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Gerard Aquilina
Head of International Private Bank
Barclays Wealth (UK)
Jean-Gabriel Arqueros
Global Market Manager, Russia
SG Private Banking (Switzerland)
Alberto Lotti
Chief Executive Officer
UniCredit (Suisse) Bank SA (Switzerland)
Yves Stein
Chief Executive Officer
ABN AMRO Private Banking (Switzerland)
Christoph Streule
Chief Executive Officer
HSBC Private Bank Suisse (Switzerland)
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Conference:
Day 1
Wedesday 19 November
08:30 - 18:30
Day 2
Thursday 20 November
08:30 - 18:30
Workshops:
Pre-conference workshopTuesday 18 November
08:00 - 16:00
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Our official media partner
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Meet our speakers
Director Private Banking,
UkrSibbank BNP Paribas Group
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Private Client Services ,
Standard Bank
Innokenty Alekseev is working with Standard Bank's Family Office Wealth team in London, providing private banking, succession planning and wealth structuring services to high net worth and ultra high net worth clients in Russia, Ukraine and Kazakhstan. Innokenty is a US educated lawyer with private practice experience at the Moscow offices of two leading international law firms as an associate specialising in cross-border M&A transactions and in capital markets, banking and financial regulation. Innokenty has a Masters degree from Stanford Law School and a Diploma cum laude in international law from Moscow State Institute for International Relations (MGIMO) in 1996. Before joining Standard Bank in 2007, he served as Deputy General Counsel with MDM Bank in Moscow.
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Chairman & Editor-in-Chief,
Tru-Est Ltd
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Managing Director and Head of International Business,
Barclays Wealth
Prior to joining Barclays Wealth, Gerard was CEO of HSBC Private Bank in the Americas, and a member of the Senior Management Committee of HSBC Bank USA. Gerard joined HSBC from Merrill Lynch where his responsibilities covered a number of senior management roles including Global Head of Sales and Marketing, Global Head of Trusts, Country Head for Brazil Private Clients and Head of Marketing for Latin America, Western Europe and the Middle East for Merrill Lynch International Bank London. Before joining Merrill Lynch, Gerard was an investment banker and an international lawyer in the US and the UK.
Gerard holds a Bachelor of Arts in International Relations from Columbia University, a JD in International Law from American University School of Law, and an LLM in Maritime Law from the University of London.
Gerard and his wife, Maria Teresa, currently live with their three children in London.
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Mr Jean Gabriel Arqueros, Global Market Manager,
Societe Generale Private Banking
Jean-Gabriel has been with SG Private Banking since 2003 and is Senior Executive Vice President, Global Market Manager for Russia. Prior to joining SG Private Banking, he was Executive Vice President Manager for CBG Compagnie Bancaire Geneva
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Chief Executive Officer,
CSOB Investment Fund (KBC Group)
Jan Barta, currently the CEO of the CSOB Investment Co the fund management arm of KBC Group in Prague, Czech Republic, has been involved in the investment business for more then 13 years already – almost since the very beginning of this industry in Eastern Europe. Jan has been active in custody business first establishing this service for global securities services providers. Later, he was one of the founders of investment fund business at CSOB, one of the 3 biggest banks in the Czech Republic. As core to the strategy he was leading the team introducing structured/capital guaranteed products in the Czech Republic: Jan has gone through different positions being responsible for mainly sales and product development. Last year he was appointed as a CEO of the company.
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Mrs Liliana Coca Damianov, Head of Private Banking ,
Eurobank EFG Private Banking
Professional experience:
ABN AMRO 1998-2003 5 yrs
HVB-UNICREDIT Group 2003-2006 3 yrs
BANCPOST Member of Eurobank EFG Group 2006-2008 2 yrs
Have been the initiator of the asset management and custodian services in Romania for ABN AMRO.
