Ukrainian Wealth Management Forum

Adam Smith International Forum

March 2021

InterContinental Hotel, Kyiv, Ukraine

What is Ukrainian Wealth Management Forum?
This forum has been running for 2 years in Kyiv as the 'Ukrainian Wealth Management Forum' and proved itself as Ukraine's #1 Wealth Management and Private Banking event, which brings together people and companies who are redefining Ukrainian and global private banking industry.

This year we are expanding the Forum’s focus to encompass investments and venture capital, and to reflect this new focus we will be renaming the event to the ‘Ukrainian Wealth Management and Investment Congress’.

Apart from discussing traditional topics such as succession planning, regulatory changes and investments. Our goal this year is to accelerate the development of Ukraine's start-up ecosystem by bringing together the industry’s leading minds in one place, at one time, to share their vision on the programmes and tools that are essential for the development of this ecosystem, and to connect with prospective industry partners.

Join us.

We are going hybrid. Why?
Three reasons: incredible speakers, unparalleled networking opportunities, and and proprietary software that will maximise your experience.

We're proud of our track record when it comes to live events. We have been organising elite platforms for award winning family offices, wealth managers, private bankers and VIPs for the last 15 years.

Now we are taking it to the next level with integration of innovative software.  So, if you are unable to travel to Kyiv or to join the live conference, we have a hybrid platform that is designed to provide virtual participants with all of the key benefits that they would get from attending the event in person.

Learn more

This event is organised at the very highest level!

Oleksandr Onufrienko,

 Partner, Asters Law Firm

The forum content is extremely interesting and important!

Serhiy Zhuykov,

Partner, Blackshield Capital


Danylo Hetmantsev, Head of the Verkhovna Rada Committee on Finance, Tax and Customs Policy , Verkhovna Rada
Danylo Hetmantsev

Head of the Verkhovna Rada Committee on Finance, Tax and Customs Policy

Verkhovna Rada

Oleg Churiy, Deputy Governor, National Bank of Ukraine
Oleg Churiy

Deputy Governor

National Bank of Ukraine

Dmytro Tarabakin, Commissioner, National Securities and Stock Market Commission
Dmytro Tarabakin


National Securities and Stock Market Commission

Alexander Bornyakov, Deputy Minister for Digital Transformation for IT Development, Ministry and Committee for Digital Transformation of Ukraine
Alexander Bornyakov

Deputy Minister for Digital Transformation for IT Development

Ministry and Committee for Digital Transformation of Ukraine

Taras Kyrychenko, Deputy Chairman of the Board at NABU (Independent Association of Banks Ukraine), Former Chairman of the Management Board, Pravex Bank (Intesa Sanpaolo Group)
Taras Kyrychenko

Deputy Chairman of the Board at NABU (Independent Association of Banks Ukraine), Former Chairman of the Management Board

Pravex Bank (Intesa Sanpaolo Group)

Robert Amsterdam, Senior Partner, Amsterdam & Partners, London, UK
Robert Amsterdam

Senior Partner

Amsterdam & Partners, London, UK

Karen Aslanian, Executive Vice President, Lombard Odier, Zurich, Switzerland
Karen Aslanian

Executive Vice President

Lombard Odier, Zurich, Switzerland

Vladislav Burda, Founder and Owner, RedHead Family Corporation, FBN (The Family Business Network Ukraine)
Vladislav Burda

Founder and Owner

RedHead Family Corporation, FBN (The Family Business Network Ukraine)

Andriy Gostik, Principal, Private Equity, Ukraine & Belarus, European Bank for Reconstruction and Development (EBRD)
Andriy Gostik

Principal, Private Equity, Ukraine & Belarus

European Bank for Reconstruction and Development (EBRD)

Olga Freer, Director, Senior Wealth Planner, Union Bancaire Privée (Switzerland)
Olga Freer

Director, Senior Wealth Planner

Union Bancaire Privée (Switzerland)

Yelyzaveta Tymoshenko, Director of Premium Banking Development Department , Credit Agricole (Ukraine)
Yelyzaveta Tymoshenko

Director of Premium Banking Development Department

Credit Agricole (Ukraine)

