Highly topical masterclass: LEGAL and TAX PLANNING and RISK MANAGEMENT for CIS high net worth individuals with in-depth presentations from leading tax experts, consultants, lawyers and financiers
The masterclass is set to equip you with the most up-to-date practical information on such issues as: DOUBLE TAXATION TREATIES between Russia and other countries (from Emily Yolitis at HARNEYS), Management of off-shore structures (Diana Kalyaeva of PwC), International Gift and Inheritance tax issues in Succession planning (Anton Ionov of Ernst & Young), TRUSTS (Vladimir Zrazhewski of Russian Commercial bank), Shareholders conflicts (Vera Loseva of Third Rome)
Update: WHERE TO INVEST PRIVATE WEALTH? Which products performed well last year? Discussing investments into both liquid and illiquid assets
Renowned experts and successful private investment advisors will discuss which products have performed strongly recently, and also future market trends. Among them: Svetlana LeGall of Fleming Family & partners, Simon Fentham-Fletcher of RAM, Andrei Shadrin of Gazprombank, Alexander Krapivko of Troika Dialog & others
A SESSION OF FAMILY OFFICES with practical case studies and an intercative discussion
How to set up and run a successful FAMILY OFFICE? How if the institution of MFO (multi-family office) developing in Russia? How are family offices evolving?
Hear from local and Western family offices and private investment offices (Alfa MFO, Financial Family Office, Oracle Capital, Stanhope Capital, Werner Capital, Hyperion FO)
Hot topic: ELITE PROPERTY as a popular investment for high-net worth individuals including a presentation by a leading real estate expert from Knight Frank
also includes practicalcase studies of purchasing real estate in London, Caribbean and other parts of the world, high end mortgages etc
New format and topic: BREAKFAST BRIEFING on PHILANTHROPY "HOW TO GIVE EFFECTIVELY" featuring presentation by Russia's leading expert and practitioner in the field
Join our breakfast briefing “How to give effectively? Spotlight on philanthropy” featuring presentation from Russia's leading expert in this area Maria Chertok of CAF Russia as well as private bankers, and hear about important topical issues is a less formal environment!
Panel discussion: "PRIVATE BANKING MARKET in the CIS COUNTRIES & the BALTICS: present and future" featuring Alexander Kotchoubey, Juriy Kidjajev & many others
Leading private bankers with experience in major CIS markets (Ukraine, Kazakhstan) as well as smaller markets (Azerbaijan, Moldova etc) will discuss the present and future of private banking in these countries! To include also Alexey Alexandrov of UkrSibbank BNP Paribas, Alexei Gusev of Institute of fin.planning, Fagan Nagiev of INternational Bank of Azerbaijan & others
Topical special presentation: “IN SEARCH OF TALENT FOR THE FAMILY OFFICES/WEALTH MANAGEMENT INDUSTRY”
How to find and retain talented individuals with the right mix of professional skills and personal qualities who can create and run a family office/wealth management company/add value as a private banker? Hear from an expert with many years of experience in this field
Practical interactive session "ASSESSING CREDIT APPETITE OF PRIVATE CLIENTS" featuring such private banks as M2M Private Bank, Societe Generale Private Banking as well as family offices
Professionals from Western and Russian banks, Family Offices and financial boutiques will discuss practical issues related to lending. Including using loans for leveraging an investment portfolio, Lombard loans, elite mortgages and more
New focus for 2012: ART-BANKING, INVESTING in WINE & OTHER ALTERNATIVE ASSETS, featuring a presentation by Alexey Golubykh of Troika Dialog & others
In light of volatility on the securities market, is it worth looking at alternative assets/collectable items in order to diversify and lower risks? Which other benefits does this form of investment bring?
View Wealth Management & Private Banking: Russia & CIS conference programme here