Adam Smith Conferences is hosting its 10th Anniversary Wealth Management & Private Banking Summit. We’ll bring together award-winning family offices, wealth managers, private bankers and VIPs who are using exceptional strategises to adapt and provide the best service along with big returns for their clients. During this summit, they’ll share insights, stories and best practices for you to adapt to a changed wealth management industry, analyse financial markets and understand the new trajectory of investors’ activity.
The summit starts on Dec. 8 at 11am (Moscow time), 8am (GMT), 9am (CET). Here’s what’s on the agenda:
- How the industry adapted to the new reality, the trends in the coming decade from the Former Head of Wealth Management at UBS who is now running his own private consultancy working with exceptional HNWI’s.
- Learn how tax and legal system of Russia will evolve in 2021 from Deputy Head of Federal Tax Service of Russian Federation and leading tax lawyer from KPMG, moderated by Olga Boltenko, founder of an award winning tax boutique law firm that exclusively works with wealthiest Russian clients.
- A panel of wealth managers and experts on Russian and international equities, bond markets, and alternative investment classes will look into the 2020 paradox and share and compare their investment strategies on how they protect their clients in this unprecedented volatility.
- Digital evolution - latest trends
- How to prepare for the time of trouble - succession planning in the modern context
- Attack on the offshore world: is it the end of offshores and what are the alternatives?
- HNWI profile and lifestyle - how is it changing?
- Tax structuring for wealthy families and their businesses – case studies
- Practical seminar on international succession planning by Co-Founder of International Business Structuring Association (UK) with case studies and group workshops.
Detailed agenda
Registration
