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

31 January - 1 February 2018

Speaker confirmations for 2018

Alexander joined Barclays Private Bank as Director /Private Banker in 2015.

He has over 20 years of experience in investment and private banking solutions to UHNWI and their Corporates in Russia and the CEE region. Prior to joining Barclays, in the early part of his career, he worked as Director for Eastern Europe for the biggest Russian steel producer, based in Germany and Austria. In 2006 Alexander moved into banking as Head of Metals and Mining (Investment Banking) at Standard Bank and later joined Unicredit Bank as Management Director and Head of Metals and Mining. In 2013 he moved to London to join Citi Private Bank as Director for Russia and CIS, working with UHNW clients.

Alexander graduated from Moscow State Lomonosov University in 1996. He is an Associate of the Chartered Institute of Securities & Investment and holds CISI Diploma.

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.

Stefan is Chief Executive of Rothschild Trust. He advises entrepreneurs and families globally, helping them tackle strategic planning issues and address the challenges they face.
Stefan studied law at the University of Zurich (Dr.iur.) and at Cornell Law School (LL.M.). He is a member of the Swiss Bar, of the Society of Trust and Estate Practitioners (STEP) and regularly lectures on trusts and other wealth management topics.
Further to the completion of his legal studies, Stefan worked as a researcher at the University of Zurich, as a management consultant, and practiced law for over ten years, becoming a partner with Bär & Karrer, Zurich. Before joining Rothschild, Stefan created and led the wealth planning function at Goldman Sachs' Swiss bank.
He is a native German speaker, fluent in English and French.

Oxana joined Kleinwort Hambros, a private banking arm of Societe Generale in the UK, in 2014 as Head of Eastern Europe.  In 2016, she was appointed Global Segment Coordinator for Russia & CIS at Societe Generale. In this role, Oxana has an oversight of teams based in London, Geneva, Zurich and Luxemburg and is responsible for strategy, business development, regulatory and legal initiatives in relation to Russia & CIS markets. Based in London, she is managing a team of experienced private bankers looking after HNW and UHNW clients from Eastern European countries with a focus on Russia & CIS.

Prior to joining Societe Generale, Oxana spent 7 years with Coutts & Co in London where she helped establish and develop Eastern European operations for the bank. She held a role of Director and managed a large portfolio of clients from Russia & CIS.

Throughout her career, Oxana has held various senior roles and has over 15 years of experience in Private Client and Wealth Management industry in Russia and the UK.

Oxana holds BSc (Hons) in Economics,  Masters in Financial Management from the Academy of National Economy under the Government of Russian Federation, MBA from Rotterdam School of Management, and is a member of the Chartered Institute for Securities & Investment in the UK.

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.

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.

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.

 

 

Jan van Bueren, LLM, TEP, is Head Wealth Planning Zurich at the Swiss private bank Union Bancaire Privée (UBP) and Co-Founder of UBP’s family office advisory service - FOSS Family Office Services Switzerland (FOSS).

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 van Bueren deals, on a daily basis, with complex international 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 has been a full member of STEP since 2010.

Through FOSS Jan assists families with the establishment of a single-family office or alternatively supports them with the selection of a multi-family office in Switzerland or abroad. FOSS also regularly supports affluent families with relocation to fiscally (more) attractive jurisdictions.

Vassily Rudomino is a co-founder of ALRUD Law Firm, Head of the firm’s Competition/Antitrust and Dispute Resolution practice areas.

He is an advocate, member of the International Bar Association’s (IBA) Legal Practice Division Council, member of the Moscow Chamber of Advocates, Arbitrator of the Association of European Businesses Arbitration court, and member of the Commission on Ethics and Standards of the Federal Chamber of Lawyers of the Russian Federation, former member of the Council of the Federal Chamber of Lawyers of the Russian Federation. Vassily Rudomino holds the position of the Chairman of the Board Committee of the Non-Commercial Partnership “Competition Support Association in the CIS Countries”. He is a member of the Board of Trustees of All-Russia State Library of Foreign Literature named after M. Rudomino.

