Wealth Management & Private Banking

Adam Smith International Summit

19 - 20 May 2020

InterContinental Moscow Tverskaya Hotel

Among early speaker confirmations 2020

Sergey joined Gazprombank's Private Banking team in 2008.

Engaged in business development, sales and investment products.

In 2017, he headed the Department of Private Banking Business (Gazprombank Private Banking).

Until 2008, he headed the flagship office for working with VIP clients in Citibank.

Dmitry Zapol, IFS Consultants, partner. Dmitry Zapol is an international tax and business advisor with practical knowledge of the principles of individual and corporate taxation and cross-border business planning. Dmitry routinely advises HNW individual clients in connection with their international relocation and he is a leading expert in the tax matters of the UK Tier 1 Investors and Entrepreneurs. He also advises on creation of complex international holding structures set up for trading and IP exploitation purposes.

Dmitry is an International Tax Affiliate of the Chartered Institute of Taxation (ADIT). He holds an LL.M (Tax) awarded by King’s College, London and an LL.B Law awarded by Durham University. Dmitry is a qualified Russian lawyer and had worked as an associate at Moscow City Bar Association "Barshchevsky & Partners".

In 1994 Andrey Zaytsev graduated with honours from Lomonosov Moscow State University with specialization in Mathematics and Applied Mathematics. In 2001 Mr. Zaytsev obtained an MBA from INSEAD in France (Fontainebleau).

 

Andrey Zaytsev started his carrier in finance in 1994 as a trader at Post Bank in Moscow. One year later, he was promoted to the position of Head of Treasury at the same bank. In 1996 Mr. Zaytsev accepted the position of а Fixed Income Trader at ING Barings in Moscow. Upon his graduation from INSEAD in March 2002, he moved to Austria to work for Raiffeisen Zentralbank Oesterreich. Two years later, Andrey Zaytsev returned to Moscow and took the responsibilities of Chief Investment Officer at Raiffeisen Capital AMC, where within a year he was promoted to Chief Executive Officer. In August 2009, he became a Managing Director and a Partner of Walser Privatbank Wealth Management GmbH in Vienna. In 2014 Mr. Zaytsev joined LGT Bank in Vienna in the capacity of Managing Director of the International Clients division.

 

Today Andrey Zaytsev is Head of Private Banking at East-West United Bank, where he was appointed in January 2015.

Mikhail started his career with Citi in December 2011 as Citigold Private Client Investment Portfolio Councilor. In that role, Mikhail was constantly delivering exceptional quality of investment advice and remarkable wealth management service to Citi‘s most significant private banking clients. His strong client focus and vast knowledge of investment products helped him to progress to a role of Investment Products Head in 2014 and Investment Products & Advisory Head in 2015. Since June 2018, the scope of Mikhail’s direct responsibilities was extended to cover Retail Wealth Management function entirely.

Under Mikhail’s close supervision, Citi Russia team developed and successfully rolled out unique wealth solutions platform and investment advisory framework for private clients with the greatest focus on NPS and competitive edge leading to local investment portfolio growth on constant YOY basis. In the course of 2014-2018, Citi Wealth Management team has implemented a number of initiatives focused on effective client engagement, front line controls enhancements and advancement of sales practices and investment products.  

Mikhail has a first class degree in Finance & Investments at the City University of New York Zicklin School of Business, Marketing Degree from Baltic State Academy and began his professional career in the financial industry working for the New York based Wealth Management Boutique Laidlaw PLC in the role of Investment Product Analyst.

Gregg S. Robins recently founded Robins Advising (www.robinsadvising.com). He divides his time between advising clients across their financial and investment matters, and also their business interests.  He works closely with trusted partners, notably Global Gate, on investments in real estate, private equity and debt, and in public markets. He is also active with start-ups in various capacities.

He is a business and thought leader in wealth management, with a solid track record in hiring top talent and building successful businesses. He has deep experience and expertise in Russian & East European markets.

His distinguished career in corporate banking and wealth management includes Citigroup, UBP, where he was the Regional Head for Russia and Eastern Europe, and more recently UBS, where he was the Head of Wealth Management in Russia.

Throughout his professional career, Gregg has worked as an advisor to a number of high-profile corporations and financial institutions. His global experience is accompanied by language proficiency in Russian, Spanish, French and German. He holds a doctorate from Oxford University, and for several years was a recognized professor at the New York University Stern School of Business, in the Executive MBA Program. He was a Faculty Member of the New Economic School in Moscow. Gregg has written and presented extensively on the financial services industry: the author of Banking and Transition: East Germany After Unification (Macmillan Press: 2000), he has also published columns, feature interviews, and various articles in leading international business media outlets.

Andrey heads up the Investment advisory practice at LEON Family Office.

 

He has over 15 years of experience in wealth management. Prior to joining LEON Family Office, Andrei was responsible for investment management in global markets at multifamily office Quinta Capital Partners and was a Managing Director at Renaissance Investment Management, in charge of portfolios with a total size of more than $1.5 billion. Andrey also acted as a member of the Management Board and the Head of Asset Management in BCS Financial Group. Andrey has considerable experience in equity research and project evaluation from companies such as Troika Dialog and PricewaterhouseCoopers.

 

Andrey is a recognized expert in wealth management. On several occasions, the funds under his management were rated among the best performing funds in Russia and EMEA according to Bloomberg and RBC reviews.


Andrei graduated from the Physics Faculty of Moscow State University (MSU). He has also obtained international qualifications in investment analysis and financial accounting (CFA and ACCA), as well as certificates on asset management from the Russian Federal Service for Financial Markets (FCSM) and the Cyprus Ministry of Finance.