan InvestmentsHuobstrasse 38808 PfffkonSwitzerlandTel:+41 55 417 6000Fax:+41 55 417 60 01Web:www.maninvestments.comStand 35Man is a world-leading alternative investment management business. With a broad range of funds for institutional and privateinvestorsglobally,itisknownforitsperformance, innovative product design and investor service.Mans funds undermanagementat30 September2009were$43.8 billion.Theoriginalbusinesswasfoundedin1783.Today,Man Group plc is listed on the London Stock Exchange and is a member of the FTSE 100 Index.ManGroupisamemberoftheDowJonesSustainability World Index and the FTSE4Good Index. Michael Kyprianou & Co. LLCCorner Stasinos &Ayias Elenis 2Stasinos Building6th Floor, 1060NicosiaCyprusTel:+357 22 44 77 77Fax:+357 22 76 78 80Email:[email protected] Web:www.kyprianou.com.cy Stand 44The law frm of Michael Kyprianou & Co. LLC is one of thelargestlawfrmsinCypruswith27lawyersandstaff exceeding60persons. ThelawfrmhasoffcesinNicosia, Limassol and Paphos and also in Athens, Greece. Thefrmhasexcellentcontactswithreputablelegal practices around the globe and is a member of numerous reputable legal networks like Multilaw www.multilaw.com and World-link for law www.worldlink-law.com. The emphasis of the practice is on corporate law, taxation, bankinglaw,propertylawandintellectualpropertylaw.It alsohasadedicatedandexperienceddepartmentwhich dealswiththeregistrationofcompaniesandtheirall roundmanagement. Throughanaffliatedcompanyitalso undertakes all the audit and consultancy work necessary for the smooth running of a company. FirebirdManagementLLCmanagesover$1.4billionin sixportfolioinvestmentfunds,andtwoprivateequityfunds. SeveralofFirebirdsfundsrankamongthetopperformingin the hedge fund universe over the last fve years. Firebirds high-quality investor base consists primarily of fnancial institutions, pensionfunds,andhighnetworthindividuals,including numerousinvestmentprofessionals.AllofFirebirdsfunds formerSovietUnionequityfundsarecurrentlyclosedexcept Firebird Avrora Fund. The Russia/FSU FundsFirebird Avrora Fund LLC is dedicated to portfolio investment incompaniesoperatinginRussiaandtheformerSoviet republics,includingGeorgia,KazakhstanandtheBaltic States,andemergingEasternEurope,includingRomaniaand Bulgaria. $200 million in size, the fund has generated a high net annualized since inception in December 2003, notwithstanding the crisis period of 2008.FirebirdFundLP,createdin1994,wasoneofthefrstfunds dedicatedtoinvestmentinpubliclytradedRussianequities and has gained over 4000% net from inception, over 33% net annualized. Firebird New Russia Fund has a 31% net annualized return, making it one of the best performing of all hedge funds since its launch in 1996.FirebirdRepublicsFundis,likeAvroraFund,dedicatedto portfolio investment in the FSU, and has gained over 24% net annualized since inception in 1997.Themanagersbelievethatthissuccessisduetotheirlong experience in their target countries which began concurrent withvoucherprivatizationinRussiaandtheirinvestor-oriented focus. Their experience creates an advantage in stock selectionaswellasinunderstandingeconomicandpolitical developmentsintheirregion,inbothcasesmakinguseof thenetworkoflocalcontactsthattheyhavedevelopedover thirteen years of traveling in the region, and serving on Boards of Directors.Inevaluatingeachcountrywithintheirmandate,Firebird considersthepresenceofattractivecompaniesorassets,the levelofeconomicandpoliticalstabilization,commitmentto ruleoflaw,thedevelopmentofadomesticcapitalmarkets institutions and legal and tax environment.Amber TrustAmberisaLuxembourg-registeredprivateequityfund dedicatedtotheBalticStates,whichFirebirdcreatedin2002 asajointventurewithDanskeCapital. Amber,fullyinvested and now harvesting positions, is considered the most successful privateequityfundeverlaunchedintheBalticStates. Amber II,launchedinJanuary2005with150millionEUR,is90% throughitsinvestmentprogram.Ambersinvestorbaseis pensionfundsandhighnetworthindividualsinScandinavia, the U.S. and the U.K.Firebird Global FundsFirebirdGlobalisacontrarianportfolioequityfundthat focuses on exotic markets and sectors worldwide. The fund has expanded Firebirds investment style beyond Eastern Europe to Africa, Asia and the Middle East. While the fund has a long bias, it also shorts opportunistically, and further reduces market risk by using technical analysis to determine optimal long exposure from time to time. $700 million in size, the fund has annualized over 39% net over the last fve years, making it among the top performingglobalmacrofundsintheworldinthatperiod. Firebird Global Fund II, which has a similar strategy but with a greater emphasis on PIPEs and other value-added investments, launchedinJuly2006andisnowover$250millioninsize, with more than a 45% net gain since inception.The ManagersHarveySawikinandIanHaguewerefoundersofFirebird ManagementLLCinearly1994andhavesincethenbeen leading participants in the stock markets of the region. Together, they manage Firebird Fund, Firebird New Russia Fund, Firebird Republics Fund, and Firebird Avrora Fund. From inception, the principalshaveinvestedasubstantialpercentageoftheirnet worth in the Firebird funds.Mr.Sawikinwas,priortoFirebirdsinception,acorporate lawyeratthefrmofWachtell,Lipton,RosenandKatz,and beforethatheclerkedontheU.S.Courtof Appeals.Heisa graduate of Columbia College (Magna Cum Laude) and Harvard Law School (Cum Laude 1985), where he was an editor of the Law Review. He speaks frequently about Russia and investing, including at the Wharton Investment Management Conference and The Greenwich Roundtable.Mr. Hagues background is in Russian studies and the Russian language,andheholdsaB.A.fromWesleyanUniversity (1983), an M.A. (with honors) from the Monterey Institute of International Studies (1989) and has also done graduate work at Columbia Universitys Harriman Institute. Prior to co-founding Firebird, he worked for the United Nations. Hague serves as an independentdirectoroffourcompaniesintheregionandisa published authority on politics and investment there.James Passin, lead manager of Firebird Global and FG2, joined Firebirdin1999andbeforethatwasDirectorofFinancial Research for Taipan, an investment newsletter. Mr. Passin holds a B.A. from St. Johns College. His writings have appeared in numerousstockmarketpublicationsandhehasalsospoken about investing at conferences around the world.Firebirdalsoemploysthreeanalysts,and Amberutilizesfve investmentprofessionalsbasedinEstoniaandLithuania. Firebirdsbackoffceandadministrationhaveunparalleled experiencerelevanttothisregion,anddeliverprofessional, personalized service to clients. Firebird Management LLC152 