Wealth Management & Private Banking

Adam Smith International Summit

20 - 21 October 2020

InterContinental Moscow Tverskaya Hotel

Among speaker confirmations 2020

Michael Addison is a senior wealth planner with UBS Switzerland AG's Ultra High Net Worth / Global Family Office Wealth Planning team based in Zurich. He provides international tax and legal consulting services to the bank's UHNW / GFO clients. His main areas of focus include estate and succession planning matters; family asset protection structures; transaction structuring issues; legal, tax and regulatory / compliance issues relating to family offices; implementing trust and corporate holding structures; private fund structures and international relocation services. He is also a frequent speaker at UBS conferences and external events.

 

Michael studied law at the University of British Columbia in Vancouver, Canada and qualified as a Barrister and Solicitor in the Province of British Columbia in 1996. He also holds a BA (Honours) from McGill University in Montreal, Canada. Michael has been a member of STEP (the Society of Trust and Estate Practitioners) for more than 15 years and is a qualified Trust and Estate Practitioner (TEP).

 

Before joining UBS, Michael worked for a major UK bank as a wealth planner. In that role, he primarily worked with clients from the UK, Scandinavian, Israeli and Russian / CIS markets. He also worked as the Tax Director at a major independent trust company on the Isle of Man and was a Senior Tax Manager with EY (Ernst & Young) in Canada, focusing on private client tax planning, including cross-border US planning, and mergers and acquisitions matters.

 

Most of his current clients are based in the Russian Federation, the Ukraine, Turkey, certain Asia Pacific countries and the Middle East. His clients generally have complex cross-border tax and legal issues, either at a personal or corporate level. Michael also has a comprehensive understanding of US, UK and Swiss tax and legal issues that typically concern UHNW private clients.

Sergey joined Gazprombank's Private Banking team in 2008.

Engaged in business development, sales and investment products.

In 2017, he headed the Department of Private Banking Business (Gazprombank Private Banking).

Until 2008, he headed the flagship office for working with VIP clients in Citibank.

Member of Russian Independent Directors’ Association , a member of trustees board of  Association  “Equal rights and Equal  Opportunities”, in the past a member of the boards of directors in several companies.

Frequent speaker at different forums and conferences (St.Petersburg International Economic Forum,  “Women who Matters” Forum,  Adam Smith Institute International Summit on Wealth Management and Private Banking Russia and CIS, etc.)

Social and charity activist.  Together with her husband has built a new school at their own expense in a small mountain village in Dagestan and established charity fund “Selo” to support educational programs for small communities

Married, has 5 children.

Graduated from Moscow State Law Academy with a specialization in Jurisprudence.  Has MBA in Financial Management and Diploma in International Financial Reporting (Association of Chartered Certified Accountants).

Over 20 years experience in the Financial sector.  

Joined Sberbank Private Banking in March 2016. During 3 years has increased business more than twice, launched new products and innovative services, collected major industry awards both team and personal.

Mikhail started his career with Citi in December 2011 as Citigold Private Client Investment Portfolio Councilor. In that role, Mikhail was constantly delivering exceptional quality of investment advice and remarkable wealth management service to Citi‘s most significant private banking clients. His strong client focus and vast knowledge of investment products helped him to progress to a role of Investment Products Head in 2014 and Investment Products & Advisory Head in 2015. Since June 2018, the scope of Mikhail’s direct responsibilities was extended to cover Retail Wealth Management function entirely.

Under Mikhail’s close supervision, Citi Russia team developed and successfully rolled out unique wealth solutions platform and investment advisory framework for private clients with the greatest focus on NPS and competitive edge leading to local investment portfolio growth on constant YOY basis. In the course of 2014-2018, Citi Wealth Management team has implemented a number of initiatives focused on effective client engagement, front line controls enhancements and advancement of sales practices and investment products.  

Mikhail has a first class degree in Finance & Investments at the City University of New York Zicklin School of Business, Marketing Degree from Baltic State Academy and began his professional career in the financial industry working for the New York based Wealth Management Boutique Laidlaw PLC in the role of Investment Product Analyst.

