future wealth kiev 2013

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The first futurewealth conference on wealth management and private banking to be held in the Ukraine.

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Page 1: Future wealth kiev 2013
Page 2: Future wealth kiev 2013

• Conference is about the real future of Private Banking & Wealth Management industry and everything that is connected with private wealth service and luxury lifestyle.

• Practice. International cases. Trends and Analytics.

• Benchmarking. Prospection.

• Client-centric approach.

• Networking & sharing.

• Charismatic leaders of wealth-segment (banking, luxury, strategies).

• Trends in luxury segment.

Concept

Page 3: Future wealth kiev 2013

Conference is for developers & ambassadors of PB segment in

Ukraine

• CEO and Vice-Chairmans in banks.

• Heads of PB&WM departments.

• Private bankers.

• Financial advisors of high level, lawyers, tax consultants, specialists in alternative investments, working for wealthy clients.

• Banks marketing directors.

• Investment bankers.

• Top managers of asset management companies, insurance companies.

• Developers of luxury real estate, premium automobiles, representatives of luxury brands.

• Art-marketing and other experts involved into wealth customer service.

• Companies offering decision for banks as IT, HR, Concierge, CRM, payment systems, etc.

• Representatives of leading Ukrainian business media.

Page 4: Future wealth kiev 2013

• IDNT /company which design profitable experience/ develops and implements concepts for Retail Banking, Mass Affluent, Private Banking, Corporate Banking offices & branches, helping banks to improve the service quality and customer experience via instruments of marketing, architecture and design.

• IDNT is the partner of Scorpio Partnership (UK) in CSI region and develops expertise in partnership in this segment. IDNT is not a conference operator, this conference is an educational initiative.

• The event is created by industry experts who know the problems of the "inside", serve wealthy clients every day and develop the best conditions for the service in banks. IDNT participated in dozens of conferences on private wealth management in different countries and understand what kind of information is really needed today for bankers and companies working for wealthy. Banks, companies, brands and their clients will meet face-to-face at our event to outline the ways of industry development.

Organizer

Page 5: Future wealth kiev 2013

Scorpio Partnership – Ideological Partner

Page 6: Future wealth kiev 2013

Speakers & experts

Page 7: Future wealth kiev 2013

• Sebastian Dovey is a managing partner and co-founder at Scorpio Partnership, where he is responsible for the development and execution of strategic recommendations surrounding marketing, business development, M&A and client services in wealth companies.

• He is a regular commentator on the wealth management industry in the press and at conferences and academies, and he has chaired and presented at leading industry events in Asia, Europe, and the United States.

• Mr. Dovey has also served as a lecturer at the Swiss Finance Institute’s executive MBA program.

• He serves on the editorial board of WealthBriefing and is chairman of the advisory board of B-Hive, a network for global private client investors.

• Mr. Dovey holds a BA in modern history from University College London and a MSc in economics from the London School of Economics.

Sebastian Dovey, Great Britain

Page 8: Future wealth kiev 2013

• Aleksey Aleksandrov is the President of Private Banking Club at Forum for Leading International Financial Institutions. MBA, PhD, Deputy Chairman of the Board, Head of the Department of personal banking services of Private Banking Ukrsibbank, BNP Paribas Group.

• Aleksey is the author of more than 30 scientific publications, covering the subject of individual customer service, owners of private wealth.

• Mr. Aleksandrov is the author of two books devoted to the survey of the dimension development of Private Banking in Ukraine. Co-author of the collection “Private Banking in Russian way”, 2013.

Aleksey Aleksandrov, Ukraine

Page 9: Future wealth kiev 2013

• Elena Kolosvetova is a Vice-President of OTP Bank in Ukraine, Head of Private Banking, MBA Institute of International business relations, Kassel University.

• Elena has been working in banking since 1999. She has an experience in investment (was the Head of Private Banking in investment company “Sokrat”).

• She is the speaker of Ukrainian Bank Forum, Institute of Adam Smith, 2010.

• Elena Kolosvetova has been working with Private Banking development in OTP Bank since 2009.

