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:

  • 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

 

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