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

29 - 30 January 2020

Zürich Marriott Hotel, Zürich

2020 Speaker Confirmations

Christian Gattiker-Ericsson, CFA, CAIA, is Chief Strategist & Head of Research at Bank Julius Baer & Co. Ltd. Previously, he held positions at other Swiss banks including global equity strategist, equity analyst and economic editor. Mr. Gattiker-Ericsson's research has included the analysis of global industrial sectors, equity strategy, and investment decisions across asset classes. He is a leading economic commentator for Julius Baer in the media, known for his contributions on CNBC and Bloomberg as well as to newspapers such as the Financial Times, the Wall Street Journal and Frankfurter Allgemeine Zeitung. He holds a degree in economics from the University of Berne.

Robert Amsterdam is an international lawyer with 35 years experience working on high-profile cases in emerging markets. His law firm Amsterdam & Partners LLP, with offices in London and Washington DC, is frequently sought after for its unique practice areas which explore synergies between public international law, international criminal law, and political advocacy.


Amsterdam has been retained by multinational mining and energy corporations on issues pertaining to resource nationalism and expropriation, while also representing sovereigns in disputes with foreign investors. His unique blend of political advocacy and international law has led to his retention by several world leaders, such as the former Prime Minister of Thailand Thaksin Shinawatra, former President of Zambia Rupiah Banda, Governor Godswill Akpabio of Akwa Ibom State in Nigeria, among other high profile figures.


With significant experience on the ground in emerging economies across Africa, Asia, Eurasia, and Latin America, Amsterdam has successively settled disputes for major corporations such as PWC and the Four Seasons Hotel & Resorts Group, while also advising companies on opening new markets and managing political risk.


The law firm is well known for its pro bono practice in human rights, including the defense of the award-winning democracy activist Dr. Chee Soon Juan of Singapore, Ilya Ponomarev, an exiled Russian State Duma Deputy, and the journalist Stephan Templ, who recently became the first Jewish political prisoner of Austria. The firm has also represented Georges Tadonki, a United Nations employee who survived a campaign of intimidation by officials in Zimbabwe – a case which resulted in Amsterdam & Partners LLP being awarded the 2013 Global Pro Bono Dispute of the Year Award from American Lawyer.


Amsterdam has also represented high profile political prisoners, such as the former head of the Yukos oil company in Russia, Mikhail Khodorkovsky, who was successfully released into freedom.


As a prolific columnist and blogger, Amsterdam’s writings have been published in the International Herald Tribune, the Financial Times, the Wall Street Journal, the Washington Post, and the Fordham International Law Journal, among other publications. Amsterdam has made several television appearances on networks such as CNN, CNBC, Bloomberg, BBC, and Fox News. A profile feature of Amsterdam was published in the magazine American Lawyer in February 2012.


Amsterdam is a member of the Canadian and International Bar Associations, and is licensed as a solicitor in the United Kingdom. He earned his BA from Carleton University in Ottawa, and studied law at Queen’s University in Ontario (LLB).

Nicholas Jacob, since qualifying in 1982, has specialised in taxation and trusts and is a specialist in Family Governance and Succession Planning. He focusses on the psychological issues as well as the legal issues, thus providing a holistic exercise.


He advises trustees all over the world.  In particular, he acts for a number of substantial institutions in relation to trust drafting, risk assessment and other non-contentious issues.  One of his other specialisations is acting for trustees in situations where beneficiaries are divorcing. 


He has been nominated by Who's Who as one of the top ten private client practitioners in the world, is listed in the top category globally in Chambers Global Legal Directory. A significant part of his practice in acting for clients from Hong Kong, Singapore, and other East Asian countries, as well as a number of major shareholders in listed and private companies.


Nick has recently retired from the International Board of The Society of Trust and Estate Practitioners (STEP). He is also a member of the International Fiscal Association and the International Tax Planning Association.