west 57th street, new york, ny10019tel: 212-698-9260fax: 212-698-9266www.fbird.comSquaredFinancialServicesLimitedisanindependentfullservice brokerbasedinDublin,andregulatedbytheFinancialRegulator inreland.tsexecutionplatformprovidesround-the-clockECN-style (variable spread) competitive access to major banks, including Bank of America, Citibank, Deutsche Bank, Goldman Sachs, RBS and UBS. Since these currently constitute many of the major liqui-dity providers in the FX marketplace, the advantage is clear: Clients are not dependent on any one bank or broker for prices. Prices are fed straight through from these banks via dedicated bandwidth and aggregated to provide the tightest possible spreads in the market-place.Our platform was set up to give freedom to traders' individual styles together with competitive pricing ononeplatform.Ourclientsareonlyprofessio-naltradersrangingfrombanks,non-bankfnan-cial institutions, fund and money mangers to high networthindividuals.UsersofSquaredTrader have a range of multi-panel trading modules from which they can choose, to refect their trading pre-ferencesorstrategies.For AssetManagersand Money Managers we have a unique multi-alloca-tiongrid,allowinganexecutedtradetobesplit betweenmultiplemanagedaccounts,according to allocations defned by the manager - one click execution for multiple client accounts. We have an OrderManagementSystemwhichoperateslike an exchange - as soon as an order is reached it :K\SURIHVVLRQDOWUDGHUVFKRRVH6TXDUHG7UDGHUOur innovative business model provides complete trans-parency throughout the trading process: no fxed spreads, streamingpricesdirectlyfromourliquidityproviders,no speculativepositionsagainstyouasourclientandno competing with your positions. Our best-of-breed platform gives you the opportunity to see the depth of the market. At Squared Financial we have negotiated enough liquidity bandstoaccommodatenotonlyprofessionalindividuals but also private banks and hedge funds. Contrary to many brokers who only offer their high volume customers liqui-dity bands that have been pre-negotiated with their provi-ders, we give the opportunity to our clients to trade high volume at transparent prices.FX broking has developed to a very diverse and sophisti-cated level, with clients continually demanding more from their providers. The ability to offer both online and offine trading facilities such as desk dealing, is becoming more andmoreimportanttoclientsastheyseekacomplete trading service via one provider. At Squared Financial we are continually investing in platform evolutions in order to meet client needs and those of a rapidly changing trading environment.Despiteextrememarketvolatilityinrecent times, algorithmic trading strategies continue to do well - on both the buy and sell side - and we think fund mana-gers and investors will continue to enhance or add these strategies as either an investment or hedging tool. Clients are also becoming more selective in terms of the provider 2XUNH\YDOXH7UDQVSDUHQF\+RZZHVHHWKHIXWXUHRI);EURNLQJis executed immediately. We also offer cross-currency margin netting functionality which al-lows clients to offset long and short positions insimilarcurrenciesagainsteachother. This enablesthemtooptimisetheirmarginlevels or trading power. We have also optimised our trading execution modes to enable our clients to trade with little or no fragmentation. Moreo-veratSquaredFinancialwehavedeveloped andimprovedourplatformovertheyearsto ensure that our latency is minimal trades on SquaredTrader are executed within 200 mil-liseconds.FX trading tools have evolved...Time to upgrade your FX broker ?and the product they use, so a regulated environment has and will continue to play an important role. At Squared Financial Services Ltd we are striving to maintain our prominent position at the forefront of Electronic Foreign Exchange Trading and to be the "platform of choice for all professional traders.,QYHVWLQJLQWKHSODWIRUPRI FKRLFHSquaredFinancialServicesLimitedisanindependentfullservice brokerbasedinDublin,andregulatedbytheFinancialRegulator inreland.tsexecutionplatformprovidesround-the-clockECN-style (variable spread) competitive access to major banks, including Bank of America, Citibank, Deutsche Bank, Goldman Sachs, RBS and UBS. Since these currently constitute many of the major liqui-dity providers in the FX marketplace, the advantage is clear: Clients are not dependent on any one bank or broker for prices. Prices are fed straight through from these banks via dedicated bandwidth and aggregated to provide the tightest possible spreads in the market-place.Our platform was set up to give freedom to traders' individual styles together with competitive pricing ononeplatform.Ourclientsareonlyprofessio-naltradersrangingfrombanks,non-bankfnan-cial institutions, fund and money mangers to high networthindividuals.UsersofSquaredTrader have a range of multi-panel trading modules from which they can choose, to refect their trading pre-ferencesorstrategies.For AssetManagersand Money Managers we have a unique multi-alloca-tiongrid,allowinganexecutedtradetobesplit betweenmultiplemanagedaccounts,according to allocations defned by the manager - one click execution for multiple client accounts. We have an OrderManagementSystemwhichoperateslike an exchange - as soon as an order is reached it :K\SURIHVVLRQDOWUDGHUVFKRRVH6TXDUHG7UDGHUOur innovative business model provides complete trans-parency throughout the trading process: no fxed spreads, streamingpricesdirectlyfromourliquidityproviders,no speculativepositionsagainstyouasourclientandno competing with your positions. Our best-of-breed platform gives you the opportunity to see the depth of the market. At Squared Financial we have negotiated enough liquidity bandstoaccommodatenotonlyprofessionalindividuals but also private banks and hedge funds. Contrary to many brokers who only offer their high volume customers liqui-dity bands that have been pre-negotiated with their provi-ders, we give the opportunity to our clients to trade high volume at transparent prices.FX broking has developed to a very diverse and sophisti-cated level, with clients continually demanding more from their providers. The ability to offer both online and offine trading facilities such as desk dealing, is becoming more andmoreimportanttoclientsastheyseekacomplete trading service via one provider. At Squared Financial we are continually investing in platform evolutions in order to meet client needs and those of a rapidly changing trading environment.Despiteextrememarketvolatilityinrecent times, algorithmic trading strategies continue to do well - on both the buy and sell side - and we