Wealth Management & Private Banking: Russia & CIS, 17th

EARLY SPEAKER CONFIRMATIONS INCLUDE

Alexander Kotchoubey Executive Vice- President Lombard Odier Darier Hentsch

Roberts Idelsons Chairman of the Board M2M Private Bank

Avy Burstin Managing Director, Head of Russia & CIS Desk Zurich Societe Generale Private Banking

Marina Ionova Managing Partner Financial Family Office

Svetlana Ryabokon Head of Corporate & Fiduciary Services Oracle Capital Group

Daniel Mateos Partner Werner Capital LLP

Success of Wealth Management & Private Banking: Russia & CIS

Preparations are well underway for Adam Smith Conferences’ 3rd International Wealth Management & Private Banking: Russia & CIS conference, which will take place on 17-19 April 2012 in Moscow.

This conference is now in its third year and has already established itself as a MUST ATTEND EVENT in the spring calendar of the region’s wealth management and private banking professionals! Our audience particularly appreciates the truly international nature of this conference as being part of Informa PLC, one of the world’s leading media and conference companies, we have access to invaluable resources and contacts in the European wealth management industry.

Download Wealth Management & Private Banking: Russia & CIS conference programme here

What is on offer in 2012?

Presentations by 40+ leading professionals from wealth management companies, family offices and private banks with exceptional experience of managing Russian and CIS wealth, both locally and internationally

A thoroughly-researched programme packed with innovative features, to address the vital issues that private bankers, wealth managers and family offices are facing today

Back by popular demand! INTERACTIVE PANEL DISCUSSIONS led by charismatic moderators

New format! PARALLEL STREAM SESSIONS to encourage more in-depth professional debate on specific issues

New format! BREAKFAST BRIEFINGS

Gala-cocktail reception and other premium networking oppotunities

CONFERENCE EXPERT ADVISORY BOARD

Andrei Movchan, CEO, Third Rome
Svetlana Ryabokon, Head of Corporate & Private Client Practice, Oracle Capital Group
Alexey Gusev, Dean, Institute of financial planning
Robert Idelson, Chairman of the Board, M2M Bank
Simon Fentham-Fletcher, Portfolio Manager, Renaissance Asset Managers
Avy Burstin, Managing Director, Head of Russian & CIS desk, Societe Generale Zurich
Daniel Mateos, Partner, Werner Capital LLP

HIGHLIGHTS and KEY TOPICS IN 2012:

How to set up and run a successful FAMILY OFFICE? With practical CASE STUDIES from Western & Russian family offices

Assessing CREDIT APPETITE: including leveraging portfolios, Lombard loans, high-end mortgages, aviation finance, yacht finance and more! Professionals from Western and Russian banks, Family Offices and financial boutiques will discuss practical issues related to lending

IN SEARCH OF TALENT: how to find and retain talented individuals who can create and run a family office? Expert presentation

Masterclass on LEGAL and TAX risk management for Russian HNWIs. Including: personal tax, corporate tax & double taxation treaties, trusts, family and matrimonial issues and more

Latest investment themes, with spotlight on:

o HIGH-END PROPERTY as a popular investment for HNWIs, including practical issues of buying real estate in major European locations

o ALTERNATIVE/ EXOTIC/“PASSION” investments

o Ways of HEDGING RISKS when designing clients’ portfolios, and the role of STRUCTURED PRODUCTS

o Investing in INFRASTRUCTURE as a new trend

More to look forward to

• ROUND TABLE DISCUSSION: dedicated to the present and future of private banking in the CIS and the Baltics
• BREAKFAST BRIEFING: Adding value via CONCIERGE SERVICES
• BREAKFAST BRIEFING. How to give effectively? Spotlight on PHILANTHROPY
• PANEL DISCUSSION: Opportunities and challenges for private banking/VIP banking in the RUSSIAN REGIONS
• DEBATE: What is most important for a private banking client: Trusting relationship? Confidentiality? Transparency? Performance of the investment? Global reach?
• DEBATE: Local versus foreign banks: competition or co-operation?

And much much more!

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