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THE SHOREX WEALTH MANAGEMENT FORUM GENEVA


SHOREX TEAM
CONTENTS
Directors
Philippe Gelin
Ilona Iranyi
Inna Iranyi
Head of Wealth Management Events

Sophie Pichot
Sales & Marketing
Laura Kozasvili
Pete Van Dijk
Joe Baxter
Sonia Ait-Ouakli
Roger Baker
Web & Graphic Designer
George Eduard Petcu

Shorex Ltd
1A Harmood Street
London
NW1 8DN
UK
Tel: +44 20 7482 1000
Fax: +44 20 7482 1100
Email: info@shorex.com
Web: www.shorex.com
Catalogue published by

Shorex Ltd
Cover by
Far2real.com
Copyright 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 7
Presentation Programme Day II, Room B 9

Exhibitors Listing A - Z 11

Geneva Wealth Management Forum 2009 Floor Plan 33
Badges Sponsor:
Media Sponsors:
Media Partners:
Forex Sponsor: Cocktail Sponsor:
Supported by:
Gold or Gold Mining Companies
ETFS 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 cost
Open ended and can be created and redeemed to demand
Multiple market makers
Traded through your usual bank or stock broker
Multi 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 4330 www.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 SHOREX WEALTH MANAGEMENT FORUM GENEVA
3
9:00 Opening Remarks

9:15 ETFs: Widening your investments at low cost
Valrie Baudson, Managing Director, CASAM ETF
9:45 ETCs and ETFs in a fast paced market environment
Patrick Witteveen, Head of Switzerland, ETF Securities
10.15 ETF PANEL DISCUSSION
Panellists:
Valrie Baudson, Managing Director, CASAM ETF
Patrick Witteveen, Head of Switzerland, ETF Securities

11.15 SRI Opportunities in Vietnam
Jean-Christophe Ganz, Director, Vietnam Holding Asset Management
11.45 Microfnance Investing - A different asset class with a double bottom line
Jean-Pierre Klumpp, CEO, BlueOrchard Finance S. A.
12.00 SRI PANEL DISCUSSION
Panellists:
Jean Laville, Chairman, Deputy Managing Director, Ethos - Swiss Foundation for Sustainable Development
Hugh Wheelan, Editor and co-founder, Responsible Investor
Edmond Schaff, Head of SRI Research, Altedia Investment Consulting
13.00 BREAK
14:00 Opening Remarks
14:15 Gold Market Fundamentals
Rozanna Wozniak, Investment Research Manager, World Gold Council
14:45 The Future of Gold, the Dollar & the Euro
James Turk, Founder and Chairman, GoldMoney
15.15 GOLD PANEL DISCUSSION
Panellists:
Erich Meier, Commodity & Gold expert, Fund manager, Zrcher Kantonalbank
James Turk, Founder and Chairman, GoldMoney
Patrick Witteveen, Head of Switzerland, ETF Securities
Rozanna Wozniak, Investment Research Manager, World Gold Council
16.15 Safe Investments Offer Green Cards to Foreign Investors Through United States Government
Designated Company
Taher Kameli, Esq., Executive Director, Chicagoland Foreign Investment Group
16.45 Uncorrelated Longevity Assets
Thomas Owens, Managing Director, Select Transactional Services
17:15 Privacy vs Transparency: What is the Role of the Private Banker and the Independent Asset Manager
PANEL DISCUSSION
Chairman: Jacques Leuba, Banque Heritage
Heiner Weber, Executive Vice President, Lombard Odier Darier Hentsch & Cie
18.15 Cocktail Reception sponsored by


Presentation by Georg Nauerz, CEO, Nauerz & Noell AG
PRESENTATION PROGRAMME
1ST DECEMBER
Room A
Man Investments is a world leading independent asset
manager dedicated solely to alternative investing
We 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 01
www.maninvestments.com
A member of the Man Group
This material is communicated by Man Investments Limited which is authorised and regulated by the Financial Services Authority.
rtnership nership
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THE SHOREX WEALTH MANAGEMENT FORUM GENEVA
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9:00 Opening Remarks
9:15 S&Ps 2010 European Equity Market Outlook
Yannick Mathieu, Director of European Research Operations, Standard & Poors
9:45 Sustainable Structured Products
Eddie Villiers, Head of Sales, Rabobank International
10.15 CDS / Bond basis strategies
Farooq Jaffrey, Founder & CEO, Traccr
10.45 Individual Portfolio Therapy: Make Patrimonial Management Truly Personal
Georges Hbner, Founder and Chief Scientifc Offcer, Gambit Financial Solutions
FOREX
Sponsored by Squared Financial Services Limited
11.15 FX - Evolution of Execution
John Miles, Managing Director, Squared Financial Services Limited
Larry McInerney, Senior FX Sales, Squared Financial Limited
11.45 FOREX PANEL DISCUSSION
Panellists:
John Miles, Managing Director, Squared Financial Services Limited
Bruno Estier, Independant Market Strategist, Vice-President of the Swiss Association of Market Technicians
Marc Splti, Vice President, Dukascopy (Suisse) SA
12.45 BREAK
14:00 Opening Remarks
14:15 Hedge Funds - Separating the Good From the Evil
Georg Nauerz, CEO, Nauerz & Noell AG
14:45 Success Factors for Hedge Fund Investing
Serge Cadelli, Chief Operating Offcer and Head of Product Strategy, Operations and Client Services,
Man Investments
15.15 Taxation of Hedge Fund Managers in Switzerland
Thierry Boitelle, Tax Partner, Altenburger Ltd legal + tax
15.45 HEDGE FUND PANEL DISCUSSION
Chairman: Georg Nauerz, CEO, Nauerz & Noell AG
Panellists:
Oliver Kelton, Fund Manager, Pepin Fund Ltd, J O Hambro Investment Management
Serge Cadelli, Chief Operating Offcer and Head of Product Strategy, Operations and Client Services,
Man Investments
Farooq Jaffrey, Founder & CEO, Traccr
Georges Hbner, Founder and Chief Scientifc Offcer, Gambit Financial Solutions

17.00 EMERGING MARKETS PANEL DISCUSSION
Panellists:
Kathryn Langridge, Director and Senior Portfolio Manager, Lloyd George Management
Raymond Hche, Managing Director, Willerfunds Management Company
Didier Saint-Georges, Member of the Investment Committee, Carmignac Gestion
18.15 Cocktail Reception sponsored by



