Agenda

HANetf was founded in 2017 by two of Europe’s leading ETF pioneers, Hector McNeil and Nik Bienkowski. Hector and Nik have been a dynamic force in the ETF industry for more than 17 years, establishing and building successful companies including ETF Securities, Boost ETP and WisdomTree Europe.The pair started HANetf to provide a full white-label operational, regulatory, distribution and a marketing solution for asset managers looking to launch and manage Ucits ETFs and ETCs in Europe. HANetf has since launched a wide range of products including Europe’s first gold ETC sponsored by The Royal Mint, the first Bitcoin ETP on Deutsche Borse Xetra and Europe’s first cloud technology ETF.

J. Safra Sarasin is a family-owned group with a heritage reaching back to 1841. It is fully committed to private banking and asset management, to the long-term strategic objective of focusing on clients, continuity, solidity and long-term added value. The group is a pioneer and thought-leader in sustainable investment. Its asset management has been based on a sustainable investment philosophy for more than 30 years. The integrated approach adds ESG analysis to financial assessments to better identify opportunities and risks. The Group actively manages over £40bn of assets for private and institutional clients in five distinct areas of expertise from total/relative returns to sustainable investments.

Globally, M&G manages €361bn (as at 31 Dec '23) on behalf of individual and professional investors including banks, pension funds, insurers, sovereign wealth funds, family offices, charities and advisers. It is among the largest managers of private assets in Europe. It is also recognised for its global fixed income expertise, a long track record in multi-asset solutions and a strong heritage in innovating in equities, including a growing range of sustainability-driven thematic equity funds.

Troy Asset Management is a privately owned, independent investment boutique. The company was established in 2000 to serve investors who shared the objective of seeking long-term absolute returns, while ignoring the distraction of short-term market noise and benchmarks. It believes that a portfolio that suffers fewer and less destructive drawdowns will be in a better position to compound returns over the long term. It manages a focused range of investment strategies covering multi-asset, UK equity income, global equity and global equity income. Its vehicles can be accessed through UK domiciled funds, Irish domiciled funds and investment trusts.

Tracing its history to 1928, Wellington Management is one of the largest independent investment management firms in the world. It is a private firm whose sole business is investment management, and it serves as investment adviser for institutional clients in more than 60 countries. Its most distinctive strength is its commitment to rigorous, proprietary research, the foundation upon which its investment approaches are built. Its commitment to investment excellence is evidenced by its significant presence and long-term track records in nearly all sectors of the global securities markets.