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Wealth Management and Private Banking: Russia and CIS

The PREMIER international meeting point in Moscow for wealth managers from Russia, CIS and Europe
About Wealth Management & Private Banking Summit
Andrei Ivanov CFA, Partner Leon Family Office, Russia
Alexey Gusev Dean, Institute of Financial Planning, CEO, Institute of wealth&private banking technology solutions
Stefan Reutter Managing Director, Head of Wealth Management in Russia, Head of Corporate Advisory Group Russia UBS
Svetlana Grigoryan Head of Friedrich Wilhelm Raiffeisen (Private Banking Division, ZAO Raiffeisenbank)
We create bespoke packages for individual companies taking into account their objectives and budgets.
HOT TOPICS in 2015

Managing risks in private banking/wealth management including reputational risks; Update on deoffshorisation & currency control; Private banking/VIP banking in the regions, & more

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

PRE-CONFERENCE SEMINAR: Opportunities for Wealth Planning/Asset structuring for Russian & CIS Clients in Singapore, Dubai and some other IFCs

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, experts and clients from Russia, CIS and Europe

Don't just take our word for it:

"This Summit is one of the best platforms for gathering experience from Russia, the CIS and the rest of the world. During these turbulent times receiving guidance from partners, collecting new information and mitigating risks is of the utmost importance”,                                                          Alexei Aleksandrov, Deputy Chairman of the Management Board and Head of Private banking Department of “Ukrsibbank”, BNP Paribas Group

“As always, Adam Smith events offer excellent networking opportunities”, Yana Starovoytova, SPRING

“Great conference, very useful and informative”, Irina Aneichyk, Citi International Personal Bank

“Very good overview of important topics”, Silvia Beveuter, Henley & Partners Switzerland AG

"Professional organisation of a professional event" D. Korolev, Mastercard


  • Networking Development Lunch Roundtables: Meet the people you want do business with, during an informal setting, at this NEW highly interactive structured networking feature.
  • Network via our NEW mobile event APP, view the full list of attendees and contact them via a secure messaging system, enabling you to arrange meetings with other participants before, during & after the event
  • Lunch Tables with Private Bankers: after their session, meet Private Bankers/Relationship Managers working with Russian & CIS clients and continue your discussions in a relaxed setting
  • 2 interactive roundtables on Women in Private Banking and Meet the Family Offices
  • And of course Gala Cocktail reception

Just Some of the 2015 Programme Highlights will include:

  • PRE-CONFERENCE SEMINAR: Wealth Planning for Russian & CIS Clients in Singapore, Dubai and other IFCs
  • NEW! Investment strategies and risks for Russian and CIS private investors: developed versus emerging markets?
  • Session on Developments in Private Banking /  VIP Banking / Mass affluent segment  in Russia
  • Spotlight on Russian regions: St Petersburg & Northern Russia; Middle Russia & Volga; Urals, Siberia & Far East; Southern Russia
  • NEW! Successful women in PRIVATE BANKING & WEALTH MANAGEMENT featuring leading ladies of the Russian private banking industry
  • Update on De-offshorisation and currency controls in Russia
  • CIS & BALTICS IN FOCUS: Development of Private Banking and VIP Banking in the Ukraine, Kazakhstan, Azerbaijan and other CIS countries, plus the Baltic States 
  • The increasing importance of Succession Planning
  • NEW! VIP SESSION: Development of Russian Philanthropy
  • NEW! VIP SESSION: Collecting art and antiquities
  • Where’s hot? A round-up of residency and citizenship programmes
  • NEW! Private equity  and alternative investment opportunities

Download preliminary programme>>

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)

Download Latest Information Now

(updated 20 November 2014)

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