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 2018 included:

Wealthy Russians in 2017 - 2018

CRS unresolved challenges - where we are now

Russia CFC filing - the first lessons


Currency control in Russia - what to do?

Register of beneficial ownership in onshore and offshore jurisdictions

Children of the wealthy: lessons from successful families

Redefining trusts: what trustees need to know in the XXI century?

Cross-border divorces: matrimonial property, enforcement of foreign judgements and much more

Speakers in 2018

Alexander Makarin, Director /Private Banker , Barclays Private Bank
Alexander Makarin

Director /Private Banker

Barclays Private Bank

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

Head of Private Banking

EFG Bank AG, London

Stefan Liniger, Chief Executive Officer, Rothschild Trust Group, Zurich
Stefan Liniger

Chief Executive Officer

Rothschild Trust Group, Zurich

Oxana Belousova, Head of Eastern Europe, SG Kleinwort Hambros Bank Limited
Oxana Belousova

Head of Eastern Europe

SG Kleinwort Hambros Bank Limited

John Riches, Partner, RMW Law LLP, UK
John Riches

Partner

RMW Law LLP, UK

Olga Boltenko, Managing Partner, Boltenko Law
Olga Boltenko

Managing Partner

Boltenko Law

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

Managing Partner

Carré Trust AG - Family Office, Switzerland, Zurich

Paul Stibbard, Executive Vice Chairman, Rothschild Trust
Paul Stibbard

Executive Vice Chairman

Rothschild Trust

Sonia Velasco, Partner, Cuatrecasas, Barcelona, Spain
Sonia Velasco

Partner

Cuatrecasas, Barcelona, Spain

Evgenia Martin, Senior Tax Expert, Boltenko Law
Evgenia Martin

Senior Tax Expert

Boltenko Law

Raul-Angelo Papotti, Partner, Chiomenti, Milan / London
Raul-Angelo Papotti

Partner

Chiomenti, Milan / London

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

Vassily Rudomino, Senior Partner, Alrud, Moscow
Vassily Rudomino

Senior Partner

Alrud, Moscow

Denis Arkhipov, Partner, Egorov Puginsky Afanasiev & Partners, Moscow
Denis Arkhipov

Partner

Egorov Puginsky Afanasiev & Partners, Moscow

Victoria Burkovskaya, Partner, Head of White Collar Crime Practice, Egorov Puginsky Afanasiev & Partners, Moscow
Victoria Burkovskaya

Partner, Head of White Collar Crime Practice

Egorov Puginsky Afanasiev & Partners, Moscow

Johannes Gasser, Attorney at Law, Senior Partner, Gasser Partner Rechtsanwälte
Johannes Gasser

Attorney at Law, Senior Partner

Gasser Partner Rechtsanwälte

Roderick Balfour, Co-Founder, Director, Virtus Trust
Roderick Balfour

Co-Founder, Director

Virtus Trust

Roman Gorban, Director, Alvarez & Marsal CIS LLP
Roman Gorban

Director

Alvarez & Marsal CIS LLP

Clare Maurice, Senior Partner, Maurice Turnor Gardner LLP.
Clare Maurice

Senior Partner

Maurice Turnor Gardner LLP.

Tina Wüstemann, Partner, Bär & Karrer, Switzerland
Tina Wüstemann

Partner

Bär & Karrer, Switzerland

Alisa Grafton, Partner, Cheeswrights Notaries Public
Alisa Grafton

Partner

Cheeswrights Notaries Public

Suzanne Kingston, Partner, Divorce and Family, Withersworldwide
Suzanne Kingston

Partner, Divorce and Family

Withersworldwide

Ayshat Gaydarova, Associate, Private Client and Tax, Withers, London
Ayshat Gaydarova

Associate, Private Client and Tax

Withers, London

Boris Bruk, Of Counsel, Dentons, Moscow
Boris Bruk

Of Counsel

Dentons, Moscow

Jean-Philippe Chetcuti, Managing Partner, Chetcuti Cauchi Advocates, Malta | Cyprus | London | Zurich | Hong Kong
Jean-Philippe Chetcuti

Managing Partner

Chetcuti Cauchi Advocates, Malta | Cyprus | London | Zurich | Hong Kong

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

Partner

AKD, Amsterdam

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

Of Counsel

Alrud, Moscow, Russia

Andreas Schuepbach, Expert Private Banking Eastern Europe,
Andreas Schuepbach

Expert Private Banking Eastern Europe

Stefan Bais, Lawyer, Partner, AKD Benelux Lawyers
Stefan Bais

Lawyer, Partner

AKD Benelux Lawyers

Adriano B. Lucatelli, Co-Founder & CEO, Descartes Finance
Adriano B. Lucatelli

Co-Founder & CEO

Descartes Finance

Anna Zakrzewski, Partner & Managing Director , Boston Consulting Group
Anna Zakrzewski

Partner & Managing Director

Boston Consulting Group

Filippo Noseda, Partner, Mishcon de Reya LLP
Filippo Noseda

Partner

Mishcon de Reya LLP

Ercan Duran, Managing Partner , Swisspath Consulting Ltd
Ercan Duran

Managing Partner

Swisspath Consulting Ltd

Stephan Sieder, Chief Operating Officer , Compagnie Monégasque de Banque, Monaco
Stephan Sieder

Chief Operating Officer

Compagnie Monégasque de Banque, Monaco

Alexander Bello, Managing Partner, CS Global Partners, Dubai
Alexander Bello

Managing Partner

CS Global Partners, Dubai

Nikolas Sarlis, Special Projects Director , Leptos Group of Companies, Paphos
Nikolas Sarlis

Special Projects Director

Leptos Group of Companies, Paphos

Daniel Bleuer, Attorney at Law and Notary Public, db-Legal, St Gallen
Daniel Bleuer

Attorney at Law and Notary Public

db-Legal, St Gallen

Kamen Shoylev, Managing Partner, New Balkans Law Office
Kamen Shoylev

Managing Partner

New Balkans Law Office

boltenko2

As Chair, I am thrilled to invite you to join me at the Annual Russian Wealth Advisor Forum 2018 in Zurich, Switzerland. As the central event in the calendar of the trusted advisors of the Russian international elite, the Forum presents an unparalleled opportunity to exchange knowledge and to create and renew an international network of colleagues and business contacts.

Olga Boltenko

Managing Partner, Boltenko Law

Chair, Russian Wealth Advisors Forum, Zurich

Photographs from 2018 conference

Analytical articles on wealth management 

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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

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...

 

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