The Future of Private Banking

Avaloq

www.avaloq.com/

Overview

Avaloq: Standard Banking Software

The Avaloq Group is the Swiss market leader for standard banking software. With the Avaloq Banking System, the company offers an integrated and modular all-round banking solution for private, retail and universal banks, asset managers and transaction banks. More than 40 banks worldwide trust in Avaloq's software. In addition, Avaloq also offers various services covering the entire life cycle of its banking software. Avaloq has a presence in Zurich, Geneva, Luxembourg, Frankfurt, Vienna, London, Moscow, Dubai, Singapore, London and Hong Kong.

Booz & Company

www.booz.com/

Overview

Booz & Company is a leading global consulting firm, helping the world’s top businesses, governments, and organisations. With more than 3,300 people in 61 offices around the world, we bring foresight and knowledge, deep functional expertise, and a practical approach to building capabilities and delivering real impact. We work closely with our clients to create and deliver essential advantage.

Visit www.booz.com to learn more about Booz & Company.

Dow Jones Indexes

www.djindexes.com

Overview

Dow Jones Indexes is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best-known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income and alternative indexes, including measures of hedge funds, commodities and real estate. Dow Jones Indexes employs clear, unbiased and systematic methodologies that are fully integrated within index families. Dow Jones Indexes is part of CME Group Index Services LLC, a joint venture company which is owned 90 percent by CME Group Inc. (www.cmegroup.com) and 10 percent by Dow Jones & Company (www.dowjones.com), a News Corporation company (NASDAQ: NWS, NWSA; ASX: NWS, NWSLV; www.newscorp.com).

Gambit Financial Solutions

www.gambit-finance.com

Overview

Gambit Financial Solutions is the creator of WealthExpertTM and FolioMasterTM, two industry leading wealth and asset management solutions. Gambit provides innovative and intuitive solutions in investor profiling, portfolio optimisation and risk management. We also offer a comprehensive performance and risk reporting service, AssetReporterTM, for funds and portfolio management institutions. Our customers include Retail and Mass affluent Banks, Private Banks, Assets Managers, Risk Managers, Family Offices, IFAs and Fund Managers.

iShares

www.ishares.com

Overview

iShares is the world's leading provider of exchange traded funds (ETFs), managed by BlackRock Advisors (UK) Ltd, with total assets under management of $501 billion* globally. Investors can use iShares ETFs to gain a diversified exposure into the performance of key benchmarks and asset classes including: equities, fixed income as well as emerging markets, property and alternatives. The extensive ETF offering allows investors to implement different investment strategies ranging from core / satellite, tactical allocation, risk management to cash equitisation. For more information on all iShares ETFs, their performance and funds holdings, please visit www.ishares.com

WealthTouch

www.wealthtouch.com

Overview

WealthTouch offers unprecedented portfolio intelligence and decision-making tools for ultra high net worth families and their trusted advisors that deliver clarity, control and peace of mind. Established in 2001, WealthTouch's comprehensive solutions consolidate, reconcile and report across all required asset classes, custodians and currencies to create an unbiased and independent view of a client's complete wealth picture. WealthTouch's secure, web-based platform provides multi-period reporting that is concise, elegant and easy to understand. For more information visit www.wealthtouch.com.