Andrey heads up the Investment advisory practice at LEON Family Office.

 

He has over 15 years of experience in wealth management. Prior to joining LEON Family Office, Andrei was responsible for investment management in global markets at multifamily office Quinta Capital Partners and was a Managing Director at Renaissance Investment Management, in charge of portfolios with a total size of more than $1.5 billion. Andrey also acted as a member of the Management Board and the Head of Asset Management in BCS Financial Group. Andrey has considerable experience in equity research and project evaluation from companies such as Troika Dialog and PricewaterhouseCoopers.

 

Andrey is a recognized expert in wealth management. On several occasions, the funds under his management were rated among the best performing funds in Russia and EMEA according to Bloomberg and RBC reviews.


Andrei graduated from the Physics Faculty of Moscow State University (MSU). He has also obtained international qualifications in investment analysis and financial accounting (CFA and ACCA), as well as certificates on asset management from the Russian Federal Service for Financial Markets (FCSM) and the Cyprus Ministry of Finance.

Olga is English and Russian qualified tax and wealth planning expert with over 20 years of experience in major Anglo-Saxon law firms. At the end of 2016 Olga left her role as a partner of Withers LLP to launch her own boutique law firm “Boltenko Law” aiming to add greater value to her clients. Olga achieves this by devoting more of her own time to the select number of clients and by offering effective solutions to problems of wealthy families.

 

Olga’s firm  focus is on Russian, UK and international tax matters for wealthy entrepreneurs from the CIS region, with an emphasis on tax efficient cross-border financing structures and international corporate operations. In addition, Boltenko Law works with family offices providing solutions to complex tax, succession and private wealth management issues for wealthy families and entrepreneurs from Russia and CIS.

 

Olga is actively engaged in the wider profession.  She is a member of International Bar Association (Chair of Individual Tax and Private Client Committee, 2015- 2016), Society of Trust and Estate Practitioners, International Academy of Trust and Estate Lawyers. 

She organizers and chairs a number of professional events on a regular basis and often is a guest speaker at major professional events.

 

Olga is named in Legal 500 Directory and in Chambers & Partners. She is listed in The Private Client Global Elite 2017 rating.

After a decade with the Trident Trust Group, Svetlana left the Group at the end of June 2016 to set up her own business, Carré Trust AG - Family Office.

Svetlana has launched Carré Trust in July 2016. Carré Trust is a multi-family office providing best-quality customized services.  Svetlana’s long professional  and successful experience in the trust- and company world, her established and trustful relationship with banks and providers enables her company Carré Trust to offer individual wealthy clients, their families and professional intermediaries qualified guidance and assistance regarding their requirements and needs, from structural challenges to personal customer solutions.

Svetlana joined the industry in 2000 bringing over 17 years of experience in the fiduciary and financial services sector. Being born in Soviet Union and then lived more than 17 years in Western countries, provides good knowledge of the two/ both sides.

After 15 years of working in wealth management and luxury lifestyle fields, Inna has launched Shorex Capital - a boutique citizenship planning firm working with wealthy families from the former Soviet Union, Middle East and Asia.

Inna’s personal contacts with the world's top service providers allow her to find the best citizenship planning and tax residency solutions for her clients.

Her personal, hands on, approach and dedication to her clients’ needs enables Shorex Capital to offer HNWIs and their families qualified guidance and assistance.

Being born in the Soviet Union and having lived for more than 20 years in the UK gives Inna a good understanding of both worlds and helps her navigate the world of second citizenship.

Evgeniy Pundrovskiy joined the UFG Wealth Management team in 2014. Evgeniy is in charge of analysis and evaluation of investment opportunities in global markets.

After graduating from the institute he worked in a department of corporate finances of Unifeeder logistics company, after which he worked in an accounting and monitoring department of a brokerage firm in Saint Petersburg. Prior to joining UFG he held a position of bond analyst in Cbonds information agency specializing in financial markets.

