Wealth Management & Private Banking Summit - Russia & CIS

Adam Smith 9th International Summit

Automatic Exchange of Information, sanctions and more - how to navigate this complex environment and prepare your compliance file?
Second wave of capital amnesty in Russia. As some capital is moving back to Russia due to a number geopolitical factors what are the opportunities for local Russian players?
Analysis of AML measures, including UWO in the UK
Analysis of major global jurisdictions from the point of view of a) possibility of changing tax residency, b) second citizenship options
In light of recent criticism from the OECD what is the future of RBI (residency by investment) and CBI (citizenship by investment) programmes?
News on succession planning instruments in Russia

How to communicate with the new generation of private banking clients? Which new types of clients are emerging and how to work with them? (“Urban nomads” and others)
What drives clients’ investment decisions? Needs and solutions for Russian UHNWIs with regards to investments - private equity, private debt, real estate funds and more
Building and maintaining relations with HNWI clients: what are the keys to providing a premium service?
Robo-advising, digitalisation and other technological disruptors and digital trends in the investment management / family offices / wealth management sector
The growing role of cyber security for private clients and their advisors
Interesting case studies in philanthropy and sustainable investments