Vassily Rudomino is an expert with profound experience in supporting global international and major national M&A transactions. He is recognized as the foremost legal practitioner in the field of antitrust regulation, dispute resolution and business restructuring and insolvency.

Vassily Rudomino takes active participation in preparation of the latest amendments to the Competition Law within the framework of the Non-Commercial Partnership “Competition Support Association” activity in Russia.

He was granted with Certificates of Honor of the Federal Antimonopoly Service for active participation in modernization of the antimonopoly legislation and development of competition policy, as well as for substantial personal contribution in implementation of the state policy regarding competition regulation and fruitful collaboration with antimonopoly authorities. He was also awarded with Certificate of Honor of the Interstate Council for substantial personal contribution in development of cooperation among CIS countries with regard to competition policy.

In 2015 Vassily Rudomino was awarded the medal «For Merit to the Fatherland»  II class for his merit in the formation of effective practice of the competition law enforcement and active participation in the antitrust lawmaking.

Vassily Rudomino participates in professional conferences and workshops in Russia and abroad. He is the author of articles on topical issues in corporate/M&A law, antitrust regulation and investing which are published by the leading Russian and foreign media.

Denis Arkhipov, PhD, specialises in IP litigation, corporate and contract law, antitrust law, protection of titles to real estate and sole rights, securities and insurance-related disputes. He is also experienced in energy supply, landline and mobile communications. Denis has expertise and significant experience in representing individuals within the settlement of family disputes, including litigation, divorce and division of marital property.          

                                        

Prior to joining Egorov Puginsky Afanasiev & Partners, Denis worked with the government of the Kemerovo Region and a Moscow-based law firm where he represented major federal landline and mobile operators in various disputes, including those related to titles to real estate, corporate and antitrust law, bankruptcy proceedings of a number of coal mining and automotive companies.

 

Denis graduated cum laude from the Law School of Kemerovo State University in 2000. He obtained a Master’s degree in Private Law cum laude from the Russian School of Private Law in 2004. In 2011 he earned a PhD degree at the Law Department of the Institute of State and Law of the Russian Academy of Sciences. Denis was admitted to the Moscow Bar Association in 2002.

Victoria Burkovskaya provides legal advice on issues of corruption and financial crimes, including unlawful business practices, money laundering, smuggling, tax evasion and fraud, as well as crimes against government services and state and municipal authorities.

 

She has extensive experience in representing both Russian and foreign clients in legal proceedings at various stages: from opening a criminal case to court hearing, including investigative actions; examination of transactions for possible penal risks; preparing recommendations and conducting staff training in a case of an unexpected raid on a company. Victoria can also provide support in conducting internal investigation of reported abuse by the company’s employees.

 

Victoria is a member of Criminal Law and Arbitration Board of the International Chamber of Commerce (Paris) and Expert Board of the Human Rights among others. She also acts as Co-Chair of the Business against Corruption public centre (under the auspices of the Delovaya Rossiya chamber). In addition to her legal practice, Victoria is involved in drafting amendments and supplements to the Criminal Code of the Russian Federation, other Russian regulations (including Criminal Procedure Code), legal opinions on cases reviewed by the Constitutional Court of the Russian Federation. She also prepares documents for the Supreme Court.

 

Victoria graduated from Moscow State Law Academy. She also completed graduate studies at the Research Centre of Enhancement of Rule of Law and Public Order of the General Prosecutor’s Office of the Russian Federation. In 2000 Victoria received Ph.D. degree in criminal law, and in 2006 she was awarded Doctor of Laws degree at Management Academy of the Russian Internal Affairs Ministry. Victoria is a member of the Moscow Bar Association.

Dr. Johannes Gasser is managing 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 Liech-tenstein. 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 ar-bitration. In recent cases, he has handled complex litigation on trust matters involving trustee re-movals 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), chair-man of the Liechtenstein Arbitration Association (www.lis.li) and member of the board of the Liechtenstein Trustees Association (www.thk.li). In 2017, the American Lawyer and Legal Week have awarded Johannes as member of the Private Client Global 2017.