Elena Kolosvetova, Ukraine

Page 10: Future wealth kiev 2013

• Aleksey Gusev is the main expert in Russian Academy under the President of Russia. He is the member of advisory council, scientific director, Institute of Financial Planning, Russia.

• Aleksey is the author of several works on the customer service of domestic VIP-clients, the author of the first Russian book in Private Banking in the CIS.

• He develops the systems of effective service for VIP-clients and introduces the technologies of Private Banking & Wealth management in leading Russian banks.

Aleksey Gusev, Russia

Page 11: Future wealth kiev 2013

• Maxim Shahalov is Advisor to the Board of Directors of "Delta Bank". He oversees the direction of Delta Premier servicing wealthy clients and Private Banking, has an extensive experience in business development services and VIP Private Banking.

• He also held the position as Director of the Department of personal decisions (A-CLUB), Alfa-Bank (Ukraine), as well as various positions at Bank Aval, UkrSibbank and Raiffeisenbank Ukraine.

• Maxim has an experience of job in stock exchange working as Executive Director of Private Banking in Investment Company “Feniks Capital”.

• He is the Deputy Head of the Private Banking Club at Forum for Leading International Financial Institutions.

Maxim Shahalov, Ukraine

Page 12: Future wealth kiev 2013

• Yuriy Kidyaev is Director of Private Banking and International Banking, Sampo Pank, Estonia.

• He has been working in banking since 1998.

• Yuriy is graduated from the University of Tartu, specialization - banking and international business. He received a master's degree in economics in the Estonian Business School.

Yuriy Kidyaev, Estonia

Page 13: Future wealth kiev 2013

• Tatyana Zamorskaya is Director of Tax & Legal Department, Head of KPMG Ukraine.

• KPMG has been working in Ukraine since 1992, provides audit and advisory services on tax and financial issues to major Ukrainian and global companies and to a broad range of non-governmental organizations and financial institutions.

Tatyana Zamorskaya, Ukraine

Page 14: Future wealth kiev 2013

• Erik Nayman is a managing partner at Capital Times Company, Doctor of Economic Sciences. He is the author of numerious books on trading and risk management, analysis and investment management.

• The first edition of his book "Small trader’s encyclopedia" was published in 1997 and since then it has stood more than 10 editions. The total edition of all E. Nyman's books has exceeded 60 thousand.

• Erik Nayman was a professional trader, financial analyst and portfolio manager who worked in the stock market and the Forex market.

• E. Nyman was among the five most influential figures in the stock market in Ukraine according to the newspaper "Business” at the end of 1998, 1999 and 2004.

Erik Nayman, Ukraine

Page 15: Future wealth kiev 2013

• Mykola Chumak is the founder and strategic director of IDNT, also member of Private Banking Club, responsible for Research&Investigation Direction.

• He studied design, banks concepts and customer experience in Hong Kong, Singapore, London and Tokyo; and the author of numerous publications in professional and business magazines.

• Co-author of the first edition on «Private Banking in Russia» almanakh. He is a constant expert & speaker on conferences devoted to banking in Ukraine, Russia, Spain, Rome, Singapore, speaker on Next Bank Europe conference.

• IDNT more than 10 years specializes in developing and implementing concepts and formats for Retail Banking, Private Banking&Wealth Management, Mass Affluent. IDNT is the partner of John Ryan (Spain) and Scorpio Partnership (Great Britain), Retail Vision (Great Britain).

Mykola Chumak, Ukraine

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• Experience of using bank services

• Satisfy / dissatisfy by

• Which products are demanded

• Experience of their friends

• Why this bank, why others are not so good

And also the really wealthy clients who will share with their experience

Page 17: Future wealth kiev 2013

Organizer (conceptual questions & strategic partnership):

Mykola Chumak

IDNT

CEO |Founder, Strategic Director

+38 067 502 9152

[email protected]

Event-provider:

(questions on participation and sponsorship)

Nadejda Evtushenko

Event Envoy

Project manager,

+ 38 067 513 14 59

[email protected]

Thank you!