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"An excellent forum for participants from all finance levels to network and create mutually beneficial business opportunities!"
Oliver Donagher
Associate Director
Horizon Trustees (Jersey) Ltd
Yulia Romantseva Head of HNWI Relationship Department VTB Capital Investment Management
Alexey Aleksandrov Head of Private Banking UkrSibbank BNP Paribas Group
Petr Terekhin Vice-President, Head of Private Banking & Investment Management Promsvyazbank
Michael Knoll Head of Private Banking CJSC "Bank Credit Suisse (Moscow)"
Alexey Stankevich Senior Partner, Executive Director Third Rome
Andrei Narutsky, Managing Partner LEON Family office
Dmitry Klenov Partner UFG Wealth Management

Dmitry Klenov joined UFG Wealth Management in 2005 as a legal Counsel. In his current position as UFG Wealth Management Partner, Mr. Klenov oversees law practice. His area of responsibilities include capital structuring, inheritance, tax and immigration law, and also legal support of M&A deals. Dmitry specialises in international corporate law and has advised clients on acquisition of real estate, structuring of investment projects, development projects, real estate financing, leasing of commercial property and property management.
Prior to taking up his position, he worked for one of the leading development companies in Moscow. The position entailed a wide range of responsibilities in optimising real estate management, analysis of construction investment projects and the reorientation of real estate to match development objectives. From 2000 to 2003, Mr. Klenov held the position of project manager of construction company, working on such significant construction projects as the Lefortovo tunnel (on Moscow's third ring road), the bridge over the Moscow river (by Christ the Saviour Cathedral).
He holds a Master's degree in International and EU Law from Moscow State Institute of International Relations (MGIMO) of the Ministry of Foreign Affairs.

Roman Mikhaylenko . CBH Europe
HOT TOPICS in 2014

Family offices debate - creating complex products to meet customer needs; CFC and deoffshorisation; Innovation & technology in private banks in Russia;  Alternative investments & many more

40+ private banking & wealth management leaders

UBS, Credit Suisse, Lombard Odier, Uralsib Private Bank, Promsvyabank, VTB & more

New trends in citizenship and residence planning

FOCUS DAY and about recent developments in immigration laws and programmes

The event of choice for family offices

Third Rome, UFG Wealth Management, LEON Family Office, CBH Europe, Financial Family Office, Zenith Capital & more regularly take part

Wealth Management & Private Banking Summit - The PREMIER international meeting point in Moscow for 250+ wealth managers from Russia, CIS and Europe

Interesting facts about the industry

  • Wealthy Russians have an average of 2.4 investment providers/wealth advisors
  • Russian clients only have 34% of their total investable wealth managed by their primary wealth advisor. In the Americas this stands at 63%
  • On average, Russian clients have recommended their main wealth manager to 6.6 other clients

(Source: The “Futurewealth report” by Scorpio Partnership, NPG Wealth Management and SEI, February 2014)

We would like to thank all speakers, sponsors and delegates for making this anniversary Summit a great success!

Over 200 participants took part in the event and enjoyed insightful presentations and lively discussions and networking events.

Hot topic of CFC rules was actively discussed during Session 5 and 6. Other popular presentations were:

  • Russian equities or “real assets” abroad? .. (Alexey Golubovich, Arbat Capital)
  • Correlation between investments in Russia and investments in other parts of the world.  Is diversification for Russian investors worth the bother? How can you tell whether a fund manager is really working for you – the client?  What are some danger signs that might indicate the manager is working primarily for himself? (David Herne, SPRING)


  • DIAMOND COCKTAIL RECEPTION - we celebrated the 5th anniversary of our conference and one lucky delegate won a real diamond in her glass of champagne!
  • WINE TASTING provided by SIMPLE
  • LUNCH TABLES WITH FAMILY OFFICES -  maximized networking opportunities with family offices
  • CHAMPAGNE ROUNDTABLES on Talent Management in Private Banking; and on  Philanthropy in Russia 
  • Online networking system for conference delegates “e-connect”

Lead Sponsor 2014


Elite Property Partner 2014


Sponsors 2014


Focus Day Partner 2014


Endorsed by in 2014