Roderick Balfour TEP, Co-Founder, Director and Head of Business Development, has been involved in the international trust and estate planning industry for over 20 years. With an investment and landed estate background, he has worked with families and advisers globally, in particular in the Americas. He is based in the London representative office. Citywealth Trustee of the Year 2009.

Clare’s main specialism is international tax and estate planning for UK and non-UK domiciled individuals and families with complex assets located in many jurisdictions looking for solutions to the tax and structural challenges of global wealth. She also advises both resident and non-UK resident trustees on legal and practical issues which are relevant to them and their beneficiaries.

Clare has a wealth of experience advising on philanthropy matters and, in particular, how to establish and operate charities. 

An interviewee commented in Chambers UK 2015 that "she gives you very frank and unedited advice, she is diligent and has excellent client care skills".

Chambers & Partners (Global) reports "Clare is a deeply respected private client lawyer with an esteemed profile for her work on international tax and estate planning...and garners much respect from commentators who say "She is a superstar - everyone loves her"".

Clare is named as a Leading Individual in the Legal 500 Directory and a Notable Practitioner in Chambers & Partners (UK).

Tina Wüstemann heads Bär & Karrer's private client team. She advises private clients, entrepreneurs and families on governance and succession in family businesses and on estate planning and philanthropy. She further represents clients in complex estate and trust disputes and the administration of large international estates.


2017 Tina Wüstemann wins the title "Best in trust & estates" at the Europe Woman in Business Law Award. Chambers and Partners 2016 rank Tina Wüstemann in tier 1 of Switzerland's leading lawyers for private clients. Best Lawyers awarded her as "Lawyer of the Year 2016" in the category Wealth Management Zurich. Euromoney references her among the "Best of the Best 2016 - Top 30 Trust practitioners in the World". Who's Who Legal listed Tina Wüstemann among the worldwide top 15 most highly regarded lawyers in 2016. Furthermore, Citywealth recognised her among the Top 200 IFC Power Women 2016.


Tina also is a member of the Swiss and Zurich Bar Association, the International Bar Association (IBA), the Society of Trust and Estate Practitioners (STEP), the Swiss Arbitration Association (ASA), the Association of Contentious Trust and Probate Specialists (ACTAPS) and of the American College of Trust and Estate Counsel (ACTEC).

Originally from Moscow, qualified as a Russian lawyer in 2000. Joined Cheeswrights in 2001 and admitted as a notary in 2005. Studied and worked in Madrid as a part of the qualification process to become a Scrivener Notary. Specialises in Russian matters and has an interest in Spanish and Brazilian Portuguese.

Suzanne is widely known for her expertise in all aspects of family work, in particular the resolution of complex financial issues for high net worth individuals. Suzanne's cases often have an international element and she has considerable experience in dealing with prenuptial agreements and cohabitation issues. As a member of the Children Panel, Suzanne has dealt with numerous cases involving complicated Children Act issues as well as both child abduction and adoption. She is an accredited Resolution mediator and has a thriving mediation practice having recently undertaken a number of referrals under the Court of Appeal mediation scheme. In addition, Suzanne is a qualified collaborative lawyer and trains collaborative law for Resolution. Suzanne has spearheaded the Arbitration Training for family lawyers and is herself an Accredited Arbitrator.

Suzanne has been selected as one Spears Wealth Management’s ‘Top Recommended’ lawyers in its Family Law Index 2013 and included in the Citywealth 2010 leading lawyers list.

