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Presented by

PWM is the only title dedicated to the European wealth management and fund distribution markets. Each issue provides detailed information on investment product mechanics, in-depth analysis of market trends and comparative data on rival products.

Please visit: www.pwmnet.com
 
 

In association with

The Association Française de la Gestion Financière (AFG) represents asset management players based in France and in all asset management segments, both discretionary asset management (mandates) and collective funds. These professionals manage €2,600 billion in assets, of which more than €1,300 billion in collective form (Europe’s leader, and second worldwide after the USA).

Please visit: www.afg.asso.fr/index
 
 

In association with

The brand Paris Fund Industry gathers together the whole Paris-based investment fund value chain: asset managers, custodians, lawyers, auditors, Paris-Euro place, the French regulator (the AMF) and the French Treasury.

In its role, Paris Fund Industry aims in particular at assisting non-French professional investors who plan to make use of a Paris-based manager, invest in a Paris-domiciled fund or launch Paris-domiciled funds (UCITS or AIFs). It also aims at bringing information to foreign service providers regarding the facts and figures as well as the regulatory framework applicable to the highly competitive Paris fund centre.

The dynamism of the French fund industry is shown by facts: more than 80,000 fund professionals are located in France (one quarter of the whole EU); Paris is the 1st centre for fund management in Europe, and the 2nd centre for fund domiciliation in Europe.

Across the world, France-domiciled funds are distributed in more than 20 countries (Europe, Asia, Latin America). In particular, the UK belongs to the top 5 EU countries in which France-domiciled funds are distributed.

 
 

Lead sponsor

Allen & Overy

Since its establishment as a full service French and English legal practice in 1989, the Paris office of Allen & Overy has grown significantly. The office currently numbers some 200 staff, including 145 lawyers and 30 partners. The practice offers a fully integrated and comprehensive service to both its local and international clients.

Allen & Overy Paris has an experienced team of lawyers working on investment funds and financial services regulatory issues. The team advises investment banks and fund managers in connection with the launch and the documentation of structured funds, hedge funds, real estate, private equity and infrastructure funds. The team also assist major prime brokers and custodians for the development of their activities

Please visit: www.allenovery.com
 
 

Lead sponsor

Amundi Asset Management ranks second in Europe1 and ninth worldwide* among the players in asset management with €658.6 billion under management**. Located at the heart of the main investment regions in some 30 countries, Amundi offers a comprehensive range of products covering all asset classes and major currencies.

Amundi has developed savings solutions to meet the needs of more than 100 million retail customers worldwide and designs innovative, high-performing products for institutional clients which are tailored specifically to their requirements and risk profile.

Benefiting from the support of two powerful banking groups, Crédit Agricole and Société Générale, Amundi aims to establish itself as a leading European asset management, recognised for:

- the quality of its products, their financial performance and transparency
- its close relations with customers, partner networks and institutions
- the efficiency of its organisation, resulting from the individual and collective talents of its teams
- a commitment to integrate sustainability and socially responsible criteria into its investment policies, going beyond financial criteria alone.

* Total net assets. Source IPE «Top 400 asset managers active in the European marketplace» published in June 2011, data as at December 2010

** Amundi Group figures as at 31 December 2011

Please visit: www.amundi.com
 
 

Lead sponsor

BNP Paribas Securities Services, a wholly-owned subsidiary of the BNP Paribas Group, is a top five global provider of securities services.

BNP Paribas Securities Services deliver flexibility and commitment to to buy-side and sell-side financial institutions and issuers. We operate across the entire investment cycle to provide post-trade administration solutions to our clients.

The Bank has a local presence in 32 countries across 5 continents and a global coverage of over 100 markets, offering a one-stop shop for all asset classes, both onshore and offshore, around the world.
Key figures: USD 6,975 billion of assets under custody, USD 1,244 billion assets under administration and over 6,600 administered funds as at 30 June 2011.

Please visit: securities.bnpparibas.com
 
 

Lead sponsor

Caceis Investor services is the asset servicing banking group of Crédit Agricole dedicated to institutional and corporate clients. Through offices across Europe, North America and Asia, CACEIS offers a comprehensive range of high quality products and services covering depositary and custodial services, fund administration, middle office services, fund distribution support and issuer services. With assets under custody of €2.4 trillion and assets under administration of €1.2 trillion, CACEIS is one of the world market leaders in asset servicing and the largest depositary bank and the premier fund administrator in Europe (figures to 31 December 2010). CACEIS benefits from a solid A+ financial strength rating from Standard & Poor’s.

Please visit: www.caceis.com
 
 

Lead sponsor

Edmond De Rothschild Asset Management

An affiliate of La Compagnie Financière Edmond de Rothschild, Edmond de Rothschild Asset Management is specialised in managing equities, convertible bonds and asset allocation. Focusing on stock analysis and selection and asset allocation, Edmond de Rothschild Asset Management relies on unique know. The results testify to the firm’s impressive capacity to deliver sustainable performance.

