Wealth Management & Private Banking Summit - Russia & CIS

Adam Smith 8th International Summit

17 - 18 April 2018

Agenda

WE THANK ALL THE SUMMIT PARTICIPANTS!

160+ high level delegates gathered in Moscow Intercontinental Hotel to take part in active discussions, insightful plenary sessions and networking events. 

Here are just some of the highlights of the Summit: 

Dmitry Volvach, Head of the Department for International Cooperation & Currency Control of Russia's Federal Tax Service, took part in the "Interview on stage" and answered many important questions about Russia's exchange of information in the context of other current tax and legal news.

Our special guest Alexander Dobrovinsky made a presentation “Trend among Russian HNWIs: how a hobby can become a new business?”

Vasilisa Strizh, Partner of Morgan Lewis, analysed a complex topic: latest US Sanctions.

German Kaplun, the Founder of TMT Investments was our Keynote speaker about investing in BLOCKCHAIN businesses. 

 

AMONG TOPICS IN 2018 WERE: 

  • Activation by Russia of the automatic exchange of tax information with other countries: CRS, CbC 

  • Changes in Russian currency control from 1 January 2018

  • The UK– UWO (unexplained wealth orders) & other new regulations - how to be prepared?

  • Next generation wealth holders in Russian: what is important for them?

  • Succession planning instrument including the long awaited Russian trust

  • Assets allocation in the low and rising interest rates environment

  • Real estate investments & other material assets 

  • BLOCKCHAIN technology, cryptocurrencies and ICOs; what does the future hold? 

  • Russian private bankers discussion: the art of working with the client

  • Global update of residency and citizenship by investment programs in 2018 

  • Special Guest presentation 

  • Private Aviation 

  • Trends in family offices 

Speakers 2018

Dmitry Volvach, Head of the Department of International Cooperation and Currency Control, Federal Tax Service of Russian Federation
Dmitry Volvach

Head of the Department of International Cooperation and Currency Control

Federal Tax Service of Russian Federation

Winner of recent SPEAR'S award: Katerina Mileeva, Managing Director Alfa Private, Alfa-Bank, Russia
Winner of recent SPEAR'S award: Katerina Mileeva

Managing Director Alfa Private

Alfa-Bank, Russia

KEYNOTE ON INVESTING IN BLOCKHAIN: German Kaplun, Co-founder, TMT Investments
KEYNOTE ON INVESTING IN BLOCKHAIN: German Kaplun

Co-founder

TMT Investments

Vasilisa Strizh, Partner, Morgan Lewis
Vasilisa Strizh

Partner

Morgan Lewis

Alexey Aleksandrov, Head of Private Banking, author of books on private banking in the CIS, Expobank CZ
Alexey Aleksandrov

Head of Private Banking, author of books on private banking in the CIS

Expobank CZ

Winner of recent SPEAR'S award: Andrey Babiyan, Director, Alfa Capital Wealth
Winner of recent SPEAR'S award: Andrey Babiyan

Director

Alfa Capital Wealth

Olga Boltenko, Managing Partner, Boltenko Law
Olga Boltenko

Managing Partner

Boltenko Law

Winners of recent SPEAR'S award:Sergey Vasiliev, Managing Director, Altus Capital
Winners of recent SPEAR'S award:Sergey Vasiliev

Managing Director

Altus Capital

Nikolai Baranov, Director, KPMG in Russia and the CIS
Nikolai Baranov

Director

KPMG in Russia and the CIS

SPECIAL GUEST SPEAKER: Alexander Dobrovinsky, Senior Partner, Author, Broadcaster, Gallery owner, Alexander Dobrovinsky & Partners
SPECIAL GUEST SPEAKER: Alexander Dobrovinsky

Senior Partner, Author, Broadcaster, Gallery owner

Alexander Dobrovinsky & Partners

Alexander Makarin, Director /Private Banker , Barclays Private Bank
Alexander Makarin

Director /Private Banker

Barclays Private Bank

Mona Shah Esq., , Mona Shah & Associates Global, New York
Mona Shah Esq.

Mona Shah & Associates Global, New York

Alexandra Kadet, Deputy head of Transfer Pricing Directorate , Federal Tax Service of Russia
Alexandra Kadet

Deputy head of Transfer Pricing Directorate

Federal Tax Service of Russia

Sergey Potapeyko, Head of Private Banking Department, Gazprom Private Banking
Sergey Potapeyko

Head of Private Banking Department

Gazprom Private Banking

Evgenia Tyurikova, Head, Sberbank Private Banking
Evgenia Tyurikova

Head

Sberbank Private Banking

Olga Shishkina, , RAK ICC, Government of Ras Al Khaimah
Olga Shishkina

RAK ICC, Government of Ras Al Khaimah

Video 2018

Alexander Dobrovinsky made a presentation “Trend among Russian HNWIs: how a hobby can become a new business?”

German Kaplun, the Founder of TMT Investments was our Keynote speaker about investing in BLOCKCHAIN businesses.

Russian wealth management industry research & papers

Succinct, informative, clear, good exchange of experience, new trends!

Y. Sulinovskaya

, Head of personal banking department, AK Bars Bank

Lively, active, informative and useful! High level professionals

T. Maslovskaya, 

Head of personal banking department, AKB Primorie

Very well attended & professionally organized. Adam Smith Conferences attract high caliber delegates. Great choice of conference venue.

C. Mangion, Business Executive, PKF Malta


Sponsored by:

Supported by:

Video from previous events

Alexander Dobrovinsky.The art of working with Russian HNWIs from the world of show business and sports.

Ruben Vardanyan