Sebastian Rubaj, The Deputy Chairman of the Board, PUMB (First Ukrainian International Bank)
Sebastian Rubaj

The Deputy Chairman of the Board

PUMB (First Ukrainian International Bank)

Alexey Aleksandrov, Head of Private Banking, Expobank CZ, and author of books on private banking in the CIS
Alexey Aleksandrov

Head of Private Banking

Expobank CZ, and author of books on private banking in the CIS

Oleksandra Moroz, Head of Premier Banking, Ukrgasbank
Oleksandra Moroz

Head of Premier Banking


Nataliia Klyshta, Head of Private Banking Office, OTP Bank
Nataliia Klyshta

Head of Private Banking Office

OTP Bank

Serhiy Zhuykov, Managing Director, Blackshield Capital
Serhiy Zhuykov

Managing Director

Blackshield Capital

Dmitro Kononets, Co-Founder and Managing Partner , 1st Family Office (Ukraine)
Dmitro Kononets

Co-Founder and Managing Partner

1st Family Office (Ukraine)

Anna Babych, Partner, Head of Corporate / M&A, AEQUO
Anna Babych

Partner, Head of Corporate / M&A


Igor Levchenko, Head of Personal Banking, Ukrsibbank BNP Paribas Group
Igor Levchenko

Head of Personal Banking

Ukrsibbank BNP Paribas Group

Oleg Pletnikov, Manager of Premium Centre, Oshadbank
Oleg Pletnikov

Manager of Premium Centre


Irena Jandikova, Head of Private Banking, Expobank CZ, Prague, EU
Irena Jandikova

Head of Private Banking

Expobank CZ, Prague, EU

Alina Plyushch, Partner, Sayenko Kharenko
Alina Plyushch


Sayenko Kharenko

Olena Khotenko, Head of the Board, Vice-president, Institute of Tax Reform, Taxpayers Association of Ukraine
Olena Khotenko

Head of the Board, Vice-president

Institute of Tax Reform, Taxpayers Association of Ukraine

Elena Drobot, Partner, Jost & Partners Swiss Law Firm
Elena Drobot


Jost & Partners Swiss Law Firm

Kirill Tkachev, Director, Audina Treuhand AG, Principality of Liechtenstein
Kirill Tkachev


Audina Treuhand AG, Principality of Liechtenstein

Dmytro Perevozchykov, Partner, Michael Kyprianou & Co LLC
Dmytro Perevozchykov


Michael Kyprianou & Co LLC

Olga Afanasyeva, Executive Director, Ukrainian Venture Capital Association
Olga Afanasyeva

Executive Director

Ukrainian Venture Capital Association

Erik Nayman, Managing Partner, Capital Times
Erik Nayman

Managing Partner

Capital Times

Yuriy Fylyuk, CEO and Initiator of Impact Investment Project, Promprylad. Renovation
Yuriy Fylyuk

CEO and Initiator of Impact Investment Project

Promprylad. Renovation

Eugenia Mazurenko, Executive Director, Zagoriy Foundation
Eugenia Mazurenko

Executive Director

Zagoriy Foundation

Svitlana Pugach, Executive Director, Tabletochki Charity Foundation
Svitlana Pugach

Executive Director

Tabletochki Charity Foundation

Natalia Shpitkovskaya, Director , M17 Contemporary Art Center
Natalia Shpitkovskaya


M17 Contemporary Art Center

Aleksey Vasilenko, Co-Owner, Art Expert, Curator of the Auction, «Golden Section» Auction House
Aleksey Vasilenko

Co-Owner, Art Expert, Curator of the Auction

«Golden Section» Auction House

Natalia Van, Business Development Executive, CS Global Partners
Natalia Van

Business Development Executive

CS Global Partners

George Dokuchaev, Sales Director, Prime Property Group, Cyprus
George Dokuchaev

Sales Director

Prime Property Group, Cyprus

Mykola Chumak, Founder and CEO, IDNT Ukraine
Mykola Chumak

Founder and CEO

IDNT Ukraine

Tatyana Shatts, Founder, ORMAN Project
Tatyana Shatts


ORMAN Project


Adam Smith Conferences are closely monitoring the development of COVID-19 and any potential impact on the event. The safety of our attendees is our top priority and we are following guidance from the World Health Organisation, national governments and health authorities.

