Ukrainian Wealth Management Forum

Adam Smith International Forum

3-4 December 2019

InterContinental Hotel, Kyiv, Ukraine

Among confirmed speakers 2019:

Taras Kirichenko, Chairman of the Management Board, Pravex Bank (Intesa Sanpaolo Group)
Taras Kirichenko

Chairman of the Management Board

Pravex Bank (Intesa Sanpaolo Group)

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

Head of Personal Banking


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

Executive Vice President

Lombard Odier, Zurich, Switzerland

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

Senior Partner

Amsterdam & Partners, London, UK

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

Erik Nayman, Managing Partner, Capital times
Erik Nayman

Managing Partner

Capital times

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

Head of Private Banking office

OTP Bank

Kirill Tkachev, Director, AUDINA TREUHAND AG
Kirill Tkachev



ukrainian wealth management forum 6 11 2018 1659

Following the success of Adam Smith inaugural Ukrainian Wealth Management Forum in 2018 we are glad to present our second edition of the event! 

It will take place on the 3-4 December 2019 and will bring together Ukrainian and international  private& premier bankers, family offices& wealth management firms, private client lawyers, tax advisors and charismatic entrepreneurs.

Among 2019 Forum's topics:

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

  • 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?



  • The Impact of Digitalisation on the Industry
  • Investment Destinations: Are Ukrainian Investors Becoming More Adventurous?
  • Masterclass on Succession Planning
  • Round Tables on Philanthropy and on Investing in Art
  • 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


Sponsored by:


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Jost & Partners
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Sayenko Kharenko
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CS Global Partners


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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

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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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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CS Global Partners is an award-winning industry-leading legal consultancy firm specialising in citizenship and residence solutions. We liaise between governments wishing to promote foreign investments in their countries, and individuals wanting to secure their future and become global citizens through intelligent economic citizenship.

Standing apart from many of our competitors, our firm holds government mandates to promote and develop the citizenship by investment programmes of St Kitts and Nevis, Dominica, Grenada, and Saint Lucia. Moreover, we are highly versed in the citizenship and residence programmes offered in Europe and Asia.

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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 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

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