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

31 January - 1 February 2018

Zürich Marriott Hotel, Zürich

Key Wealth Management topics in 2018:

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

Early speaker confirmations 2018

Graham Povey, Executive Director, UBS Wealth Planning UHNW / GFO, Zurich
Graham Povey

Executive Director

UBS Wealth Planning UHNW / GFO, Zurich

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

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


Cuatrecasas, Barcelona, Spain

Evgenia Martin, Senior Tax Expert, Boltenko Law
Evgenia Martin

Senior Tax Expert

Boltenko Law

Raul-Angelo Papotti, Partner, Chiomenti Studio Legale, Rome
Raul-Angelo Papotti


Chiomenti Studio Legale, Rome

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


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

Damien Evans, Partner, Walkers
Damien Evans




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 2017 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>>


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 2017

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

Rotschild Trust Group

Vickers Venture Partners

Withers LLP

UBS Wealth Management

Pictet Pourgoura & Aspri LLC

and many more...

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