Wealth Management & Private Banking

Adam Smith International Summit

Spring 2022

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Agenda
Register
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SUMMIT NEWS

Alexey Stankevich, a renowned expert from Phoenix Advisors - one of leading Russian family offices, has joined several sessions at the Summit. He will join leading players and experts in SUCCESSION session and other discussions.

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Alexey Alexandrov, Deputy Head of Private Banking, VTB, Professor at Baltic International Academy (Riga, Latvia), and Professor at International Management Institute - MIM Kyiv

will speak on HNWI PROFILE & LIFESTYLE - HOW IS IT CHANGING?

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Maria Tkachenko, General Manager at Ziffer Group (Luxembourg) will take part in the discussion on: 

SUBSTANCE & THE FUTURE OF OFFSHORE CENTRES

 Our 2020 edition of the Summit will run ONLINE, on the 8-10 December.

We are preparing an exciting experience for you with our modern technological platform. The platform will allow you to see expert presentations, take part in discussions, and what is more - to network in small groups and to interact with other registered event participants!

We plan to run the offline Wealth Management & Private Banking Summit  in the Spring of 2021.

Gregg Robins, Founder, Robins Advising, Formerly Head of Wealth Management UBS Russia
Gregg Robins

Founder

Robins Advising, Formerly Head of Wealth Management UBS Russia

Alexei Stankevich, Partner, Managing Director, Phoenix Advisors, Moscow
Alexei Stankevich

Partner, Managing Director

Phoenix Advisors, Moscow

Michael Addison, Executive Director - Wealth Planning UHNW & GFO, UBS AG (Zurich)
Michael Addison

Executive Director - Wealth Planning UHNW & GFO

UBS AG (Zurich)

Alexey Alexsandrov, Deputy Head of Private Banking, VTB
Alexey Alexsandrov

Deputy Head of Private Banking

VTB

Mikhail Znamenskiy, Wealth Management Head, Citi Russia
Mikhail Znamenskiy

Wealth Management Head

Citi Russia

Andrei Ivanov, Partner, Investment Advisory, CFA, LEON Family Office
Andrei Ivanov

Partner, Investment Advisory, CFA

LEON Family Office

Olga Boltenko, Managing Partner, Boltenko Law (Zurich)
Olga Boltenko

Managing Partner

Boltenko Law (Zurich)

Olga Degtyareva, Executive Director, Head of the Department for Work with HNW Families, URALSIB Bank
Olga Degtyareva

Executive Director, Head of the Department for Work with HNW Families

URALSIB Bank

Maria Tkachenko, General Manager, Ziffer Group, Luxembourg
Maria Tkachenko

General Manager

Ziffer Group, Luxembourg

Natalia Biryukova, Head of Family Office, Premium Clients Department, Private Banking, VTB
Natalia Biryukova

Head of Family Office, Premium Clients Department, Private Banking

VTB

Svetlana Colta, Managing Partner, Carré Trust AG - Family Office (Zurich)
Svetlana Colta

Managing Partner

Carré Trust AG - Family Office (Zurich)

Oleg Mikhailov, Director, M&P Private Service Group, Russia
Oleg Mikhailov

Director

M&P Private Service Group, Russia

llya Sushkov, Deputy CEO, Amber Lion Partners (Zurich) - MODERATOR
llya Sushkov

Deputy CEO

Amber Lion Partners (Zurich) - MODERATOR

Natalya Larina, Head of Investment Department, URALSIB | Private Bank, Russia
Natalya Larina

Head of Investment Department

URALSIB | Private Bank, Russia

Evgeny Pundrovskiy, Deputy Director of Investment Department, UFG Wealth Management
Evgeny Pundrovskiy

Deputy Director of Investment Department

UFG Wealth Management

Roman Bakhanets, Managing Partner, Attorney at Law, BKHK law firm
Roman Bakhanets

Managing Partner, Attorney at Law

BKHK law firm

Donat Podnyek, Director, People Services group, KPMG
Donat Podnyek

Director, People Services group

KPMG

Mikhail Khanov, Managing Director, Algo Capital, LLC
Mikhail Khanov

Managing Director

Algo Capital, LLC

Nuri Katz, Founder, Apex Capital Partners
Nuri Katz

Founder

Apex Capital Partners

Rade Vukovic, Managing Partner, Montis Mountain Resort
Rade Vukovic

Managing Partner

Montis Mountain Resort

Polina Revzina, Partner, Beyond Residence & Citizenship
Polina Revzina

Partner

Beyond Residence & Citizenship

Riccardo Milan, Partner, Capital Strategies Partners
Riccardo Milan

Partner

Capital Strategies Partners

Andrey Zaytsev, Head of Private Banking, East-West United Bank
Andrey Zaytsev

Head of Private Banking

East-West United Bank

Testimonials

Well organised conference, the best I have visited so far!

Liliya Scott,
 

Managing Partner, LS Legal Solicitors, UK

Very interesting and insightful speakers. Fantastic experience in wealth management.

Alina Tarasova,
 

CS Global Partners

Among topics that we will address in December 2020:

  • NEW KEY THEME: the impact of global coronavirus outbreak on the economy, wealth management industry, stock markets and investors' activity 
  • Growing importance of succession planning for Russian HNWIs including writing wills, contingency planning and more. Pandemic as a catalyst for succession planning
  • Changes is the marital law in Russia from March 2020
  • A session focused on the UK: Brexit and what are the implications for wealthy Russians and their assets
  • Models of private banking & premier banking services departments: “club approach” and more

 

  • Digital solutions, CRM systems in private banking. 
  • Growing importance of reputational management and cyber security risks
  • Substance and the future of off-shore structures
  • Update on taxation in Russia, including Tax Residency in Russia and plans for 2020 - 2022 
    and more

FAMILY OFFICES AND AWARD WINNING PRIVATE BANKERS AT THE SUMMIT

At Adam Smith Conferences we are proud that our events always bring together a high number of family offices and leading private bankers serving HNWIs from Russia and the CIS. 


Critical Analysis Of Covid Phases: How Fast Will We Get Back To Normal? What Phase Are We In Now?

The best moments from The ASC Wealth Podcast #4 where Vadim and Gregg talk about Nasim Taleb's Antifragility frameworks, updated Covid-19 Phases Matrix, the Federal Reserve, inflation, US presidential elections, market navigation and Russia.

Full podcast: https://youtu.be/75E4Sn_PpAY

Gregg's PHASES MATRIX: https://bit.ly/3abNXrw

Gregg's CLIENT CHECKLIST: https://bit.ly/2RSv8DB

Navigating Financial Markets Through Nasim Taleb's Antifragility Framework

How to use Antifragility Frameworks for portfolio construction, market navigation and how you can simply apply them in your daily life.

 

The Effect of Pandemic on Private Banking, Andrey Zaytsev, Head of PB at East-West United Bank

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:

Photo Gallery 2019

Video from previous events

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.

Alexander Dobrovinsky.The art of working with Russian HNWIs from the world of show business and sports.

Ruben Vardanyan