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SUMMARY:LHoFT at Patrimonia
DESCRIPTION:Pioneers in Wealth Management:\nLHoFT Delegation Showcase at Patrimonia\n📍 Lyon\, France | Patrimonia is the largest gathering in France of professionals in the world of wealth advice: Wealth Management Advisors (CGP)\, CGPi\, Family Office\, Private Managers\, Accountants\, Notaries\, Brokers\, Lawyers. The Patrimonia Convention is organized under the sponsorship of the Ministry of Economy\, Finance and Industrial and Digital Sovereignty. \nAYDO is a Financial Technology company whose mission is to unleash the potential of Structured Products through Expertise\, Education and the Power of Data.\nWe foster a unique one-stop-shop approach for the design\, optimisation\, and monitoring of Structured Products\, all fuelled by SHAPE – our proprietary platform that’s a powerhouse of advanced technology.  \nAvaloq is a premium provider of front-to-back software and services for over 170 financial institutions around the world. Our clients include private banks\, wealth managers and investment managers\, as well as retail and neo banks. We develop software that can be deployed flexibly through cloud-based Software as a Service (SaaS) or on-premises\, and we offer Banking Operations outsourcing through our Business Process as a Service (BPaaS) model. Avaloq is a subsidiary of NEC Corporation\, a global leader in the integration of IT and network technologies. \n.\nFundvis is your Fund oversight platform that digitalizes and automates your administrative workflows\, facilitates the data collection and processing from different sources and counterparties and enables compliant and innovative cooperation on one central platform for all stakeholders of the investment fund lifecycle. \nInvestSet is a fintech based in Luxembourg that offers state-of-art technology to customers from all the financial ecosystem. We provide financial intelligence through a cutting-edge digital experience. With our solutions you can have easy access all sort of asset classes and also have tools and analytics at your disposal. Wealth Management is complex. But the technology doesn’t need to be. Visit our website and discover our solutions.\n \n.\nRoundtable is Europe’s premier infrastructure for private investments\, designed to streamline and simplify the complex processes involved in private market transactions. As a trusted platform\, Roundtable provides comprehensive support for founders\, angel investors\, and fund managers\, allowing them to focus on their core activities by handling all legal and administrative operations. \nUME is the leading platform for exchanging due diligence information between hundreds of fund providers and thousands of their distributors across more than 90 countries. The platform automates the collection and evaluation of due diligence information. The users have collectively agreed on a standard set of information requirements\, effectively standardising the due diligence requirements in the asset management industry. Investment managers and their counterparties use the platform to efficiently comply with their legal and regulatory obligations. \nU-Reg is a regulatory and compliance platform designed to eliminate manual processes for financial institutions of all sizes. It revolutionizes the management of regulatory obligations by automating and digitalizing end-to-end processes\, including onboarding\, due diligence\, and periodic reviews. U-Reg is recognized by the industry for its innovative approach to regulatory compliance and has received numerous awards in both Europe and Asia. \nVingeGPT empowers value investors with AI-driven financial insights\, simplifying complex analyses to support informed value investing decisions. It enhances investment strategies by providing brand related information\, customer and employee sentiment\, helps identify undervalued stocks\, assess company related financial risks but also support the analyse of long financial reports\, to increase the productivity of the value investing community. \nZodia Custody is an institution-first digital assets platform backed by Standard Chartered\, in association with Northern Trust\, SBI Holdings\, National Australia Bank\, and Emirates NBD. Combining deep expertise in financial services\, compliance\, risk\, and technology\, Zodia Custody enables institutional investors around the globe to realise the full potential of the digital assets future – simply\, safely\, and without compromise. It operates under registrations and authorisations granted by the Financial Conduct Authority\, Central Bank of Ireland\, Commission de Surveillance du Secteur Financier\, and Hong Kong Companies Registry. \nMEET OUR DELEGATION\nLearn more about Patrimonia
URL:https://lhoft.com/event/lhoft-at-patrimonia/
LOCATION:Lyon Congress Center
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