Following the success of Adam Smith inaugural Ukrainian Wealth Management Forum in 2018 we are glad to present our second edition of the event! 

It 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.

With this invitation via Warsaw Business Journal you are entitled to a 15% discount.

Simply quote your VIP code: XUC015mWBJ. REGISTRATION ONLINE.

ADDITIONS TO THE AGENDA:

• Keynote presentation from the 1st Family Office in Ukraine by Dmitro Kononets, Co-Founder and Managing Partner. Mr Kononets will share his expertise on the topic of how the multi-family office industry is changing worldwide, what service models are used in Ukraine today, and what Ukrainian beneficiaries are looking for. You will learn the journey of paving the early steps of building the first official Ukrainian multi-family office.

• Keynote presentation on the Ukrainian Millionaires’ Mind by Taras Kyrychenko and Timofey Brik, sociologist from Kyiv School of Economics (KSE). You will be the first audience to be introduced to the outcomes of this one of a kind sociological study on “Life of Wealthy Ukrainians. New Success Stories”. The study will examine the minds of wealthy Ukrainians, exploring their ideas, beliefs, and behaviours, similarly to a ground-breaking New York Times bestseller “The Millionaire Mind”.

• Most up-to-date jurisdiction comparison for HNWIs by Andrey Zaytsev, Head of Private Banking, East-West United Bank S.A. Mr Zaytsev will compare Switzerland, Cyprus and Luxembourg, as jurisdictions for Ukrainian HNWIs, breaking down special features of compliance in Europe for Ukrainian customers.

• Analysis of attractiveness of Europe and Cyprus for HNWIs by George Dokuchaev, Sales Director, Prime Property Group, Cyprus. You will explore the major latest trends within the residency and citizenship by investment programmes, as well as discuss the pros and cons of them for the Ukrainian HNWIs. 

Summary of key topics

• Masterclass on succession planning with Swiss experts

• Comparison session on the family offices industry in Ukraine & other countries

• Deep-dive into legal changes in Ukraine in 2019, with a special focus on currency liberalisation: the impact on HNWIs

• A look into the future of the off-shore world & the global shift towards transparency: BEPS & other initiatives

• Analysis of global immigration trends and how they are relevant for Ukrainian HNWIs

• Discussion on Private Banking & Premier Banking in Ukraine and abroad

• Review of the investment preferences of wealthy Ukrainians and news in assets structuring

• Diamond Cocktail Reception at the end of the day one

This year, among the forum delegates, you will be able to meet with representatives of Bendura Bank AG, Union Bancaire Privée, Banque Havilland (Schweiz) AG, Banque Internationale à Luxembourg, CIM Banque, Bank of Singapore and many others.

Click here to see initial Conference Agenda!