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The 5th international conference
WEALTH MANAGEMENT & PRIVATE BANKING SUMMIT - Russia & beyond
Innovation in products and services at private banks, wealth management companies and family offices
8 - 10 April 2014, Marriott Grand Hotel, Moscow, Russia
Alexander Dobrovinsky is a well-known Russian celebrity lawyer, Head of law firm «Alexander Dobrovinsky & Partners », public figure, radio presenter, art collector, columnist. He also used to be Russia's golf champion
Stefan Reutter is Managing Director and Head of Wealth Management in Russia (since Dec 2012) of UBS Russia, and Head of Corporate Advisory Group, and since Jul 2013 also Chairman of the Board of Directors OOO UBS Bank (). His main task is increasing the profile of UBS’ onshore presence in close cooperation with offshore locations and onshore partners (eg Investment Bank)
Previously he worked at Deloitte & Touche (DTT) Russia & CIS in Moscow where he was Equity Partner, Head of Corporate Finance Advisory, Russia & CIS, and Head of CIS Private Equity Group. There he successfully built one of the leading M&A and debt advisory teams in Russia. #1 Financial Advisor league table position by mergermarket to Russian mid-market in 2007 (volume) and 2008 (value and volume), with average deal size >$100 million.
Prior to that he worked at KPMG Corporate Finance in Zurich, where he was (Equity) Partner and
Head of M&A Lead Advisory Switzerland and Head of the Swiss Private Equity Group. Other engagements include Stahel Hardmeyer and Kraft Jacobs Suchard.
Stefan graduated from the University of St. Gallen in Switzerland.
As managing partner and co-founder of Scorpio Partnership, a firm that is a pre-eminent strategic R&D business hub of the global wealth industry, Sebastian manages the development and execution of strategic recommendations surrounding marketing, client journey, business development, brand, M&A and business efficiency in wealth companies. The riddle that Seb tries to conclusively solve every day is “what wealth needs next”. When he gets the answer, he promises to leave the industry alone.
As a firm, Scorpio Partnership has been described as the industry’s anthropologists of wealth. Starting the company in his mid-twenties Seb and his partners have advised companies on how to (profitably) delight them during the client journey ever since. The firm has studied the financial habits of the rich globally since 1998 and given their views a voice. Their mission was to be able to generate the business critical evidence needed from client insight to make the industry a better place for consumers.
Scorpio Partnership was the first to do this type of work on a global scale. At the start most people (particularly Seb’s parents) thought they were mad to even try. Today, the award winning firm has now interviewed in person or online over 25,000 millionaires and billionaires. This has generated more than 4 million cross reference points on the feedback results and makes it a unique resource into understanding the wealthy individual. The company has worked more than half of the world’s largest financial services brands among its more than 150 institutional clients which include families, foundations, governments, banks, fund managers, financial advisors, platforms and service providers.
Michael Knoll is heading the private banking onshore operations of Bank Credit Suisse (Moscow).
Michael has recently joined Credit Suisse from PricewaterhouseCoopers Russia where he was Head of M&A Lead Advisory. Before coming to Moscow, he stayed with PricewaterhouseCoopers Switzerland for 6 years, where he built and led the Financial Institutions M&A Group of its Corporate Finance department. Previously, Michael worked for UBS in wholesale corporate banking, structured finance and real estate investment banking both in Switzerland, Luxembourg and New York.
Michael holds a degree in business administration (BBA) from the University of St. Gallen and an Executive MBA from the Vlerick Leuven Gent Management School and the University of Nyenrode.
Yulia is responsible for relationship management with high-net-worth private investors.
She joined VTB Capital Investment Management in February 2011. Between 2009 and 2011, Yulia worked at Renaissance Wealth Management as a financial advisor. Prior to this she worked at CitiBank in various positions, most recently as head of branch (from 2005-2009).
Yulia graduated from the Plekhanov Russian University of Economics, where she majored in the banking industry. She is FFMS 1.0 certified.
In 2011 Olga Degtyareva received the SPEARS Russia Wealth Management award as “The lady of the industry”.
1991 – Olga graduated from Moscow State University of Food Production
1997 – graduated from The Financial University under the Government of the Russian Federation with a degree in Finances and credit.