Paul Stibbard joined Rothschild in 2012 as Executive Vice Chairman with primary focus on Trusts and Wealth Management. Paul was formerly Co-Chairman of the Global Wealth Management Practice and Head of Wealth Management Department, Baker McKenzie London. He graduated from Cambridge University (Natural Science and Law) and INSEAD International Business School (MBA, Dean’s List) Fontainebleau. He specialises in advising individuals extensively on cross‑border tax, trust and succession issues, advising on issues relating to succession of substantial family-owned businesses and creation of complex offshore structures for wealth preservation.  Paul lectures extensively on many of these topics.  Paul also completed an Islamic Diploma Course at the Islamic College, London in 2010.  He is an Academician of the International Academy of Estate and Trust Law. In May 2008 he received a “Lifetime Achievement Award” from CityWealth. Chambers Global and Chambers UK Directories rated Paul in the top tier as a private client adviser and Spears Wealth rated him as one of the top five Private Client Lawyers in June 2010. In September 2012, he received a Lifetime Achievement Award at the STEP Annual Awards. He was Chairman of the Presiding Judges of the STEP Awards 2013, 2014, 2015 and 2016, and is a Presiding Judge again in 2017.

Olga is English and Russian qualified tax and wealth planning expert with over 20 years of experience in major Anglo-Saxon law firms. At the end of 2016 Olga left her role as a partner of Withers LLP to launch her own boutique law firm “Boltenko Law” aiming to add greater value to her clients. Olga achieves this by devoting more of her own time to the select number of clients and by offering effective solutions to problems of wealthy families.


Olga’s firm  focus is on Russian, UK and international tax matters for wealthy entrepreneurs from the CIS region, with an emphasis on tax efficient cross-border financing structures and international corporate operations. In addition, Boltenko Law works with family offices providing solutions to complex tax, succession and private wealth management issues for wealthy families and entrepreneurs from Russia and CIS.


Olga is actively engaged in the wider profession.  She is a member of International Bar Association (Chair of Individual Tax and Private Client Committee, 2015- 2016), Society of Trust and Estate Practitioners, International Academy of Trust and Estate Lawyers. 

She organizers and chairs a number of professional events on a regular basis and often is a guest speaker at major professional events.


Olga is named in Legal 500 Directory and in Chambers & Partners. She is listed in The Private Client Global Elite 2017 rating.

Jan van Bueren, LLM, TEP, is Global Head Family Office Advisory at the Swiss private bank Union Bancaire Privée (UBP) and Co-Founder of UBP’s FOSS Family Office Advisory unit. He assists families from all over the world with the establishment of their own single-family office or alternatively supports them with the selection of a multi-family office in Switzerland or abroad.

Jan holds a Master’s degree in Tax Law (1997). He worked, among others, as a tax advisor at PricewaterhouseCoopers with a focus on large family-owned companies and their owners, and as a senior legal counsel with the financial supervisory authority in the Netherlands. He joined ABN AMRO Bank (Switzerland) AG in 2006, which was acquired by UBP in 2011.
Jan has extensive experience with complex international family office and wealth planning issues for internationally oriented affluent families, tax efficient corporate structures, universal life insurance, international relocation schemes and (wealth protection) structures such as trusts and family foundations. He also regularly supports affluent families with relocation to fiscally (more) attractive jurisdictions. Jan has been a member of STEP since 2010.

Hussein is a partner at Withers who jointly leads the firm’s international arbitration team and leads the firm’s public international law team. He is a Solicitor-Advocate of the Senior Courts of England and Wales. He has experience of working on international legal and dispute resolution matters in London, Paris, New York and South Africa for over 14 years.


Hussein is recognised in Who’s Who Legal (Arbitration: Future Leaders) which notes that he is ‘an amazing lawyer and thorough professional’ and ‘one of the most brilliant international public law specialists out there.’ He is recognised by Legal 500 as a Next Generation Lawyer for International Arbitration and Public International Law, which states that ‘The practical and solutions driven Haeri is outstanding’ and that ‘He combines huge intellectual powers with great client handling and gives straight-to-the-point advice’. Legal Business Disputes Yearbook says that Hussein is ‘a name that is destined to join the pantheon of stars in the international arbitration arena’.


He has worked as counsel and advocate on arbitrations under all the major rules, including ICSID, UNCITRAL, LCI A, ICC, SCC and SIAC Rules, as well as in ad hoc arbitrations. His clients include governments, multinational corporations and international organisations.


