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"An excellent forum for participants from all finance levels to network and create mutually beneficial business opportunities!"
Oliver Donagher
Associate Director
Horizon Trustees (Jersey) Ltd
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OUTSTANDING SPEAKER LINE-UP
Alexey Golubovich CIO, Chief Strategist, Managing Director Arbat Capital
Petr Terekhin Vice-President, Head of Private Banking & Investment Management Promsvyazbank
Stefan Reutter MD, Head of Wealth Management in Russia, Head of Corporate Advisory Group Russia UBS
Yulia Romantseva Head of HNWI Relationship Department VTB Capital Investment Management
MEET LEADING FAMILY OFFICES
Andrei Narutsky, Managing Partner LEON Family office
Dmitry Klenov Partner UFG Wealth Management

Dmitry Klenov joined UFG Wealth Management in 2005 as a legal Counsel. In his current position as UFG Wealth Management Partner, Mr. Klenov oversees law practice. His area of responsibilities include capital structuring, inheritance, tax and immigration law, and also legal support of M&A deals. Dmitry specialises in international corporate law and has advised clients on acquisition of real estate, structuring of investment projects, development projects, real estate financing, leasing of commercial property and property management.
Prior to taking up his position, he worked for one of the leading development companies in Moscow. The position entailed a wide range of responsibilities in optimising real estate management, analysis of construction investment projects and the reorientation of real estate to match development objectives. From 2000 to 2003, Mr. Klenov held the position of project manager of construction company, working on such significant construction projects as the Lefortovo tunnel (on Moscow's third ring road), the bridge over the Moscow river (by Christ the Saviour Cathedral).
He holds a Master's degree in International and EU Law from Moscow State Institute of International Relations (MGIMO) of the Ministry of Foreign Affairs.

Roman Mikhaylenko . CBH Europe
Alexey Stankevich Senior Partner, Executive Director Third Rome
NETWORKING PLATFORM
NETWORKING PLATFORM FOR WEALTH MANAGEMENT AND PRIVATE BANKING PROFESSIONALS
ATTENDEES IN 2013
CONFERENCE PRIVATE BANKING AND WEALTH MANAGEMENT attendees
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New HOT TOPICS in 2014

Family offices debate - creating complex products to meet customer needs; Innovation & technology in private banks in Russia;  Alternative investments & hedge fund panel; Investing in commercial real estate & many more

Meet 40+ private banking & wealth management leaders

UBS, Credit Suisse, Lombard Odier, Uralsib Private Bank, Promsvyabank, VTB & more

New trends in citizenship and residence planning

Attend our FOCUS DAY and learn about recent developments in immigration laws and programmes

The event of choice for family offices

Third Rome, UFG Wealth Management, LEON Family Office, Oracle Capital Group, CBH Europe, Financial Family Office, Zenith Capital & more regularly take part

Wealth Management & Private Banking Summit - The PREMIER international meeting point in Moscow for 250+ wealth managers from Russia, CIS and Europe

Amongst attending companies 2014:

  • AK Bars Bank
  • Alexander Dobrovinsky & Partners
  • ALFI - Association of the Luxembourg Fund Industry
  • All-Ukrainian Development Bank
  • Althaus Consulting
  • Apex Capital Partners
  • Arbat Capital
  • Banque Internationale à Luxembourg (Suisse) SA
  • Barclays
  • Berkeley International
  • BGC Partners, Inc.
  • Blackwood
  • Bolear Medica Ltd
  • BTI Management Limited
  • CAF (Charities Aid Foundation) Russia
  • CBH Europe (Compagnie Bancaire Helvétique, a family office )
  • Christophe Harbour Real Estate
  • Citi International Personal Bank
  • CJSC "Bank Credit Suisse (Moscow)"
  • Confideri
  • CONFIDERI PTE. LTD.
  • Consalt
  • Consulco Ltd.
  • Eurasian Bank
  • Europe Finance
  • European Credit Management Limited
  • Finprombank (OJSC)
  • First United Bank
  • Forbis
  • Forsters LLP
  • Fragomen Worldwide
  • Friedrich Wilhelm Raiffeisen (Private Banking Division, ZAO Raiffeisenbank)
  • GHP Group Wealth Management
  • Hawksford
  • Henley & Partners
  • IN Bank
  • International Bank of Azerbaijan
  • Investtorgbank
  • Jersey Finance Ltd.
  • Jones Lang LaSalle
  • Kaiser Partner
  • Kingsley Napley LLP
  • Legacon Trust Establishment
  • LEON Family office
  • Lombard Odier
  • Lonsdale Homes
  • M&P Private Services Group (a family office)
  • M2M Private Bank
  • Maples and Calder
  • Maples Fund Services
  • Marcuard Heritage Limited
  • MBA-Moscow
  • MFEX Mutual Funds Exchange AB
  • Michael Vorkas & Associates LLC, Cyprus
  • Monterosa Group
  • Moscow Commercial Bank
  • Nexia BT
  • OFK Bank
  • Olma
  • Orangefield Fidelico Ltd.
  • ORIENT EXPRESS BANK
  • Otkritie Capital
  • Pasha Life Insurance OJSC
  • Pericles P Ltd
  • PricewaterhouseCoopers AG
  • PRIVAJET Ltd.
  • Private Banking & Wealth Management Institute
  • Private Banking Service Group
  • Promsvyazbank
  • PwC Russia
  • Quilter Cheviot
  • RBC Wealth Management
  • RDI
  • Renaissance Capital Inc
  • Saxobank Cyprus
  • Scorpio Partnership
  • Severnyy Morskoy Put Bank OAO
  • SGPrivate Banking Monaco
  • Simmons & Simmons
  • SPRING (Specialised Research & Investment Group)
  • St George SL
  • ST Peters Trust
  • Surgutneftegasbank
  • Swiss Life
  • Third Rome (a family office)
  • Trinfico Property Management
  • Tungsten Capital Advisors
  • UBS
  • UFG Wealth Management (a family office)
  • United Trust
  • URALSIB | Private Bank
  • URSA Capital
  • Vacation For Life
  • Valartis Bank Liechtenstein AG
  • Veco Zurich AG
  • Verfides
  • VTB Capital Investment Management
  • VTB24 JSC
  • Withers
  • Xtreme Investments
  • Zenith Capital Management (Estonia) (a family office)

CONFERENCE NEWS

Conference is approaching and preparations are going ahead at full steam!

Over 200 participants have already registered and registrations continue to come. New family office has joined the networking Lunch-tables.

Hot topic of CFC rules will be actively discussed during Session 5 and 6.

See also our "Session of this week":

Session  4. NEW TRENDS IN INVESTMENTS, with focus on ALTERNATIVE INVESTMENTS

  • Russian equities or “real assets” abroad? .. (Alexey Golubovich, Arbat Capital)
  • Correlation between investments in Russia and investments in other parts of the world.  Is diversification for Russian investors worth the bother? How can you tell whether a fund manager is really working for you – the client?  What are some danger signs that might indicate the manager is working primarily for himself? (David Herne, SPRING)
  • How can WESTERN TECHNOLOGIES help Russian funds and management companies to improve their services and business processes? (Anton Jukic, Saxo Bank)
  • Thoughts on private equity investments – and various approaches to it in Russia, including with greater investor involvement. Old-fashion (classic) asset management versus “new” models with a capital protection element for the client (Roman Mikhaylenko, Europe Finance)
  • Specifics and development of hedge funds in Russia. Which strategies have proven to be most profitable for investors recently? (Georgy  Ivanyan, Europe Finance)

NETWORKING OPPORTUNITIES & EVENING PROGRAMME IN 2014 TO INCLUDE:

  • DIAMOND COCKTAIL RECEPTION - join us to celebrate the 5th anniversary of our conference and you can win a real diamond in your glass of champagne!
  • WINE TASTING provided by SIMPLE
  • LUNCH TABLES WITH FAMILY OFFICES - to maximize networking opportunities
  • CHAMPAGNE ROUNDTABLES on Concierge Services; Philanthropic Activities and Private Aviation
  • Online networking system for conference delegates “e-connect”

Interesting facts about the industry

  • Wealthy Russians have an average of 2.4 investment providers/wealth advisors
  • Russian clients only have 34% of their total investable wealth managed by their primary wealth advisor. In the Americas this stands at 63%
  • On average, Russian clients have recommended their main wealth manager to 6.6 other clients

(Source: The “Futurewealth report” by Scorpio Partnership, NPG Wealth Management and SEI, February 2014)

Learn more at the Summit from the presentation by Sebastian Dovey of Scorpio Partnership.

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Lead Sponsor

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Elite Property Partner

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Sponsors

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Focus Day Partner

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Endorsed by:

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