Presentation by Georg Nauerz, CEO, Nauerz & Noell AG
PRESENTATION PROGRAMME
1ST DECEMBER
Room B
THE SHOREX WEALTH MANAGEMENT FORUM GENEVA
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9:00 Opening Remarks
9:15 After the Crisis: Where the Value is in Former Soviet Union Equities
Ian Hague, Partner, Firebird Management LLC
9.45 Julius Baer Local Emerging Bond Fund
Ralph Gasser, Product Specialist Fixed Income, Swiss & Global Asset Management
10.15 China is the Key for Global Recovery
Paul Chan, CIO, Asia ex-Japan, Invesco Hong Kong
10.45 The Day after Tomorrow: The Financial Crisis One Year Later
Reinhold Puntschart, Managing Director, Superfund Asset Management AG
11.15 Managed Futures going UCITS
Oliver Prock, CEO, CIO, Salus Alpha Capital Ltd
11.45 MANAGED FUTURES PANEL DISCUSSION
Panellists:
Philip Stoltzfus, Chief Executive Offcer, Thayer Brook Partners LLP
Oliver Prock, CEO, CIO, Salus Alpha Ltd
Nells Bang, Managing Director, Prolifc Capital Markets LLP
12.45 BREAK
14.00 Opening Remarks
Chairman: Edward Hill, Director, Copywrite Group
14.15 Following market trends with new Real Estate Fund
Edo Drijver, Swiss Representative of Annexum
14.45 How to Manage and Assess an International Property Portfolio in Very Uncertain Times
Edward Hill, Director, Copywrite Group
15:05 Managing Development Success in the Middle East
Samih Sawiris, CEO, Orascom Hotels and Developments
15:25 Global Taxation Solutions to International Property Problems
Simon Denton, Managing Director, Sovereign Trust Switzerland Limited
15:45 Madeira for the Swiss investor
Philippe Moreau, Managing Director, Vilagiorgi, Madeira Island
16:05 Spain Reposessed?
Alistair Spence Clarke, CEO, Spence Clarke and Company, Marbella
16.25 Real Estate Investment Q&A
Chaired by Edward Hill, Director, Copywrite Group
PRESENTATION PROGRAMME
2ND DECEMBER
Room A
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THE SHOREX WEALTH MANAGEMENT FORUM GENEVA
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9:00 Opening Remarks
Chairman: Bruce Weatherill, Owner, Bruce Weatherill Executive Consulting
9:15 PwC Global Private Banking/Wealth Management Survey 2009: Evolution or Revolution?
Jean-Christophe Pernollet, Partner in charge of the Geneva Offce, PricewaterhouseCoopers
9:45 Wealth Management after the Crunch Are Clients Right, is the Industry in Denial?
Bruce Weatherill, Owner, Bruce Weatherill Executive Consulting
10.15 To be Confrmed
10.45 The Ethical Aspects of Retrocessions and the Need for Reforms
Vincent Derudder, Secretary General, Fdration Europenne des Conseils et Intermdiaires Financiers (FECIF)
11.15 New Regulations for Independent Asset Managers
Stphanie Hodara El Bez, Attorney at law, Altenburger Ltd legal + tax
11.45 Portfolio Losses: Effcient Ways to be Reimbursed
PANEL DISCUSSION
Chairman: Daniel Glasner, Founder and CEO, Action Finance SA Geneva
Elie Nada, Representative, Deminor, Erik Bomans, Managing Partner, Deminor
Franois Membrez, Partner, Waeber Membrez Bruchez
Dario Zanni, Geneva Public Prosecutor
12.45 BREAK
14:00 Opening Remarks
14:15 INERNATIONAL FINANCIAL CENTRES PANEL DISCUSSION
Panellists:
Simon Denton, Managing Director, Sovereign Trust, Switzerland Limited
Damien Martinez, Head of EDD, World Check
Bruce Weatherill, Owner, Bruce Weatherill Executive Consulting
15:15 UBS, a double U.S. disaster
Myret Zaki, Financial journalist, author of UBS, les dessous dun scandale, ditions Favre
15.45 World Wealth Report 2009
Martina Weimert, Senior Vice-President, Capgemini
16:15 Fund selection for private bankers and Independent Asset Managers: Risk Management and Liability
PANEL DISCUSSION
Panellists:
Vincent Derudder, Secretary General, Fdration Europenne des Conseils et Intermdiaires Financiers (FECIF)
Daniel Glasner, Founder and CEO, Action Finance SA Geneva
Nils Tuchschmid, Professor of Banking and Finance, Haute Ecole de Gestion de Genve, (HEG Geneva)
PRESENTATION PROGRAMME
2ND DECEMBER
Room B
www.rabobank.com
It is time for Rabobank
For tomorrow and beyond
When your money is safe,
so is your future
In 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 & Poors
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THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Air Partner (Switzerland) AG
General Aviation Center
PO Box 2118
CH-8060 Zurich Airport
Switzerland
Tel: +41 44 813 3434
Email: Switzerland@airpartner.com
Web: www.airparter.com
Stand 50
Air Partner is a world-class company that provides every
type of aircraft, for every conceivable mission, in every
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.
Air Partner provides the entire spectrum of private
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
jet ownership. A personal, dedicated team of account
managers is on call around the clock, ready to respond
to any change in fight requirements.
Annexum
Annexum, Central Offce
WTC Building G Tower
Strawinskylaan 485
NL-1077 XX Amsterdam
Netherlands

Tel: +31 (0)20 572 01 07
+49 (0)172 9377693
Fax: +31 (0)20 572 01 02
Email: info@annexum.nl
Web: www.annexum.ch
Stand 3
The Annexum Group initiates open- and closed-end
Real Estate Funds and forms the largest and the best
performing company in the Dutch market. Annexum
structures public- and tailor made funds in D, CH and
NL. Not traded at a stock exchange, trading rates are
very steady. The real estate portfolios of super markets
and discounters, have a low risk focus. Annexum
participates 10-15% in the fund-capital, with the Investor
in a preferred position, receiving very steady dividends.
The dutch legal structures used, are tax redempt and
also released from withholding tax. The high net returns
(8% p.a.) are only taxed in the investors domicile.
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THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
BlueOrchard Finance S.A.
32 rue de Malatrex
1201 Geneva
Switzerland
Tel: +41 22 596 47 77
Fax: +41 22 596 47 79
Email: communication@blueorchard.com
Web: www.blueorchard.com
Stand 2
BlueOrchard Finance S.A. is a leading Swiss-based
commercial microfnance investment manager, which
provides loans to microfnance institutions world-wide.
We believe micro-entrepreneurship favours sustainable
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.
Our fagship microfnance investment vehicle is the
Dexia Micro-Credit Fund which has a net asset value
of well over USD 500 millions as per mid 2009 and
a performance rate of 5.28% over the past 5 years
(annualised, USD share class).
Carmignac Gestion
The Plaza
65 Bd Grande Duchesse Charlotte
L-1331 Luxembourg
Tel: +352 46 70 60 1
Fax: +352 46 70 60 30
Web: www.carmignac.ch
Stand 38
Founded in 1989 by Edouard Carmignac, Carmignac
Gestion is one of the leading independent management
companies in Europe today. With close to 30 billion
euros of assets under management, Carmignac Gestion
offers 19 funds in all asset classes equity bond and
balanced, as well as a mandate offering. The funds are
actively distributed in 8 European countries: France,
Luxembourg, Switzerland, Belgium, Italy, Germany,
Spain and the Netherlands. Within the context of
its international development, the company also has,
since 1999, a Luxembourg subsidiary, and in 2008, two
representative offces in Madrid and Milan.
risk or opportunity?
news, features and resources
www.responsible-investor.com
climate change
14
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
CASAM
91-93 boulevard Pasteur
75710 Paris Cedex 15
France
Tel: +33 (0)1 43 23 82 82
Fax: +33 (0)1 43 23 93 19
Email: info@casam.com
Web: www.casam.com
Stand 42
Crdit Agricole Structured Asset Management (CASAM)
group is the specialized subsidiary representing Crdit
Agricole Groups expertise in structured products,
alternative investment solutions and Exchange Traded
Funds (ETFs).
Crdit Agricole Group was one of the pioneers in
the ETF market in 2001. As of end July 2009, CASAM
ranks 8th in assets under management on the European
ETF market (source: Barclays Global Investors ETF
Landscape Industry Review August 2009).
CASAM manages more than 620 funds representing a
total of EUR 51.4/USD 73.6 billion in assets (at August
31st, 2009) and holds leading market positions in
structured funds in France, Japan and Italy.
Commerzbank AG, Zurich Branch
Frberstrasse 6
8008 Zurich
Switzerland
Tel: +41 (0)44 267 16 60
Fax: +41 (0)44 261 53 07
Email: derivatives.swiss@commerzbank.com
Web: www.comstage-etf.ch
Stand 39
Commerzbank AG is a leading provider of fnancial
instruments within Europe. Recently Commerzabank
AG added a further instrument range to the already
existing one: the ComStage ETFs Commerzbanks
subsidiary Commerz Derivatives Funds Solutions SA is
the management company of ComStage ETF with its
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
ETFs are issued as a sub-fund under Luxembourg law
and subject to the European fund regulations relating to
UCITS III.
With its local presence in several European markets,
amongst others Switzerland, and many years of
experience as a European leader, Commerzbank AG
offers solid fnancial solutions as a basis to form a sound
partnership on which can be relied on.
Pour les investisseurs qui attendent
de 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 et
de la force dinnovation dun institut bancaire denvergure internationale spcialis dans le march
Retail. Voici de bonnes raisons de nous contacter:
www.certicats.commerzbank.ch, numro vert 0800 11 77 11.
ETF et produits structurs
16
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
CSB Group
The Penthouse
Tower Business Centre
Tower Street
Swatar BKR 3013
Malta
Tel: +356 2557 2557
Fax: +356 2557 2558
Email: info@csbgroup.com
Web: www.csbgroup.com
Stand 12
CSB Group (est. 1987) provides its clients with a
spectrum of specialised business and commercial
services including the incorporation of Maltese and
foreign companies; Licensing of iGaming and fnancial
services; Yacht and ship registration under the Malta
fag and mortgages registered thereon; Regulatory &
business consultancy; Company secretarial, management
and directorship services; Trustee & fduciary services;
Back offce support and administration; Accounting
and payroll services; Bank account opening and online
payment solutions; Intellectual property registration;
Recruitment services; Relocation assistance; Residence
and work permit applications.

Dow Jones International Ltd
90 Long Acre
Covent Garden
London
WC2E 9PR
UK
Tel: +44 (0) 20 7842 6900
Fax: +44 (0)20 7842 9655
Contact: Adam Ezro
Email: adam.ezro@dowjones.com
Web: www.wsj.com/europe
Stand 6
About 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
Journal Asia and The Wall Street Journal Online at
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,
these publications have a total circulation of nearly 2.9
million, reaching the worlds top business and political
leaders.

