Ukrainian Wealth Management Forum

 November 12, 2019



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Following the success of Adam Smith inaugural Ukrainian Wealth Management Forum in 2018 and our continuous co-operation with the Energy Security Forum, held annually at the Monaco Yacht Club, we are glad to be in partnership again with Adam Smith, for their second edition of the Ukrainian Wealth Management Forum!

The Ukrainian Wealth Management Forum will take place on the 3-4 December 2019 and will bring together Ukrainian and international  private & premier bankers, family offices& wealth management firms, private client lawyers, tax advisors and charismatic entrepreneurs.

At this year’s forum we will provide updates on the latest trends in the private banking and wealth management industry in Ukraine & Europe and closely explore the most pressing issues and problems being faced by the private banking and wealth management community today.

Click here to view the UWM Forum Brochure now

With this invitation via Monaco Wealth Management and the UHNW Business Club you are entitled to a 15% discount.

Simply quote your VIP code: XUC015mMWM. REGISTRATION ONLINE.


Ukrainian Wealth Management Forum 2019

3-4 December 2019
Kyiv, Ukraine

Thanks to Monaco Wealth Management and the UHNW Business Club
you are entitled to a 15% discount.
Simply quote your VIP code: XUC015mMWM

For registration visit the Ukrainian WMF2019


ONLY AT THIS UNIQUE EVENT

 

HEAR THE LATEST UPDATES DIRECTLY FROM SENIOR DECISION MAKERS OF THE GOVERNMENT OF UKRAINE 

Government speakers who will update you on the current policies and regulations that affect the wealth management industry. In particular currency liberalisation, automatic exchange of information and CFC regulations.

Danylo Hetmantsev, Head of the Verkhovna Rada Committee on Finance, Tax and Customs Policy Verkhovna Rada

Elena Korobkova, Executive Director, Independent Association of Banks of Ukraine

 

SPECIAL KEYNOTE “CLIENT’S PERSPECTIVE” 

Vladislav Burda, Founder and Owner of RedHead Family Corporation, President, The Family Business Network Ukraine

Vladislav Burda will talk about: What issues do successful Ukrainian entrepreneurs face when planning the future of their business empires? How can they best address these issues? How should these entrepreneurs educate the next generation of business owners?

 

RENOWNED INTERNATIONAL PRIVATE CLIENT LAWYER

Robert Amsterdam, Senior Partner, Amsterdam & Partners (London, UK)

Robert Amsterdam is an international lawyer with 35 years experience working on high-profile cases in emerging markets. His law firm 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.

 

LEARN FROM SWISS PRIVATE BANKERS’ EXPERTISE

Karen Aslanian, Executive Vice President, Lombard Odier (Zurich, Switzerland) will present detailed case studies on Wealth Transmission in the Masterclass on Succession Planning.

Olga Freer, Director, Senior Wealth Planner at UBP will also take part in the Masterclass on Succession Planning.

Elizaveta Timoshenko, Head of Premium Banking, Credit Agricole (Switzerland) will take part in the Panel Discussion: Private Banking & Premier Banking in Ukraine and Abroad.


PLUS OTHER NEW ADDITIONS TO THE AGENDA

 

ART ROUND TABLE “UKRAINIAN ART MARKET TO FULL TRANSPARENCY”

Alina Plysch, Partner, Sayenko Kharenko 

Alina Plysch will moderate Art Round Table and lead a discussion on: What are the new regulations being developed by the government in collaboration with Ukrainian lawyers? How will these regulations better protect the interests of collectors?

 

FORMING YOUR INVESTMENT PORTFOLIO DEPENDING ON THE ECONOMIC CYCLE

Maxim Koretsky, Investment Director and Co-Owner of Blackshield Capital will talk about the formation of an investment portfolio, depending on the stage of the economic cycle.

 

RESEARCHING THE NEW INVESTMENT STRATEGIES 

Yuriy Fylyuk, CEO of the impact investment project Promprylad.Renovation

As part of investment panel, Yuriy will give a presentation about new business models with social impact that allow us to achieve greater sustainability in an ever-changing world unlike traditional business projects.


All this and much more at the Adam Smith Ukrainian Wealth Management Forum, which is built on our 10+ year international experience in the wealth management industry.

Join us in our groups on Facebook and LinkedIn: add your opinions, suggest topics for discussion and join the debate. Your voice is important to us!

Raise Your Profile with Top Industry Decision-Makers

Looking forward to seeing you in December in Kyiv!

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UHNW Business Leaders Networking Evening in London, UK (22 January 2020)

Join us for a wonderful evening at the exclusive Vault Bar and connect with leaders from the UHNW industry from Monaco and London.

22 January 2020 (Wednesday)
18:30 - 21:00
The Vault, Revolution Bars
London, UK

RSVP now

 

Partner event:

Live demonstration of the YAMBA platform and a case study on Walt Disney's data transformation.

28 January 2020 (Tuesday)
18:00 - 19:30
CREM (Foreign Residents' Club of Monaco)
1, Avenue Princesse Grace
98000 Monaco

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UHNW Business Club Evening in Monte-Carlo, Monaco (17 April 2020)

Welcome to Monte-Carlo. Join UHNW industry leaders and UHNW business owners for an interactive networking evening in Monaco.

17 April 2020 (Friday)
17:30 - 21:00
TV Art Live Gallery
Rue du Berceau
98000 Monaco

RSVP now

 

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