2019 Topics in focus:

ukrainian wealth management forum 6 11 2018 0659

Discussion Session: Private Banking & Premier Banking in Ukraine and Abroad

The giants of the private, premier and personal banking departments will assemble to discuss and define the future of the private banking ecosystem and discuss services that will shape the demand of Ukrainian clients in 2020.

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Ukrainian Art Market: From Black Market to Full Transparency

Olena Khotenko Head of the Board at Taxpayers Association of Ukraine and Vice-president of Institute of Tax Reform will share:

  • How, together with leading lawyers she is working on the development of the new regulations that will better protect the interests of collectors and bring transparency to the Ukrainian art market.
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Structuring Philanthropic Activities for Ukrainian Clients - Helping to Leave a Legacy

Philanthropy is on a rise! Meet the executive directors of leading charity funds (family owned & crowdfunding) who will share their view on:

  • Why do HNWIs involve in philanthropy? How to make it systematic? Trust: why it is important? Philanthropy is a culture, how to form it?

Among 2019 Forum's topics were:

  • Economic, Political and Legal Changes in Ukraine In 2019 & Their Impact on HNWIs: Special Focus on Currency Liberalisation

  • Global Shift Towards Transparency: The Future of the Offshore World. BEPS. AML Regulations and How to Ensure Compliance?

  • Private Banking & Premier Banking in Ukraine and Abroad. Which New and Innovative Services and Products Have Been Implemented by Banks Since Last Year?



  • Investment Destinations: Are Ukrainian Investors Becoming More Adventurous?
  • Masterclass on Succession Planning by Karen Aslanian, Executive Vice President, Lombard Odier
  • Alternative assets: Creating a world-class art portfolio
  • And much, much more

ukrainian wealth management forum 6 11 2018 1635

Leading investment advisors of Ukrainian Clients

photo 5

Top tax and legal specialists

photo 4

Leading Private Bankers managing the wealth of Ukrainian Clients



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Prime Property Group
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Jost & Partners
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Sayenko Kharenko
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CS Global Partners
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Blackshield Capital
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New Balkans Law Office
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Michael Kyprianou & Co LLC


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Family Office Magazine
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Strategic Business Review
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InVenture Media Group
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Interfax Ukraine
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Yurydychna Gazeta
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Warsaw Business Journal
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Novoe Vremya
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Ukraine Business News

AEQUO is an advanced industry-focused Ukrainian law firm made up of highly qualified, internationally recommended lawyers who work proactively to help their clients reach their business goals. Backed up by solid industry expertise and a thorough understanding of business we develop innovative strategies and provide efficient solutions to the most complex and challenging matters.
AEQUO provides integrated legal support in areas such as antitrust and competition, banking and finance law, intellectual property, corporate and commercial law, mergers and acquisitions, taxation, litigation and international arbitration, and capital markets.
The list of AEQUO’s representative clients includes leading Ukrainian and international companies and organizations, such as Agroprosperis, Apax Partners, Apollo, Bunge, DuPont, EBRD, European Commission, Google, Inditex Group, NCH Capital, Pioneer Hi-Bred International, Samsung Electronics, Sandvik, Synthon, Tetra Laval, Ukrainian Redevelopment Fund, UniCredit Group, Vodafone Ukraine etc.
AEQUO has been named the Most Innovative Law Firm of the Year in Ukraine by IFLR Europe Awards 2018, Law Firm of the Year in Russia, Ukraine and the CIS by The Lawyer European Awards 2017 and one of the most innovative law firms in Europe according to the FT Innovative Lawyers 2015-2019.

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Prime Property Group - one of the most prestigious, professional and experienced company in the market of Cyprus. Our motto is - to be better. Not just better than others, and it is better than we were yesterday. Better due respect and care in relation to each client.

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Asset protection, international tax and succession planning married to conscientious family office services are the core businesses of the Audina Group.