The Wall Street Journal Europe draws on the Dow Jones
network of nearly 1,900 business and fnancial news staff,
the largest network in the world, including more than
400 in Europe, the Middle East and Africa.
Doremus Wull Slreel Journul 297x2Iumm A4 Brunu uus WSJ u2 PI9u Proof uI u8-II-2uu9
New 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.
18
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Dukascopy (Suisse) SA
ICC, Route de Pre-Bois 20
1215 Geneva 15
Switzerland
Tel: +41 22 799 4888
Fax: +41 22 799 4880
Email: info@dukascopy.com
Web: www.dukascopy.com
Stand 21
Dukascopy has grown over the years to what today
is known as the largest Electronic Communication
Network (ECN) in Europe possibly Worldwide. The
network is used by Money Managers, Hedge Funds
and numerous commercial institutions to access
the largest liquidity in a highly competitive price
environment. Its JForex platform has become popular
amongst automated systems programmers who may
program unlimited strategies within the platform, and
a whole community has developed around the product.
ETF Securities
6th Floor
No 2 London Wall Buildings
London
EC2M 5UU
UK
Tel: +44 (0)207 448 4336
Fax: +44 (0)207 448 4366
Email: helen.burden@etfsecurities.com
Web: www.etfsecurities.com
Stand 37
ETF Securities pioneered the development of ETCs, with
the worlds frst listing of an ETC, Gold Bullion Securities
in Australia and London in 2003 and then the worlds
frst entire ETC platform which was listed on the London
Stock Exchange in September 2006. The ETF Exchange is
the worlds frst 3rd Generation ETF Platform offering
investors access to low cost swap backed ETFs with
credit diversifcation across a number of participants
rather than reliance on a single bank. As the banks, APs
and market makers compete for business, true liquidity
and competition is created. ETF Securities now offers
more than 140 Exchange Traded Products (ETPs).
Trade in Dukascopy
Swiss Forex Marketplace
Swiss Forex Marketplace
Forex Trading from Any Swiss Bank *
20
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Exitor Group Ltd
Corner Stasinos Ave & 2 Agias Elenis
2nd Floor, Stassinos Building
1060 Nicosia
Cyprus
Tel: +35722875253
Fax: +35722875227
Email: info@exitorgroup.com
Web: www.exitorgroup.com
Stand 22
Exitor Group is a boutique fduciary, corporate services and
wealth management group. Our focus is on delivering unique
solutions to our clients through highly qualifed and industry
experienced personnel.
We assist companies and private individuals in fnding the
best route to structure their wealth and investments; mitigate
unnecessary taxation, and at the same time, choose a jurisdiction
that provides the best legislation that helps protect their assets.
We have local offces in Cyprus, Hong Kong, Ireland, Italy,
Switzerland, United Arab Emirates and the United Kingdom.
Our services include;
Company incorporation,
Book keeping and reporting,
Payroll services
Domiciliary and Management Services
Corporate Secretarial Services
International VAT registration and returns
International licensing and Collection Services
Trusts
Multi - Family Offce services
Gambit Financial Solutions
29 Rue Dartois
B-4000 Lige
Belgium
Tel: +32 4 224 65 01
Fax: +32 4 253 55 30
Email: g.deschrevel@gambit-fnance.com
Web: www.gambit-fnance.com
Stand 46
Gambit Financial Solutions offers a comprehensive investment
management solution. By integrating the investment advisory
with the portfolio management activities into one solution suite,
Gambit can improve an organisations business performance
while minimising its exposure to reputation risk and litigation.

We rely on advanced scientifc research and development
with prominent academics in Finance. Through our fagship
solutions,WealthExpert
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and FolioMaster
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we deliver
innovative solutions in investor profling, portfolio optimization,
and risk management. We help reconcile investors with
their fnancial advisors. We also help fnancial institutions to
comply with new regulations including MiFID.
Gambits solutions are simple, intelligent and robust. They
strengthen Financial Advisors capacity to re-cement relationship
with investors. They enable Asset Managers to leverage their
market expertise and differentiate through optimal portfolio
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
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on Packaged Retail Investment
Products and on UCITS IV.
Wealthexpert
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Advisors to build or re-cement
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advice in compliance with regulatory requirements. The
solution facilitates proactive wealth management using
a variety of innovative tools including an intuitive risk
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optimiser.
WealthExpert offers you an essential competitive edge
and helps you exceed your clients return expectations. It
also provides Risk Managers with better tools to monitor the
compliance with the agreed risk strategy and investment
mandate.
Foliomaster
The Portfolio Optimisation &
Management Solution
FolioMaster 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
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accurately 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.
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GAMBIT FINANCIAL SOLUTIONS
info@gambit-finance.com I www.gambit-finance.com
gambit-Suite-pubA4.indd 1 3/09/09 17:43
22
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
GoldMoney
Net Transactions Limited
1st Floor
32 Commercial Street
St Helier, Jersey
JE2 3RU
British Channel Islands (UK)
Tel: +44 1534 511 977
Fax: +44 1534 511 988
Email: shorex@goldmoney.com
Web: www.goldmoney.com
Stand 47
Since 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.
GoldMoney is regulated and operates with industry-
leading procedures that set new standards for governance
and customer protection. All metal is stored in secure,
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.
Shareholders of GoldMoney include a publicly traded
mining company, IAMGOLD (Canada).
IG Markets Ltd
Friars House
157 / 168 Blackfriars Road
London SE1 8EZ
England
Tel: +44 20 7633 5500
Fax: +44 20 7896 0035
Email: IGPremier@IGMarkets.com
Web: www.igmarkets.co.uk
Stand 11
IG Markets is part of IG Group, a FTSE 250-listed company
that has offces in 11 countries including Melbourne,
Chicago, Luxembourg and Tokyo. A global fnancial
services provider regulated by the FSA, IG Markets has
a market capitalisation of approximately 1.3 billion. It
specialises in fnancial derivatives, principally Contracts
for Difference (CFDs) on shares and indices, as well as
being a leading dealer in margined Foreign Exchange.
Clients include brokers, fund managers and trading
companies, plus private investors. IG Markets has won
numerous awards for its cutting-edge PureDeal trading
platform, which also offers browser-based Direct Market
Access to its clients.
297x210_IGM_SharesP2.indd 1 23/10/2009 12:35:16
24
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
IRI Corporate and Maritime Services (Switzerland) AG
GENEVA
16, rue de la Plisserie
CH-1204 Geneva
Switzerland
Tel: +41 22 310 64 54
Fax: +41 22 310 64 55
Email: geneva@register-iri.com
Web: www.register-iri.com
ZURICH
Schiffnde 22
CH-8001 Zurich
Switzerland
Tel: +41 22 310 64 54
Fax: +41 22 310 64 55
Email: zurich@register-iri.com
Web: www.register-iri.com
Stand 20
International Registries, Inc. (IRI) and its affliates, with
over 60 years of experience, are the Maritime and
Corporate Administrators of the Republic of the Marshall
Islands. IRIs offces, which are located in Baltimore,
Dalian, Dubai, Ft. Lauderdale, Geneva, Hamburg, Hong
Kong, Houston, Istanbul, London, Mumbai, New York,
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.
IRI prides itself on providing reliable and prompt
service to international business clients, legal and
fnancial professionals, shipowners and operators. IRIs
worldwide staff is available to respond to inquiries
regarding corporate and maritime matters pertaining to
the Republic of the Marshall Islands.
Invesco Asset Management
Genferstrasse 21
8002 Zurich
Switzerland
Tel: +41 (0)44 287 90 00
Fax: +41 (0)44 287 90 10
Email: paolo.corredig@zur.invesco.com
Web: www.invescoeurope.com
Stand 28
Invesco is a leading independent global investment
management company, dedicated to helping people
worldwide build their fnancial security. By delivering the
combined power of our distinctive worldwide investment
management capabilities, including Invesco AIM, Atlantic
Trust, Invesco, Invesco Perpetual, Invesco PowerShares,
Invesco Trimark and Invesco WL Ross, Invesco provides
a comprehensive array of enduring investment solutions
for retail, institutional and high net worth clients around
the world. Operating in 20 countries with more than
4900 employees and USD 416.9 billion assets under
management, the company is listed on the New York Stock
Exchange under the symbol IVZ. Data as at 30.09.2009.
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experience you can trust. . .
. . . quality service you expect
the marshall islands
corporate registry
Modern 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.

