Wealth Management & Private Banking Summit - Russia & CIS

Adam Smith 9th International Summit

10 - 11 April 2019

Marriott Grand Hotel, Moscow, Russia

PREPARATIONS ARE UNDERWAY FOR THE 2019 SUMMIT! 

We are currently conducting in-depth research and designing a cutting-edge programme, which will be published soon. 

The Summit will address many of today’s burning questions including: 

  • As some capital is moving back to Russia what are the opportunities for local private banking & wealth management players? 
  •  Automatic Exchange of Information, sanctions and more - how to navigate this complex environment and prepare your compliance file? 
  • Analysis of AML measures, including UWO in the UK
  • Analysis of major jurisdictions from the point of view of a) possibility of changing tax residency, b) second citizenship options
  • News on succession planning in Russia 
  • Technological disruptors in the investment management / family offices / wealth management sector

We aim to create a highly-interactive, discussion-oriented agenda, utilising formats such as:

  • Boardroom-style round table discussions
  • On-stage interviews and Q&A sessions

 

FLASHBACK TO THE SUMMIT in 2018

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, and his presentation generated a lot of interest. 

 

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

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