Wealth Management & Private Banking

May 2015-present:  Managing Director of Phoenix Advisors, a new Ruben Vardanyan business project providing complex services to transfer wealth to clients’ successors, including family governance, legal and tax structuring, contingency planning, co-management of clients’ business and private assets, and protection of client holdings and management structures.

2009–2015: Co-Founder, Board member, COO and Head of the multi-family office Third Rome, an international investment group with offices in Switzerland, London and Moscow providing family office, asset management, and private equity services  to UHNWIs.   

2004-2009: Director and Head of Structured Solutions at Renaissance Investment Management (the largest independent asset management group in Russia before the 2008 crisis). Responsible for the development of all Group products, consulting, asset structuring and protection and M&A deal structuring and execution.

Started his career in 1997 in tax and legal department of Big 4 (Arthur Andersen/EY), in 2000-2004 worked as a Co-head of single family offices for couple of UHNWIs.

Graduated with honours  Russian Economic Academy in 1997, PhD

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.

A theoretician and practitioner, who is one of the leading bankers in the CIS, is engaged in teaching activities and is the author of many scientific works and publications.

Alexey is also Professor at Baltic International Academy (Riga, Latvia), and Professor at International Management Institute - MIM Kyiv.

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 Managing Partner and Founder of Boltenko Law.

Olga is an English and Russian qualified tax and wealth planning expert with over 24 years of experience in major Anglo-Saxon law firms. By the end of 2016 Olga resigned as 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 a select number of clients and by offering effective solutions to problems of wealthy families.

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

She organizes and chairs a number of professional events on a regular basis, and is a regular guest speaker at major professional events. Her flagship event is the Russian Wealth Advisors Forum, which she organises and chairs annually in Zurich since 2011. It is the leading event in the international industry and usually attracts around 200 high-calibre participants from over 20 countries.

Olga Boltenko also acts as a co-chair of an annual conference called The Future of Russian Business in Cyprus. It is a must-attend event in Cyprus, which Olga runs for over 5 years in collaboration with the law firm Chryssafinis and Polyviou LLC and the Cyprus Chamber of Commerce and Industry.

She has also been recognised by The Legal Week in The Private Client Global Elite 2017-2021 ratings, by the Citywealth in the 2018-2020 Leaders List and in IFC Powerwoman Top 200 in 2017 and 2018 ratings. Olga Boltenko has also been elected to the Swiss Who’s Who.

Olga Degtyareva graduated from the Finance Academy under the Government of the Russian Federation with a degree in Finance and Credit.

Olga has over 20 years of experience in the financial sector. She joined the FC URALSIB team (Joint Stock Bank Investment Banking Group NIKoil) in 2003, in 2009-2012. held the position of Executive Director, Head of the Customer Service Department, URALSIB | Private Bank.

In December 2012 Olga Degtyareva was appointed Chief Executive Officer of URALSIB | Private Bank.

Currently, Olga Degtyareva heads the Department for Work with Wealthy Families, which is responsible for working with all segments of premium clients in the federal network of Uralsib Bank.

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.

Natalya has graduated with honors in Economy from the Moscow State University of International Relations. She practiced afterwards in HSBC Private Bank and Pictet Private Bank, Switzerland. Natalya holds the Chartered Financial Analyst® designation.

Natalya has been working in URALSIB Private Bank since 2004. She is responsible for capital markets analysis, manager selection system and financial planning. Since 2015 she has also been in charge of Succession Program from URALSIB Private Bank.

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.

15 years of legal practice. Since 2005 he has been representing the interests of wealthy private individuals. Roman's clients include entrepreneurs and billionaires, as well as show business stars and other media personalities.

Diploma of the Faculty of Law, Moscow State University M.V. Lomonosov, 2005
Member of the Moscow Bar Association.

• Representation of interests of high net worth individuals (HNWI, UHNWI);
• Legal issues related to the movement of large private capital and the ownership of real estate, yachts, airplanes, art objects;
• Individual taxation and tax disputes;
• Deoffshorization;
• Inheritance (trusts and foundations) and family relationships;
• Judicial protection.

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.

Expert with more than a decade of experience in providing services to private and corporate clients as a lawyer for an international law firm and manager of a Big Four firm in the areas of structuring cross-border contracts in terms of optimal tax burden and protecting investors’ interests, structuring trusts for succession and tax planning, drafting shareholder agreements and corporate by-laws. Petr represents Ziffer Group in Moscow.

Kira Egorova advises private clients, families with dynastic wealth, family offices as well as their counsels. Her clients also include corporate executives, business owners (and former business owners who have experienced a liquidity event), professionals, fund managers, private foundations and others. She counsels clients in connection with the significant number of projects involving purchase of luxury items and other property.

Kira has extensive experience in advising the high net worth Russian individuals on development of ownership and succession structure for diversified private and business assets, located in different jurisdictions. Kira leads projects of negotiations and conclusion of shareholder agreements and associated matters; supports the firm’s M&A projects in respect of the completion procedure and administration of the deals. She has also gained substantive experience in Financial and accounting consulting and participates in the development of the financial business schemes.

Kira is a regular contributor of articles publications and a frequent lecturer at conferences and seminars on current legal issues within her areas of practice.

Kira Egorova is a member of Society of Trust and Estate Practitioners (STEP) and the International Bar Association (the IBA).

For the last 10 years Alexey has been holding top positions at the leading Russian banks. He is engaged in building and developing effective service system for local HNW clients within Russian banks and private banking/ private wealth managemеnt/ family office/ mass affluent technologies. His acedemic portfolio includes a range of works on Russian HNW clients services (including the first book in Russia on VIP-clients services), adapting and implementing private banking and family office technologies in Russia.

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.

Tatiana is a partner in the litigation and arbitration team and focuses on disputes involving Russia and the CIS.

She is an experienced commercial litigator, working on both court cases and arbitrations, with market-leading experience in complex cross-border disputes. She has worked on a range of high profile cases for both corporates and high net worth individuals.

Tatiana qualified as a Solicitor – Advocate with Higher Rights of Audience, Civil Proceedings (England and Wales). She is also qualified as a Russian Advocate and was called to the Moscow City Bar in 2002.

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".