Have done private banking for HVB and the Eurobank EFG Groups
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Managing Director,
Scorpio Partnership
Sebastian is a founding partner of Scorpio Partnership – the leading wealth management industry strategy think tank. At the firm, Seb’s driving passion is to help chart the future vision of the wealth management industry. To this end, he is a vocal advocate of innovation through listening to the client and the advisor when developing business strategies. Indeed, Scorpio Partnership is now the world’s pre-eminent client interview research firm, having conducted over 5,000 face-to-face research interviews with millionaires and billionaires across the globe. The firm has also interviewed almost twice that number of professional advisors in the course of its history.
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Mr Alex Titus Dumitrescu, Head of Private Banking,
Banca Comerciala Romana
Alex Titus Dumitrescu
Head of Private Banking
BCR Banca Comerciala Romana – Erste Group
Mr. Dumitrescu graduated in International Economic Relations from The Academy of Economic Studies in Bucharest and then achieved a master in Geopolitics and Geo-economics from the same University. He also holds a degree in Business Administration.
He started his career in BCR as an account manager and then he worked as a relationship manager. In 2005 he was appointed Head of Retail Business Development and since 2006 he is covering the position of Head of Private Banking in BCR, the largest banking group in Romania.
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Group Head of Wealth Management,
Bank of Georgia
Deborah Fairlamb joined Bank of Georgia in August 2007, as Group Head of Wealth Management, bringing over ten years of experience in building and managing Wealth Management products, services and clients.
Prior to joining Bank of Georgia, Ms. Fairlamb spent 7 years with UBS, developing and marketing UBS’s high net worth client platform in the United States. During the course of her career at UBS, she held a variety of roles, including Director of High Net Worth Marketing and Manager in the Sales Development Group. Ms. Fairlamb started her career in financial services with Merrill Lynch in their International Private Client Group. She received her BA degree from the University of Delaware.
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Managing Director, Private Banking, Head of Private Banking Central and Eastern Europe,
Sal. Oppenheim
Harald Friedrich joined Sal. Oppenheim Austria in February 2001 and took reponsibility for the bank´s Private Banking department. In Private Banking Sal. Oppenheim provides comprehensive services and tailor-made solutions to high-net-worth individuals, trusts and foundations from Austria and abroad with the aim of preserving and continuously increasing the value of their assets.
In addition Harald Friedrich has been appointed Head of Private Banking for Central and Eastern Europe at the beginning of 2006 and is responsible for the development of Sal. Oppenheim´s Private Banking activities in this region.
Before 2001 Harald Friedrich was responsible for the Private Banking department of ABN Amro N.V., Vienna Branch.
In 1994 Harald Friedrich graduated from the Vienna University of Economics and Business Administration where he had studied „Commercial Sciences“ (Mag. rer.soc.oec) and had majored in „Finance and Financial Markets“.
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Head Central & Eastern Europe Switzerland,
Deutsche Bank (Suisse) AG
Alain R. Held is the head of Central and Eastern Europe Switzerland with Private Wealth
Management Deutsche Bank, based in Zurich.
He is also the main relationship officer for Russian key clientsand a liaising officer with
Deutsche Bank Investment Bank in Moscow. He has been working forDeutsche Bank
since 2006 and assumed his current role in 2007.
•Head of Central and Eastern Europe Switzerland, Private Wealth Management Deutsche Bank, Managing Director, 2007, Zurich
•Deputy Head of Global Sales and Business Development, Private Wealth Management Deutsche Bank, 2006-2007, Zurich and Frankfurt
•Responsibility for major global growth initiatives, including M&A
Previous work experience
•The Boston Consulting Group, Senior Manager, 1999-2006, Zurich
•Projects in Financial Services (re-/ insurance, banking) in Switzerland, Italy, Germany, USA and in particular Private Banking in Liechtenstein and Switzerland
•Build-up of Private Banking Practice in Zurich
•Accenture, Senior Consultant, Zurich and Frankfurt / Dortmund
•Large international systems installation projects (including the German Stock Exchange), 1995-1997
•UBS, Software Engineer (scoring systems for risk management) business banking, 1994-95, Zurich
Education
•MSc. Computer Engineering (Dipl. Informatik-Ingenieur) ETH, Zurich, minor in Russian language and literature
•MBA, The University of Michigan in Ann Arbor, emphasis on Corporate Strategy and Finance
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Head of Private Banking,
UniCredit Tiriac Bank
I joined HVB Bank in April 2006 as Head of Private Banking in the middle of merger between HVB Bank and Banca Comerciala Ion Tiriac. Main responsibilities: retain and develop business with Private Banking clients coming from the two banks and prepare the strategy of this area of business for the second merger with UniCredit. Prior to join HVB Bank I was responsible for the Treasury Marketing Unit in Banca Comerciala Ion Tiriac (2003) and before this position I was responsible for the Custody Services in ING Bank NV, Romania (2001). I started my career as stockbroker in 1996 and during the period 1996 -1999 I had responsibilities as Head of Trading and Executive Manager of a local brokerage company.
