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

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)

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

Chief Strategist & Head of Research

Bank Julius Baer & Co (Zurich)

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

Managing Partner

Boltenko Law (Zurich)

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

Senior Tax Expert

Boltenko Law (Zurich)

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 (London)
Paul Stibbard

Executive Vice Chairman

Rothschild Trust (London)

Vadim Neumann, Managing Director , Zedra (Zurich)
Vadim Neumann

Managing Director

Zedra (Zurich)

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

Director, Family Office

Stonehage Fleming (Zurich)

Steven Kempster, Partner , Withersworldwide (London)
Steven Kempster

Partner

Withersworldwide (London)

Maria de Peverelli, Executive Chairman, Art Management, Stonehage Fleming (Switzerland)
Maria de Peverelli

Executive Chairman, Art Management

Stonehage Fleming (Switzerland)

Peter Marxer jun., Partner, Continor Treuhand Anstalt (Vaduz, Liechtenstenstein)
Peter Marxer jun.

Partner

Continor Treuhand Anstalt (Vaduz, Liechtenstenstein)

Marc Weber, Partner, LANTER (Zurich)
Marc Weber

Partner

LANTER (Zurich)

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

Partner

Mishcon de Reya (London)

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

Of Counsel

Alrud (Moscow)

Gerd Goyvaerts, Partner, Tiberghein (Brussels)
Gerd Goyvaerts

Partner

Tiberghein (Brussels)

Julie Fairclough, Director, Head of Corporate, Zedra (Jersey)
Julie Fairclough

Director, Head of Corporate

Zedra (Jersey)

Matthias Inauen, Director New Business Units, Business and Economic Development Office for Economy and Labour Department for Economic Affairs, Canton of Zurich
Matthias Inauen

Director New Business Units, Business and Economic Development Office for Economy and Labour Department for Economic Affairs

Canton of Zurich

Daniel Leu, Partner, Attorney-at-Law, Bär & Karrer (Zurich)
Daniel Leu

Partner, Attorney-at-Law

Bär & Karrer (Zurich)

Vassily Rudomino, Senior Partner, Alrud (Moscow)
Vassily Rudomino

Senior Partner

Alrud (Moscow)

Ambassador James B. Warlick, Managing Director, Senior Policy Advisor, Egorov Puginsky Afanasiev & Partners (Washington)
Ambassador James B. Warlick

Managing Director, Senior Policy Advisor

Egorov Puginsky Afanasiev & Partners (Washington)

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

Managing Partner

Belluzzo International Partners (Milan)

Judith Ingham, Partner, Private Client and Tax Team, Withersworldwide (London)
Judith Ingham

Partner, Private Client and Tax Team

Withersworldwide (London)

Brian Zimbler, Partner, Morgan, Lewis & Bockius (Washington)
Brian Zimbler

Partner

Morgan, Lewis & Bockius (Washington)

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

Partner - Head of Fiduciary

Stonehage Fleming (Switzerland)

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

Managing Director

Sqope S.A. (Geneva)

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

Partner

Amsterdam&Partners (London)

Ekaterina Mavrenkova, Managing Partner, Henley & Partners (Switzerland)
Ekaterina Mavrenkova

Managing Partner

Henley & Partners (Switzerland)

Andrew McCallum, Managing Director, Rhone Trustees (Geneva)
Andrew McCallum

Managing Director

Rhone Trustees (Geneva)

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

Counsel, Head of Tax Practice

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

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 Wiederkehr & Buob AG (Zurich)
Walter Boss

Attorney-at-Law, Partner

Bratschi Wiederkehr & Buob AG (Zurich)

Boris Bruk, Of Counsel, Dentons (Moscow)
Boris Bruk

Of Counsel

Dentons (Moscow)

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

Partner

AKD (Amsterdam)

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

Partner

Chryssafinis & Polyvious (Nicosia, Cyprus)

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

Head of Large Customer Sales

Google (Moscow)

Azmina Jasani, Senior Associate, Art and Cultural Property Law Group, Constantine Cannon (London)
Azmina Jasani

Senior Associate, Art and Cultural Property Law Group

Constantine Cannon (London)

Andrew Terry, Partner, Corporate Tax, Edwin Coe (London)
Andrew Terry

Partner, Corporate Tax

Edwin Coe (London)

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Christian Gattiker-Ericsson, Chief Investment Strategist, Head of Research & Investment Solutions, Bank Julius Baer & Co

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

boltenko1

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 

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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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