advantages
zero tax jurisdiction free redomiciliation
low costs same day formation confidentiality
apostilles available dual language filings
utilization
asset management initial public offerings
tax minimization joint ventures vessel ownership
real & intellectual property holdings
the marshall i slands mari ti me
and corporate admini strators
iri COrPOrate & maritime
serViCes (switZerland) aG
zuRICH
TEL: +41 44 268 22 11
fax: +41 44 268 22 12
zuRICH@REgISTER-IRI.CoM
www.REgISTER-IRI. CoM
BALTIMORE DALIAN DUBAI FT. LAUDERDALE GENEVA HAMBURG HONG KONG HOUSTON ISTANBUL LONDON
MUMBAI NEW YORK PIRAEUS ROOSENDAAL SEOUL SHANGHAI SINGAPORE TOKYO WASHINGTON, DC/RESTON ZURICH
gENEva
TEL: +41 22 310 64 54
fax: +41 22 310 64 55
gENEva@REgISTER-IRI.CoM
26
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Jordans International Limited
21 St Thomas Street
Bristol
BS1 6JS
England
United Kingdom
Tel: +44 (0)117 923 0600
Fax: +44 (0)117 923 0063
Email:
customerservice@jordans-international.com
Web: www.jordans-international.com
Stand 40
Jordans International is a leading provider of corporate
and trust services with extensive operations in several
leading fnancial centres including the BVI, 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 services
Trust creation and administration
Corporate legal services
Statutory accounting and VAT
Tax compliance and advisory services
LISCR S.A.
Schiffnde 16
8001 Zrich
Switzerland
Tel: +41 44 250 8650
Fax: +41 44 250 8655
Email: info@liscr.ch
Web: www.liscr.ch
Stand 41
The 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
headquarters in Vienna, Virginia has, pursuant to acts of
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
of U.K. style registered business companies and Austrian
style private foundations. In addition, the formation of U.S.
style LLCs and limited partnerships remains possible. For
any Liberian entity, no residency or nationality requirements
exist. While LISCR maintains a dedicated corporate offce
in Zrich, corporate documents can also be fled and issued
in Hamburg, Hong Kong, London, Piraeus, Tokyo and Vienna,
Virginia. For more detailed information on the Liberian
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 llaboration
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Laissez-vous sduire par la fracheur de cette offre exclusive :
rendez-vous sur www.letemps.ch/abos ou composez le 00 8000 155 91 92
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CHOISIR
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EN FTE
LT_ann_abo sept09_210x297mm:LT_ann_abo sept09_210x297mm 14.10.09 11:55 Page1
28
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Man Investments
Huobstrasse 3
8808 Pfffkon
Switzerland
Tel: +41 55 417 6000
Fax: +41 55 417 60 01
Web: www.maninvestments.com
Stand 35
Man is a world-leading alternative investment management
business. With a broad range of funds for institutional and
private investors globally, it is known for its performance,
innovative product design and investor service. Mans funds
under management at 30 September 2009 were $43.8
billion.
The original business was founded in 1783. Today, Man
Group plc is listed on the London Stock Exchange and is a
member of the FTSE 100 Index.
Man Group is a member of the Dow Jones Sustainability
World Index and the FTSE4Good Index.
Michael Kyprianou & Co. LLC
Corner Stasinos & Ayias Elenis 2
Stasinos Building
6th Floor, 1060
Nicosia
Cyprus
Tel: +357 22 44 77 77
Fax: +357 22 76 78 80
Email: info@kyprianou.com.cy
Web: www.kyprianou.com.cy
Stand 44
The law frm of Michael Kyprianou & Co. LLC is one of
the largest law frms in Cyprus with 27 lawyers and staff
exceeding 60 persons. The law frm has offces in Nicosia,
Limassol and Paphos and also in Athens, Greece.
The frm has excellent contacts with reputable legal
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,
banking law, property law and intellectual property law. It
also has a dedicated and experienced department which
deals with the registration of companies and their all
round management. Through an affliated company it also
undertakes all the audit and consultancy work necessary for
the smooth running of a company.
Firebird Management LLC manages over $1.4 billion in
six portfolio investment funds, and two private equity funds.
Several of Firebirds funds rank among the top performing in
the hedge fund universe over the last fve years. Firebirds high-
quality investor base consists primarily of fnancial institutions,
pension funds, and high net worth individuals, including
numerous investment professionals. All of Firebirds funds
former Soviet Union equity funds are currently closed except
Firebird Avrora Fund.
The Russia/FSU Funds
Firebird Avrora Fund LLC is dedicated to portfolio investment
in companies operating in Russia and the former Soviet
republics, including Georgia, Kazakhstan and the Baltic
States, and emerging Eastern Europe, including Romania and
Bulgaria. $200 million in size, the fund has generated a high net
annualized since inception in December 2003, notwithstanding
the crisis period of 2008.
Firebird Fund LP, created in 1994, was one of the frst funds
dedicated to investment in publicly traded Russian equities
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.
Firebird Republics Fund is, like Avrora Fund, dedicated to
portfolio investment in the FSU, and has gained over 24% net
annualized since inception in 1997.
The managers believe that this success is due to their long
experience in their target countries which began concurrent
with voucher privatization in Russia and their investor-
oriented focus. Their experience creates an advantage in stock
selection as well as in understanding economic and political
developments in their region, in both cases making use of
the network of local contacts that they have developed over
thirteen years of traveling in the region, and serving on Boards
of Directors.
In evaluating each country within their mandate, Firebird
considers the presence of attractive companies or assets, the
level of economic and political stabilization, commitment to
rule of law, the development of a domestic capital markets
institutions and legal and tax environment.
Amber Trust
Amber is a Luxembourg-registered private equity fund
dedicated to the Baltic States, which Firebird created in 2002
as a joint venture with Danske Capital. Amber, fully invested
and now harvesting positions, is considered the most successful
private equity fund ever launched in the Baltic States. Amber
II, launched in January 2005 with 150 million EUR, is 90%
through its investment program. Ambers investor base is
pension funds and high net worth individuals in Scandinavia,
the U.S. and the U.K.
Firebird Global Funds
Firebird Global is a contrarian portfolio equity fund that
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
performing global macro funds in the world in that period.
Firebird Global Fund II, which has a similar strategy but with a
greater emphasis on PIPEs and other value-added investments,
launched in July 2006 and is now over $250 million in size,
with more than a 45% net gain since inception.
The Managers
Harvey Sawikin and Ian Hague were founders of Firebird
Management LLC in early 1994 and have since then been
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
principals have invested a substantial percentage of their net
worth in the Firebird funds.
Mr. Sawikin was, prior to Firebirds inception, a corporate
lawyer at the frm of Wachtell, Lipton, Rosen and Katz, and
before that he clerked on the U.S. Court of Appeals. He is a
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, and he holds a B.A. from Wesleyan University
(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
independent director of four companies in the region and is a
published authority on politics and investment there.
James Passin, lead manager of Firebird Global and FG2, joined
Firebird in 1999 and before that was Director of Financial
Research for Taipan, an investment newsletter. Mr. Passin holds
a B.A. from St. Johns College. His writings have appeared in
numerous stock market publications and he has also spoken
about investing at conferences around the world.
Firebird also employs three analysts, and Amber utilizes fve
investment professionals based in Estonia and Lithuania.
Firebirds back offce and administration have unparalleled
experience relevant to this region, and deliver professional,
personalized service to clients.
Firebird Management LLC
152 west 57th street, new york, ny 10019
tel: 212-698-9260 fax: 212-698-9266
www.fbird.com
Squared Financial Services Limited is an independent full service
broker based in Dublin, and regulated by the Financial Regulator
in reland. ts execution platform provides round-the-clock ECN-
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
on one platform. Our clients are only professio-
nal traders ranging from banks, non-bank fnan-
cial institutions, fund and money mangers to high
net worth individuals. Users of SquaredTrader
have a range of multi-panel trading modules from
which they can choose, to refect their trading pre-
ferences or strategies. For Asset Managers and
Money Managers we have a unique multi-alloca-
tion grid, allowing an executed trade to be split
between multiple managed accounts, according
to allocations defned by the manager - one click
execution for multiple client accounts. We have an
Order Management System which operates like
an exchange - as soon as an order is reached it
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Our innovative business model provides complete trans-
parency throughout the trading process: no fxed spreads,
streaming prices directly from our liquidity providers, no
speculative positions against you as our client and no
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
bands to accommodate not only professional individuals
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
and more important to clients as they seek a complete
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. Despite extreme market volatility in recent
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
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is executed immediately. We also offer cross-
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lows clients to offset long and short positions
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enables them to optimise their margin levels
or trading power. We have also optimised our
trading execution modes to enable our clients
to trade with little or no fragmentation. Moreo-
ver at Squared Financial we have developed
and improved our platform over the years to
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.
,QYHVWLQJLQWKH
SODWIRUPRI FKRLFH
Squared Financial Services Limited is an independent full service
broker based in Dublin, and regulated by the Financial Regulator
in reland. ts execution platform provides round-the-clock ECN-
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
on one platform. Our clients are only professio-
nal traders ranging from banks, non-bank fnan-
cial institutions, fund and money mangers to high
net worth individuals. Users of SquaredTrader
have a range of multi-panel trading modules from
which they can choose, to refect their trading pre-
ferences or strategies. For Asset Managers and
Money Managers we have a unique multi-alloca-
tion grid, allowing an executed trade to be split