think fund mana-gers and investors will continue to enhance or add these strategies as either an investment or hedging tool. Clients are also becoming more selective in terms of the provider 2XUNH\YDOXH7UDQVSDUHQF\+RZZHVHHWKHIXWXUHRI);EURNLQJis executed immediately. We also offer cross-currency margin netting functionality which al-lows clients to offset long and short positions insimilarcurrenciesagainsteachother. This enablesthemtooptimisetheirmarginlevels or trading power. We have also optimised our trading execution modes to enable our clients to trade with little or no fragmentation. Moreo-veratSquaredFinancialwehavedeveloped andimprovedourplatformovertheyearsto ensure that our latency is minimal trades on SquaredTrader are executed within 200 mil-liseconds.FX trading tools have evolved...Time to upgrade your FX broker ?and the product they use, so a regulated environment has and will continue to play an important role. At Squared Financial Services Ltd we are striving to maintain our prominent position at the forefront of Electronic Foreign Exchange Trading and to be the "platform of choice for all professional traders.,QYHVWLQJLQWKHSODWIRUPRI FKRLFHSF_Ad_01_210x297_CUPS-CMYK.indd 1 26/11/08 15:41:28FLOOR PLANAir Partner (Switzerland) AG50Annexum3BlueOrchard Finance S.A.2Carmignac Gestion38CASAM 42Commerzbank AG, Zurich Branch39CSB Group12Dow Jones International Ltd 6Dukascopy (Suisse) SA21ETF Securities37Exitor Group Ltd 22Gambit Financial Solutions 46GoldMoney47IG Markets Ltd11IRI Corporate and Maritime Services (Switzerland) AG20Invesco Asset Management28Jordans International Limited40LISCR S.A.41Man Investments35Michael Kyprianou & Co. LLC44Nauerz & Noell AG23Orascom Hotels and Resorts - Egypt14Ancient Sands Golf Resort, El Gouna RAK Free Trade Zone Authority54Salus Alpha Capital Ltd.19Sapient Ltd49Select Transactional Services, LLC53Shorex Singapore 9SIX Swiss Exchange Ltd4SMP Partners Group32Source48Sovereign Trust (Switzerland) Ltd14Squared Financial Services Ltd26Standard & Poors17Superfund Asset Management AG33Swissquote Bank SA8Thayer Brook Partners LLP55The RM Group Ltd56Traccr Limited1Tradart34Trinity Group Partners54Vicena International Ltd51VietNam Holding Ltd.7Vilagiorgi Spa Retreat, Madeira15Wells Fargo Securities52Willerfunds Management Company SA45World Check36World Gold Council29Zrcher Kantonalbank1833THE SHOREXWEALTH MANAGEMENT FORUM GENEVAROOMAROOMB46212015141211565397292817181935363932333445464748223837545523264252515049414044321834THE SHOREXWEALTH MANAGEMENT FORUM GENE VANauerz & Noell AGStiftsplatz 6-767655 KaiserslauternGermanyTel:+49 631 414 96 0Fax:+49 631 414 96 23Email:[email protected]:www.nauerz-noell.deStand 23Nauerz & Noell AG was founded 2000 in Germany after Co-FounderandCEOGeorgNauerzmanagedprivate clientstockportfoliossince1993.TheCompanyis specialized in tailor-made investment solutions, fnancial advisory and the management of hedge fund strategies. Atpresentthreesinglehedgefundsandseveraltailor-madesolutionsareoffered.HighLightsincludestrict risk management and transparent trading strategies. Key targetsarelowvolatility,positivereturnsinallmarket conditionsandtheabilitytobeindependentfromany majormarketcorrection. Thisisachievedbyusingno leverageandtheconcentrationonahighlytechnical trading strategy with pure discretionary approach. With this even in 2008 Nauerz & Noell AG delivered positive returns.Orascom Hotels and Resorts - EgyptAncient Sands Golf Resort, El GounaEl GounaEgypt Tel:+20100730020Email:[email protected]:www.ancientsandsresort.comStand 14Afullymanaged5starhotel/Residentialgolfresortin ElGouna,RedSeaRiviera,Egypt.OrascomHotelsand Resorts are one of the most respected and established development companies in the middle east, with resorts inEgypt,Oman,MoroccoandSwitzerland.Orascom arelistedontheSwissstockexchange. AncientSands GolfResortis afreeholdinvestoropportunitywitha guaranteed rental return and proven past capital growth. IndividualpricepointsstartatUSD$174,000,block portfolios start at USD $1m.The Swiss destination in Egypt. Why...? The sun shines even brighter on the balance sheet.Ancient Sands Golf Resort, Red Sea Riviera... a managed luxury 5 star hotel resort with a limited inventory of freehold studios, apartments, town houses and fairway villas*Set in a fully established 20 year old stunning red sea and private lagoon resort*20 mins Hurghada intl Airport, 1 private jet airport, 4 marinas, golf course, university, hospital *Developed, exclusively controlled and managed by Orascom Hotels & Development listed on the Swiss Stock Exchange The country is emerging*Egyptian economy by 2020 will be the 20th largest in the world (Goldman Sachs)*Minimal effects from global slow down*Egypt received 11m tourists last year*El Gouna runs at a 5 star hotel occupancy rate of 82% year on year*Limited luxury semi-residential inventory*Non Euro zone, No Double Tax Treaties*No exchange controls, ease of capital transfers The gures will make your clients talk*Investor packages from$174,000 to $17m USD*Solid capital growth on average 15% since 1997*Excellent guaranteed NET rental returns of 6% for the rst 2 years*Low purchase process costs (less than 1%)*No capital gains tax, no inheritance tax*ORASCOM.. Full Developer nancial credentials, listed on Swiss Stock ExchangeFor a professional to professional discussion on investor opportunities in Egypt,come to our stand at SHOREX, GENEVA.Email: [email protected] Web: www.ancientsandsresort.comTel: Jeremy Sturgess +201 007 300 20ElGouna. . .36THE SHOREXWEALTH MANAGEMENT FORUM GENE VASalus Alpha Capital Ltd.Industriestrasse 2LI 9487 BendernLiechtensteinTel:+423 399 03 29 Fax:+423 399 03 98 Email:offce.bendern.comWeb:www.salusalpha.comStand 19SalusAlphawasfoundedwiththevisionofmergingthe traditionalfundworldwiththealternativeinvestmentfund world. AspioneeringfrminUCITScompliantHedgeFunds; Salus Alphawantstoprovideexceptionalsolutionstomeet investors requirements for liquidity, safety of assets and market independent attractive returns. Salus Alphas innovation potential is demonstrated by a list of worldwide groundbreaking developments such as launching the worlds frst UCITS eligible Hedge Fund Indices or implementing the frst UCITS Hedge Funds with daily liquidity. By exporting the knowledge into the global market Salus Alpha isensuringthattheseexceptionalinvestmentsolutionswill revolutionise the traditional fund world.Sapient LtdEden House5-13 Spital SquareLondonE1 6DXUnited KingdomTel:0207 786 4500Fax:0207 786 4600 Email:[email protected]:www.sapient.comStand 49Sapients Trading and Risk Management Practice brings sixteen years technology and process experience to our clients.Sapient providesacombinationoftacticaloneoffsolutions,withthe abilitytopartneralongsideourclientstodeliverastrategic solutionthatspansbusinessandtechnology functions.The companys TRM clients include investment banks, hedge funds, buy-sidefrms,oilandenergycompaniesand government entities. Ourservices include:Advisory: business model cost beneft analysis andprocess re-engineering;Operations: Resource augmentation, reconciliationand integration resource;Technology: Project manage systems implementation,development and design of online capability, regulatoryreporting technology Outsourcing.Dedicated teams of leading industrypractitioners working globally for wealth management. 