Wealth Management & Private Banking Summit - Russia & CIS

Adam Smith 8th International Summit

26 - 27 April 2017

Marriott Grand Hotel, Moscow, Russia

Preparations are underway for the next Adam Smith "Wealth Management & Private Banking Summit" in Moscow which is now it its 8th year! 

All these years we have been part of the wealth management community, and the summit always addresses the most challenging issues faced by Russian private bankers, wealth managers and family offices.

With fluctuations in global currencies, increase in oil price, information exchange agreements coming into force, and other external and internal factors the environment for Russian wealth creators is rapidly changing.  

All these changes will be analysed by internationally renowned experts at the forthcoming Summit in April 2017. 

Among Summit highlights and hot topics in 2017 will be:

  • Key-note speech on the influence of internal & external economic & geopolitical factors on Russian wealth creators
  • Session with leading Russian PRIVATE BANKERS - from the top 10 according to Forbes rating 2016
  • Back by popular demand: CONTACTS ACCELERATOR - meetings with Russian private bankers and family offices 
  • Masterclass on taxation and legal issues including: CRS/AIE, CFC, currency control in Russia and residency/citizenship 
  • Philanthropy and social investment in Russia - with the participation of businessmen and philanthropists
  • Security issues in private banking including cyber security 
  • IT solutions to improve customer experience in Private Banking/ Premier Banking 

Early speaker confirmations 2017 include:

Katerina Mileeva, Head of Private Banking, A-Club, Alfa Bank
Katerina Mileeva

Head of Private Banking

A-Club, Alfa Bank

Igor Ryabov, Head of Private Banking Russia, UniCredit, Moscow
Igor Ryabov

Head of Private Banking Russia

UniCredit, Moscow

Anastasia Soldatova, Wealth Management Head, Citibank Russia
Anastasia Soldatova

Wealth Management Head

Citibank Russia

Michael Addison, UHNW / GFO Wealth Planning , UBS
Michael Addison

UHNW / GFO Wealth Planning


Alexei Stankevich, Managing Director, Phoenix advisors, Russia
Alexei Stankevich

Managing Director

Phoenix advisors, Russia

Svetlana Ryabokon, Managing Partner, Elgin, UK
Svetlana Ryabokon

Managing Partner

Elgin, UK

Andrew Terry, Partner, Withers LLP, London, UK
Andrew Terry


Withers LLP, London, UK

Dmitry Peshnev-Podolskiy, First Vice-President, Head of Private Banking, Gazprombank, Russia
Dmitry Peshnev-Podolskiy

First Vice-President, Head of Private Banking

Gazprombank, Russia

Oksana Oracheva, General Director, The Vladimir Potanin Foundation
Oksana Oracheva

General Director

The Vladimir Potanin Foundation

Phanos Theophanous, Managing Director, Key Clients and Family Offices team, Barclays
Phanos Theophanous

Managing Director, Key Clients and Family Offices team


Jan van Bueren, Co-Founder & Managing Director , FOSS Family Office Services Switzerland (Part of UBP, SA)
Jan van Bueren

Co-Founder & Managing Director

FOSS Family Office Services Switzerland (Part of UBP, SA)

Industry research from our speakers

Read SPEAR’S RUSSIA article on Russian family offices by Skolkovo WTC, based on discussions at the Summit (in Russian)

The Forum of choice for private banking in Russia!

Michel Wuest

, Managing Director, Julius Baer

It’s a lovely surprise that for so many years this event has brought so many professionals together. Every year it becomes more and more interesting and useful!

T. Maslovskaya, 

AKB Primorie

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

Once again the main platform for discussing the industry’s challenges while working with private clients. This forum brings professionals and countries together, even at difficult political times.

А. Aleksandrov,


Flashback to 2015 conference:

RUBEN VARDANYAN – the well-known businessman and philanthropist last year addressed issues important to Russian wealth creators: succession, family values, educating the new generation and philanthropy.