 

Ayshat is a Russian qualified tax lawyer and a UK qualified tax technician. She is a key member of the Russia & CIS team at Withers and has over seven years of experience in international tax consulting for UHNW. Is and wealthy families from Russia and the CIS. Ayshat focuses on international cross border complex tax and succession issues. She has particular expertise in UK pre-immigration tax planning, structuring inbound UK real estate investments and international family wealth and governance planning. Advised a number of prominent Russian and Ukrainian families on international private wealth structuring matters.Advised Russian and CIS HNWIs on UK tax relocation matters and UK residential and commercial property complex ownership structures.Advised a large Ukrainian consumer products and retail group on an international holding and financing corporate structure.Advised a number of Swiss banks, multi-family offices and international fiduciaries on Russian tax, wealth planning solutions and succession issues for Russian clients.Advised a large investment fund on the Russian tax implications of investing in Russian financial instruments.Coordinated international multi-function teams on complex international corporate restructuring projects and real estate acquisitions in the EU and the United States.

Boris Bruk is of counsel in Dentons’ Moscow office. He specializes in general corporate and international tax law and has considerable experience in advising on tax aspects of corporate restructurings.

In particular, Boris advises clients on tax structuring in connection with financing joint ventures in Russia, cross border transactions, and inbound and outbound investments. His work has involved the development of tax-efficient personal and corporate holding structures and the structuring of financing and IP holding activities, as well as counselling with regard to the mitigation of identified tax exposures. Boris' background also includes IPO-related tax consulting services.

Experience

  • An international oil & gas industry group: Advising on  corporate reorganisation of its Russian operations.
  • International hotel management groups, as well as the hotel owners: Advising on various tax issues arising from hotel operations and management in Russia.
  • A pharmaceutical company: Reviewing and restructuring the domestic supply structure.
  • Russian shipping company: Advising on tax structuring.
  • International R&D, consumer goods and hospitality industry companies: Advising on ensuring tax compliance and obtaining tax refunds.
  • Russian construction group: Advising tax structuring of its operations in the EU.

Recognition

  • Chambers Europe 2017: leading tax expert in Russia; "He's very strong in international taxation." "His advice is amazing."
  • Best Lawyers 2017: leading tax expert in Russia
  • Tax Controversy Leaders 2017: leading tax litigator in Russia
  • Indirect Tax Leaders 2017: leading tax expert in Russia
  • Chambers Europe 2016: leading tax expert in Russia; “Very well-known tax specialist”
  • Tax Controversy Leaders 2016: leading tax litigator in Russia
  • Indirect Tax Leaders 2016: leading tax expert in Russia
  • Best Lawyers 2016: leading tax expert in Russia
  • Chambers Global and Europe 2015: leading tax expert in Russia; “He is a visible figure on the market, frequently contributing to industry events.”
  • The Legal 500 2015: recommended international tax law expert in Russia
  • Tax Directors Handbook 2015: recommended tax expert in Russia
  • Best Lawyers 2015: leading tax expert in Russia
  • Indirect Tax Leaders 2015: leading tax expert in Russia
  • Chambers Global and Europe 2014: leading tax expert in Russia; “Clients appreciate Boris Bruk's ‘exact and effective advice’ and describe him as an ‘intelligent lawyer’.”
  • The Legal 500 2014: recommended tax expert in Russia; “Boris Bruk combines ‘a deep theoretical knowledge of the law’ with strong expertise in corporate restructurings.”
  • Tax Directors Handbook 2014: recommended tax expert in Russia
  • Best Lawyers 2014: leading tax expert in Russia
  • Chambers Global 2013: leading tax expert in Russia; “Boris Bruk is noted for his knowledge of international tax law, particularly in respect of double tax treaties. Clients appreciate his understanding of their needs, as well as his enthusiasm and creativity.”
  • The Legal 500 2013: recommended tax expert in Russia; “Competent, fast and accurate.”
  • World Tax 2013: leading tax expert in Russia
  • Best Lawyers 2013: leading tax expert in Russia

Dr Jean-Philippe Chetcuti
B.A., LL.M.(Warwick), LL.D., TEP
Managing Partner, Chetcuti Cauchi | Legal | Tax | Corporate