38THE SHOREXWEALTH MANAGEMENT FORUM GENE VASelect Transactional Services, LLC1911 S. Commercenter E, STE 407San Bernardino, CA, 92408USATel:+1 909 890 9636Fax:+1 909 890 0170Email:[email protected]:www.selectransactions.orgStand 53Select TransactionalServicesisaU.S.basedservicecompany activeinthesecondaryLifeSettlementmarketplaceonan international basis. Select is solely an aggregator of previously settled policy portfolios owned by major entities such as banks, hedge funds and private sources disposing of their holdings, and we present these portfolios to our global buying clientele..The Life Settlement product is an uncorrelated asset class that allowsinvestorstoacquireportfoliosthataredisconnected from the equity markets, immune to real estate value changes, unassociated with the sub-prime mortgage exposure, not tied tointerestratefuctuations,andarefreefromcommodities volatility. .Shorex SingaporeThe Shorex Wealth Management ForumSingapore, 13-14 April 2010Shorex Ltd.1A Harmood StreetLondonNW1 8DNUnited KingdomTel:+44 20 7482 1000 Fax:+44 20 7482 1100Web:www.shorexsingapore.com Email:[email protected] 9 Forthesecondyear,theworldsleadingwealthmanagement forum is moving to Singapore to address the growing need of the Asianmarketforprivatebanking,assetmanagementand international tax planning solutions. The event is an exhibition andconferenceofferingauniquenetworkingplatformwhere professionalscanexplorenewservices,products,distribution channelsandideassurroundingthewealthmanagement industry. TheForum,supportedbytheGovernmentofSingapore, attractsparticipantsfromallovertheregionincluding Singapore,HongKong,India,Indonesia,Malaysia,Thailand, Vietnam, Korea, Taiwan, the Emirates and China. The delegates of Shorex Singapore mainly consist of professional advisors to HNWIsandinstitutionalinvestorsincludingthemanagement and key executives of private banks, family offces, independent asset managers, pension funds, sovereign funds and fduciaries. In 2010, the event is expected to grow to over 50 exhibitors/sponsors and 1500 delegates. Shorex Singapore is Asias leading wealth management meeting. www.shorex.comZurich October 2010 THE SHOREX WEALTH MANAGEMENT FORUMZURICH40THE SHOREXWEALTH MANAGEMENT FORUM GENE VASIX Swiss Exchange LtdSelnaustrasse 308021 ZurichSwitzerland Tel:+41 58 854 5454+41 58 854 2559 Email: [email protected]:www.six-swiss-exchange.comStand 4SIX Swiss Exchange LtdSIXSwissExchangeisthenexusofinteractionbetween participants, issuers and investors in an effcient and transparent securities market. It is the home exchange and trading market for the shares of leading international companies.SIXSwissExchangesinternationalservicesencompassthe following business areas: the cash market, information products, thedevelopmentandoperationoftradingplatformsandthe admission of securities to trading. SIX Swiss Exchange performs afurtherimportantfunctionbylayingdownaregulatory framework,andmonitoringandenforcingcompliance.SIX Swiss Exchange is subject to Swiss law.Equities,Bonds,exchange-tradedfunds(ETFs)andother investment funds are all traded on the state-of-the-art SWXess trading platform. www.six-swiss-exchange.comSMP Partners GroupClinchs HouseLord StreetDouglasIsle of ManIM99 1RZUKTel:+44 (0) 1624 683 229Fax:+44 (0) 1624 612624Email:[email protected]:www.smppartners.comStand 32TheSMPPartnersGroupisahighlyrespectedand independentcorporateandtrustserviceprovideroffering private,corporateandinstitutionalclientsacomprehensive portfolio of professional services. With deep expertise, tailored solutions and an unrivalled reputation for client service, we are trusted by the international professional community to meet its clients most demanding structuring challenges. With a distinct fund business providing services to a range of fund types and asset classes, we can satisfy the diverse needs of the professional manager to those of the private individual or family. Regardless of the complexity, our expertise delivers beyond expectations.For further information please telephone: + 44 (0) 1624 683 229 or email: [email protected] Trust & Corporate ServicesTheSMPPartnersGroupisahighly respectedcorporateandtrustservice providerofferingprivate,corporateand institutionalclientsacomprehensive portfolio of professional services.With deep expertise, tailored solutions and an unrivalled reputationforclientservice,wearetrustedbythe internationalprofessionalcommunitytomeetitsclients mostdemandingfnancialchallenges.Fromguiding private individuals towards a future where assets areprotected and wealth secured to the most complex fund or capital market structure, our expertise delivers beyond expectations. Trust Services Accounting & Tax Fund Administration Company Formation & Management Capital Market Services Space Services Yacht & Aircraft e-commerce & e-gamingSMP Partners Limited P.O. Box 227Clinchs HouseLord StreetDouglasIsle of ManIM99 1RZ Tel: +44 (0) 1624 683 229Fax:+44 (0) 1624 612 624 Email:[email protected] www.smppartners.com SMP Partners Limited and SMP Trustees Limited are licensed by the Isle of Man Financial Supervision Commission to provide corporate, and corporate and trust services, respectively. SMP Fund Services Limited is licensed to provide collective investment scheme and corporate services. SMP Accounting & Tax Limited is a member of the ICAEW Practice Assurance Scheme. SMP Capital Markets Limited. SMP Yacht and Aircraft Limited.trusted to deliver...42THE SHOREXWEALTH MANAGEMENT FORUM GENE VASource10th Floor88 Wood StreetLondon EC2V 7RSUKTel:+44 (0)20 3370 1100Fax:+44 (0)20 3370 1101Email:[email protected]:www.source.infoStand 48SourceisaspecialistproviderofExchange TradedProducts (ETPs)withauniqueapproachanddeeprootsinthetrading community. Our partners are some of the largest participants in the ETP market: BofA Merrill Lynch, Goldman Sachs, Morgan Stanley and Nomura as well as Nyenburgh,All Options, Banca IMI, FlowTraders and IMC. Together, we recognise the value in