between multiple managed accounts, according
to allocations defned by the manager - one click
execution for multiple client accounts. We have an
Order Management System which operates like
an exchange - as soon as an order is reached it
:K\SURIHVVLRQDOWUDGHUVFKRRVH
6TXDUHG7UDGHU
Our innovative business model provides complete trans-
parency throughout the trading process: no fxed spreads,
streaming prices directly from our liquidity providers, no
speculative positions against you as our client and no
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
bands to accommodate not only professional individuals
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
and more important to clients as they seek a complete
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. Despite extreme market volatility in recent
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\
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is executed immediately. We also offer cross-
currency margin netting functionality which al-
lows clients to offset long and short positions
in similar currencies against each other. This
enables them to optimise their margin levels
or trading power. We have also optimised our
trading execution modes to enable our clients
to trade with little or no fragmentation. Moreo-
ver at Squared Financial we have developed
and improved our platform over the years to
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.
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SF_Ad_01_210x297_CUPS-CMYK.indd 1 26/11/08 15:41:28
FLOOR PLAN
Air Partner (Switzerland) AG 50
Annexum 3
BlueOrchard Finance S.A. 2
Carmignac Gestion 38
CASAM 42
Commerzbank AG, Zurich Branch 39
CSB Group 12
Dow Jones International Ltd 6
Dukascopy (Suisse) SA 21
ETF Securities 37
Exitor Group Ltd 22
Gambit Financial Solutions 46
GoldMoney 47
IG Markets Ltd 11
IRI Corporate and Maritime Services (Switzerland) AG 20
Invesco Asset Management 28
Jordans International Limited 40
LISCR S.A. 41
Man Investments 35
Michael Kyprianou & Co. LLC 44
Nauerz & Noell AG 23
Orascom Hotels and Resorts - Egypt 14
Ancient Sands Golf Resort, El Gouna
RAK Free Trade Zone Authority 54
Salus Alpha Capital Ltd. 19
Sapient Ltd 49
Select Transactional Services, LLC 53
Shorex Singapore 9
SIX Swiss Exchange Ltd 4
SMP Partners Group 32
Source 48
Sovereign Trust (Switzerland) Ltd 14
Squared Financial Services Ltd 26
Standard & Poors 17
Superfund Asset Management AG 33
Swissquote Bank SA 8
Thayer Brook Partners LLP 55
The RM Group Ltd 56
Traccr Limited 1
Tradart 34
Trinity Group Partners 54
Vicena International Ltd 51
VietNam Holding Ltd. 7
Vilagiorgi Spa Retreat, Madeira 15
Wells Fargo Securities 52
Willerfunds Management Company SA 45
World Check 36
World Gold Council 29
Zrcher Kantonalbank 18
33
THE SHOREX WEALTH MANAGEMENT FORUM GENEVA
ROOM
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B
4
6
21
20
15
14
12
11
56
53
9
7
29
28
17
18
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36
39
32
33
34
45
46
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48
22
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37
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55
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26
42
52
51
50
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41
40
44
3
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8
34
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Nauerz & Noell AG
Stiftsplatz 6-7
67655 Kaiserslautern
Germany
Tel: +49 631 414 96 0
Fax: +49 631 414 96 23
Email: a.gorke@nauerz-noell.de
Web: www.nauerz-noell.de
Stand 23
Nauerz & Noell AG was founded 2000 in Germany after
Co-Founder and CEO Georg Nauerz managed private
client stock portfolios since 1993. The Company is
specialized in tailor-made investment solutions, fnancial
advisory and the management of hedge fund strategies.
At present three single hedge funds and several tailor-
made solutions are offered. High Lights include strict
risk management and transparent trading strategies. Key
targets are low volatility, positive returns in all market
conditions and the ability to be independent from any
major market correction. This is achieved by using no
leverage and the concentration on a highly technical
trading strategy with pure discretionary approach. With
this even in 2008 Nauerz & Noell AG delivered positive
returns.
Orascom Hotels and Resorts - Egypt
Ancient Sands Golf Resort, El Gouna
El Gouna
Egypt
Tel: +20100730020
Email: info@ancientsandsresort.com
Web: www.ancientsandsresort.com
Stand 14
A fully managed 5 star hotel/Residential golf resort in
El Gouna, Red Sea Riviera, Egypt. Orascom Hotels and
Resorts are one of the most respected and established
development companies in the middle east, with resorts
in Egypt, Oman, Morocco and Switzerland. Orascom
are listed on the Swiss stock exchange. Ancient Sands
Golf Resort is a freehold investor opportunity with a
guaranteed rental return and proven past capital growth.
Individual price points start at USD$ 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 Exchange
For a professional to professional discussion on investor opportunities
in Egypt,come to our stand at SHOREX, GENEVA.
Email: enquiries@ancientsandsresort.com Web: www.ancientsandsresort.com
Tel: Jeremy Sturgess +201 007 300 20
El Gouna. . .
36
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Salus Alpha Capital Ltd.
Industriestrasse 2
LI 9487 Bendern
Liechtenstein
Tel: +423 399 03 29
Fax: +423 399 03 98
Email: offce.bendern.com
Web: www.salusalpha.com
Stand 19
Salus Alpha was founded with the vision of merging the
traditional fund world with the alternative investment fund
world. As pioneering frm in UCITS compliant Hedge Funds;
Salus Alpha wants to provide exceptional solutions to meet
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
is ensuring that these exceptional investment solutions will
revolutionise the traditional fund world.
Sapient Ltd
Eden House
5-13 Spital Square
London
E1 6DX
United Kingdom
Tel: 0207 786 4500
Fax: 0207 786 4600
Email: hcoulson@sapient.com
Web: www.sapient.com
Stand 49
Sapients Trading and Risk Management Practice brings sixteen
years technology and process experience to our clients. Sapient
provides a combination of tactical one off solutions, with the
ability to partner alongside our clients to deliver a strategic
solution that spans business and technology functions. The
companys TRM clients include investment banks, hedge funds,
buy-side frms, oil and energy companies and government
entities.
Our services include:
Advisory: business model cost beneft analysis and
process re-engineering;
Operations: Resource augmentation, reconciliation
and integration resource;
Technology: Project manage systems implementation,
development and design of online capability, regulatory
reporting technology
Outsourcing. Dedicated teams of leading industry
practitioners working globally for wealth management.
38
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Select Transactional Services, LLC
1911 S. Commercenter E, STE 407
San Bernardino, CA, 92408
USA
Tel: +1 909 890 9636
Fax: +1 909 890 0170
Email: info@selectransactions.org
Web: www.selectransactions.org
Stand 53
Select Transactional Services is a U.S. based service company
active in the secondary Life Settlement marketplace on an
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
allows investors to acquire portfolios that are disconnected
from the equity markets, immune to real estate value changes,
unassociated with the sub-prime mortgage exposure, not tied
to interest rate fuctuations, and are free from commodities
volatility. .
Shorex Singapore
The Shorex Wealth Management Forum
Singapore, 13-14 April 2010
Shorex Ltd.
1A Harmood Street
London
NW1 8DN
United Kingdom
Tel: +44 20 7482 1000
Fax: +44 20 7482 1100
Web: www.shorexsingapore.com
Email: sophie.pichot@shorex.com
Stand 9
For the second year, the worlds leading wealth management
forum is moving to Singapore to address the growing need of
the Asian market for private banking, asset management and
international tax planning solutions. The event is an exhibition
and conference offering a unique networking platform where
professionals can explore new services, products, distribution
channels and ideas surrounding the wealth management
industry.
The Forum, supported by the Government of Singapore,
attracts participants from all over the region including
Singapore, Hong Kong, India, Indonesia, Malaysia, Thailand,
Vietnam, Korea, Taiwan, the Emirates and China. The delegates
of Shorex Singapore mainly consist of professional advisors to
HNWIs and institutional investors including the management
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.com
Zurich October 2010
THE SHOREX
WEALTH MANAGEMENT FORUM
ZURICH
40
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
SIX Swiss Exchange Ltd
Selnaustrasse 30
8021 Zurich
Switzerland
Tel: +41 58 854 5454
+41 58 854 2559
Email:
exchangetraded@six-swiss-exchange.com
Web: www.six-swiss-exchange.com
Stand 4
SIX Swiss Exchange Ltd
SIX Swiss Exchange is the nexus of interaction between
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.
SIX Swiss Exchanges international services encompass the
following business areas: the cash market, information products,
the development and operation of trading platforms and the
admission of securities to trading. SIX Swiss Exchange performs
a further important function by laying down a regulatory
framework, and monitoring and enforcing compliance. SIX
Swiss Exchange is subject to Swiss law.
Equities, Bonds, exchange-traded funds (ETFs) and other
investment funds are all traded on the state-of-the-art SWXess
trading platform. www.six-swiss-exchange.com
SMP Partners Group
Clinchs House
Lord Street
Douglas
Isle of Man
IM99 1RZ
UK
Tel: +44 (0) 1624 683 229
Fax: +44 (0) 1624 612624
Email: info@smppartners.com
Web: www.smppartners.com
Stand 32
The SMP Partners Group is a highly respected and
independent corporate and trust service provider offering
private, corporate and institutional clients a comprehensive
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: info@smppartners.com
Global Trust & Corporate Services
The SMP Partners Group is a highly
respected corporate and trust service
provider offering private, corporate and
institutional clients a comprehensive
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 fnancial challenges. From guiding
private individuals towards a future where assets are
protected 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-gaming
SMP Partners Limited
P.O. Box 227
Clinchs House
Lord Street
Douglas
Isle of Man IM99 1RZ
Tel: +44 (0) 1624 683 229
Fax: +44 (0) 1624 612 624
Email: info@smppartners.com
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...
42
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Source
10th Floor
88 Wood Street
London
EC2V 7RS
UK
Tel: +44 (0)20 3370 1100
Fax: +44 (0)20 3370 1101
Email: invest@source.info
Web: www.source.info
Stand 48
Source is a specialist provider of Exchange Traded Products
(ETPs) with a unique approach and deep roots in the trading
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.
Source is an open architecture platform designed to deliver
enhanced liquidity, diminished counterparty risk and improved
market performance. We currently offer over ffty equity
and commodity products including eighteen highly successful
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-Peilz
Vaud
Switzerland

