Gathering of experts across the globe who advise Russian & CIS HNWIs & UHNWIs

30 - 31 January 2019

Zürich Marriott Hotel, Zürich

Key wealth management topics in 2019 will include:

The wind of change: what to expect in 2019. Politics, economics, Russian law, compliance, tax transparency, attacks on offshore world

Compliant tax structuring for private and corporate clients

CRS & AEOI: practical considerations

High Tech: blockchain for the trusts industry, cyber-security, digital estate, etc.

Single – and multi-offices trends and challenges

Trusts in the 21st century

Offshore world: what is next?

Art and private clients: legal aspects

Tax residency and citizenship planning: home and away

Early speaker confirmations for 2019

Patrick O'Hagan, Executive Director - Wealth Planning UHNW & GFO, UBS Zurich
Patrick O'Hagan

Executive Director - Wealth Planning UHNW & GFO

UBS Zurich

Michael Vlahovic, Head of Private Banking, EFG Bank AG, London
Michael Vlahovic

Head of Private Banking

EFG Bank AG, London

Olga Boltenko, Managing Partner, Boltenko Law
Olga Boltenko

Managing Partner

Boltenko Law

Evgenia Martin, Senior Tax Expert, Boltenko Law
Evgenia Martin

Senior Tax Expert

Boltenko Law

Jan van Bueren, Co-Founder & Managing Director, FOSS Family Office Services Switzerland (Part of UBP, SA), Zurich
Jan van Bueren

Co-Founder & Managing Director

FOSS Family Office Services Switzerland (Part of UBP, SA), Zurich

Paul Stibbard, Executive Vice Chairman, Rothschild Trust
Paul Stibbard

Executive Vice Chairman

Rothschild Trust

Charlie Willcox, Director, Family Office, Stonehage Fleming
Charlie Willcox

Director, Family Office

Stonehage Fleming

Maria de Peverelli, Executive Chairman, Art Management, Stonehage Fleming
Maria de Peverelli

Executive Chairman, Art Management

Stonehage Fleming

Peter Marxer jun., Partner, Continor
Peter Marxer jun.



Azmina Jasani, Senior Associate, Art and Cultural Property Law Group, Constantine Cannon LLP
Azmina Jasani

Senior Associate, Art and Cultural Property Law Group

Constantine Cannon LLP

Diana Chambers, The Family Wealth Mentor,
Diana Chambers

The Family Wealth Mentor

Marc Weber, Partner, LANTER
Marc Weber



Filippo Noseda, Partner, Mishcon de Reya LLP
Filippo Noseda


Mishcon de Reya LLP

Kira Egorova,  Of Counsel, Alrud, Moscow, Russia
Kira Egorova

Of Counsel

Alrud, Moscow, Russia

Vassily Rudomino, Senior Partner, Alrud, Moscow
Vassily Rudomino

Senior Partner

Alrud, Moscow

Brian Zimbler, Partner, Morgan, Lewis & Bockius LLP
Brian Zimbler


Morgan, Lewis & Bockius LLP

Philippe de Salis, Partner - Head of Fiduciary, Switzerland, Stonehage Fleming
Philippe de Salis

Partner - Head of Fiduciary, Switzerland

Stonehage Fleming

Roi Lavi, Managing Director, Sqope S.A., Geneva, Switzerland
Roi Lavi

Managing Director

Sqope S.A., Geneva, Switzerland

Robert Amsterdam, Partner, Amsterdam&Partners
Robert Amsterdam



Sergey Kalinin, Counsel, Head of Tax Practice, Egorov Puginsky Afanasiev & Partners
Sergey Kalinin

Counsel, Head of Tax Practice

Egorov Puginsky Afanasiev & Partners

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

Managing Partner

Carré Trust AG - Family Office, Switzerland, Zurich

Walter Boss, Attorney-at-Law, Partner, Bratschi
Walter Boss

Attorney-at-Law, Partner


Boris Bruk, Of Counsel, Dentons, Moscow
Boris Bruk

Of Counsel

Dentons, Moscow

Philip van Hilten, Partner, AKD, Amsterdam
Philip van Hilten


AKD, Amsterdam

Stella Kammitsi, Partner, Chryssafinis & Polyvious, Nicosia, Cyprus
Stella Kammitsi


Chryssafinis & Polyvious, Nicosia, Cyprus

Maxim Braverman, Head of Large Customer Sales, Google, Moscow
Maxim Braverman

Head of Large Customer Sales

Google, Moscow


The Fifth Annual Russian Wealth Advisor Forum returns to Zurich, Switzerland in January 2019 at a time when the private wealth world is at a crossroads. Exchange of information and regulation on the one hand need to be balanced with a person’s right to privacy and confidentiality on the other.

Russian clients have never been more international with families frequently having ties – through residence, birth, marriage or investment- to multiple countries and multiple systems of law. At the same time, compliance burden and AML regulations make it increasingly harder for honest tax-paying Russian businessmen to keep their money and investments abroad. Good advice has never been more crucial!

If you did not attend this event before, I highly recommend that you come this year – as an important event in the calendar of the trusted advisors of the Russian international elite, the Forum presents an unparalleled opportunity to find solutions to your clients problems, to exchange knowledge and to create and renew an international network of colleagues and business contacts.

I look forward to meeting old friends and making new ones in Zurich - join us for this memorable event!

With warm regards,
Olga Boltenko
Managing Partner, Boltenko Law, Zurich
Chair, Russian Wealth Advisors Forum

Photographs from 2018 conference

Analytical articles on wealth management 


Swiss banks and the automatic exchange of tax information:
How will it affect Russian residents with Swiss bank accounts

For Russian version please click here

More articles are available on forum blog>>


Articles of our partners

Read feedback from previous attendees

Amazingly interesting topics watching current issues. Well-presented and insightful.

Marco Zeloni,

Managing Director, Barclays Bank

Companies who attended the forum in 2018

ALRUD Law Firm

Altai Advisors


Alvarez and Marsal CIS LLP




Bank of Singapore

Conyers Dill & Pearman

Corecam Family Office

Cuatrecasas - Goncalves Pereira


Egorov, Puginsky, Afanasiev & Partners

Eiwa Partners

Equiom (Guernsey) Limited


Bank Vontobel AG

Banque de Luxembourg

Banque Havilland

Banque Havilland SA (UK Branch)




Carre Trust (Cyprus) Limited

ESC Evolution Service Company SA

EY Moscow

First Names Group

FOSS Family Office Services 

Gatsby and White S.A.

Intertrust Fiduciary Services (Jersey) Ltd



Carre Trust AG - Family Office

Charles Russell Speechlys LLP

Cheeswrights Notaries Public

Chetcuti Cauchi Advocates

Chiomenti Studio Legale


CIM Banque

CIO SDVentures

Henley & Partners

Phoenix Advisors

Rothschild Trust Group

Vickers Venture Partners

Withers LLP

UBS Wealth Management

Pictet Pourgoura & Aspri LLC

and many more...


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