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Wealth Management & Private Banking Summit - Russia & CIS

Adam Smith 7th International Summit

April 2017

Wealthy Russians and their advisers are currently encountering numerous challenges such as the economic crisis, the instability of Russia’s currency, deoffshorisation, and the trend towards global information exchange.

Consequently, there is an urgent need for meetings in order to effectively share experience and information. This Summit in Moscow which is now in its 7th year once again became a platform for essential knowledge and networking, and we thank all the speakers, sponsors and delegates for making the event a success!

Among Summit highlights and hot topics in 2016 were:

  • ANALYTICAL PRESENTATIONS based on latest surveys of the private banking and family offices industry
  • INVESTMENT SESSION: Where to invest? In financial or material assets? In Russia, in Europe or Asia? How to structure investments?
  • LEGAL & TAX MASTERCLASS with 3 parts: 1) Trend towards global transparency including spotlight on CRS;  2) Deoffshorisation and CFC - theory and practice; 3) Relocation and changing tax residency.
  • FAMILY OFFICES in focus: How are family offices in Russia different from the ones in Europe?

Attending companies included:

Alfa-Capital Alpha Pacific Group • Arcano Alternative Asset Management • Aton • Axioma Wealth Management • Bank Julius Baer&Co • Bank Of Moscow • Bank of Singapore • Banque Internationale Luxembourg • Barclays • Berkeley Group •Charles Russell Speechlys • Chetcuti Cauchi Advocates • Consulco Group • Credit Suisse • Europe Finance • Exsus International • Francis J. Vassallo & Associates • Frank Research Group • Friedrich Wilhelm Raiffeisen • Gazprombank • GHP Group • Henley & Partners • Jersey Finance • Jordans Trust Company • Julius Baer & Co • Jura Trust • Leon Family Office • Leptos Viplan Global • M2M Private Bank • Maples Fund Services • Maxfield Capital • NICA Multi Family Office • Pafilia Property Developers • Phoenix Advisors • PricewaterhouseCoopers • Promsvyaz • Proxima Family Office • Raiffeisenbank • Rocks International • Sberbank Insurance • Sberbank Private Banking • Secretan Troyanov Schaer • Sila Sveta • SKOLKOVO • Societe Generale Private Banking • TN Capital • UFG Wealth Management • UBP • URALSIB | Private Bank • Withers • Zenith Capital Management and many more!

Key speakers included:

Anna Matveeva, Deputy Head , Sberbank Private Banking, Russia
Anna Matveeva

Deputy Head

Sberbank Private Banking, Russia

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

Managing Director

Phoenix advisors, Russia

Avdotia (Dunya) Smirnova, Russian TV presenter, Film producer, Philanthropist  ,
Avdotia (Dunya) Smirnova

Russian TV presenter, Film producer, Philanthropist

Josef Meyer, Managing Director, Axioma Wealth Management AG, Switzerland
Josef Meyer

Managing Director

Axioma Wealth Management AG, Switzerland

Daniel Marti, Attorney-at-law (Switzerland), SECRETAN TROYANOV SCHAER SA
Daniel Marti

Attorney-at-law (Switzerland)


Yuri Gribanov, General Director, Frank Research Group, Russia
Yuri Gribanov

General Director

Frank Research Group, Russia

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

Managing Director, Key Clients and Family Offices team


Dmitry Klenov, Partner, UFG Wealth Management, Russia
Dmitry Klenov


UFG Wealth Management, Russia


On-stage discussion with leading private Russian banks covering topical issues; lead moderator is a well-known private banking industry analyst.


CONTACTS ACCELERATOR – new format; 1. 5 hours of structured meetings for conference participants. Read more>

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Pre-Conference Seminar: "Protecting your Wealth and Succession Planning for Russian Clients".

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After multiple requests from our delegates, we have included this 1.5 hour session in a new format: delegates will be able to arrange and conduct 10 minute ONE-TO-ONE meetings with Russian family offices, private bankers and other delegates.

You can book your meeting in advance or register during the conference. (Registration is on a “first come, first served” basis.)

For more information email Taissia Chinina-Kelly at

PRE-CONFERENCE SEMINAR: Protecting your Wealth and Succession Planning for Russian Clients

Industry research from our speakers

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.