creating a new, common standard for ETPs. Sourceisanopenarchitectureplatformdesignedtodeliver enhanced liquidity, diminished counterparty risk and improved marketperformance.Wecurrentlyofferoverfftyequity andcommodityproductsincludingeighteenhighlysuccessful optimised sector products. At Source, we realise the importance of harnessing cooperation and competition in order to build compelling products. We are focused on both enhancing existing markets and entering new markets, confdent that our unique approach to ETPs delivers a superior investor experience.SOVEREIGN TRUST (Switzerland) LTD Chemin LAuverney 59,CH 1814 La Tour-de-PeilzVaudSwitzerland UK OFFICE40, Craven StreetLondonWC2N 5NGUnited KingdomTel:+41 219711480+44 207 389 0550 Fax:+41 219711481Email:[email protected] [email protected]:www.sovereigngroup.comStand 14SovereignTrustSwitzerlandLtdarepartoftheworldwide Sovereigngroupofferinginternationaltaxandfscalplanning for high net worth individuals, corporates and their respective advisers.Sovereigngroupprovideproductsandservicesfor lawyers,investmentmanagers,accountantsandhedgefund managers. They have 16 offces worldwide and are respected in the market place for providing the very latest up to date tax and fscal information covering practically all global jurisdictions. Experts in Financial Services and International TaxationALTENBURGER LTD legal + tax is a boutique law rm with ofces in Zurich and Geneva that has specialised in international business law for over 30 years. We are a modern law rm with a highly qualied and experienced team of multilingual and multicultural lawyers and tax advisors, who distinguish themselves by their creative and pragmatic approach to nding new solutions meeting our clients ever-evolving needs and interests.We have acquired specialist knowledge and expertise in a variety of areas of Swiss and international law and taxation, including in the elds of nancial services, insurance and banking, collective investment schemes, asset management and corporate transactions. We pride ourselves in our reputation and peer recognition, as well as the long term relations we have built with local authorities, our clients and the local community. As a corporation ourselves, we understand the need to nd tailor-made solutions and value-added services that provide business certainty and practical outcomes.Geneva OfceRue Rodolphe-Toepffer 11bisCH-1206 GenevaTel:+41 22 789 50 20Fax:+41 22 789 50 21Zurich OfceSeestrasse 39CH- 8700 Kusnacht-ZurichTel:+41 44 914 88 88Fax:+41 44 914 88 80We guide you all the way upwww.altenburger.chContactsLeonhard Toenz, Zurich / [email protected] Boitelle, [email protected] Hodara El Bez, [email protected] Gautschi, [email protected] Lederer, [email protected] SHOREXWEALTH MANAGEMENT FORUM GENE VASquared Financial Services Ltd3 Harcourt TerraceDublin 2IrelandTel:+353 1 661 0500Fax:+353 1 661 1087Email:[email protected]:www.squaredfnancial.comStand 26SquaredFinancialisanindependentfull-servicebroker providingtradingtechnologyandservicesforprofessional and institutional FX traders. We offer a frst-class proprietary FX trading platform, direct access to 6 of the worlds top-tier liquidityprovidersandcompletetransparencythroughout thetradingprocess.Ourcompanyhelpsprovideaservice thatmeetstheneedofthemostdemandingactivetraders bythespeedofexecutionconfrmedwithinmilliseconds, competitivemarketdepthfortransactionuptoUSD50 millionsandauniquemulti-paneltradingoptionthatcan becustomisedtorefecttradingpreferencesorstrategies. SquaredFinancialisheadquartersinDublinandregulated by the Irish Financial Regulator.THE SHOREXWEALTH MANAGEMENT FORUM GENE VAHow do you choose your funds?Consider the value of a Standard & Poors Fund Management Rating.Therearethousandsoffunds,butonlythosethatareconsistentwithourrigorousscreening can achieve a Standard & Poors Fund Management Rating. Thats because we go beyond the numbers and bring an additional qualitative assessment to our process. When you see this seal, youll know that the rating has been based on our in-depth analysis of that fund and its quality. Standard & Poors Fund Management Ratings. Yet another way that Standard & Poors helps investors make more informed investment choices.Standard & Poors and its affliates provide a wide range of services to, or relating to, many organizations, including issuers of securities, investment advisers, broker-dealers, investment banks, other fnancial institutions and fnancial intermediaries, and accordingly may receive fees or other economic benefts from those organizations, including organizations whose securities or services they may recommend, rate, include in model portfolios, evaluate or otherwise address. A Standard & Poors Fund Management Rating is not investment advice, is not intended for any particular investor and past performance is not necessarily indicative of future results.Copyright 2009 The McGraw Hill Companies, Ltd 20 Canada Square, Canary Wharf, London, E14 5LH and all of its licensor sources. The trade marks of Standard & Poors and S&P are the property of Standard & Poors Financial Services LLC and are protected by registration in several countries. All rights in those marks are reserved. To learn more, please contact [email protected] or call +44 (0) 20 7176 8500 www.fundsinsights.comEU_GenericAd_HalfPage_v1.indd 1 10/23/09 2:16:49 PMStandard & Poors20 Canada SquareCanary WharfLondonE15 5LHUnited KingdomTel:+44 (0) 20 7176 8500Fax:+44 (0) 20 7176 8450Email: [email protected]:www.standardandpoors.comStand 17Standard & Poors Equity Research and Fund ServicesEvery day investors and fnancial professionals the world over look to one frm for fnancial market intelligence that is authoritative, objective andcredible.Standard&PoorsEquityResearchServicesdeliversa broad range of strategies and recommendations which enables clients to navigate and seek success in even the most complex global markets and feel confdent about their decisions. Standard & Poors Equity Research provides a single authoritative source of unbiased independent equity analysis and opinion. A worldwide team of 100 equity analysts covers approximately 2,000 stocks globally. Standard&PoorsFundServicesidentifesfundsthatarelikelyto consistentlyachievetheirobjectives,throughin-depthqualitative analysis. Around 1500 funds are covered globally and the fund ratings andresearchprovidewealthmanagerswiththeinsighttomake informed fund selection choices.www.standardandpoors.comwww.fundsinsights.comSuperfundSuperfund Group of Investment CompaniesWiththelaunchofthefirstSuperfund managed futures fund in 1996, Christian Bahapioneeredthewayforprivate investorstotakeadvantageofthis