Education : B. Sc in Mathematics from University of Bucharest (in 1996) and an MBA from City University Seattle, Washington (in 2004).
Married, one 10 years daughter
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Senior Manager Fiduciary Services,
RBC International Wealth Planning
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General Manager, Central and Eastern Europe,
Odyssey Financial Technologies
After graduating Michel Jongen joined the Banque Internationale à Luxembourg in 1985 to set up and operate their interest rate derivatives trading and hedging activities. Four years later he joined BIS Banking Systems (BIS), where he built its European business and implementation consultancy team. Focussing on Treasury Management, Capital Market, Portfolio Management and MIS related projects, Michel's team first covered Continental Europe and later expanded to encompass the UK.
Michel left BIS (now Misys) in 1995 to join Odyssey as a co-founder. After an initial focus on the Benelux countries he successfully managed the development of Odyssey’s activities in Germany and Austria. He currently hold the position of General Manager Germany, Austria and Eastern Europe, with the aim to establish Odyssey as the leading asset and wealth management platform supplier to this fast developing part of the world.
Michel Jongen holds a masters degree in economics and business administration from the University of Namur (Belgium).
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Member of the executive board,
Experta Corporate and Trust Services
Gabor Kacsoh is member of the Executive Board of Experta Luxembourg, a regulated provider of incorporation and company administration services in Luxembourg. He dedicated nearly a decade focusing on business development activities, mainly in Central and Eastern Europe, including managing business relationships with both institutional and private clients, particularly in terms of structuring private equity and real estate transactions.
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Chief Investment Officer & Head of alternative investment,
Erste bank
Since end of 2000 Mr. Kampitsch is heading the alternative investment department of Erste Bank, Vienna. He is heading a team of 20 employees in Vienna and London. During this time assets increased from USD 150m to more than USD 1,8bn currently. Prior to that he was the Co-Head of Asset/Liability-Management of Erste Bank, where he got an indepth knowledge of various aspects of balancesheet- and riskmanagement. Altogether he is now with Erste Bank since 1993 in various departments like Controlling or Strategic Management. He is a graduate in Business Administration with specialisation in finance of the University of Vienna, Austria and did also a one year education at the Heriot Watt University in Edinburgh, Scotland.
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Executive Vice President,
Lombard Odier Darier Hentsch & Cie
Prior to joining Renaissance Investment Management Mr. Alexander Kotchoubey was Head of the Investment Strategy team within Merrill Lynch & Co.-s Investment Wealth Management & Insurance (IWMI) group in New York and responsible for strategic investment advice on global equities while integrating fixed income, F/X and commodity Research into portfolio strategies for ML-s 15,000 global Financial Advisors and their clients. Mr. Kotchoubey was a member of ML-s Global Research and Management-s Investment Strategy Group. Previously, Mr. Kotchoubey was a Director at Medley Global Advisors (founded by George Soros-s ex-Quantum Fund partner Richard Medley) where he led the launch of MGA-s equity product offerings. Mr. Kotchoubey began his career at Brown Brothers Harriman (BBH) in New York and spent nearly a decade at America-s oldest and largest Private Bank. He graduated from Middlebury College with a Bachelor of Arts (BA) in Russian and East European Area Studies. He studied briefly at Moscow State University and is fluent in Russian and French and conversant in Spanish.
