Wealth Management & Private Banking Summit - Russia & CIS

Adam Smith 8th International Summit

26 - 27 April 2017

Marriott Grand Hotel, Moscow, Russia

WHAT WILL THEY SPEAK ABOUT?

"Black boxes - foundations and sub-foundations. Attractive or risky?" - by Dr Oleg Mikhailov of M&P Private Services Group.

New technologies in managing investment portfolios of private clients - hear Anastasia Soldatova, Wealth Management Head at Citibank Russia.

"Roboadvising in wealth management - pros and cons" by Alexander Varyushkin, Senior Partner at FP Wealth Solutions SA.

«Modern paradigm of Private Banking & Wealth Management: change or die» - by Alexey Aleksandrov, Head of Private Banking at Norvik Banka, Latvia, and author of books on Private Banking in the CIS.

 

Among other Summit highlights in 2017 will be:

  • Masterclass on taxation and legal issues including: CRS/AIE, CFC, currency control in Russia and residency/citizenship
  • Discussion with leading Russian PRIVATE BANKERS - from the top 10 according to Forbes rating 2016
  • Back by popular demand: CONTACTS ACCELERATOR - meetings with Russian private bankers and family offices 
  • Philanthropy and social investment in Russia
  • Security issues in private banking including cyber security 
  • IT solutions to improve customer experience in Private Banking/ Premier Banking 

Early speaker confirmations 2017 include:

Michael Addison, UHNW / GFO Wealth Planning , UBS, Switzerland
Michael Addison

UHNW / GFO Wealth Planning

UBS, Switzerland

Evgenia Tyurikova, Head, Sberbank Private Banking
Evgenia Tyurikova

Head

Sberbank Private Banking

Svetlana Grigorian, Head, Friedrich Wilhelm Raiffeisen (Private Banking Division, AO Raiffeisenbank) Russia
Svetlana Grigorian

Head

Friedrich Wilhelm Raiffeisen (Private Banking Division, AO Raiffeisenbank) Russia

Katerina Mileeva, Head of Private Banking, A-Club, Alfa Bank
Katerina Mileeva

Head of Private Banking

A-Club, Alfa Bank

Elena Andrianova, Managing Director and Head , Rothschild Trust Russia, Ukraine & CIS
Elena Andrianova

Managing Director and Head

Rothschild Trust Russia, Ukraine & CIS

Rustam Iseev, CEO , GHP Group
Rustam Iseev

CEO

GHP Group

Ariel Sergio Goekmen, Member of the Executive Board, Schroder & Co Bank AG, Zurich
Ariel Sergio Goekmen

Member of the Executive Board

Schroder & Co Bank AG, Zurich

Andrew Terry, Partner, Withers LLP, London, UK
Andrew Terry

Partner

Withers LLP, London, UK

Alexander Dobrovinsky, SPECIAL GUEST SPEAKER,
Alexander Dobrovinsky

SPECIAL GUEST SPEAKER

Alexey Gnedovsky, CEO, Veles Capital Investment Company
Alexey Gnedovsky

CEO

Veles Capital Investment Company

Alexey Aleksandrov, Senior Vice President, Head of Private Banking and Author of Books on Private Banking in the CIS, Norvik Banka, Latvia
Alexey Aleksandrov

Senior Vice President, Head of Private Banking and Author of Books on Private Banking in the CIS

Norvik Banka, Latvia

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

Partner

UFG Wealth Management, Russia

Industry research from our speakers

Read SPEAR’S RUSSIA article on Russian family offices by Skolkovo WTC, based on discussions at the Summit (in Russian)

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

Flashback to previous conferences:

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.