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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
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 2015

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

Private banking & wealth management leaders

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

New angles in 2015

This year we include special discussions:

"Successful women in Russian private banking" and "Talent search in private banking"

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

Just Some of the 2015 Programme Highlights will include:

  • Session on Developments in Private Banking / VIP Banking / Mass affluent segment  in Russia, including the regions
  • NEW – WOMEN IN PRIVATE BANKING featuring leading ladies of the Russian private banking industry
  • VIP SESSION: Development of Russian Philanthropy
  • VIP SESSION: Art, antiques collecting
  • NEW: RISK MANAGEMENT in private banking, including managing clients' REPUTATIONAL RISKS
  • Deoffshorisation and currency control in Russia
  • Development of Private Banking and VIP Banking in the CIS countries
  • Investment strategies  for Russian and CIS private clients
  • Technology in private banking
  • Hot residency and citizenship programmes such as UK, Malta and more
  • And more…

Download draft agenda>>

By popular demand, the 2015 Summit will feature many more interactive features. Presentations and discussions will be complemented by our Champagne Roundtable Discussion Groups, whereby you can discuss issues of key importance in an informal environment with prominent industry figures.

Flashback to our successful anniversary summit in 2014

Over 200 participants took part in the event and enjoyed insightful presentations by leading private bankers, family offices and wealth managers. CFC rules, investment strategies and other hot topics were debated at length!


  • 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

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 21 October 2014)

Related Events

1st International

Russian Wealth Advisors Forum

04 Feb 2015 - 05 Feb 2015
Dolder Grand Hotel, Zurich

International Summit

Asia as a Destination for Russian and CIS Wealth

18 Nov 2014 - 19 Nov 2014
The Marina Bay Sands, Singapore


Lead Sponsor 2014


Elite Property Partner 2014


Sponsors 2014


Focus Day Partner 2014


Endorsed by in 2014