Hussein is a member of the faculty at the University of Rome, Roma Tre University, Certificate in International Commercial and Investment Arbitration and a Visiting Lecturer of SOAS, University of London.

Michael Addison is a senior wealth planner with UBS Switzerland AG's Ultra High Net Worth / Global Family Office Wealth Planning team based in Zurich. He provides international tax and legal consulting services to the bank's UHNW / GFO clients. His main areas of focus include estate and succession planning matters; family asset protection structures; transaction structuring issues; legal, tax and regulatory / compliance issues relating to family offices; implementing trust and corporate holding structures; private fund structures and international relocation services. He is also a frequent speaker at UBS conferences and external events.


Michael studied law at the University of British Columbia in Vancouver, Canada and qualified as a Barrister and Solicitor in the Province of British Columbia in 1996. He also holds a BA (Honours) from McGill University in Montreal, Canada. Michael has been a member of STEP (the Society of Trust and Estate Practitioners) for more than 15 years and is a qualified Trust and Estate Practitioner (TEP).


Before joining UBS, Michael worked for a major UK bank as a wealth planner. In that role, he primarily worked with clients from the UK, Scandinavian, Israeli and Russian / CIS markets. He also worked as the Tax Director at a major independent trust company on the Isle of Man and was a Senior Tax Manager with EY (Ernst & Young) in Canada, focusing on private client tax planning, including cross-border US planning, and mergers and acquisitions matters.


Most of his current clients are based in the Russian Federation, the Ukraine, Turkey, certain Asia Pacific countries and the Middle East. His clients generally have complex cross-border tax and legal issues, either at a personal or corporate level. Michael also has a comprehensive understanding of US, UK and Swiss tax and legal issues that typically concern UHNW private clients.

Filippo is a Partner in Mishcon Private. A dual qualified English solicitor and Swiss lawyer (Rechtsanwalt) he advises clients on international tax and estate planning issues. Able to approach both common law and civil law issues from a practical perspective, he routinely advises on the establishment and restructuring of both trusts and foundations as well as on UK and international tax and succession planning issues, including family governance and disputes. Filippo has also advised a number of governments on the introduction of private foundations' laws and successfully lobbied the Swiss government on the recognition of trusts in 2007 (various amendments to ratification bill).

More recently, he appeared as an expert before the Council of Europe and the EU data protection authorities in connection with the introduction of the OECD's Common Reporting Standard (CRS) and the EU's Beneficial Ownership Registers.

Filippo is a member of the Society of Trust and Estate Practitioners (STEP) and the International Academy of Estate and Trust Law.

Charlie is a Director of Stonehage Fleming and responsible for the implementation of the US FATCA, UK FATCA and OECD CRS regimes, across the Group.


Charlie joined the Group in 2006 and was based in our London office before moving to Switzerland in 2009. Prior to this he worked at the UK Financial Services Authority for five years where he was responsible for the supervision of Corporate Finance and small Asset Management firms. Before this he worked for the NatWest Group, where he initially started his career and for the last ten years he was responsible for the oversight of the offshore centres for the Coutts Group. He is a member of the Institute of Internal Auditors.

Walter H. Boss' practice focuses mainly on domestic and international tax law, mergers and acquisitions, private equity, corporate law and commercial law. He also advises private clients and represents his clients in tax-related litigations.

Admitted to the Swiss Bar since 1980.

Professional career
Poledna Boss Kurer Attorneys at law, Partner (2008-2015)
Blum Attorneys at law, Partner (2001-2007)
Pestalozzi Attorneys at law, Partner (1991-2001)
Ernst & Young, New York, International Services Office, Partner (1988-1991)
Ernst & Young, Zürich, Tax Department (1986-1987)
Attorney at law in Lugano (1984-1986)
Federal Tax Administration, International Law Department, Legal Counsel; Swiss Delegate at the OECD Committee on Fiscal Affairs in Paris (1980-1984)

After a decade with the Trident Trust Group, Svetlana left the Group at the end of June 2016 to set up her own business, Carré Trust AG - Family Office.

