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

29 - 30 January 2020

Zürich Marriott Hotel, Zürich

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)

Nicholas Jacob, Partner, Forsters (London)
Nicholas Jacob

Partner

Forsters (London)

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

Head of Private Banking

EFG Bank AG (London)

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

Managing Partner

Boltenko Law (Zurich)

Michael Addison, Executive Director, UHNW Wealth Planning International, UBS AG
Michael Addison

Executive Director, UHNW Wealth Planning International

UBS AG

Paul Stibbard, Executive Vice Chairman, Sequent
Paul Stibbard

Executive Vice Chairman

Sequent

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)

Stephen Richards, Partner, Withers (London)
Stephen Richards

Partner

Withers (London)

Filippo Noseda, Partner, Mishcon de Reya (London)
Filippo Noseda

Partner

Mishcon de Reya (London)

Mark Harper, Partner, Hughes Fowler Carruthers
Mark Harper

Partner

Hughes Fowler Carruthers

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

Partner

Amsterdam&Partners (London)

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

Managing Partner

Carré Trust AG - Family Office (Switzerland, Zurich)

Hussein Haeri, Partner, Co-Head of International Arbitration, Withers LLP
Hussein Haeri

Partner, Co-Head of International Arbitration

Withers LLP

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)

Walter Boss, Attorney-at-Law, Partner, Bratschi Wiederkehr & Buob AG (Zurich)
Walter Boss

Attorney-at-Law, Partner

Bratschi Wiederkehr & Buob AG (Zurich)

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

Philip van Hilten, Partner, AKD (Amsterdam)
Philip van Hilten

Partner

AKD (Amsterdam)

Maxim Alekseyev, Senior Partner, ALRUD Law Firm (Russia)
Maxim Alekseyev

Senior Partner

ALRUD Law Firm (Russia)

Ayshat Gaydarova, Senior Associate, Private Client and Tax, Withers (London)
Ayshat Gaydarova

Senior Associate, Private Client and Tax

Withers (London)

Vasilisa Strizh, Partner, Morgan Lewis & Bockius LLP (Moscow)
Vasilisa Strizh

Partner

Morgan Lewis & Bockius LLP (Moscow)

Paolo Panico, Managing Partner, Private Trustees (Luxembourg)
Paolo Panico

Managing Partner

Private Trustees (Luxembourg)

Roustam Vakhitov, Managing Partner,  International Tax Associates B.V.
Roustam Vakhitov

Managing Partner

International Tax Associates B.V.

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

Senior Tax Expert

Boltenko Law (Zurich)

Kira Egorova,  Of Counsel, Alrud (Moscow)
Kira Egorova

Of Counsel

Alrud (Moscow)

Luigi Belluzzo, Managing Partner, Belluzzo International Partners (Milan)
Luigi Belluzzo

Managing Partner

Belluzzo International Partners (Milan)

Sergei Ostrovsky, Senior Consultant, Solicitor (England & Wales), Ashurst
Sergei Ostrovsky

Senior Consultant, Solicitor (England & Wales)

Ashurst

Johanna Niegel, Head of Russia & CIS Desk, Senior Client Advisor, Allgemeines Treuunternehmen
Johanna Niegel

Head of Russia & CIS Desk, Senior Client Advisor

Allgemeines Treuunternehmen

Sergey Bogatyrev, Counsellor to the President, BBS (Best Business Solutions) PTE. LTD. (Singapore)
Sergey Bogatyrev

Counsellor to the President

BBS (Best Business Solutions) PTE. LTD. (Singapore)

Nicola Saccardo, Partner, Maisto e Associati
Nicola Saccardo

Partner

Maisto e Associati

Daniel Bleuer, Attorney at Law and Notary Public ,  Bleuer & Kleger Lawyers Law Firm & Notary Public (St. Gallen)
Daniel Bleuer

Attorney at Law and Notary Public

Bleuer & Kleger Lawyers Law Firm & Notary Public (St. Gallen)

Roi Lavi, Managing Director, Sqope S.A. (Geneva)
Roi Lavi

Managing Director

Sqope S.A. (Geneva)

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.

2019 RESEARCH VIEWPOINTS ON LESSONS IN LIFE: Covers generic questions every investor should be aware of  >>

Photographs from 2019 conference

Analytical articles on wealth management 

screen shot 2019 10 25 at 11 59 57

2019 Research Viewpoints on Switzerland by Christian Gattiker:

 

"AN ALPINE SONG OF ICE AND FIRE" 

 

 

 

Click here to visit our blog for more articles >> 

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

Companies who attended the forum in 2019

Abacus

Accuro Geneva

ADEO HOLDINGS LIMITED

ADS Securities

Arendt and Medernach S.A.

Ayia Napa Marina

Bank Julius Baer

Bank of Montreal Wealth Management

Banque Internationale a Luxembourg (BIL)

BC Capital Partners

BDO LTD

C. Savva and Associates

CBH Europe

C-Corp B.V.

Cone Marshall Limited

Conyers Dill & Pearman

Corecam Family Office

Credit Suisse

Cybarco Development Limited

Deloitte Service Limited

Duvernoix Legal

Edmond de Rothschild (SUISSE) SA

EFG Bank

FieldFisher

First Advisory Trust reg.

Genesis Fund Services Limited

Glenmede Trust Company

Hawksford

Heger & Partner

Rechtsanwälte

Hughes Fowler Carruthers

Jackson Hole Trust Company

Jeantet Suisse

Jost & Partners (Swiss Law Firm)

Kaiser Partner

KPMG

L Papaphilippou & Co

LGT Bank (Switzerland)

Lydda Capital

Maisto e Associati

Mishcon de Reya

Nobel Trust

Nobel Trust Limited

Patrimony 1873

Pictet & Cie

PT Billiton Industrial Global

Rigmora Holdings

RTP Global

Saffery Champness

Registered Fiduciaries

Sberbank Private Banking

Union Bancaire Privée (Switzerland)

Vasil Kisil & Partners

Vega Wealth Management Sarl

Withers

Related events