institutional quality asset class.Morethan13yearslater,Superfund companiesareamongtheworlds most successful managed futures fund providers with over 40 international awards and top rankings.Today*, Superfund companies have offices in 20 countries aroundtheworldwith500employees,successfully managingcollectiveassetsofover1.65bnUSDformore than 50,000 global investors. Since inception, the flagship SuperfundQ-AG,hasachievedapositivetrackrecord lasting over 13 years. Even in times of crisis such as 2008.Superfund The Future of InvestingThis product information is exclusively directed to institutional and qualifed investors. The Superfund QAG is a closed fund, subscriptions are no more possible without any exception. This product information may not be passed on to other persons. Past performances of Superfund QAG and SF Quadriga (CH) Fund of Funds are not indicative of future results regarding these and other fnancial products of the Superfund group of investment companies. This document is not intended to serve as a public offer to purchase and has not been submitted to supervisory authorities for examination and may not be construed as investment advice. The data contained herein was compiled for information purposes only and does not constitute a solicitation or offer to invest in any fnancial products. No subscriptions will be accepted on the basis of this marketing material. Subscriptions are carried out solely on the basis of the current prospectus of SF Quadriga (CH) Fund of Funds (the Fund) with integrated Fund regulation with the most recent annual report and, if available, the most recent annual half-year report enclosed. The Fund regulation, the prospectus with the integrated Fund regulation, the annual and half-year reports are available free of charge from CACEIS Fastnet (Suisse) SA, Chemin de Prcossy 7-9, 1260 Nyon. Past performance is not indicative of future performance. The fgures given for Fund performance do not include any commission for the issue or repurchase of Fund units. The Fund is an umbrella fund which may comprise several segments. Each segment may indirectly pursue non-traditional investment strategies whose risks are not comparable to those of securities funds. The Fund segments invest as Fund of Funds primarily in various open or closed investment funds or other collective investment schemes which may pursue non-traditional investment strategies and apply non-traditional investment techniques (also termed hedge funds) and whose risks are not comparable to those of mutual funds. The majority of hedge funds are subject to the laws of countries whose statutory and supervisory framework does not meet the standards prevailing in Switzerland. Investors in this Fund must therefore be willing and able to accept the possibility of capital losses on their investment. Investors must be aware of the risks outlined in the prospectus (cf. Item 5.1.8). The Fund management strives to minimize these risks by diversifying investments and selecting the target funds according to stringent criteria. In selecting the target funds each segment pursues at least two differing investment strategies at all times. Up to 50% of the assets in a segment may be invested in target funds with the same investment strategy. However, the application of stringent selection criteria does not exclude the possibility that individual target funds may suffer a total loss of the principal invested. The author and distributors of this material expressly disclaim any and all liability for any inaccuracies contained in this document, and shall not be held liable for the same. *As of 12/31/2008Flagship Fund: Superfund Q-AGPerformance: +591,9%Annual Return: +15,3% Founded: 1995Offces: in 20 countries worldwideFounder & Owner: Christian BahaEmployees: 500Investors: over 50,000 worldwideAssets Under Management: 1.65 billion USD (12/2008)Track Record:more than 13 yearsWebsite: www.superfund.com15%10%0%+10%+20%2006 2007 2008 200901.10.200613.10.2009 (estimated)No benchmark due to absolute return approach0%+50%+150%+250%+400%+600%19961997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009Superfund Q-AG (closed fund) 03/199609/2009ISIN: CH0024079870Valor Number: 2407987Currency: CHF/EUR/USDMinimum Investment: 10.000 CHF/EUR/USDSubscription Charge: 4.5%Management Fee: maximum 2.5%Incentive Fee:maximum 10%Hurdle Rate: six month LIBORSubscription & Redemption: monthlyDepository Bank: Corner Banca SA, LuganoAuditor: PricewaterhouseCoopers SA, GenfAdministrator: Caceis Fastnet (Suisse), NyonDistribution: Superfund Asset Management AG, Zurichwww.superfund.comSuperfund at a glanceSuperfund Q-AG (Flagship Fund)SF Quadriga (CH) Fund of FundsThe objective of the Quadriga trading strategy is togeneratehigh-levelreturnswithverylittle volatility. The SF Quadriga (CH) Fund of Funds aimstodevelopfundvalueindependentfrom theprevailingeconomicormarketconditions. Riskisnotonlyspreadovervariousasset classes,butalsoacrossvariousinvestment strategies,withemphasisonbothourproven andinnovativenewproprietarysystematic tradingstrategies.Thedecisivefactoristhat these various trading strategies develop largely independently from one another to enable long-termhigh-levelreturnswithclearlyreduced volatility. As a result the fund is able to benefit from both rising as well as falling markets.SF Quadriga (CH) Fund of FundsSF Quadriga (CH) Fund of FundsFor further information please contact: Mercy KokoTelephone:+44 (0) 20 7484 7484Email:[email protected] J O Hambro Investment Management LimitedRegistered in England No 2042285Authorised and Regulated by the Financial Services AuthorityJ O Hambro Investment Managementmanaging long/short equity strategies since 1999Join Oliver Kelton,manager of the PepinEuropean long/short equityfund on the afternoon ofDecember 1st at the HedgeFunds conference Streamin Room BWorsfold-Gregg_JOHIMad_1322900:Layout 114/10/200915:57Page 1THE SHOREXWEALTH MANAGEMENT FORUM GENE VASuperfund Asset Management AGBahnhofsstrasse 248001 ZrichSwitzerlandTel: +41 44 267 99 99Fax: +41 44 267 99 90Email:[email protected]:www.superfund.comStand 33About SuperfundSuperfundwasfoundedin Vienna, Austria,byChristianBaha as one of the frst managed futures funds for institutional and private investors. Since the start in 1995, Superfund companies havegrowntobecomerankedamongtheworldsmost successful providers of managed futures funds.Today,morethan13yearslater,thereareSuperfundoffces in20countriesaroundtheworldwithover500employees. Since the launch of the Superfund fagship fund Superfund Q-AGin1996,Superfundgroupofcompaniesnowcollectively manage1.65billionUSDfromover50,000investorsaround the