Ukrainian Wealth Management Forum

Adam Smith Inaugural International Forum

6 November 2018

InterContinental Hotel, Kyiv, Ukraine

Adam Smith Conferences are glad to announce a new event in the Global Wealth Management Series: UKRAINIAN WEALTH FORUM.

Building on our expertise in the wealth management sector we will bring together leading family offices, private bankers, tax and legal advisors serving Ukrainian business owners from Ukraine and other jurisdictions.

We pride ourselves on working with VIPs and representatives of business elite who will be among the Forum speakers and delegates. The Forum will also provide first hand updates from the Government of Ukraine and lawmakers on important new changes to legislation for private clients.

Among Forum's topics:

  • Update on the main changes for Ukrainian private clients in 2018 and how to respond to them
  • Wealth preservation and wealth protection as primary goal for Ukrainian businessmen/ wealth holders
  • Current profile of Ukrainian private investors
  • Legal framework in 2018 for private client in Ukraine, including:
  • Base Erosion and Profit Shifting (BEPS) Action Plan - potential impact on Ukraine of this most comprehensive change in international taxation. An update from OECD.
  • Ukraine’s anti-money laundering framework and its integration in the global AML agreements
  • Tax residency concept in Ukraine
  • The stage of preparation of CFC law in Ukraine
  • Beneficial owners’ disclosure requirements
  • Liberalization of currency regulations in Ukraine
  • Succession planning and inheritance issues
  • Legal and tax updates from a range of jurisdictions: the UK (UWOs etc.), Switzerland, Eastern Europe
  • Residency and citizenship: which countries appeal to Ukrainian private investor?
  • Which traditional and alternative asset classes do wealthy Ukrainians invest in?
  • Panel Discussion with leading industry players: the Future of Wealth management and Private Banking in Ukraine
  • Round tables on lifestyle and concierge services
    VIP Guests presentations, details to come
  • And much, much more …
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Leading investment advisors of Ukrainian Clients

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Top tax and legal specialists

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Leading PRIVATE BANKERS managing the wealth of Ukrainian Clients

Companies, regularly attending Adam Smith Conferences’ Wealth Management events:

Alfa Bank
Arendt & Medernach
Axioma Wealth Management
Baker Tilly
Banque de Luxembourg
Banque Privee Edmond de Rothschild
Capital Times
Concorde Capital
Corner Banca
Credit Andorra
Delin Capital
Dragon Capital
EFG Private Bank
Enso Ventures
Equiom - Jersey
First Names Group

Guernsey International Finance Centre
Henley & Partners
ING Luxembourg 
J. Safra Sarasin Bank
Jersey Finance
Jordans Trust Company
Julius Baer Wealth Management
Kalido Private Office
Knight Frank
LGT Bank Schweiz
Littleton Chambers
LMG Lighthouse Trust
Lombard Odier
Lucrum Wealth Partners
Machlin Oracle
New Alternative Investments
NICA Multi Family Office
Norvik Banka
NR Group
Oracle Capital Group

Quilter Cheviot 
Raiffeisen Bank Ukraine
Rigensis Bank
Rothschild Trust - Schwitzerland
Saenko Kharenko & Partners
Salient Group 
Seed Mentors 
SG Hambros Bank
Skolkovo Wealth Transformation Centre 
Talis Capital
Treadstone Partners
Tungsten Capital Advisors
UBS Wealth
UFG Wealth Management
United International Management
Unius Learning
Verdict Financial
Verno Capital
Withers LLP

Sponsored by:


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Leptos Estates

Leptos Estates, a long established organization with over 55 years of succesful history, has achieved a leading position through the professionalism and team effort of its employees, its international network of sales service in 75 countries, its vast investment in land purchasing and an effective after-sales service support.
Leptos Estates selects only the finest locations Cyprus has to offer in residential, retirement and holiday residences and uses the highest standards of construction and design, to build elegant homes to suit the lifestyle and taste of today's discerning property owners.
Over the years, Leptos Estates has successfully completed over 325 different home developments, boasting more than 25,000 happy home owners. The organization has an extensive land bank, owning prime locations in Cyprus and Greece from luxurious beachfront villas to coastal condominium projects and rural properties.

Visit our website

Excellent with very relevant topics in line with the current challenges of our world

Houssam Nasrawin

Managing Partner, GDC Partners, Gulf Development Company

Interesting, varied, relevant to my work and great meeting the attendees!

Jessica Morris,

 Director, Carey Group

Well organised and intimate with knowledgeable speakers and a good variety of subjects discussed

Carl Jreidini,

 Executive Director, Coutts & Co

An insightful conference given by a collection of proven experts in their respective fields

Glenn Blevins, 

Business Development Manager, Fedelta Trust Ltd