Svetlana has launched Carré Trust in July 2016. Carré Trust is a multi-family office providing best-quality customized services.  Svetlana’s long professional  and successful experience in the trust- and company world, her established and trustful relationship with banks and providers enables her company Carré Trust to offer individual wealthy clients, their families and professional intermediaries qualified guidance and assistance regarding their requirements and needs, from structural challenges to personal customer solutions.

Svetlana joined the industry in 2000 bringing over 17 years of experience in the fiduciary and financial services sector. Being born in Soviet Union and then lived more than 17 years in Western countries, provides good knowledge of the two/ both sides.

Dr. Johannes Gasser is senior partner of GASSER PARTNER Rechtsanwälte, formerly Batliner Gasser, one of the leading law firms in Liechtenstein and a Chambers Global top tier firm, which was established in 1954. Dr Gasser is ranked by Chambers Global as a “leading individual” in Liechtenstein. He is admitted to the Liechtenstein and Austrian Bar and specializes in challenging and defending Liechtenstein foundations and trusts in international and cross border litigation and arbitration. In recent cases, he has handled complex litigation on trust matters involving trustee removals and liabilities. Dr. Gasser is a frequent speaker at the Liechtenstein University on foundation and trust law issues, legal expert witness in UK and other courts on Liechtenstein law, a member of the Judiciary Selection Panel by appointment of H.H. the Prince of Liechtenstein, a member (Trust Estate Practitioner) of the Society of Trust and Estate Practitioners (STEP), of the International Academy of Estate and Trust Law (IAETL) and chairman of the Liechtenstein Arbitration Association.


  • 1999, Austria
  • 2001, Liechtenstein


Areas of practice

  • Corporate Law
  • Foundation and Trust law
  • Litigation and arbitration
  • White collar crime



  • Graduation from the Faculty of law of the University of Innsbruck (1995)
  • Dr. iur. (1996)
  • Post-Graduate on European Law (1998)
  • Master of Laws, LL.M., Schloss Hofen, Austria (2003)
  • Leadership in Law Firms Executive Programme, Harvard Law School (2018)



  • Chairman of the Liechtenstein Arbitration Association
  • Member of Liechtenstein Judiciary Selection Panel
  • Member of the Board of Directors of Treuhandkammer Liechtenstein (Liechtenstein
  • Institute of Professional Trustees and Fiduciaries)
  • IBA, Legalink, UIA
  • Frequent lecturer at the University of Liechtenstein


German, English, French, Spanish

Philippe is Head of our Fiduciary Division in Neuchâtel and the Group’s Fiduciary services in Switzerland.

He joined the Group in 2007 after working for several years as an Attorney at law in Berne and Geneva specialising in corporate and commercial law. Philippe graduated from the University of Zurich in 1996 with a Law degree (Lic.iur.). He qualified as an Attorney at law and was admitted to the Bar of the Canton of Berne in 1999. Philippe also obtained a Post Graduate diploma in Law from the University of Geneva in 2004. Philippe is a member of the Society of Trust and Estate Practitioners and a member of the Committee of the Swiss Association of Trust Companies (SATC).


  • International taxation
  • Wealth tax
  • Tax audits and litigation
  • Sports Law


Client profiles:

  • Small and medium sized businesses, Major groups
  • Private banks, Family Office
  • Professional sport club, associations and federations
  • Individuals and Managers



  • AyacheSalama (since 2015)
  • Eversheds Paris LLP (2004-2015)
  • Coudert Frères (2002 -2004)
  • Arthur Andersen International Paris (1991 – 2002)



  • DESS business tax law (Paris IX – Dauphine)
  • Master’s degree in business law and tax law (Paris II – Assas)


Professional affiliations:

  • IFA (International Fiscal Association)
  • IACF (French Tax Lawyers Institute)
  • AADS (French Association of the Sports Law’s Lawyers) co-founder
  • AIAF (International Association of the Football Lawyers)

Thomas Stoltz heads the notarial services as well as the employment, migration and social security practice areas of Bär & Karrer. He manages the Zug office.

Thomas Stoltz advises national and international clients mainly located in the Zug business area on all legal issues related to corporate, commercial and employment law. He also specializes in questions of Swiss migration law.


In his capacity as civil law notary, Thomas Stoltz is regularly responsible for the notarial acts in the various national and cross-border M&A transactions and IPOs assisted by Bär & Karrer.


