Wealth Management & Private Banking

Dear Participants,

For the past two weeks, we have been closely monitoring the difficult situation with coronavirus in Russia. Due to significant uncertainty and in order to ensure the safety of our participants and employees, we are forced to postpone the physical edition of our Wealth Management & Private Banking Summit 2020 until the Spring of 2021.

We hope that by that time the epidemiological situation in Russia and other countries will have improved, and we will be able to once again safely convene in person to network and discuss key trends in the wealth management industry.

As we mentioned in the previous email, we had anticipated this challenge and have partnered with a software provider to host online events. We are planning to host an online version of our 2020 Summit.

Thank you for your continued understanding.

Among topics that we will address in October 2020:

• NEW KEY THEME: the impact of global coronavirus outbreak on the economy, wealth management industry, stock markets and investors' activity 
• Growing importance of succession planning for Russian HNWIs including writing wills, contingency planning and more. Pandemic as a catalyst for succession planning
• Changes is the marital law in Russia from March 2020
  
• A session focused on the UK: Brexit and what are the implications for wealthy Russians and their assets
• Models of private banking & premier banking services departments: “club approach” and more
• Digital solutions, CRM systems in private banking. Growing importance of reputational management and cyber security risks
• Substance and the future of off-shore structures
  
• AML – new approaches in Russia and abroad
• Update on taxation in Russia, including Tax Residency in Russia and plans for 2020 - 2022 
• and more
  

FAMILY OFFICES AND AWARD WINNING PRIVATE BANKERS AT THE SUMMIT

At Adam Smith Conferences we are proud that our events always bring together a high number of family offices and leading private bankers serving HNWIs from Russia and the CIS. In 2019 we had:

LEON Family Office, UFG Wealth Management, Phoenix Advisors, NICA Multi Family Office, Main Partner AG, Switzerland, FP Wealth Advisors, Sberbank Private Banking, Gazprombank Private Banking, Uralsib Private Bank, UniCredit, EWUB, Julius Baer, and others.