Sponsors

A handful of sponsorship opportunities are available for the Global Family Office Conference. Please do contact us if you are interested for further information.

Headline Sponsors

Saxo Markets is the Institutional Division of Saxo Bank Group providing institutional clients and their end customers with multi-asset execution, prime brokerage services and trading technology.

 

Our institutional capabilities are built on more than 25 years of Fintech expertise, combining dedicated client service, sophisticated technology and the security of working with a regulated European bank.

 

Saxo partners with its family office clients in a multitude of ways including:

  • Direct market access via powerful multi-asset trading platforms
  • Portfolio overlay and optimisation
  • Portfolio and currency hedging
  • Dedicated portfolio management software

 

Our capabilities include:

  • Execution
  • Clearing and Custody
  • Financing
  • Technology Solutions

 

We deliver a truly integrated experience with more than 35,000 instruments across multiple asset classes traded into a single cross-collateralised margin account and real time risk management:

  • Cash Equities
  • ETFs
  • Equity Swaps and CFDs
  • Forex including Spot, Forwards, Options and NDFs
  • Listed Futures & Options
  • Bonds

 

Saxo Markets serves institutional clients via four main hubs in the UK, Denmark, Switzerland and Singapore, where most institutional clients are also on-boarded.

 

For further information please contact Alexander South, Director:

Tel: +44 (0) 20 7151 2004

Email: ales@saxomarkets.com

Website: http://www.markets.saxo/

 

Saxo Bank Group

  • Founded in 1992
  • 1,600+ Employees
  • $17Bn+ in Client Collateral Deposits
  • Fully regulated and licensed European bank
  • Main institutional hubs in UK, Denmark, Switzerland and Singapore

 

The value of your investments can go down as well as up. Losses can exceed deposits on margin products.  Please ensure you understand the risks.

Acuris Risk Intelligence was established in 2004 as C6 and rose to become one of the top suppliers of proprietary data on PEPs, sanctions and AML data for due diligence and compliance. It was acquired by Acuris in 2015.

 

Today, Acuris Risk Intelligence combines a world-class dataset – that now includes fraud and cybersecurity content – with expert human analysts and state-of-the-art technology to help organisations manage the risk in business relationships effectively.

 

Clients access our intelligence via a SaaS platform, or via API and feed technology so risk protection is built into the way they operate. Our focus areas include Third Party Risk, Anti-Money Laundering and Cybersecurity.

 

For more information, please visit us at www.AcurisRiskIntelligence.com or call us on +44 (0) 203 742 1200.

Druces LLP is a City of London-based business and private wealth law firm.

 

Our services are designed to help individuals and family offices, who require advice in connection with their UK and international interests.

 

We specialise in securing low profile successful outcomes for high profile families and their interests.

 

Our advice has included working with individuals and families to structure their personal and collective international and UK affairs in the most tax efficient ways possible, including advising on all associated corporate structuring. We advise on all issues connected to employing staff and being employed in the UK and can advise on all immigration aspects of moving to and residing in the UK.

 

We are also well known for advising families on all issues relating to their UK real estate portfolios, whether residential, commercial or purely investment property and we regularly structure families’ business affairs in the UK, advising on the most appropriate and tax efficient vehicles, according to their circumstances.  Our property credentials include pioneering investment through syndication over 25 years ago and acting on the first ever REIT conversion to be listed on the Channel Islands Stock Exchange.

 

Key contacts:

Tracy Carlin – Head of Business Development

E: t.carlin@druces.com

T: +44 (0)20 7216 5539

 

Robert Macro – Head of International Wealth & Fiduciary

E: r.macro@druces.com

T: +44 (0)20 7216 5500

 

Richard Monkcom – Head of Private Client

E: r.monkcom@druces.com

T: +44 (0) 20 7216 5531

 

Charles Avens – Business Immigration & Employment

E: c.avens@druces.com

T: +44 (0) 20 7216 5568

 

Nicholas Brent – Head of Property

E: n.brent@druces.com

T: +44 (0) 20 7216 5561

 

Christopher Axford – Corporate & Commercial

E: c.axford@druces.com

T: +44 (0) 20 7216 5557

 

A: Druces LLP, Salisbury House, London Wall, London EC2M 5PS.

W: www.druces.com

Exhibitor Sponsors

 

 

 

 

 

 

FundCount offers family office directors, accountants and portfolio managers powerful software tools for managing and reporting on all financial aspects of family office investments and operations.

 

FundCount's integrated investment, partnership and general ledger accounting software – coupled with automation tools and customizable on-demand reports – brings a higher level of efficiency to family office operations and provides immediate, actionable insights for family members and clients.

 

Benefits of FundCount:

  • One single source of truth – accounting and analysis for all investment types – from marketable securities to trusts, partnerships, holding companies and hard assets
  • Flexibility to meet any demand – aggregates data across multiple family entities and custodians to facilitate consolidated financial, tax and performance analysis
  • Instant insight – immediately “look through” nested entities to individual or group exposure, asset allocation, performance reports or income/expense assignment
  • Enhanced efficiency – reduces manual entry with automated download of investment activity directly from custodians, brokers and investment managers
  • Deployment choice is yours – FundCount is available via our secure cloud host or, if you want your data to stay “within your four walls,” in-house on your servers 

 

Founded in 1999, FundCount supports over 125 single and multi-family offices, fund administrators, hedge funds and private equity firms with assets totaling more than US $150 billion from its U.S. headquarters and four additional international locations.

 

For further information, please contact Ashley Whittaker, Regional Vice President Sales - EMEA:

Tel: +44(0)7507 641 036

Email: a.whittaker@fundcount.com

Web: www.fundcount.com

Agreus Group is a full-service resources and recruitment consultancy – dedicated to working exclusively with Family Offices throughout the World.

 

If you have an immediate requirement, or if you’re just starting to think about growing your Family Office, we’d be more than happy to meet with you to discuss how we might be able to help.

 

And, if you're considering pursuing a career in a Family Office, our experienced consultants will be able to help you find your ideal position.

 

Agreus is a powerful network of experienced resourcing and recruitment professionals. We’re committed to helping Family Offices plan for growth, find the right people and make the most of existing resources.

 

Our services include:

 

• Resource Planning

• Recruitment

• Interim Management

• Human Resources

 

For further information, please contact Agreus:

 

UK contact:

Email: info@agreusgroup.com

Telephone: +44 (0) 20 7043 1408

Address: 1 The Green, London, E4 7ES

 

USA contact:

Email: usa@agreusgroup.com

Telephone: +1 646 774 0220

Address: 57 West 57th Street, 3rd and 4th Floors, New York, 10019

 

Website: www.agreusgroup.com

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