Practice Areas
Notarial Services | Employment | Corporate & Commercial | Mergers & Acquisitions | Private Clients | Social Security & Pension | Fintech | Startup Desk



  • German, English, Dutch



  • Partner of Bär & Karrer (since 2007)
  • University of Toronto: LL.M. (2003-2004)
  • Associate at Bär & Karrer (2000-2007)
  • Civil Law Notary in the Canton of Zug (2000)
  • Admitted to the Zug Bar (2000)
  • Law Clerk at the Administrative Court of Zug (1999)
  • Law Clerk at the Cantonal Court of Zug (1998)
  • Trainee at a Swiss law firm (1997)
  • University of Leiden / NL (1994-1995)
  • University of Fribourg: lic. iur. (1992-1997)


Memberships and Public Offices

  • Swiss Bar Association
  • Zug Bar Association
  • Member of the Zug Bar Exam Commission of Experts
  • European Employment Lawyers Association
  • Swiss Federation of Civil Law Notaries
  • Association of Lawyers of Central Switzerland
  • Chairman of the Board of the "Dutch Business Round Table", Zug


All Swiss Courts


Michael Vlahovic graduated in Political Science at the Nottingham University and began his banking career at Hill Samuel. He moved to Switzerland in 1984 and worked at Bank von Ernst & Cie until 1990 when he became a Relationship Manager in the Private Banking Division of Nomura. 


Michael was at Credit Suisse between 1995 and 2010.  He held a number of roles including Regional Head, Northern Europe and Southern Africa Desks for Zurich and Geneva; Managing Director; Market Group Head for UK, Northern & Eastern Europe, Israel, South Africa and Russia and latterly was Market Group Head for Russia, CEE and Greece. In May 2010 he joined Coutts & Co, Ltd in Zurich as Global Head, Eastern and Central Europe, Chair/CEO of the Monaco Branch and was a Member of the Management Committee.


Michael joined EFG Bank in Zurich in July 2015 as Managing Director, Global Coordinator Russia/CIS and in July 2017 he moved to EFG Private Bank in London and was appointed Head of Private Banking.

Sonia Velasco is a tax partner in the Barcelona office of Cuatrecasas. She focuses her practice on advising international clients on their investments and transactions in Spain, and private clients on their asset and succession planning. She also advises on structuring private equity and venture capital firms regarding their investments in Spain. Three years’ work experience in the United States provided her with an in-depth knowledge of US legal structures such as trusts, which do not have a precise counterpart in Spanish law.

Specialty areas

  • Art
  • Family Business
  • Financial Institutions
  • Financial Taxation
  • Insurance and Complementary Social Security
  • Private Client & Wealth Management
  • Private Equity
  • Tax

Philip van Hilten (1952), tax attorney at law, is a member of the Finance and Structuring practice group. He specialises in corporate law and tax law with a focus on ongoing international clients and cross-border operational, asset, acquisition and finance transactions. Philip advises international clients since 1976 on tax and legal efficient structures, whereby also asset protection and governance play vital roles. He has worked in many foreign places such as Paris, Luxemburg and Dubai.

He is former chairman of the Tax Committee of the International Bar Association and member of the Council of the International Bar Association and member of American Bar Association with particular focus on international taxation, bilateral investment treaties, corporate law and international wealth management+estate planning .

He is board member of various Associations and Foundations in and outside the Netherlands having served for many years as member of the executive committees of 2 privately held, major multinationals. He has published a variety of books and articles a.o. on corporate and tax optimisation of multinationals, bilateral investment treaties and corporate and family governance and has lectured numerous times about these and other tax and legal topics.

Stephen is partner in the contentious trusts, succession and Court of Protection team at Withers LLP.  Stephen regularly acts for beneficiaries, trustees, executors and other fiduciaries in a range of disputes both domestically and internationally. 


He acted in the long running Berezovsky estate and his reported cases include Re MN, the leading Court of Protection decision on enforcement of foreign orders. 


He regularly advises on challenges to the validity of wills, issues of construction and rectification of wills and deeds, constructive trust and proprietary estoppel claims, claims under the Inheritance (Provision for Family and Dependants) Act 1975, and professional negligence claims involving estate planning, trust and succession issues.