Mr. Pundrovskiy graduated cum laude the Saint-Petersburg State University of Economics and Finances and holds a CFA (Chartered Financial Analyst) certificate.

Gregg S. Robins recently founded Robins Advising (www.robinsadvising.com). He divides his time between advising clients across their financial and investment matters, and also their business interests.  He works closely with trusted partners, notably Global Gate, on investments in real estate, private equity and debt, and in public markets. He is also active with start-ups in various capacities.

He is a business and thought leader in wealth management, with a solid track record in hiring top talent and building successful businesses. He has deep experience and expertise in Russian & East European markets.

His distinguished career in corporate banking and wealth management includes Citigroup, UBP, where he was the Regional Head for Russia and Eastern Europe, and more recently UBS, where he was the Head of Wealth Management in Russia.

Throughout his professional career, Gregg has worked as an advisor to a number of high-profile corporations and financial institutions. His global experience is accompanied by language proficiency in Russian, Spanish, French and German. He holds a doctorate from Oxford University, and for several years was a recognized professor at the New York University Stern School of Business, in the Executive MBA Program. He was a Faculty Member of the New Economic School in Moscow. Gregg has written and presented extensively on the financial services industry: the author of Banking and Transition: East Germany After Unification (Macmillan Press: 2000), he has also published columns, feature interviews, and various articles in leading international business media outlets.

Andreas Santis is a Country Manager of Leptos Group, a leader in land and building development, Tourism, Health care, Education and immigration services in Cyprus and Greek islands.  Andreas has over seventeen years of experience in business development, construction, real estate, investments, financial advisory and EU Citizenship by investment in Real estate.

Andreas is a graduate in finance and Management from Rollins University in Florida, USA. He has experience in Finance, investments and real estate in three continents (USA, Europe and Russia/CIS) and provides consultation on citizenship and fund investments in real estate in Cyprus and Greece.  Andreas’ goal is to find the most optimal and profitable ways for the clients and partners in order to obtain the maximum return from their Investment and property acquisition, while they receive hassle free Citizenship.

Dmitry Zapol, IFS Consultants, partner. Dmitry Zapol is an international tax and business advisor with practical knowledge of the principles of individual and corporate taxation and cross-border business planning. Dmitry routinely advises HNW individual clients in connection with their international relocation and he is a leading expert in the tax matters of the UK Tier 1 Investors and Entrepreneurs. He also advises on creation of complex international holding structures set up for trading and IP exploitation purposes.

Dmitry is an International Tax Affiliate of the Chartered Institute of Taxation (ADIT). He holds an LL.M (Tax) awarded by King’s College, London and an LL.B Law awarded by Durham University. Dmitry is a qualified Russian lawyer and had worked as an associate at Moscow City Bar Association "Barshchevsky & Partners".

In 1994 Andrey Zaytsev graduated with honours from Lomonosov Moscow State University with specialization in Mathematics and Applied Mathematics. In 2001 Mr. Zaytsev obtained an MBA from INSEAD in France (Fontainebleau).

 

Andrey Zaytsev started his carrier in finance in 1994 as a trader at Post Bank in Moscow. One year later, he was promoted to the position of Head of Treasury at the same bank. In 1996 Mr. Zaytsev accepted the position of а Fixed Income Trader at ING Barings in Moscow. Upon his graduation from INSEAD in March 2002, he moved to Austria to work for Raiffeisen Zentralbank Oesterreich. Two years later, Andrey Zaytsev returned to Moscow and took the responsibilities of Chief Investment Officer at Raiffeisen Capital AMC, where within a year he was promoted to Chief Executive Officer. In August 2009, he became a Managing Director and a Partner of Walser Privatbank Wealth Management GmbH in Vienna. In 2014 Mr. Zaytsev joined LGT Bank in Vienna in the capacity of Managing Director of the International Clients division.

 

Today Andrey Zaytsev is Head of Private Banking at East-West United Bank, where he was appointed in January 2015.