The company has offices in Paris, Hong Kong, Santiago de Chile, Madrid and Brussels and offers investment solutions to institutional investors, banking and insurance company partners and distribution platforms throughout the world.
As of June 30th 2011, Edmond de Rothschild Asset Management had EUR 15.8bn under management in investment mandates and 27 open-ended funds registered in 15 countries.

Please visit: www.edmond-de-rothschild.fr
 
 

Lead sponsor

Financière de l'Echiquier is a Paris-based independent asset manager launched in 1991. With 4.5 billion euro of assets under management, Financière de l'Echiquier is one of the leading French "boutiques".

Focusing on bottom up stock picking since inception, the company has developed its own investment process relying on a proprietary in-depth investment research that puts emphasis on the quality of the management of the companies it selects. With 25 investment professionals, Financière de l'Echiquier has one of the biggest research team among independent fund
managers. Thanks to its unique approach, the Firm has earned numerous prices and achievement awards for the performance of the funds it manages. Financière de l'Echiquier has been selected by prestigious International Institutions such as NBIM in Norway, the Ewing Marion Kauffman foundation in the USA or the Fonds de Pension of the City of Montreal to mention some of them. Recognized by wealth managers and IFAs in continental Europe, Financière de l'Echiquier's funds have been registered in 8 countries.

Please visit: www.fin-echiquier.fr/en
 
 

Lead sponsor

Natixis Asset Management

Natixis Asset Management is the European expert of Natixis Global Asset Management. Based in Paris, it is among the top European asset managers with EUR 298 billion under management and around 670 employees as of 30 June 2011 .

Natixis Asset Management provides a full range of products and investment solutions in all asset classes and management styles for institutional investors, companies, distributors and banking networks. Natixis Asset Management has also developed expertise in specialized areas of asset management: european large cap value and mid cap funds, emerging Europe equity funds, tactical and indexed money market funds, and fixed income (global fixed income, govies or corporate bonds, inflation linked and credit). A recognized pioneer with 25 years experience, Natixis Asset Management is also one of the leading SRI managers in France and in Europe.

* Source: Natixis Asset Management

Please visit: www.am.natixis.com
 
 


Lead sponsor

PwC firms provide industry-focused assurance, tax and advisory services to enhance value for their clients. More than 161,000 people in 154 countries in firms across the PwC network share their thinking, experience and solutions to develop fresh perspectives and practical advice. See www.pwc.com for more information.

“PwC” is the brand under which member firms of PricewaterhouseCoopers International Limited (PwCIL) operate and provide services. Together, these firms form the PwC network. Each firm in the network is a separate legal entity and does not act as agent of PwCIL or any other member firm. PwCIL does not provide any services to clients. PwCIL is not responsible or liable for the acts or omissions of any of its member firms nor can it control the exercise of their professional judgment or bind them in any way

Please visit: www.pwc.com
 
 

Lead sponsor

Rothschild & Cie Gestion is the asset management arm of Rothschild & Cie Banque Group, servicing private and institutional clients, French and other European external distributors, and independent wealth managers. With 20 billion euros in assets under management, Rothschild & Cie Gestion is one of the major players in conviction-based management in France. Its traditional management focuses on European equities, corporate and convertible bonds, and flexible diversified management. In parallel, since 1996 Rothschild & Cie Gestion has developed acknowledged expertise in multi-management of both traditional and alternative assets. With a team of about 25 professionals, Rothschild & Cie Gestion is one of the leaders in multi-management in France.

Please visit: www.rothschild.com
 
 

Lead sponsor

Societe Generale Securities Services

Established in 28 locations worldwide with more than 4,000 employees, SGSS provides a full range of securities services that are adapted to the latest financial markets and regulatory trends: clearing services, custody and trustee services, retail custody services, liquidity management, fund administration and asset servicing, fund distribution and global issuer services.

SGSS is the 7th largest worldwide global custodian and the 2nd largest in Europe with EUR 3,445* billion of assets under custody. SGSS provides custody and trustee services for 3,317* funds and the valuation of 4,436* funds, representing assets under administration of EUR 458* billion.

*Figures at 30 June, 2011

Please visit: www.sg-securities-services.com
 
 



Media partner

FTfm is the FT's weekly supplement for the global fund management industry. It provides thought leadership for the asset management industry all over the world by analysing the important news stories on industry directions and trends, providing a forum for debate on the big issues and publishing high quality profiles of leading fund managers and top executives.

Please visit: www.ft.com/ftfm

 


Presented by

PWM


In association with

afg

Paris Fund Industry

Lead sponsors

Allen & Overy
Amundi Asset Management
BNP Paribas Securities Services

Caceis

Edmond De Rothschild Asset Management

Financière de l'Echiquier

Natixis Asset Management


Price Waterhouse Coopers


Rothschild



Societe Generale Securities Services

Media partner

FTfm

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