Wealth Management & Private Banking

Adam Smith International Summit

8 - 10 December 2020

ONLINE CONFERENCE

Dear Participants,

For the past two weeks, we have been closely monitoring the difficult situation with coronavirus in Russia. Due to significant uncertainty and in order to ensure the safety of our participants and employees, we are forced to postpone the physical edition of our Wealth Management & Private Banking Summit 2020 until the Spring of 2021.

We hope that by that time the epidemiological situation in Russia and other countries will have improved, and we will be able to once again safely convene in person to network and discuss key trends in the wealth management industry.

As we mentioned in the previous email, we had anticipated this challenge and have partnered with a software provider to host online events. We are planning to host an online version of our 2020 Summit in the coming weeks. A further announcement will be made soon.

Thank you for your continued understanding. We are planning to host an online version of our 2020 Summit in November. A further announcement will be made soon.

Dmitry Volvach, Deputy Head, Federal Tax Service of Russian Federation [online]
Dmitry Volvach

Deputy Head

Federal Tax Service of Russian Federation [online]

Gregg Robins, Founder, Robins Advising, Formerly Head of Wealth Management UBS Russia [online]
Gregg Robins

Founder

Robins Advising, Formerly Head of Wealth Management UBS Russia [online]

Mikhail Znamenskiy, Wealth Management Head, Citi Russia
Mikhail Znamenskiy

Wealth Management Head

Citi Russia

Andrei Ivanov, Partner, Investment Advisory, CFA, LEON Family Office
Andrei Ivanov

Partner, Investment Advisory, CFA

LEON Family Office

Olga Degtyareva, Executive Director, Head of the Department for Work with HNW Families, URALSIB Bank
Olga Degtyareva

Executive Director, Head of the Department for Work with HNW Families

URALSIB Bank

Andrey Movchan, CEO, Movchan's Group [online]
Andrey Movchan

CEO

Movchan's Group [online]

Olga Boltenko, Managing Partner, Boltenko Law (Zurich)
Olga Boltenko

Managing Partner

Boltenko Law (Zurich)

Svetlana Colta, Managing Partner, Carré Trust AG - Family Office (Zurich)
Svetlana Colta

Managing Partner

Carré Trust AG - Family Office (Zurich)

Avy Burstin, CEO, Amber Lion Capital
Avy Burstin

CEO

Amber Lion Capital

Oleg Mikhailov, Director, M&P Private Service Group, Russia
Oleg Mikhailov

Director

M&P Private Service Group, Russia

llya Sushkov, Deputy CEO, Amber Lion Capital, Switzerland
llya Sushkov

Deputy CEO

Amber Lion Capital, Switzerland

Dmitry Zapol, Co-founder, IBSA, UK
Dmitry Zapol

Co-founder

IBSA, UK

Tatiana Menshenina, Partner, Solicitor - Advocate, Withers (London)
Tatiana Menshenina

Partner, Solicitor - Advocate

Withers (London)

Natalya Larina, Head of Investment Department, URALSIB | Private Bank, Russia
Natalya Larina

Head of Investment Department

URALSIB | Private Bank, Russia

Sergey Potapeyko, Vice President, Head of Private Banking, Gazprombank Private Banking
Sergey Potapeyko

Vice President, Head of Private Banking

Gazprombank Private Banking

Evgeny Pundrovskiy, Deputy Director of Investment Department, UFG Wealth Management
Evgeny Pundrovskiy

Deputy Director of Investment Department

UFG Wealth Management

Donat Podnyek, Director, People Services group, KPMG
Donat Podnyek

Director, People Services group

KPMG

Andrey Zaytsev, Head of Private Banking, East-West United Bank
Andrey Zaytsev

Head of Private Banking

East-West United Bank

Alexey Gusev, RANEPA, Centrocredit bank
Alexey Gusev

RANEPA

Centrocredit bank

Natalia Biryukova, Head of Family Office, Premium Clients Department, Private Banking, VTB
Natalia Biryukova

Head of Family Office, Premium Clients Department, Private Banking

VTB

Testimonials

Well organised conference, the best I have visited so far!

Liliya Scott,
 

Managing Partner, LS Legal Solicitors, UK

Very interesting and insightful speakers. Fantastic experience in wealth management.

Alina Tarasova,
 

CS Global Partners

Among topics that we will address in October 2020:

  • NEW KEY THEME: the impact of global coronavirus outbreak on the economy, wealth management industry, stock markets and investors' activity 
  • Growing importance of succession planning for Russian HNWIs including writing wills, contingency planning and more. Pandemic as a catalyst for succession planning
  • Changes is the marital law in Russia from March 2020
  • A session focused on the UK: Brexit and what are the implications for wealthy Russians and their assets
  • Models of private banking & premier banking services departments: “club approach” and more
  • Digital solutions, CRM systems in private banking. Growing importance of reputational management and cyber security risks
  • Substance and the future of off-shore structures
  • AML – new approaches in Russia and abroad
  • Update on taxation in Russia, including Tax Residency in Russia and plans for 2020 - 2022 
  • and more

 

FAMILY OFFICES AND AWARD WINNING PRIVATE BANKERS AT THE SUMMIT

At Adam Smith Conferences we are proud that our events always bring together a high number of family offices and leading private bankers serving HNWIs from Russia and the CIS. In 2019 we had:

LEON Family Office, UFG Wealth Management, Phoenix Advisors, NICA Multi Family Office, Main Partner AG, Switzerland, FP Wealth Advisors, Sberbank Private Banking, Gazprombank Private Banking, Uralsib Private Bank, UniCredit, EWUB, Julius Baer, and others. 

Critical Analysis Of Covid Phases: How Fast Will We Get Back To Normal? What Phase Are We In Now?

The best moments from The ASC Wealth Podcast #4 where Vadim and Gregg talk about Nasim Taleb's Antifragility frameworks, updated Covid-19 Phases Matrix, the Federal Reserve, inflation, US presidential elections, market navigation and Russia.

Full podcast: https://youtu.be/75E4Sn_PpAY

Gregg's PHASES MATRIX: https://bit.ly/3abNXrw

Gregg's CLIENT CHECKLIST: https://bit.ly/2RSv8DB

Navigating Financial Markets Through Nasim Taleb's Antifragility Framework

How to use Antifragility Frameworks for portfolio construction, market navigation and how you can simply apply them in your daily life.

 

Russian wealth management industry research & papers

Succinct, informative, clear, good exchange of experience, new trends!

Y. Sulinovskaya

, Head of personal banking department, AK Bars Bank

Lively, active, informative and useful! High level professionals

T. Maslovskaya, 

Head of personal banking department, AKB Primorie

Very well attended & professionally organized. Adam Smith Conferences attract high caliber delegates. Great choice of conference venue.

C. Mangion, Business Executive, PKF Malta


Sponsored by:

Supported by:

Photo Gallery 2019

Video from previous events

Alexander Dobrovinsky made a presentation “Trend among Russian HNWIs: how a hobby can become a new business?”

German Kaplun, the Founder of TMT Investments was our Keynote speaker about investing in BLOCKCHAIN businesses.

Alexander Dobrovinsky.The art of working with Russian HNWIs from the world of show business and sports.

Ruben Vardanyan