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Michael Kullmann
is a Partner with MSR Consulting in Cologne where, as head of the Customer Intelligence unit and the Banking Practice, he focuses on the design and implementation of service quality measurements. In his projects he concentrates on the economic value of customer satisfaction and change management topics to increase customer satisfaction resp. customer retention in financial industries.
After a two-year training in banking and finance he received his Master’s degree in Political Science and Economics. Since 2001 Michael Kullmann has been a consultant for numerous companies in the financial services sector.
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Chief Executive Officer,
UniCredit (Suisse) Bank
Present day Chief Executive Officer of UniCredit (Suisse) Bank
Deputy Chairman of UniCredit (Suisse) Trust
Chairman of Acelum Sicav, Luxembourg
Chairman of Axion Sicav, Luxembourg
1996 – 1998 Head of Private Banking of BCI Suisse
Chairman of BCI Conseil, Luxembourg
Board Member of BCI LUX Sicav, Luxembourg
1982 - 1996 Riunione Adriatica di Sicurtà (RAS), Milan (Allianz Group)
Director of Institutional Investments of Riunione Adriatica di Sicurtà
1992-1996 General Manager of Gestiras, a leading Asset Manager
1988-1992 General Manager of Adriatica Gestioni
1979-1980 Lecturer at Università Luigi Bocconi, Milan
Education
1978 Degree in Economia Aziendale at the Università Luigi Bocconi, Milan
1982 Master in Business Administration at the Wharton School of the University of Pennsylvania, Philadelphia
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Managing Director,
Corporate Alliance
Is a professional financial intermediary since 1992, specializing in International Corporate & Tax Planning. He is a founder of Meridian Companies House – one of the leaders of company formation business on Russian-speaking markets. In 1999-2000 he was Director for direct sales of Rietumu Banka (Latvia). Since 2005 he is a key consultant for Corporate Alliance AG, providing International Corporate and Tax Planning for large corporations and Wealth Management and Asset Protection services for High Net Worth Individuals. He is residing in Israel and Switzerland, has Master Degree in Theoretical Physics, PhD in psychology and different diplomas from Cleveland and Los Angeles Institutes of Gestalt Therapy. Author of publications in professional and general press.
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Managing Director,
Maslinski & Co
Michael is an expert in the private banking and wealth management sector, in which he has been working as a specialist consultant since 1995, after 22 years practical experience in the sector. He has advised a wide variety of institutions on the development of their private client business, ranging from large retail and investment banks to wealth management boutiques and family offices. He was formerly Head of Marketing and Business Development at Coutts & Co.
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Head of CEE Company Research,
Raiffeisen Centrobank
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Country Head CEE Retail & Private Banking,
Raiffeisen Capital Management
12 years sales and marketing experience in the financial sector in CEE countries. Since 2002 in Raiffeisen Capital Management responsible for cross border distribution of investment funds in CEE, with special focus on Private Banking and Retail business. Since 2006 Country Head CEE
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Senior Sales CEE,
Raiffeisen Centrobank AG
Employment Record:
08/2007 - Raiffeisen Centrobank AG
Senior Sales Structured Products
• Senior Sales CEE, Structured Products
07/2007 – Graduation of EUREX and XETRA (Complete Examination FWB) exchange trader exam
07/2006 – Raiffeisen Centrobank AG
Sales Structured Products
o Securities Department, Structured Products Division, Derivatives Sales
o Advising clients in derivatives investment strategy
o Structuring certificates and warrants for retail market
01/2006 -07/2007 CWI Informationstechnologie GmbH
Junior Account Manager
o Acquisition
o Consultancy and Supervision of existing customers
o Telephonemarketing
o Organisation of Company Events
o Organisation of expositions
09/2002 - 10/2005 UNION Tennis Club Vienna
Head Coach and Assistent Manager
o Organisation of tennis events and tournaments in Austria
o Touring Coach of young professionals at the international tennis tour
06/2000 - 09/2002 ATP-Tour
Tennis professional
o Participation at ATP-tournaments in the US, Asia, Europe
10/2005 - 12/2005 Manpower GmbH, 1010 Wien for Xerox Austria GmbH
Sales
o Sales Assistent
o Updating databank
o Business Developmant
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Head of Business Development,
BNP Paribas Asset Management
Christian Petter is Head of Business Development BNP IP for Eastern Europe.
