Wealth Management & Private Banking Summit - Russia & CIS

Adam Smith 8th International Summit

17 - 18 April 2018

CONFERENCE NEWS

160+ high level delegates already registered for the summit!

Alexei Aleksandrov, Head of Private Banking at Expobank CZ will make a concluding keynote at the conference.

Joseph Meyer of Axioma Wealth Management will speak about the trend of confidentiality loss in the framework of Automatic Information Exchange.

Sergey Nazarkin of Amond & Smith will address the topic: "Collapse of ABVL bank and the Latvian banking crisis. key risks of foreign bank account holders and ways of their mitigation."

Olga Boltenko of Boltenko Law will lead "Interview on stage with regulators": Dmitry Volvach, Head of the Department for International Cooperation & Currency Control, and Alexandra Kadet, Head of Transfer Prices of Russia's Federal Tax Service. They will talk about Russia's exchange of information in the context of other current tax and legal news.

Our special guest Alexander Dobrovinsky will make presentation “Trend among business owners: how a hobby can become a new business?”

Vasilisa Strizh, Partner of Morgan Lewis, will speak about US Sanctions.

AMONG TOPICS & HIGHLIGHTS IN 2018: 

  • Activation by Russia of the automatic exchange of tax information with other countries: CRS, CbC 
  • Changes in Russian currency control from 1 January 2018
  • The UK– UWO (unexplained wealth orders) & other new regulations - how to be prepared?
  • Next generation wealth holders in Russian: what is important for them?
  • Succession planning instrument including the long awaited Russian trust
  • Assets allocation in the low interest rates environment
  • Real estate investments & other material assets 
  • BLOCKCHAIN technology, cryptocurrencies and ICOs; what does the future hold? 
  • Russian private bankers discussion: the art of working with the client
  • Global update of residency and citizenship by investment programs in 2018 
  • Special Guest presentation 
  • Private Aviation 
  • Trends in family offices 

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

Edward Golosov, CEO, BCS Capital
Edward Golosov

CEO

BCS Capital

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

Oskar Stachowiak, Co-Founder & Managing Partner, Elgin Family Office
Oskar Stachowiak

Co-Founder & Managing Partner

Elgin Family Office

Mona Shah Esq., , Mona Shah & Associates Global, New York
Mona Shah Esq.

Mona Shah & Associates Global, New York

Alexandra Kadet, Deputy head of Transfer Pricing Directorate , Federal Tax Service of Russia
Alexandra Kadet

Deputy head of Transfer Pricing Directorate

Federal Tax Service of Russia

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

Among participating companies:

A.G. Erotocritou LLC

A100 Financial Inc.

AK BARS Bank

Alfa Capital Wealth

Alfa-Bank, Russia

ALL ETF RU LTD

ALRUD,

Moscow, Russia

Altus Capital

ANDBANK Monaco

Apex Capital

Partners

Aristo Developers

Arterial Capital

Management

AT Law Firm

Avers Bank

Axioma Wealth

Management AG

Bank Saint Petersburg

Banque de Luxembourg

Barclays Private Bank

Boltenko Law

Capital Strategies

Partners

Chetcuti Cauchi

Advocates

CMB Regional Centres

Credit Andorra

Davidson & Co

Legal Consultants

East-West United

Bank S.A.

EB5 Capital, USA

Elgin Family Office

Federal Tax Service

of Russian Federation

FP Wealth Solutions

Frank Research Group

G-group

Global Jet

IIG Real Estate GmbH

Ilim Timber Industry

International Tax

Associates B.V.

KPMG

Lawrence Associates Ltd.

Lighthouse Capital

 Leptos Estates

Main Partner AG,

Switzerland

Monomakh

Nord Capital

Pafilia

Panteon Pro

Prime Property

P.P. Limited

REGION Asset

Management

RNKB Bank

 Rock Island

Auction Company

 Rothschild Private

Wealth

Sberbank Private

Banking

Shorex Capital Ltd

SKOLKOVO Wealth

Transformation Center

(SWTC), Russia

Solidarnost

Sviaz-Bank

 Second Wind

The Native SA

TransFin-M

"RuGenerations - Generation

Theory in Russia"

UFG Wealth Management

UniCredit, Moscow

URALSIB | Private Bank,

Russia

VTB Private Banking

WaterFront Partners

Withers, London





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:

Flashback to previous conferences:

Dr Alexander Dobrovinsky on the art of working with celebrity clients

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.

Supported by: