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)

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


Amsterdam&Partners (London)

Nicholas Jacob, Partner, Forsters (London)
Nicholas Jacob


Forsters (London)

Paul Stibbard, Executive Vice Chairman, Sequent
Paul Stibbard

Executive Vice Chairman


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)

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

Partner, Co-Head of International Arbitration

Withers LLP

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

Executive Director, UHNW Wealth Planning International


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


Mishcon de Reya (London)

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

Director, Family Office

Stonehage Fleming (Zurich)

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

Attorney-at-Law, Partner

Bratschi Wiederkehr & Buob AG (Zurich)

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

Managing Partner

Carré Trust AG - Family Office (Switzerland, Zurich)

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

Attorney at Law, Senior Partner


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



Thomas Stoltz, Partner, Bär & Karrer
Thomas Stoltz


Bär & Karrer

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

Head of Private Banking

EFG Bank AG (London)

Sonia Velasco, Partner, Cuatrecasas
Sonia Velasco



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


AKD (Amsterdam)

Stephen Richards, Partner, Withers (London)
Stephen Richards


Withers (London)

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

Senior Associate, Private Client and Tax

Withers (London)

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


Morgan Lewis & Bockius LLP (Moscow)

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

Senior Partner

ALRUD Law Firm (Russia)

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

Senior Tax Expert

Boltenko Law (Zurich)


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


 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:






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 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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