Established in August 1985 in the Principality of Liechtenstein, our headquarters Audina Treuhand AG was founded by a team of advocates and has operated successfully for over quarter of a century as a multi-family office and an independent trust company. Our Swiss office Audina Trust S.A. assists foreign clients with company formations in Switzerland in a canton of your choice.

Our specialists have:

Years of experience and expertise in tax law
Detailed knowledge of national and inter-governmental laws, treaties and jurisdictions
The foresight, flexibility and creativity to deliver a first class service
Our services compare favourably to those offered by larger operators: Quality, Integrity & Responsibility are the key principles of our unique approach to advisory services.

Due to long-standing business associations with numerous financial institutions, yet operating independently from the banks we are able to arrange banking relationships for each client to suit the particular requirements.

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“Jost & Partners swiss law firm” is an international law office that is based in Zurich, the economic heart of Switzerland, and works with Ukrainian, Swiss and Liechtenstein laws.

Jost & Partners swiss law firm offers efficient and flexible legal support services in business, civil, corporate, investment and related areas of law. We provide expert assistance in establishing family foundations (a trust, as a legal entity for assets protection) and other legal entities/structures, opening accounts with Swiss and Liechtenstein banks and resolving any legal issues.

Working languages are Ukrainian, Russian, German, English and French.

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Sayenko Kharenko enjoys a global reputation as a leading Ukrainian law firm with an internationally oriented full-service practice. Currently, we are the second largest law firm in Kyiv. We specialise in complex cross-border and local matters and regularly handle the largest and most challenging transactions involving Ukraine.

We regularly advise the world’s leading multinational corporations, including Fortune 500 companies, industrial groups, financial institutions, as well as individual business owners.

The firm is top-ranked in multiple practice areas according to all major international legal directories, including Chambers Global, IFLR1000 and The Legal 500.

In 2019, Sayenko Kharenko collected three of the most prestigious professional excellence country awards, more specifically, Law firm of the Year: Russia, Ukraine and the CIS according to The Lawyer European Awards 2019; Most Innovative Law Firm for Ukraine by IFLR European Awards 2019 and Law Firm of the Year by Legal Awards 2019.

Most recently, the firm has been ranked No.1 in such key practice areas as international arbitration, international trade, IT, telecommunications and media, and debt restructuring according to Ukrainian Law Firms 2019 directory by Yuridicheskaya Practika

In December 2018, Sayenko Kharenko became the only Ukrainian law firm ranked Tier 1 according to World Tax 2019 by International Tax Review.

Earlier in 2018, the firm was recognised as Law Firm of the Year by Chambers Europe Awards 2018.

Three years in a row (2016-2018), Sayenko Kharenko has been recognised as one of the European most innovative law firms according to FT Innovative Lawyers Report by Financial Times.




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Headquartered in the heart of London and with nine offices worldwide, CS Global Partners is at the forefront of the citizenship and residence by investment industry. Our team of highly trained and experienced professionals is dedicated to finding the best solution to the needs of global individuals seeking freedom of mobility, personal security, economic prosperity, and a healthier and happier lifestyle.

With its reputation for excellence, CS Global Partners was selected by the governments of Dominica, St. Kitts and Nevis and St. Lucia to promote, develop, and safeguard the integrity of their citizenship by investment programmes.

Micha-Rose Emmett is the Group Managing Director of CS Global Partners and is a dual-qualified attorney in the United Kingdom and South Africa with years of practice in the fields of citizenship, residence, immigration, and foreign investment law. Her team of multi-lingual professionals, fluent in over 12 languages, operate with absolute discretion, efficiency, and effectiveness – focusing on outstanding client service as the cornerstone of CS Global Partners’ success.

For more information on CS Global Partners and citizenship solutions, kindly visit

10 Dover Street



tel: +44 (0)20 7318 4343


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Blackshield Capital Management is a managing company of a Hedge Fund Blackshield Exponential Technologies LP.

Having a strong background in asset management, we are now focused on investing in stocks of innovative companies and technology sector with a potential for exponential growth.

We combine experience, sophistication, connections and a range of investment solutions with the client-centric focus of an independent investment boutique.

