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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
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VIP SPEAKERS and LEADING BANKS
Ruben Vardanian Founder and Chairman RVVZ Foundation
Alan Higgins Chief Investment Officer, UK Coutts
Alexander Dobrovinsky Head Aleksander Dobrovinsky & Partners
Stefan Reutter Managing Director, Head of Wealth Management in Russia, Head of Corporate Advisory Group Russia UBS
WM FLAGSHIP EVENT
About Wealth Management & Private Banking Summit
LATEST CONFIRMATIONS
Valery Zaikin Director United Trust
Vladimir Zrazhewski Deputy CEO RCB Bank Ltd
Anton Ionov Head of CIS Personal Tax Services EY
Elena Yurgeneva Regional Director, Residential Knight Frank Russia & CIS
NETWORKING PLATFORM
NETWORKING PLATFORM FOR WEALTH MANAGEMENT AND PRIVATE BANKING PROFESSIONALS
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Managing risks in private banking/wealth management; Expert update on CFC Rules & currency control; Private banking/VIP banking in the regions, & more

Gazprombank, VTB, Uralsib, M2M, UBS, Barclays, Lombard Odier, Coutts, and more private bankers at the Forum 2015

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

The event of choice for family offices

UFG Wealth Management, LEON Family Office, NICA Milti-Family Office,  Golden Crown Family Office, M&P Private Services Group, Tungsten Capital Advisors & more took part in 2015

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

DELEGATES ENJOYED MANY NEW NETWORKING FORMATS IN 2015


 
  • Lunch Tables with Private Bankers: where delegates could meet Private Bankers/Relationship Managers working with Russian & CIS clients and continue discussions in a relaxed setting
  • 2 interactive roundtables on Women in Private Banking and Meet the Family Offices - where audience took active part in discussions!
  • And of course Gala Cocktail reception
  • NEW! Networking Development Lunch Roundtables: This was a NEW highly interactive structured networking feature. Each delegate  received a coloured badge at registration and was  allocated for colour coded table, for business networking!
  • Our NEW mobile event APP, delegates could view the list of attendees and contact them via a secure messaging system, and arrange meetings before, during & after the event

Reviews

"As always, Adam Smith events offer excellent networking opportunities"
Yana Starovoytova
SPRING
"A very relevant forum for updates from the experts in wealth management, banking and business structuring in the new age in Russia and CIS landscape"
Jean-Philippe Chetcuti
Chetcuti Cauchi Advocates
"Really useful information to understand the latest changes in Russian business, especially for us, a foreign service provider looking to work with Russia."
Lyubov Utrosina
Amber Wealth SA

THANK YOU TO ALL SPEAKERS, SPONSORS AND DELEGATES!

We are grateful to all of our participants at this conference, who gathered in Moscow to discuss these turbulent times for the industry.

We would especially like to thank our VIP guest speakers, who inspired the audience with their insights:

RUBEN VARDANYAN – A well-known businessman and philanthropist, who spoke about capital markets at an Adam Smith banking conference 10 years ago, this time addressed issues important to Russian wealth creators: succession, family values, educating the new generation and philanthropy.

DR ALEXANDER DOBROVINSKY  - Not only a well-known lawyer but also the owner of 22 original art collections, Mr Dobrovinsky talked about his passion for collecting, his project to build a museum, and much more.

We will add a video link to these popular presentations soon!

Another popular session was the MASTER-CLASS ON CRUCIAL CURRENT LEGAL AND TAX CHANGES, where Anton Ionov of EY Russia, Evgeny Mastershikh of M&P Private Services Group and Dmitry Klenov, Partner of UFG Wealth Management analysed de-offshorisation, currency control rules and other current legal changes. 

Other conference highlights included:

  • Investment strategies and risks for Russian and CIS private investors: developed versus emerging markets?
  • PRIVATE BANKING in the CIS countries (Ukraine, Kazakhstan, Azerbaijan) and in Russian regions
  • Successful women in PRIVATE BANKING & WEALTH MANAGEMENT
  • The increasing importance of Succession Planning
  • Where’s hot? A round-up of residency and citizenship programmes: Malta, Cyprus
  • Private equity  and real estate investment opportunities
  • PRE-CONFERENCE SEMINAR: Wealth Planning for Russian & CIS Clients in Hong Kong, Dubai, Israel and other IFCs with leading experts from these jurisdictions

Related Events

International

Russian Wealth Advisors Forum

03 Feb 2016 - 04 Feb 2016
Dolder Grand Hotel, Zurich


Adam Smith International Conference

Private Client Russia & beyond

13 Oct 2015 - 14 Oct 2015
The Chelsea Harbour Hotel (part of Millennium Hotels & Resorts), Londo


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