Dr Jean-Philippe Chetcuti, managing partner of Chetcuti Cauchi Advocates, a leading law firm with offices in Malta, Cyprus, London, Zurich and Hong Kong. Dr Chetcuti heads the firm's Private Client practice, specialising in private client tax planning, wealth structuring and citizenship and residency planning. Dr Chetcuti is a key advisor on Malta Citizenship by Investment, Cyprus Citizenship by Investment, the Malta Golden Visa, the Malta Global Residence Programme and buying property in Malta and Cyprus. Dr Chetcuti was the first to be licenced by the Identity Malta Agency (licence IIP 001) to directly file citizenship applications under the Malta Individual Investor Programme.  Within his tax planning and wealth structuring function, he specialises in the use of Cypriot and Malta holding companies, Malta & Cyprus participation Exemption regimes, Malta & Cyprus royalty companies, Malta & Cyprus trusts and foundations and Professional Investor Funds. Jean-Philippe spends his time between the firm's Malta and Cyprus office.

Dr Chetcuti is the Chairman of the Maltese branch of STEP, the Society of Trust & Estate Practitioners, a member of the Malta Chamber of Advocates and sits on the executive council of the Institute of Financial Services Practitioners. He is also a co-founder and secretary of the MAFE Malta Association of Family Enterprises and has led proposals for the enactment of a world first Family Business Act in Malta.

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.

Professional experience: Kira Egorova advises private clients, families with dynastic wealth, family offices as well as their counsels. Her clients also include corporate executives, business owners (and former business owners who have experienced a liquidity event), professionals, fund managers, private foundations and others. She counsels clients in connection with the significant number of projects involving purchase of luxury items and other property. Kira has extensive experience in advising the high net worth Russian individuals on development of ownership and succession structure for diversified private and business assets, located in different jurisdictions. Kira leads projects of negotiations and conclusion of shareholder agreements and associated matters; supports the firm’s M&A projects in respect of the completion procedure and administration of the deals. She has also gained substantive experience in Financial and accounting consulting and participates in the development of the financial business schemes.

Kira is a regular contributor of articles publications and a frequent lecturer at conferences and seminars on current legal issues within her areas of practice.

Kira Egorova is a member of Society of Trust and Estate Practitioners (STEP) and the International Bar Association (the IBA).

Andreas was a Senior Executive in Private Banking for more than 15 years and has been working in Private Banking for Eastern European Clients since 1992, that means, since Private Banking started in this part of the world.  His last assignment was Area Manager Central & Eastern Europe for BSI SA. He left this position after the merger of BSI with EFG International SA in May 2017. Andreas was a member of the Board of Directors of BSI Monaco and chaired BSI’s Business Policy Development Committee. He is an Alumni of INSEAD, Fontainebleau

Having worked as Private Banker, Team Leader and Senior Executive gives him practical insight on 5 feet, 50 feet and 50’000 feet level. As an executive, he has a track record of building up Private Banking Teams in Zurich, Geneva, London, Monte Carlo and Singapore. Over the years as a professional Andreas  always focussed on bringing his colleagues further in their personal development to their, the companies and last but not least their clients benefit. A very considerable number of his former team members are today in key positions of the industry as successful Senior Private Bankers, Team Leaders, Area Heads or successful CEO’s of family offices.

Now, Andreas is in the process to start his own ventures in the Private Banking Industry both as Consultant and Entrepreneur.

Stefan Bais has been practicing law at AKD since 2002, and is active in the Corporate Law/M&A practice group. He specialises in corporate law, and focuses on corporate structuring, joint ventures and corporate governance.

Stefan has assisted clients in a wide range of projects and transactions, including corporate restructuring, transfer pricing, joint ventures and mergers and acquisitions. His clients are medium-sized and large-sized businesses operating in a multinational environment. Stefan is one of the lead members of AKD’s Private Clients practice group, and focuses on providing clients that (ultimately) control closely-held businesses with advice aimed at balancing short- and long-term individual, family and business objectives

Stefan studied Civil Law and Corporate Law at Leiden University, and completed the postgraduate specialist course from Grotius Academy 'Corporate Structures’ with distinction.