world. (fgures as of 12/31/2008)48THE SHOREXWEALTH MANAGEMENT FORUM GENE VASwissquote Bank SASchtzengasse 22/248001 ZrichSwitzerlandTel:0848 25 89 90 From abroad +41 44 825 89 90Fax:+41 44 825 88 46Email:[email protected]:www.swissquote.chStand 8Withmorethan130000clientsand5.4billionassets undercustody,SwissquoteBankisthemajoractorof the swiss online trading market.Swissquoteofferssimple,rapid,electronicdealingin shares,funds,options,warrantsandbondsonnearly allworldmarkets.Notforgettingtheforeign-exchange market,EUREXandoff-exchangetradinginderivative products. Privateclientsaccesstothestockmarketat advantageousrates.Forassetmanagersandcorporate clients supplementary services are specifcally designed.Swissquote Bank is submitted to the supervision of the SwissFinancialMarketSupervisory Authority(FINMA), and is a member of the Swiss Bankers Association.More information on www.swissquote.chThayer Brook Partners LLP 86 Jermyn StreetLondonSW1Y 6JDUKTel:+44 (0) 207 766 1580 Fax:+44 (0) 207 766 1581 Email:[email protected] Web:www.thayerbrook.co.uk Stand 55ThayerBrookPartnersisaninvestmentmanagement companyoperatingsystematicstrategiesinthemost liquidexchangetradedfuturesmarketsglobally. These strategiesaredirectionalandbasedonacultureof absolutereturnratherthanperformancerelativeto abenchmark.ThayerBrookseekstodeliverincome streamsthatarenon-correlatedtomajorassetclasses andotheralternativeinvestments,andtoprovide positiveperformanceinraisedvolatilityconditionsand bearmarketswhenmostportfoliossuffer. Thehighest emphasis is placed on risk management which we regard asthesinglemostimportantfactorinproducingalpha from trend following methods. Trust and security: the basis of a good partnership. Swissquote Bank supports you with state-of-the-art technology and a wide range of services. Our Asset Manager Tool ensures individual investment strategies which are handled transparently and securely. This gives you more time to spend on what counts: your clients. www.swissquote.chSQ_Insi_City_210x297+6mm_E_V01.indd 1 25.03.2009 15:49:0850THE SHOREXWEALTH MANAGEMENT FORUM GENE VAThe RM Group LtdInvision HouseWilbury WayHitchinHertsSG4 0TWUKTel:+44 (0) 1462 427300Fax:+44 (0) 1462 427375Email:[email protected]: www.rmonline.comStand 56 Forover35years TheRMGrouphasbeenaleading supplierofwealthmanagementsolutions,UKand international company formation & administration, trusts &foundations,shipregistrations,UKandInternational bankaccounts,corporatestructures,taxadviceand accounting services .An ISO 9001 accredited company with global offces in London, Riga, Kiev, Kharkov, Toronto and Chisinau.RMalsoprovidesworldwidebusinessreportsthrough its online database aRMadillo www.rmonline.com , brand registration & anti money-laundering solutions FullycompliantwiththeUKs2006CompaniesAct, RMsnewelectronicincorporationsysteminterfaces withCompaniesHouselettingyoueasilyincorporate UK limited companies http://www.rmonline.com/company-formation-online.htmlTraccr LimitedStudio One, Utopia Village7 Chalcot RoadLondonNW1 8LHUKTel:020 7022 4800Email:[email protected]:www.traccr.comStand 1Traccr Limited is an introducing broker and arranger of credit derivative transactions providing best execution in single name credit default swaps, frst-to-default baskets, tranches and credit options.Traditionally,theCDSmarketshavebeenavailable exclusivelytovolumeplayers.Growingliquidity,ease ofuseandtransparencyofcreditderivatives,however, hasdrawntheattentionoflong-establishedinvestors. Traccrstargetcustomerbaseconsistsofinstitutional fund managers, pension funds, managed account platforms and private banks. Our services include brokerage assistance by experienced CDStraderswhohavedeepbackgroundinthecredit derivative markets.We also provide a web-based CDS tradingsimulator,realtimecreditderivativesnewsand research, and educational videos. 52THE SHOREXWEALTH MANAGEMENT FORUM GENE VATRADART294 Avenue MolireB-1180 BrusselsBelgiumTel:+32 (0)2 346 60 23Fax:+32 (0)2 345 12 09Email:[email protected]:www.tradart.be1, rue du PerronCH-1204 GenevaSwitzerlandTel:+41 (0)22 817 37 47Fax:+41 (0)22 817 37 48Email:[email protected]:www.tradart.chStand 34Founded in 1977 by Michel-Max Bendenoun, numismatist since1972, Tradartsinfuencehasbeenradiatingfrom the heart of Europe for more than thirty years. As one ofthemostactivespecialistsinthefeldofGreekand Romannumismatics, Tradartofferssupportandadvice to its international clientele, with a full range of valuable items and services conforming to the highest standards.Tradarts scientifc documentation, experience, discretion, and availability, all contribute to build up even the largest collection. By buying, selling, evaluating, organising public auctionswithworldwideacclaimandprintingspecialist artpublications,Tradartisparticularlywellplacedto offer advice and expertise to all collectors who seek to start, expand, valorised, or sell their collection. Trinity Group Partners RAK Free Trade Zone AuthorityPO Box 58562Offce No.303Grosvenor House Commercial TowerSheikh Zayed RoadDubaiUAETel: +971 4 3291052Fax: +971 4 3326780Email:[email protected] Web: www.trinitygroup.eu TheTrinityGroupspecialisesintrustand corporateservices,assetprotectionand generationplanning.InDubaiweareoneof thefewconsultancysdedicatedtoallformsof incorporationintheUAE,includingfreezone registrations, LLCs and offshore companies. For more information visit: www.trinitygroup.eu Stand 54Fairmont DubaiSheikh Zayed RoadOffce No: 7127th foor, PO Box: 65886, Dubai, UAEP.O. Box: 10055, Ras Al Khaimah, UAETel: +971 7 2041111Fax: +971 7 2077120Email: [email protected]: www.rakftz.comRas AlKhaimahFree TradeZoneisoneofthefastest growingfreetradezonesintheregion,withmorethan 6,000 companies from 106 countries around the globe. Incentives for companies include 100% foreign ownership, import and tax exemptions, 100% repatriation of capital and profts as well as no corporate or personal income taxes. For more information visit www.rakftz.com.M O N N A I E S &M D A I L L E SBruxelles294 Avenue Molire U B-1180 BruxellesTel. +32 (0)2 346 60 23fax : +32 (0)2 345 12 [email protected], rue du Perron U CH-1204 GenveTel. +41 (0)22 817 37 47fax : +41 (0)22 817 37 [email protected] dinspiration, je suis la monnaie.jai tant servi le culte, le glaive et lchange que lhistoire ma consacre valeur de patrimoine.Born oF a striking idea, my name is coinage.so well have i served worship, war, and trade that history values me not just as hoard, But as heritage. Ann_Tradart_ok.indd 1 28/10/09 16:38:3254THE SHOREXWEALTH MANAGEMENT FORUM GENE VAVicena International LtdMidas House2 Knoll RiseOrpingtonKent BR6 0ELEnglandTel:+44 1689 898222Fax:+44 1689 898333Email:[email protected]: www.vicena.co.ukStand 51VicenaInternationalLtdhassubstantialexpertise inestablishingandadministeringcrossbordertax structuresforhighnetworthindividualsandprivately owned international trading companies.Theclientbaseisprimarilyprofessionaladviserssuch asaccountants,lawyers,privatebankersandtrust/companyadministratorsinSwitzerland,Monaco,the Channel Islands and other fnancial centres whose own international clients can have their tax position improved bystructurescombiningUKandoverseasentitiesor through other specialist support.Bysupplyingcreativeandinnovativesolutionswitha soundtechnicalbasis, VicenaInternationalLtdensures requirements are satisfed in a secure and reliable manner. No charge will be made for supplying an outline proposal for your clients situation.VIETNAM HOLDING LTD.Gartenstrasse 198002 ZurichSwitzerlandTel:+41 43 500 28 10Fax:+41 43 500 28 15Email:[email protected]:www.vietnamholding.comStand 7VIETNAMHOLDINGLTD.