Ukranian Wealth Management Forum

Ukranian Wealth Management Forum

Adam Smith Institute reports that Ukranian Wealth Management Forum will be held in Kyiv on December 3-4
19.10.19

 

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.


VIEW THE UWM FORUM BROCHURE NOW


With this invitation via InVenture you are entitled to a 15% discount.

Simply quote your VIP code: XUC015mIV. REGISTRATION ONLINE.

SPECIAL FEATURES OF 2019 FORUM

Keynote: “Criminalisation of the rich and industrious”

A thought-provoking keynote presentation delivered by Robert Amsterdam. One of the world’s leading private client lawyers who work with Ultra High Net Worth Individuals (UHNWIs) from across the globe. He is thrilled to come to Ukraine and share his views on the current shifts in the global regulatory environment. 

Keynote by 1st Multi-Family Office in Ukraine

Dmitriy Kononets, Family Officer from the 1st Family Office Ukraine (created on the initiative of Intesa San-Paolo Group): will give a keynote presentation,“How the multi-family office industry is changing worldwide, what service models are used in Ukraine today, and what Ukrainian beneficiaries are looking for”, sharing the story of how together with their team they are paving the early steps building the first official Ukrainian Multi-Family Office for 26 families. 

Keynote: Ukraine Millionaire Mind

Taras Kyrychenko and Timofey Brik, Sociologist from Kyiv School of Economics (KSE), will give a keynote presentation of a sociological study “Life of Wealthy Ukrainians. New Success Stories” that will examine the minds of wealthy Ukrainians, exploring their ideas, beliefs, and behaviours, similarly to a groundbreaking New York Times bestseller “The Millionaire Mind.”

Diamond Cocktail Reception 

This year, thanks to our sponsor, East-West United Bank, the evening of day one will feature a Diamond Cocktail Reception. Each delegate will receive a glass of champagne to which a small bag will be tied, containing a diamond or Swarovski crystal. There will be an onsite professional appraisal, which will determine the one lucky winner.

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

 

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!

Looking forward to seeing you in December in Kyiv! 

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Organizer: Adam Smith Institute
Start: 03.12.2019, 09:00
Ending: 04.12.2019, 18:00
Location: InterContinental Hotel
Address: Kyiv, Big Zhytomyrska street, 2A

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Organizer: Adam Smith Institute
Start: 03.12.2019, 09:00
Ending: 04.12.2019, 18:00
Location: InterContinental Hotel
Address: Kyiv, Big Zhytomyrska street, 2A