UK OFFICE
40, Craven Street
London
WC2N 5NG
United Kingdom
Tel: +41 219711480
+44 207 389 0550
Fax: +41 219711481
Email: sdenton@sovereigngroup.com
nbuchbinder@sovereigngroup.com
Web: www.sovereigngroup.com
Stand 14
Sovereign Trust Switzerland Ltd are part of the worldwide
Sovereign group offering international tax and fscal planning
for high net worth individuals, corporates and their respective
advisers. Sovereign group provide products and services for
lawyers, investment managers, accountants and hedge fund
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 Taxation
ALTENBURGER 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 Ofce
Rue Rodolphe-Toepffer 11bis
CH-1206 Geneva
Tel: +41 22 789 50 20
Fax: +41 22 789 50 21
Zurich Ofce
Seestrasse 39
CH- 8700 Kusnacht-Zurich
Tel: +41 44 914 88 88
Fax: +41 44 914 88 80
We guide you all the way up
www.altenburger.ch
Contacts
Leonhard Toenz, Zurich / Geneva
toenz@altenburger.ch
Thierry Boitelle, Geneva
boitelle@altenburger.ch
Stphanie Hodara El Bez, Geneva
hodara@altenburger.ch
Melissa Gautschi, Zurich
gautschi@altenburger.ch
Werner Lederer, Zurich
lederer@altenburger.ch
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Squared Financial Services Ltd
3 Harcourt Terrace
Dublin 2
Ireland
Tel: +353 1 661 0500
Fax: +353 1 661 1087
Email: info@squaredfnancial.com
Web: www.squaredfnancial.com
Stand 26
Squared Financial is an independent full-service broker
providing trading technology and services for professional
and institutional FX traders. We offer a frst-class proprietary
FX trading platform, direct access to 6 of the worlds top-tier
liquidity providers and complete transparency throughout
the trading process. Our company helps provide a service
that meets the need of the most demanding active traders
by the speed of execution confrmed within milliseconds,
competitive market depth for transaction up to USD 50
millions and a unique multi-panel trading option that can
be customised to refect trading preferences or strategies.
Squared Financial is headquarters in Dublin and regulated
by the Irish Financial Regulator.
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
How do you choose your funds?
Consider the value of a Standard & Poors
Fund Management Rating.
There are thousands of funds, but only those that are consistent with our rigorous screening
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 marketing_funds@standardandpoors.com or call +44 (0) 20 7176 8500 www.fundsinsights.com
EU_GenericAd_HalfPage_v1.indd 1 10/23/09 2:16:49 PM
Standard & Poors
20 Canada Square
Canary Wharf
London
E15 5LH
United Kingdom
Tel: +44 (0) 20 7176 8500
Fax: +44 (0) 20 7176 8450
Email:
marketing_funds@standardandpoors.com
Web: www.standardandpoors.com
Stand 17
Standard & Poors Equity Research and Fund Services
Every day investors and fnancial professionals the world over look to
one frm for fnancial market intelligence that is authoritative, objective
and credible. Standard & Poors Equity Research Services delivers a
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 & Poors Fund Services identifes funds that are likely to
consistently achieve their objectives, through in-depth qualitative
analysis. Around 1500 funds are covered globally and the fund ratings
and research provide wealth managers with the insight to make
informed fund selection choices.
www.standardandpoors.com www.fundsinsights.com
Superfund
Superfund Group of Investment Companies
With the launch of the first Superfund
managed futures fund in 1996, Christian
Baha pioneered the way for private
investors to take advantage of this
institutional quality asset class.
More than 13 years later, Superfund
companies are among the worlds
most successful managed futures fund
providers with over 40 international awards and top rankings.
Today*, Superfund companies have offices in 20 countries
around the world with 500 employees, successfully
managing collective assets of over 1.65bn USD for more
than 50,000 global investors. Since inception, the flagship
Superfund Q-AG, has achieved a positive track record
lasting over 13 years. Even in times of crisis such as 2008.
Superfund
The Future of Investing
This 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 12/31/2008
Flagship Fund: Superfund Q-AG
Performance: +591,9%
Annual Return: +15,3%
Founded: 1995
Offces: in 20 countries worldwide
Founder & Owner: Christian Baha
Employees: 500
Investors: over 50,000 worldwide
Assets Under Management: 1.65 billion USD (12/2008)
Track Record: more than 13 years
Website: www.superfund.com
15 %
10 %
0 %
+10 %
+20 %
2006 2007 2008 2009
01.10.200613.10.2009 (estimated)
No benchmark due to absolute return approach
0 %
+50 %
+150 %
+250 %
+400 %
+600 %
19961997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Superfund Q-AG (closed fund) 03/199609/2009
ISIN: CH0024079870
Valor Number: 2407987
Currency: CHF/EUR/USD
Minimum Investment: 10.000 CHF/EUR/USD
Subscription Charge: 4.5%
Management Fee: maximum 2.5%
Incentive Fee: maximum 10%
Hurdle Rate: six month LIBOR
Subscription & Redemption: monthly
Depository Bank: Corner Banca SA, Lugano
Auditor: PricewaterhouseCoopers SA, Genf
Administrator: Caceis Fastnet (Suisse), Nyon
Distribution: Superfund Asset Management AG, Zurich
www.superfund.com
Superfund at a glance
Superfund Q-AG (Flagship Fund)
SF Quadriga (CH) Fund of Funds
The objective of the Quadriga trading strategy is
to generate high-level returns with very little
volatility. The SF Quadriga (CH) Fund of Funds
aims to develop fund value independent from
the prevailing economic or market conditions.
Risk is not only spread over various asset
classes, but also across various investment
strategies, with emphasis on both our proven
and innovative new proprietary systematic
trading strategies. The decisive factor is that
these various trading strategies develop largely
independently from one another to enable long-
term high-level returns with clearly reduced
volatility. As a result the fund is able to benefit
from both rising as well as falling markets.
SF Quadriga (CH) Fund of Funds
SF Quadriga (CH) Fund of Funds
For further information please contact: Mercy Koko
Telephone: +44 (0) 20 7484 7484
Email: mkoko@johim.co.uk
www.johim.co.uk J O Hambro Investment Management Limited
Registered in England No 2042285
Authorised and Regulated by the Financial Services Authority
J O Hambro Investment Management
managing long/short
equity strategies since 1999
Join Oliver Kelton,
manager of the Pepin
European long/short equity
fund on the afternoon of
December 1st at the Hedge
Funds conference Stream
in Room B
Worsfold-Gregg_JOHIMad_1322900:Layout 1 14/10/2009 15:57 Page 1
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Superfund Asset Management AG
Bahnhofsstrasse 24
8001 Zrich
Switzerland
Tel: +41 44 267 99 99
Fax: +41 44 267 99 90
Email: zurich@superfund.com
Web: www.superfund.com
Stand 33
About Superfund
Superfund was founded in Vienna, Austria, by Christian Baha
as one of the frst managed futures funds for institutional and
private investors. Since the start in 1995, Superfund companies
have grown to become ranked among the worlds most
successful providers of managed futures funds.
Today, more than 13 years later, there are Superfund offces
in 20 countries around the world with over 500 employees.
Since the launch of the Superfund fagship fund Superfund Q-
AG in 1996, Superfund group of companies now collectively
manage 1.65 billion USD from over 50,000 investors around
the world.
(fgures as of 12/31/2008)
48
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Swissquote Bank SA
Schtzengasse 22/24
8001 Zrich
Switzerland
Tel: 0848 25 89 90
From abroad +41 44 825 89 90
Fax: +41 44 825 88 46
Email: am-desk@swissquote.ch
Web: www.swissquote.ch
Stand 8
With more than 130000 clients and 5.4 billion assets
under custody, Swissquote Bank is the major actor of
the swiss online trading market.
Swissquote offers simple, rapid, electronic dealing in
shares, funds, options, warrants and bonds on nearly
all world markets. Not forgetting the foreign-exchange
market, EUREX and off-exchange trading in derivative
products.
Private clients access to the stock market at
advantageous rates. For asset managers and corporate
clients supplementary services are specifcally designed.
Swissquote Bank is submitted to the supervision of the
Swiss Financial Market Supervisory Authority (FINMA),
and is a member of the Swiss Bankers Association.
More information on www.swissquote.ch
Thayer Brook Partners LLP
86 Jermyn Street
London
SW1Y 6JD
UK
Tel: +44 (0) 207 766 1580
Fax: +44 (0) 207 766 1581
Email: info@thayerbrook.co.uk
Web: www.thayerbrook.co.uk
Stand 55
Thayer Brook Partners is an investment management
company operating systematic strategies in the most
liquid exchange traded futures markets globally. These
strategies are directional and based on a culture of
absolute return rather than performance relative to
a benchmark. Thayer Brook seeks to deliver income
streams that are non-correlated to major asset classes
and other alternative investments, and to provide
positive performance in raised volatility conditions and
bear markets when most portfolios suffer. The highest
emphasis is placed on risk management which we regard
as the single most important factor in producing alpha
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.ch
SQ_Insi_City_210x297+6mm_E_V01.indd 1 25.03.2009 15:49:08
50
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
The RM Group Ltd
Invision House
Wilbury Way
Hitchin
Herts
SG4 0TW
UK
Tel: +44 (0) 1462 427300
Fax: +44 (0) 1462 427375
Email: sales@rmonline.com
Web: www.rmonline.com
Stand 56
For over 35 years The RM Group has been a leading
supplier of wealth management solutions, UK and
international company formation & administration, trusts
& foundations, ship registrations, UK and International
bank accounts, corporate structures, tax advice and
accounting services .
An ISO 9001 accredited company with global offces in
London, Riga, Kiev, Kharkov, Toronto and Chisinau.
RM also provides worldwide business reports through
its online database aRMadillo www.rmonline.com , brand