The directories describe him as "clever and tenacious" and "top notch on procedure, brilliant at managing clients and has a way of getting the courts’ sympathy for his clients". Chambers & Partners describe Stephen as "a strong combination of iron fist and velvet glove." 

Ayshat is a UK/Russia-qualified senior associate; she leads the Russian private client and tax team at Withers LLP.


Ayshat spends most of her time advising UHNWIs and wealthy families from Russia, Ukraine and the CIS on Russian, UK and international cross border complex tax and wealth planning issues.


She has over thirteen years of experience and was recognised as one of the ‘Top 35 Under 35’ private client practitioners byeprivateclient in 2017.

Vasilisa Strizh represents global and domestic strategic and financial investors across multiple industries, including financial services, mass media and telecommunications, energy, and pharmaceuticals and life sciences. Vasilisa’s practice focuses on cross-border investment, joint venture, and merger and acquisition transactions. Vasilisa also counsels on corporate governance and compliance and advises on capital market transactions and related regulatory matters. She has served as lead lawyer on complex corporate projects, including acquisitions, divestitures and joint ventures, public and private equity offerings, financing, and structured settlements.

Maxim Alekseyev is a co-founder and Senior Partner of ALRUD, head of ALRUD Private client and Tax practices. He graduated from the Moscow State University of International Relations.

Maxim is an expert in foreign economic and business activity, investments, corporate and commercial issues. Maxim Alekseyev leads projects dealing both with Russian and foreign partners within the territory of Russia and abroad. In his private client practice, Maxim Alekseyev has extensive experience in advising high wealth individuals on various types of issues to help them manage and secure their assets, business and family relations. He advises clients on different aspects of estate planning and administration, personal wealth management, as well as family business governance, risk management in respect of assets protection. Maxim is also highly recognized in domestic and international taxation projects, including resolution of tax disputes. Maxim Alekseyev is acknowledged as a leading Russian expert focusing on private wealth planning, succession, on-shore and off-shore structures, private banking and individual taxation.

Maxim is an author of numerous publications, including Russian chapters for Thomson Reuters' Private Client Tax and Art Collecting Legal Handbook editions, STEP - Family Office and Getting the Deal Through - Private Client.

Maxim Alekseyev is a member of the International Bar Association (IBA), the American Bar Association (ABA), the Inter-Pacific Bar Association (IPBA) and the Society of Trust and Estate Practitioners (STEP). He is also a frequent speaker at foreign and domestic conferences and seminars.



  • Russian
  • English


Rankings and Awards

  • Best Lawyers, 2017 recommends Maxim Alekseyev for Corporate law and M&A
  • Recommended in Band 1 by Chambers High Net Worth Guide, 2017
  • Russia’s Best Lawyers 2013 edition recommends Maxim Alekseyev as one of the best lawyers in the field of Mergers and Acquisitions 
  • Maxim Alekseyev is recommended by The European Legal Experts 2013 for Corporate and M&A law and Tax
  • Who’s Who Legal, 2013 recommends Maxim Alekseyev for Corporate Tax
  • PLC Which Lawyer 2012 recommends Maxim Alekseyev as an expert in tax practice in Russia 
  • Tax Directors Handbook appreciates Maxim Alekseyev as “highly regarded senior partner”

Evgenia is Senior Associate in Boltenko Law qualified in Russian law with more than 15 years experience in tax consulting. She is working for Boltenko Law since September 2017 with focus on Russian and international tax consulting, coordination of international wealth planning and corporate projects.

  • In 2012 – 2017 Evgenia worked as Senior Tax expert for Withers LLP in its Zurich office with focus on international tax and wealth planning for private clients.
  • In 2006 – 2011 she was a part of tax consulting team in Deloitte in Moscow and Zurich with focus on corporate Russian and international tax planning. Being in Zurich Evgenia was responsible for development of Russia and CIS Desk in Deloitte Switzerland and coordination of international projects.
  • In 2004 – 2006 Evgenia worked as inhouse tax specialist in TNK-BP Management.
    In 2001 – 2004 she was a part of tax consulting team in Arthur Andersen International B.V./ Ernst & Young (CIS) Limited.