Specialties:
Corporate Structuring, Corporate Law, Corporate Governance, Shareholder Agreements, Business Succession, Private Clients, Joint Ventures, Mergers, Acquisitions

Dr Adriano B. Lucatelli is co-founder and CEO of Descartes Finance. He’s a financial expert with a proven track record and a wealth of management experience. Previously he spent several years in leadership roles at UBS and Credit Suisse in Switzerland and abroad and was a senior lecturer at the University of Zurich. His studies have taken him to institutions such as the London School of Economics and the Wharton School.

Anna Zakrzewski has been with The Boston Consulting Group since 2001. She is a core member of the Financial Institutions and Strategy practices. Her focus is primarily on financial services, with a concentration on wealth management and global private banking. Anna leads wealth management in Europe, Middle East, Latin America, and is a topic expert in global wealth management. Anna is one of the coauthors of BCG's flagship report on global wealth, and has driven its' content development for many years.

As a core member of the Financial Institutions practice, she focuses on areas such as strategy, transformation, sales and front-office effectiveness, client service models and segmentation, mergers and acquisitions, private banking operating models, advisory cost efficiency, competitive benchmarking, and organization within the private banking and wealth management space worldwide.

Anna has specific expertise in mergers and acquisitions, including post-merger integrations, having led several of the largest projects in the industry in recent years in Switzerland and internationally. She also has in-depth experience in the external asset manager/intermediary market in Europe and Switzerland.

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.

Ercan holds a law degree from the University of Zurich and is a certified Swiss tax expert. His diverse tax background includes serving as a tax manager with PricewaterhouseCoopers, Head of Wealth Planning Tax (Swiss and International Clients and Products) for UBS Group in Zurich, and Head of the Group Tax Centre for VP Bank Group in Liechtenstein. Prior to joining the Swisspath Group Ercan was leading the tax and legal practice for a financial service boutique based in Zurich. Ercan is fluent in German, English and Turkish.

After school education at the Lycée Français de Vienne, Stephan Sieder studied at the Paris Graduate School of Management, today ESCP Europe, specialising in finance, which he successfully completed in 1994.

He then began his career in asset management in Luxembourg and moved to Vienna after one year, where he was offered a position as a fund manager, which he held from 1995 to 1999. In 1999, the European Equity Fund, which he manages, was voted the best fund of the year.

In the same year, he joined Compagnie Monègasque de Banque in Monaco.  In 2010 he takes over a position to support Werner Peyer in his project to realign the CMB in various areas.

In 2015 he becomes COO and Director of CMB. In 2016, his agenda is enriched with personnel management.

In 2016, he initiates the transaction to take over a customer portfolio from a Monegasque competitor and subsequently implements the bank's IT migration, which was completed in June 2017.

Daniel Bleuer studied law and economics at the renowned University of St. Gallen and graduated with a degree in law and economics. After having finished his studies, he worked for several law firms in Zurich, Miami (USA) and St. Gallen.

Daniel Bleuer is admitted to the Swiss Bar and certified as notary public in the state of St. Gallen (Switzerland). He advises, as well as represents parties in commercial litigations primarily in the fields of corporate, commercial, labor and intellectual property, as well as in inheritance law and criminal law. In his capacity as notary public, he drafts writs (wills, protocols of shareholders meetings, contracts).

Daniel Bleuer speaks German, English and Spanish.

Kamen is a Bulgarian advocate and a Registered European Lawyer with the Bar in England. Kamen graduated in law from the University of Cambridge, England. He has a wide experience in both transactional and contentious matters in various sectors and geographic markets, having lived and worked in Russia, Japan and Saudi Arabia as well as Bulgaria and the UK. He is fluent to a native standard in English, and also speaks fluent French, German, Italian and Russian. Kamen is a member of the Bar European Group, the Intellectual Property Institute both in the UK, and is a mentor to startup companies through Europe's largest accelerator, Seedcamp.