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NBLO was set up in 2005 at a time when the Bulgarian legal market was really starting to open up to smaller, more specialised firms. The founding NBLO partners wanted to create a law firm whose clear primary focus was on Bulgaria but which would also operate to some extent as a dual jurisdiction legal consultancy providing both Bulgarian law and UK law advice; this was succeeded by the opening of both offices in Bulgaria and London. Following Bulgaria's accession to the EU, the firm has gone from strength to strength, periodically expanding its staff numbers as well as diversifying its portfolio of practice areas.

Our Work
NBLO is typically called upon by its clients to either be:
sole advisers in transactions with a Bulgarian law basis; or
the counterpart to international lawyers in transactions involving Bulgarian elements; or
a part of a network of advisers in a multi-jurisdictional deal.
In each of these types of work, NBLO is able to match the legal, technological, time-management, document production, commercial and communication expectations of clients and law firm partners alike.

Our Key Capabilities
As well as our dual-jurisdiction offices mentioned above, we believe we have a variety of key capabilities which make us stand out from other Bulgarian law firms:

Local industry and business awareness
We realise how crucial  it is when giving quality legal service to understand the character and dynamics of clients' industries. In this regard, we maintain regular contacts within the Bulgarian business community and pride ourselves on being up-to-date on all international economic developments in the wider Central & Eastern Europe region.

Efficient and cost-conscious
We always make additional efforts to pinpoint our legal advice for our clients' purposes and to obviate inefficiencies where possible and this often pays off for our clients. We equally understand that our clients work within budgets and we are always keen to present a clear and transparent cost structure to them. In this respect, we will agree charges with clients at the time of instruction, and can help with the management of costs if this becomes necessary.

Speaking your language
We make sure we can draft and conduct business in a variety of languages in addition to Bulgarian and English, the latter of which all of our staff speak by default.

Commitment to technological excellence
We understand how effective information use impacts on our work and we consider the technological processes we have in place at our offices to be cutting-edge. We continue to strive for excellence in this area and regularly educate both support staff and fee-earners in a variety of current technologies. In addition, we have the ability to draw on an engineering support team to quickly implement any specific document exchange or technological requirements a client may request.

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Michael Kyprianou and Co LLC has established an enviable reputation as a broad based legal practice. Having as our guiding principle to always exceed our clients' expectations we have grown to become one of the largest law firms in Cyprus with offices in Nicosia, Limassol and Paphos. Our international presence has also expanded with our fully fledged offices in Greece (Athens and Thessaloniki), in Malta (Birkirkara), in Ukraine (Kiev), in the United Arab Emirates (Dubai) and in the United Kingdom (London).

The calibre of our lawyers and our dedication to providing clients with the most practical and cost effective services is the cornerstone of the success of our firm.

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Family Office Magazine is the premier gateway to the Family Office and UHNWI International Community. The publication is the most prominent publication in this sector an is authority on Family Office news and events. It has contributions and articles from some of the Worlds most prominent Family Offices, Private Banks and Wealth Management Firms. View sample issues on their website -


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The PRIVATEBANKING.COM wealth industry directory is the financial-industry’s leading online business development and networking platform
focused on Wealth Management and Financial Services.

The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products
and services.’s FINANCE LOUNGE business network is a vibrant and fast growing online community designed
to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts
and customers alike.

We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe:
Please register at:

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The Interfax-Ukraine News Agency, which belongs to the Interfax Information Service International Information Group, has been working on the Ukrainian market for political and economic information since 1992. Over the period, the agency has won a reputation for being the most reliable and qualified supplier of up-to-the-minute and objective information.
Among the agency's clients are the leading mass media, the biggest corporations, investment funds, banking and financial institutions, state organizations and structures.
News from Ukraine wired through the Interfax Agency's network reaches clients around the world. Currently, the agency offers over 40 economic, financial and political information products in three languages – Ukrainian, Russian, and English.
The agency constantly expands and updates its services by offering clients new products on various branches of industry and innovatively polishing its existing information services.
What is more, you can gain free-of-charge 10-day trial access to any chosen service by applying to Maksim Urakin at, or through, or by just telephoning (+38 044) 270 6574/75.

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A very interesting and useful forum

Igor Levchenko,

 Head of Personal Banking, UKRSIBBANK BNP Paribas Group