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

29 - 30 January 2020

Zürich Marriott Hotel, Zürich

Key topics in 2019 included:

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

Among 2019 speakers were

Patrick O'Hagan, Executive Director - Wealth Planning UHNW & GFO, UBS (Zurich)
Patrick O'Hagan

Executive Director - Wealth Planning UHNW & GFO

UBS (Zurich)

Tim Parkinson, Head Trust & Estate Advisory , Credit Suisse (Zurich)
Tim Parkinson

Head Trust & Estate Advisory

Credit Suisse (Zurich)

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

Head of Private Banking

EFG Bank AG (London)

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)

Moderator: Olga Boltenko, Managing Partner, Boltenko Law (Zurich)
Moderator: 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 Advisory (part of UBP, SA) (Switzerland)
Jan van Bueren

Co-Founder & Managing Director

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

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


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.


Continor Treuhand Anstalt (Vaduz, Liechtenstenstein)

Marc Weber, Partner, LANTER (Zurich)
Marc Weber


LANTER (Zurich)

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


Mishcon de Reya (London)

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

Of Counsel

Alrud (Moscow)

Gerd Goyvaerts, Partner, Tiberghein (Brussels)
Gerd Goyvaerts


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


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


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)

Hans Galavazi, Partner, AKD
Hans Galavazi



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

Of Counsel

Dentons (Moscow)

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


AKD (Amsterdam)

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


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, Edwin Coe (London)
Andrew Terry


Edwin Coe (London)

Varvara Knutova, Partner, TRUBOR Law Firm (Moscow)
Varvara Knutova


TRUBOR Law Firm (Moscow)

Fabio Pegas, Founding Partner, Nogueira Pegas – Advogados (Portugal)
Fabio Pegas

Founding Partner

Nogueira Pegas – Advogados (Portugal)

George Mangion, Senior Partner, PKF Malta
George Mangion

Senior Partner

PKF Malta

Mikhail Klarin, Director, Mikhail Klarin’s Business Lab (Moscow)
Mikhail Klarin


Mikhail Klarin’s Business Lab (Moscow)

Mark Rodino, Managing Director & Global Head of Distribution, Amun AG
Mark Rodino

Managing Director & Global Head of Distribution

Amun AG

Katerina Kurlovich, Business Development, Russia and CIS, Prime Property Group (Limassol)
Katerina Kurlovich

Business Development, Russia and CIS

Prime Property Group (Limassol)


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.


Photographs from 2019 conference

Analytical articles on wealth management 


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

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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