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

29 - 30 January 2020

Zürich Marriott Hotel, Zürich

Agenda
Register

Key topics in 2020:

  • Russian Tax Residency Changes: Does it Still Make Sense to Move Abroad?
  • Offshore Companies: Dead or Alive?
  • How to Secure Your Foreign Investments in a World of Disruptive Change?
  • Economic Outlook: Rich People Plan for Three Generations, Poor People Plan for Saturday Night
  • Solutions 2020: Best Ownership Structures for Real Estate and Yachts
  • Regulations in Switzerland
  • Trusts in the USA: Too Good to Be True?

 

  • Solutions 2020: Your Trust and Trustees
  • Surveillance of the Wealthy: CRS, Public Registrars and etc
  • Where to Hide from Praying Eyes: Security for the Rich
  • Have I Got News for You: Russian Law and Tax
  • Family Governance: How to Have a Happy Family and Stay Rich
  • I am Getting Married, What Should I do? Importance of Nuptial Agreements
  • Start-ups: Tax and Legal Planning for the Entrepreneur/Founder
  • The Global Criminalisation of Trusts and Estate Law 

Speaker Confirmations 2020

Christian Gattiker, Chief Strategist & Head of Research, Bank Julius Baer & Co. Ltd. (Zurich)
Christian Gattiker

Chief Strategist & Head of Research

Bank Julius Baer & Co. Ltd. (Zurich)

Robert Amsterdam, Partner, Amsterdam&Partners (London)
Robert Amsterdam

Partner

Amsterdam&Partners (London)

Nicholas Jacob, Partner, Forsters (London)
Nicholas Jacob

Partner

Forsters (London)

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

Managing Partner

Boltenko Law (Zurich)

Jan van Bueren, Co-Founder & Managing Director, FOSS Family Office Advisory (part of UBP, SA) (Switzerland)
Jan van Bueren

Co-Founder & Managing Director

FOSS Family Office Advisory (part of UBP, SA) (Switzerland)

Charlie Willcox, Director, Family Office, Stonehage Fleming (Zurich)
Charlie Willcox

Director, Family Office

Stonehage Fleming (Zurich)

Evgenia Martin, Senior Tax Expert, Boltenko Law (Zurich)
Evgenia Martin

Senior Tax Expert

Boltenko Law (Zurich)

Johannes Gasser, Attorney at Law, Senior Partner, GASSER PARTNER RECHTSANWÄLTE
Johannes Gasser

Attorney at Law, Senior Partner

GASSER PARTNER RECHTSANWÄLTE

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

Partner - Head of Fiduciary

Stonehage Fleming (Switzerland)

Jacques Messeca, Attorney, AyacheSalama
Jacques Messeca

Attorney

AyacheSalama

Thomas Stoltz, Partner, Bär & Karrer
Thomas Stoltz

Partner

Bär & Karrer

Sonia Velasco, Partner, Cuatrecasas
Sonia Velasco

Partner

Cuatrecasas

George Mangion, Senior Partner, PKF Malta
George Mangion

Senior Partner

PKF Malta

boltenko1

The 6th Annual Russian Wealth Advisor Forum returns to Zurich, in January 2020.

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.

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

o

 

Christian Gattiker, Chief Investment Strategist, Head of Research & Investment Solutions, Bank Julius Baer & Co Ltd.

RESEARCH VIEWPOINTS ON THE NEXT FINANCIAL CRISIS - Q1 2018 >>

Photographs from 2019 conference

Analytical articles on wealth management 

o

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

Well organised event with valuable content, presented by highly professional individuals.

Charlie Willcox,

 Director, Family Office, Stonehage Fleming (Zurich)

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

Marco Zeloni,

Managing Director, Barclays Bank

Very practical presentations and panel discussions on the essence of current trends and "must have" knowledge of highly qualified experts.

Maxim Simonov,

 Head, Duvernoix Legal

Further testimonials

Companies who attended the forum in 2018

ALRUD Law Firm

Altai Advisors

ALTENBURGER

Alvarez and Marsal CIS LLP

ANDBANK Monaco

ANDREAS DEMETRIADES & CO LLC

Artezano

Bank of Singapore

Conyers Dill & Pearman

Corecam Family Office

Cuatrecasas - Goncalves Pereira

DELOITTE

Egorov, Puginsky, Afanasiev & Partners

Eiwa Partners

Equiom (Guernsey) Limited

 

Bank Vontobel AG

Banque de Luxembourg

Banque Havilland

Banque Havilland SA (UK Branch)

BANQUE HERITAGE SA

Barclays

BSI – EFG

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

Gazprombank

 

Carre Trust AG - Family Office

Charles Russell Speechlys LLP

Cheeswrights Notaries Public

Chetcuti Cauchi Advocates

Chiomenti Studio Legale

CHRYSSAFINIS & POLYVIOU

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...

 

Related events

Wealth Management & Private Banking Summit - Russia & CIS

Dates to be confirmed

 

More Info

Ukrainian Wealth Management Forum

3-4 December 2019

InterContinental Hotel, Kyiv, Ukraine 

More Info