registration & anti money-laundering solutions
Fully compliant with the UKs 2006 Companies Act,
RMs new electronic incorporation system interfaces
with Companies House letting you easily incorporate
UK limited companies
http://www.rmonline.com/company-formation-online.html
Traccr Limited
Studio One, Utopia Village
7 Chalcot Road
London
NW1 8LH
UK
Tel: 020 7022 4800
Email: Farooq.jaffrey@traccr.com
Web: www.traccr.com
Stand 1
Traccr 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, the CDS markets have been available
exclusively to volume players. Growing liquidity, ease
of use and transparency of credit derivatives, however,
has drawn the attention of long-established investors.
Traccrs target customer base consists of institutional
fund managers, pension funds, managed account platforms
and private banks.
Our services include brokerage assistance by experienced
CDS traders who have deep background in the credit
derivative markets. We also provide a web-based CDS
trading simulator, real time credit derivatives news and
research, and educational videos.
52
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
TRADART
294 Avenue Molire
B-1180 Brussels
Belgium
Tel: +32 (0)2 346 60 23
Fax: +32 (0)2 345 12 09
Email: numismatique@tradart.be
Web: www.tradart.be
1, rue du Perron
CH-1204 Geneva
Switzerland
Tel: +41 (0)22 817 37 47
Fax: +41 (0)22 817 37 48
Email: numismatique@tradart.ch
Web: www.tradart.ch
Stand 34
Founded in 1977 by Michel-Max Bendenoun, numismatist
since 1972, Tradarts infuence has been radiating from
the heart of Europe for more than thirty years. As one
of the most active specialists in the feld of Greek and
Roman numismatics, Tradart offers support and advice
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
auctions with worldwide acclaim and printing specialist
art publications, Tradart is particularly well placed to
offer advice and expertise to all collectors who seek to
start, expand, valorised, or sell their collection.
Trinity Group Partners RAK Free Trade Zone Authority
PO Box 58562
Offce No.303
Grosvenor House Commercial Tower
Sheikh Zayed Road
Dubai
UAE
Tel: +971 4 3291052
Fax: +971 4 3326780
Email: dubai@trinitygroup.eu
Web: www.trinitygroup.eu
The Trinity Group specialises in trust and
corporate services, asset protection and
generation planning. In Dubai we are one of
the few consultancys dedicated to all forms of
incorporation in the UAE, including free zone
registrations, LLCs and offshore companies.
For more information visit: www.trinitygroup.eu
Stand 54
Fairmont Dubai
Sheikh Zayed Road
Offce No: 712
7th foor, PO Box: 65886, Dubai, UAE
P.O. Box: 10055, Ras Al Khaimah, UAE
Tel: +971 7 2041111
Fax: +971 7 2077120
Email: inquiry@rakftz.com
Web: www.rakftz.com
Ras Al Khaimah Free Trade Zone is one of the fastest
growing freetrade zones in the region, with more than
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 S
Bruxelles
294 Avenue Molire
U
B-1180 Bruxelles
Tel. +32 (0)2 346 60 23
fax : +32 (0)2 345 12 09
numismatique@tradart.be
www.tradart.be
Genve
1, rue du Perron
U
CH-1204 Genve
Tel. +41 (0)22 817 37 47
fax : +41 (0)22 817 37 48
numismatique@tradart.ch
www.tradart.ch
Frappe 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 16:38:32
54
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Vicena International Ltd
Midas House
2 Knoll Rise
Orpington
Kent
BR6 0EL
England
Tel: +44 1689 898222
Fax: +44 1689 898333
Email: consult@vicena.co.uk
Web: www.vicena.co.uk
Stand 51
Vicena International Ltd has substantial expertise
in establishing and administering cross border tax
structures for high net worth individuals and privately
owned international trading companies.
The client base is primarily professional advisers such
as accountants, lawyers, private bankers and trust/
company administrators in Switzerland, Monaco, the
Channel Islands and other fnancial centres whose own
international clients can have their tax position improved
by structures combining UK and overseas entities or
through other specialist support.
By supplying creative and innovative solutions with a
sound technical basis, Vicena International Ltd ensures
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 19
8002 Zurich
Switzerland
Tel: +41 43 500 28 10
Fax: +41 43 500 28 15
Email: InvestorRelations@vnham.com
Web: www.vietnamholding.com
Stand 7
VIETNAM HOLDING LTD. (VNH) is a Switzerland
based investment company, with a predominantly
Swiss and German investor base. As a value investor
with a USD 100 million asset base, VNH is an actively
engaged shareholder in Vietnamese companies. The
VNH investment policy embraces the sustainable and
responsible investment principles.
VNH also actively promotes environmentally, social and
governance awareness and practice through its traditional
VIETNAM HOLDING Forum events and through
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 Growth
Sustainable Growth
VIETNAM HOLDING
Vietnams SRI fund
Inception
Capital
Listings
Contact
June 2006
USD 112 million
London Stock Exchange: AIM
Frankfurt Stock Exchange: Entry Standard
Gyentsen Zatul, Investor Relations Manager
VIETNAM HOLDING ASSET MANAGEMENT (Switzerland) AG
Gartenstrasse 19, 8002 Zrich, Switzerland
Tel. +41 43 500 28 10
Email: gyentsen.zatul@vnham.com
www.vietnamholding.com
56
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
VILAGIORGI SPA RETREAT, MADEIRA
Rua da Carreira
198 Funchal
9000-034 FUNCHAL
Madeira
Tel: +351 291241 330
Fax: +351 291 241 329
Email: info@vilagiorgi.com
Web: www.vilagiorgi.com
Stand 15
A fully managed 5 star hotel/Residential spa retreat and
exquisite restoration project of a family Quinta in the
centre of town, Funchal. Madeira Island.
With only 33 units, this is a rare opportunity for
professional investors to fnd freehold properties
in Funchal, Madeira with an excellent hotel rental
management scheme.
Madeira has long been a popular location for Swiss
investors and visitors. It has certain key tax advantages
even though it is part of the EU through Portugal. 2 and
3 bed condominiums start from 325,000 Euros.
Wells Fargo Securities
30 Fenchurch Street
1 Plantation place
EC3M 4BD
London
UK
Tel: +44 207 149 8445
+44 207 149 8443
Fax: +44 207 149 8391
Email: Christopher.lobo@wellsfargo.com
sebastien.diiorio@wellsfargo.com
Web: www.wellsfargo.com/com/securities/
Stand 52
Wells Fargo & Company is a $1.3 trillion diversifed
fnancial services company providing banking, insurance,
trust and investments, mortgage banking, investment
banking, retail banking, brokerage and consumer fnance
to individuals, businesses and institutions. We ranked
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-sell strategy, diversifed business model and the
breadth of our geographic reach facilitate growth in both
strong and weak economic cycles. As a matter of fact,
we continued to earn more of our customers business
in 2009 in both our retail and commercial banking
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: +351 291 241 329
E-mail: info@vilagiorgi.com | Web: www.vilagiorgi.com
Extraordinary Island | Exceptional project | Exquisite returns
The Swiss have long held a close affinity for Madeira. After all, we share
similar values. Selective, conservative with a proud sense of history;
Vilagiorgi is no exception.
Nestled in the heart of Funchal, Vilagiorgi is a contemporary conversion
of one of the Islands most coveted family Quintas. Luxury real estate
set in the historical quarter of So Pedro, managed by a five star hotel.
However, like all things Swiss, we cater for the keenest of financial
eyes. A rare historic property, with a very limited freehold inventory,
on a sub-tropical island, always makes for an eye catching return. You
might sometimes wonder what makes your clients smile? Getting paid
to enjoy a luxurious Spa break in the sub-tropics once in a while does
have its attractions
A unique conversion in the historic residential quarter of Funchal,
Madeira Island
Only 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 SHOREX WEALTH MANAGEMENT FORUM GENE VA
www.willerfunds.com
Certaines 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.com
Cest dans la tempte que lon peut juger la rsistance dun brin dherbe. (proverbe chinois)
Fonds de droit luxembourgeois.
Reprsentant en Suisse: Banque Morval, Genve & Lugano
C
a
llig
r
a
p
h
ie
: W
a
n
g
F
e
i
Willerfunds Management Company SA
Rep Offce in Switzerland
14, rue R.-Toepffer
1206 Geneva
Switzerland
Tel: +41 22 839 93 00
Fax: +41 22 810 24 55
Email: jbailey@willerfunds.com
Web: www.willerfunds.com
Stand 45
The FCP Willerfunds is a Luxembourg UCITS III umbrella
structure sponsored and managed by Banque Morval, a family-
owned institution based in Geneva and Lugano.
The needs of private individual investors are at the core of
the management style adopted by the 11 funds, 9 of which
are focused on equity markets. Emerging Markets are a core
competence of our teams, with funds dedicated to Latin
America, Russia and Eastern Europe, Greater China and
Asia ex-Japan. The managers aim is to reduce risk (volatility)
and to out-perform relevant benchmarks over the medium
term, thus harnessing opportunities within these high growth
regions in a manner suitable for long term investors.
60
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
World Check
39 Dover Street
London
W1S 4NN
UK
Tel: +41 91 9500014
Fax: +41 91 9500015
Email: gb@world-check.com
Web: www.world-check.com
Stand 36
About 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 assessing, managing and monitoring
fnancial, regulatory and reputational risks.
World-Checks global database of Politically Exposed Persons
and heightened risk individuals and organisations, Enhanced
Due Diligence (EDD) reports, passport verifcation and country
risk assessment tools provide the means to address the full
spectrum of risk across all markets and industries.
Represented across fve continents, World-Checks
international research team monitors emerging risks in more
than 50 languages, covering over 240 countries and territories
worldwide.
Visit http://www.world-check.com
World Gold Council
55 Old Broad Street
London
EC2M 1RX
United Kingdom