(VNH)isaSwitzerland basedinvestmentcompany,withapredominantly SwissandGermaninvestorbase.Asavalueinvestor withaUSD100millionassetbase, VNHisanactively engagedshareholderinVietnamesecompanies.The VNHinvestmentpolicyembracesthesustainableand responsible investment principles. VNH also actively promotes environmentally, social and governance awareness and practice through its traditional VIETNAMHOLDINGForumeventsandthrough workshops with its investee companies. Since 2007, the related VNH Foundation has served as a charity platform in Vietnam, with a primary focus on children affected by Agent Orange.Sustainable GrowthSustainable GrowthVIETNAM HOLDINGVietnams SRI fundInceptionCapitalListingsContactJune 2006USD 112 millionLondon Stock Exchange: AIM Frankfurt Stock Exchange: Entry StandardGyentsen Zatul, Investor Relations ManagerVIETNAM HOLDING ASSET MANAGEMENT (Switzerland) AGGartenstrasse 19, 8002 Zrich, SwitzerlandTel. +41 43 500 28 10Email: [email protected] SHOREXWEALTH MANAGEMENT FORUM GENE VAVILAGIORGI SPA RETREAT, MADEIRARua da Carreira198 Funchal9000-034 FUNCHALMadeira Tel:+351 291241 330 Fax:+351 291 241 329Email:[email protected]:www.vilagiorgi.comStand 15A fully managed 5 star hotel/Residential spa retreat and exquisite restoration project of a family Quintain the centre of town, Funchal. Madeira Island. Withonly33units,thisisarareopportunityfor professionalinvestorstofndfreeholdproperties inFunchal,Madeirawithanexcellenthotelrental management scheme. MadeirahaslongbeenapopularlocationforSwiss investors and visitors. It has certain key tax advantages even though it is part of the EU through Portugal.2 and 3 bed condominiums startfrom 325,000 Euros.Wells Fargo Securities30 Fenchurch Street1 Plantation placeEC3M 4BDLondonUKTel:+44 207 149 8445+44 207 149 8443Fax:+44 207 149 8391 Email:[email protected] [email protected]: www.wellsfargo.com/com/securities/Stand 52WellsFargo&Companyisa$1.3trilliondiversifed fnancial services company providing banking, insurance, trustandinvestments,mortgagebanking,investment banking, retail banking, brokerage and consumer fnance toindividuals,businessesandinstitutions.Weranked fourth in assets and second in the market value of our common stock among our peers at October 30, 2009. Our vision is to satisfy all our customers fnancial needs, help them succeed fnancially and be recognized as the premier fnancial services company in our markets. Our cross-sellstrategy,diversifedbusinessmodelandthe breadth of our geographic reach facilitate growth in both strongandweakeconomiccycles. Asamatteroffact, we continued to earn more of our customers business in2009inbothourretailandcommercialbanking businesses and in our equally customer-centric securities brokerage and investment banking businesses.Contact details: Vilagiorgi . Rua da Carreira, 198 . 9000-034 Funchal . Tel: +351 291 241 330 . Fax: +351 291 241 329E-mail: [email protected]|Web: www.vilagiorgi.comExtraordinary Island|Exceptional project|Exquisite returnsThe Swiss have long held a close affinity for Madeira. After all, we share similarvalues.Selective,conservativewithaproudsenseofhistory; Vilagiorgi is no exception. Nestled in the heart of Funchal, Vilagiorgi is a contemporary conversion ofoneoftheIslandsmostcovetedfamilyQuintas.Luxuryrealestate set in the historical quarter of So Pedro, managed by a five star hotel.However,likeallthingsSwiss,wecaterforthekeenestoffinancial eyes.Ararehistoricproperty,withaverylimitedfreeholdinventory, on a sub-tropical island, always makes for an eye catching return. You mightsometimeswonderwhatmakesyourclientssmile?Gettingpaid toenjoyaluxuriousSpabreakinthesub-tropicsonceinawhiledoes have its attractionsA unique conversion in the historic residential quarter of Funchal, Madeira IslandOnly 33 luxury freehold apartments.Fully managed as a Five Star Hotel.Excellent Rental management scheme.Holistic Spa, organic specialities restaurant, designer gardens Sub-tropical climate, direct flight access from Switzerland.Prices from 395,000 Euros.Madeira is within the EU as part of Portugal with certain tax privileges.THE SHOREXWEALTH MANAGEMENT FORUM GENE VAwww.willerfunds.comCertaines questions ne se posent pas par temps calme. Les orages boursiers donnent la gestion active les meilleures occasions de dmontrer ses atouts. Vrifez-le sur www.willerfunds.comCest dans la tempte que lon peut juger la rsistance dun brin dherbe. (proverbe chinois)Fonds de droit luxembourgeois. Reprsentant en Suisse: Banque Morval, Genve & LuganoCalligraphie: Wang FeiWillerfunds Management Company SARep Offce in Switzerland14, rue R.-Toepffer1206 GenevaSwitzerlandTel:+41 22 839 93 00Fax:+41 22 810 24 55Email:[email protected]:www.willerfunds.comStand 45TheFCP WillerfundsisaLuxembourgUCITSIIIumbrella structure sponsored and managed by Banque Morval, a family-owned institution based in Geneva and Lugano.Theneedsofprivateindividualinvestorsareatthecoreof themanagementstyleadoptedbythe11funds,9ofwhich are focused on equity markets. Emerging Markets are a core competenceofourteams,withfundsdedicatedtoLatin America,RussiaandEasternEurope,GreaterChinaand Asia ex-Japan. The managers aim is to reduce risk (volatility) andtoout-performrelevantbenchmarksoverthemedium term, thus harnessing opportunities within these high growth regions in a manner suitable for long term investors. 60THE SHOREXWEALTH MANAGEMENT FORUM GENE VAWorld Check39 Dover StreetLondonW1S 4NNUKTel:+41 91 9500014Fax:+41 91 9500015Email:[email protected]:www.world-check.comStand 36About World-Check Trusted by more than 3,800 institutions in over 160 countries, including 49 of the worlds top 50 banks, World-Check offers an end-to-end solution for asse