1994 – 1995 – Olga started her career as an expert at the Department of Funds at “Rosinvest”
1995 – 1996 – held a position of debt obligations economist at “Telekom”
January, 1998 – September, 1998 – worked as a stock specialist at “YUKOS-Invest”
March, 2000 – Olga left “YUKOS-Invest” for Moscow Mayor's office
2001 – 2003 – Olga joined “PS Leasing” as a financial director
In 2003 Olga took a position of the Vice-President for client service at “NIKoil Investment Banking Group”
Two years later, in November, 2005, Olga was appointed as a Client Service Director and Head of Client Service Department at “Uralsib”
In December 2013 Olga took a position of CEO at Uralsib | Bank 121.
Married with two children.
Alexey Golubovich has 20 years of investment management experience
From 1986 – 1988, worked as a researcher at the USSR Academy of Sciences and the USSR Council of Ministers State Committee on science and technology, evaluating the effectiveness of capital investments. From 1989 –1992, he managed his own business publishing economic literature. From 1993–1996, he headed asset management at Bank Menatep; and in 1997 he founded Russian Investors. From 1998–2000 Mr. Golubovich served as the director of strategic planning and corporate finance at YUKOS. From 2001–2007 he held the position of Chairman of the Board at Russian Investors, and in 2007 founded Arbat Capital Management (now Arbat Capital).
He graduated from the economic cybernetics faculty of the Plekhanov Russian Academy of Economics with specializations in mathematics and economics.
Mr. Golubovich is responsible for Arbat Capital’s investment strategy. He has written ten books and more than 100 articles in leading business publications. He is a regular participant on one of the most significant events in the field of finance and investing, the Financial Forum sponsored by leading business newspaper Vedemosti, and the Macroeconomic Forecast Best Investment Strategy conference. He was awarded the “speaker of the year” title at SREAR’S Russia Wealth Management Awards 2012.
Mr Terekhin has been Head of "Private Banking & Wealth Management" since December 2013. His responsibilities include implementing and managing the bank’s strategies in asset management, broking, trusts and private banking.
In 1994 Mr Terekhin graduated from Moscow Bauman State Technical University.
Between 1987 and 1989 he served in the Soviet Army, where he was awarded a medal from the Government for outstanding military service.
From 1993 until 1995 he worked at the Centre for foreign investments and privatisation.
Between 1995 and 1997 Petr Terekhin was head of the fund department at CJSC Financial Management Group.
From February 1997 until September 2000 he worked at Mosbusinesstrust LLC, as corporate securities director.
Mr Terekhin joined Promsvyazbank in 2002 as deputy director of its investment department.
In 2008 he took over the private banking division.
In 2012 Petr Terekhin was named “Gentleman of the Private Banking and Wealth Management Industry” at SPEAR`S Russia Wealth Management Awards.
David Herne is the CIO of Specialised Research and Investment Group (SPRING), which invests in Russian equities. SPRING's funds consistently outperform peers.
From 2001 to 2008 Mr. Herne served as Chairman of the Committee for Strategy and Reform for the Board of Directors of Unified Energy Systems of Russia. Mr. Herne changed the playing field for corporate governance in Russia when he was elected to the Board of Aeroflot in 2000 and became the first ever minority shareholder representative elected to the Board of a Russian major.
On the Board of Aeroflot, then Unified Energy Systems and a number of Russia's most important companies, Mr. Herne initiated an unprecedented flow of information from company boards to shareholders, as well as a mechanism for minority shareholders to provide feedback to company boards for the first time ever in Russia.
Previously, Mr. Herne was Director of the Moscow office of Brunswick Capital Management. From 1997 to 2000 - a Founding Partner of Pharos Funds in Moscow and before that he was a vice president of Credit Suisse First Boston in Moscow and London. Mr. Herne graduated from Harvard University.
Olga's practice focuses on Russian, UK and international tax matters for wealthy entrepreneurs from Russia/CIS, with an emphasis on tax efficient cross-border financing structures, advising companies and their shareholders on the tax efficient structuring of their international operations. In addition, Olga works with family offices on a cross-border basis and provides international solutions to complex tax, succession and private wealth management issues for wealthy families and successful entrepreneurs from Russia and CIS.
Olga reads law in both Russia (Saratov Law Academy) and England (Cambridge University, The College of Law, BPP Law School) and is qualified as a Russian lawyer and a solicitor of England and Wales. She is also a former Russian tax inspector.
Olga is recommended in the Citywealth 2012 Leading Lawyers List.