Tel: +44 (0)20 7826 4700
F:ax +44 (0)20 7826 4799
Email: investment@gold.org
Web: www.gold.org
Stand 29
Founded in 1987, World Gold Council (WGC) is an organisation
formed and funded by the worlds leading gold mining
companies and represents over 60% of total global corporate
gold production.

WGCs primary mission is to stimulate and sustain the demand
for gold and to create enduring value for its stakeholders. WGC
works closely with multiple market participants to promote the
use of gold in all its forms - as an investment, in jewellery, in
medical and industrial applications, and as a reserve asset for
central banks and other offcial sector institutions.
World Gold Council is also instrumental in working to lower
regulatory barriers to the widespread ownership of gold
products and is the worlds leading organisation for independent
investor education on gold.

Gold Market Intelligence
Responsible investment decisions require a solid
understanding of assets and markets.
World Gold Council offers investors and investment professionals a unique
resource through its investment research and marketing programme.
We use a variety of media to provide the in-depth information and
independent analysis that is needed to support gold investment and are the
worlds leading organisation for investor education on gold.
www.marketintelligence.gold.org
World Gold Council is a commercially driven marketing organisation funded by the
worlds leading gold mining companies. A global advocate for gold, World Gold Council
aims to promote the demand for gold in all its forms as an investment, as jewellery,
and as an industrial product, through marketing activities in key international markets.
World Gold Council www.gold.org. 55 Old Broad Street, London EC2M 1RX
Tel: +44 (0)20 7826 4700, Fax: +44 (0) 20 7826 4799, Email: invest@gold.org
12431-CFP-WGC-GMI-A4-PDFX1a-2310090A:297Hx210W-INSET15 23/10/09 11:09 Page 1
62
THE SHOREX WEALTH MANAGEMENT FORUM GENE VA
Zrcher Kantonalbank
Bahnhofstrasse 9
Postfach
8010 Zurich
Switzerland
Tel: +41 44 292 25 02
Fax: +41 44 292 37 96
Email: gold@zkb.ch
Web: www.zkb.ch

Stand 18
Zrcher Kantonalbank is the leading universal bank in
the Zurich region, focusing on both the national and
international markets. With total assets of CHF 113
billion, it is the third largest bank in Switzerland. Building
on its extensive expertise credit businesses, it has
developed very successfully into an investment bank. ZKB
is today one of the largest asset managers in Switzerland,
with client assets of CHF 122 billion. As an independent
institution incorporated under public law in Zurich, its
activities are protected by government guarantee. The
ZKB top ratings (AAA or Aaa) by S & Ps, Moodys and
Fitch have remained unchanged.
Calendar of events
Singapore
13 - 14 April 2010
Zurich
October 2010
Geneva
1 - 2 December 2010
For more information
contact the organisers on +44 20 7482 1000
www.shorex.com
THE SHOREX
WEALTH MANAGEMENT FORUM
As first mover, Zrcher Kantonalbank launched the ZKB gold exchange traded fund (ZKB Gold ETF) with currently more than 5 bn
Swiss francs. The fund is backed 100% by physical holdings and offers maximum security at all times with payment in kind on
request. Available for trading on the Swiss Exchange (SIX), ZKB Gold ETF gives you a golden investment opportunity with an AAA
Swiss bank. If you have any questions, please do not hesitate to contact us by mail on gold@zkb.com.
www.zkb.com
This advertisement does not constitute an offer or an invitation to tender an offer for the specified funds and is not a prospectus. The applicable information can be found in the prospectus, the simplified prospectus and the fund regulations, which
can be obtained free of charge from Zrcher Kantonalbank or Balfidor Fondsleitung AG. These funds are intended for distribution in Switzerland only. They may not be distributed abroad, nor may they be offered, sold or delivered to persons
subject to a jurisdiction that prohibits access to such products and investment information (on the basis of nationality, domicile or for other reasons). This ban applies in particular to persons who are residents or citizens of the United States.
ZKB Gold ETF globally unique!
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ETF_Shorex_EN:210x297 23.10.2009 11:50 Uhr Seite 1
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nn_anz_genf_rz_cmyk_091027.indd 1 27.10.2009 13:52:06 Uhr