He covers the region out of Vienna, also running offices in Prague and Budapest.
Christian is also a boardmember in the Luxembourg SICAV World Select. He studied law and business administration in Vienna and Paris, holding a master degree in law. Previous to this function Christian was a managing director of Raiffeisen International Funds, being responsible for global distribution of Raiffeisen Asset Management.
He also was a boardmember in Tatra AM, Slovakia in Raiffeisen Investment Funds and in Raiffeisen Mirovinski, Croatia.
Christian started his bank career with Credit Lyonnais, Paris. He then joined Bank Austria for the Securities Devision, both in Vienna and London.
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Chaiman of the board,
Uniastrum
14 years career in banking and wealth management
Founder of three banks, discount brokerage firm, investment management company in Russia and United Kingdom, IFA network in Russia, IFA Institute in Russia.
CAREER HISTORY
Uniastrum Bank 1994 – Present
Chairman of the Board,
Managing Director
Uniastrum Bank is Moscow based universal bank with over 200 offices in Russia.
INFINADO PLC 2004 – Present
Chairman of the Board
INFINADO PLC is the first network of independent financial advisers in Russian Federation
Uniastrum Capital Limited 2001 – Present
Managing Director
Uniastrum Capital is London based asset and wealth management company.
Uniastrum Capital Limited is authorised and regulated by FSA.
A/O Uniastrum Holding 1991 – 1994
President
Uniastrum Holding was a core holding company of Uniastrum Group.
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Partner,
Heidrick & Struggles
Martina Postl is a Partner in the Heidrick & Struggles’ Vienna office. She is a member of the Global Financial Services practice with particular focus on Austria and CEE.
Prior to joining Heidrick & Struggles, Martina set up and managed a private equity company as a board member and then took the position of General Manager of an affiliate of Immofinanz, one of the largest real estate companies in Europe.
Previously, Martina worked for ten years with Raiffeisen Zentralbank (RZB) and headed structured, project and real estate finance. She began her earlier career with Citibank.
Martina obtained her Doctorate in Business Administration at Vienna University of Economics and Business Administration and later expanded her management skills at INSEAD.
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Head of Russia and Eastern Europe,
UBP
Gregg S. Robins is Regional Head, Russia & Eastern Europe for Union Bancaire Privée (UBP), with responsibilities for all institutional and private client business. Prior to joining UBP, he led an established New York-based asset management firm through a turnaround and sale. Before that, he led Citigroup's high-net-worth client businesses in Switzerland, Monaco and Luxembourg. During his time in New York, he was an adjunct professor at the New York University (NYU) Stern School of Business where he taught in the Executive MBA Program and was named professor of the year.
Dr. Robins has written and presented extensively on the financial services industry. The author of Banking in Transition: East Germany After Unification (Macmillan Press: 2000), he has also published various articles in Worth Magazine, The Investors Chronicle, The Global Wealth Management Forecast, Private Wealth Management, and others. Appearances in the international press and media include features on CNN, CNBC, and the BBC World Service, and participation in and chairing of industry conferences. He has served as an advisor to various corporations and governmental bodies.
His global experience and appreciation of diverse cultures is accompanied by language proficiency in Russian, Spanish, French and German. Dr. Robins holds a doctorate in Management from the University of Oxford (UK), and a Master of Philosophy Degree also from Oxford in Russian and East European Studies, during which time he was a Marshall Scholar.
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Head of Eastern Europe,
Coutts Bank von Ernst
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Head of Private Banking Eastern Europe,
Julius Baer
January 2008 – today Bank Julius Baer & Co. Ltd.