Anna has been working in PwC from 2004. Anna specialises in international tax planning and, in particular, in provision of services to high net wealth individuals.
She successfully carried out a number of projects on development and implementation of personal ownership structures that include trusts and foundations. Also, Anna develops structures on acquisition and use of the private assets (real estate, jets, yachts, art objects). Her significant experience in international tax structuring ensures complex approach to solving clients' issues. Anna is a licensed Certified Public Accountant (the USA) and Ph.D. in Economics.
Marat’s classical educational background was obtained within Russian and foreign legal institutions. Upon completion of his studies at the Higher School of Economics in Moscow (2002) he continued his education in the Institute on International and Comparative Law (University of San Diego, USA, 2000-2005). In 2012 Marat is preparing to obtain the MBA degree, specializing in strategic management at Kingston University of Great Britain / The Russian Presidential Academy of National Economy and Public Administration.
Marat gained his practical expertise in international business environment, Russian and foreign legal and audit companies, including the «Big 4». His main areas of expertise are banking and financial services, investment transactions, commercial real estate, purchase and sale of assets in Russia and foreign jurisdictions, mergers and acquisitions, attracting of investment and bank financing
Mr.Stankevich has built a successful 16-year career as senior executive in the financial industry. Prior to joining «Third Rome», he led Products and Structured Solutions Group at «Renaissance Investment Management», responsible for strategy, oversight and launch of over 50 products, including western funds, investment strategies and mutual funds, he was also in charge of client solutions and consulting services. Previously, Mr.Stankevich served as Head of Investment Project Structuring Division at «International Industrial Bank». He began his career in Tax & Legal with «Arthur Andersen» consulting firm. Mr.Stankevich graduated with honors from Plekhanov Russian Economic University, School of Finance and Credit, received a Ph.D in Economics and holds an FFMS qualification certificate series 1.0.
Adam joined Jones Lang LaSalle as Head of UK Residential Research in January 2013. He holds an MSc Urban Regeneration from the Bartlett, University College London and a BA Economics from Western University (London, Canada). His experience spans more than a decade of property research in the UK and Canada, working with both public and private sector clients on residential development and investment opportunities. He is author of numerous reports on market-facing issues and is a regular presenter and market commentator in UK and international media.
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.
Since 2003, Thomas Liepman has been a driving force in real estate sales for Kiawah Partners, the master developer of Christophe Harbour, a 2,500-acre luxury resort development in St. Kitts, West Indies. Since launching Christophe Harbour Real Estate in 2008, Thomas has lead an international sales effort that has exceeded $120 million USD in sales and more than 85% absorption overall. Thomas was instrumental in developing the sales and marketing plan for the project, as well as integrating the unique needs of the St. Kitts & Nevis Citizenship by Investment programme. He currently serves as the Director of Christophe Harbour Real Estate. Thomas received his BA in Linguistics from The Citadel. He lives full time in St. Kitts, allowing him to enjoy all that island life has to offer, and is always eager to share that with his clients.
Karl Cini is a Certified Public Accountant by profession. He graduated from the University of Malta in 1998 as is the current contact partner for the Nexia International network and manages the firm’s Tax and International Clients Services Department as a partner. He is also a Fellow of the Malta Institute of Accountants, a fellow with ACCA, a member of the Institute of Financial Services Practitioners in Malta, a holder of the Diploma in Taxation as well as member of the Malta Institute of Taxation. Karl also frequently delivers presentations on various topics at Nexia International conferences and other seminars organized internationally.
Christian H. Kalin is an international real estate, tax and estate-planning specialist and a partner at Henley & Partners, Zurich. He is also a member of the board of directors of the International Financial and Legal Network (IFLN), Zurich, and one of the founding partners of Verica Trust & Capital Management, Zug, an investment advisory firm.
Dr. Peter Krummenacher is a lawyer and Partner at Henley & Partners in Zurich and an expert in Swiss immigration and tax law. He is a holder of a master of law degree from the University of Zurich and a doctorate in law from the University of Lucerne. Peter Krummenacher advises international clients in all matters relating to tax, residence permits and real-estate acquisition in view of their relocation to Switzerland. Furthermore, he is an author of books and other publications on Swiss business law, lump-sum taxation and related topics, and he is a frequent speaker at conferences and regularly quoted in the Swiss and international press.