Senior Relationship Manager
Deputy Sub-Region Head Eastern Europe & Russia
Head Eastern Europe 2
2004 – 2007 Clariden Leu
Senior Relationship Manager
Team Head Austria & Russia
1998 – 2003 Coutts Bank (Schweiz) AG
Client Relationship Manager
1994 – 1998 Bank Austria (Schweiz) AG
Senior Portfolio-Manager / Anlageberater
1990 – 1994 Schweizerische Kreditanstalt
Fondsmanager Asset Management
1989 – 1990 Schweizerische Kreditanstalt
Portfolio-Consultant Asset Management
1988 – 1989 Schweizerische Kreditanstalt
Securities Internship
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Director and Head of Development & Strategy,
RBC Trust Company (International) Limited
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Chief Executive Officer,
ABN AMRO Private Banking
Yves Stein (44) is Regional Head Private Banking Belgium, Luxembourg, Switzerland as well as International Private Banking of Fortis. He is also member of the Management Board of Fortis Private Banking. His numerous senior management positions in the region of Europe and its countries bring to his assigned role 20 year of private and all-round banking experience.
Trained as economist, Yves Stein started his career at the Banque Generale du Luxembourg /Fortis' subsidiary) in 1987, where he occupied various management positions in Corporate Banking, Marketing and Fund Services. He joined Fortis Private Banking in 2000 as Global Chief Sales and Marketing before taking the responsibility of the General Manager of Fortis Banque (Susse) S.A. in 2002. Under his leadership for 5 years, Fortis Private Banking moved in Switzerland from 18th most profitable foreign bank to the top 10 while globally the number of Fortis staff (incl. all Fortis businesses) went from 250 to around 500.
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Management Consultant,
Egon Zehnder International
Raimund Steiner holds a Law degree from the University of Innsbruck and an LLM from the University of Michigan, Ann Arbor. After gaining professional experience as University Assistant for Comparative Law at the University of Innsbruck and as Head of Project Management with the Bank in Liechtenstein AG, Vaduz, he joined Egon Zehnder International Vienna. As member of the Financial Service Practice Group his particular focus had been in banking assignments both in Executive Search and Management Appraisal.
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Chief Executive Officer, Member of the Executive Committee,
HSBC Private Bank Suisse
Christoph Streule has been with HSBC Private Bank (Suisse) SA since 2002 and is both a Member of the Executive Committee and the Chief Executive Officer of the Zurich branch. As Head of the Atlantic, Continental and Eastern Europe Business Unit he has spearheaded HSBC Private Bank’s drive into the Nordic countries and Eastern Europe.
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Managing Director International Private Banking Eastern Europe,
ING Bank
Catherine Thibaut is Managing Director at ING Bank (Switzerland) Ltd. Catherine is responsible for developing the Private Banking activities of the ING Group in Russia and leads the related global strategy and the international team. She has established the office of ING Bank (Switzerland) in Moscow. The range of services offered in Russia by the ING Group include the wholesale banking (investment banking and corporate banking), the Lease activities and the Life Insurance.
Prior to joining ING in September 2007, Catherine worked for American Express for 7 years. She established American Express Bank LLC, a 100%-owned subsidiary of AEB in Russia and was the Chairman of the Board of the bank.
Before her job with American Express, Catherine worked for the ING Group, starting in Brussels in 1996 and as the Head of the Moscow Office of Bank Brussels Lambert from 1999 to 2001. From 1992 to 1996, Catherine worked as a consultant in a Belgian consulting firm, with a permanent focus on Russia and the CIS.
She graduated in Economics from the State University of Mons, Belgium, in 1992. Prior to that, she graduated from the philological faculty of the same university, where she studied English and Russian. She has an extensive knowledge of the Russian financial, regulatory, corporate and cultural world. Catherine is married and has two children. She is fluent in French, Russian and English.
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Head of Affluent and Private Banking ,
Raiffeisen International
Michael Wodzicki is Senior Vice President and Head of Affluent and Private Banking
at Raiffeisen International. Raiffeisen has the largest banking network in CEE with over
3,000 branches and 13 million customers in 15 CEE markets. Michael is currently focused
on building upon Raiffeisen’s success in the retail and private banking segments to develop
a leading position in affluent banking in the region. Prior to Raiffeisen, Michael worked
three years for KBC Group and seven years for McKinsey and Company. Michael holds a
degree in Mechanical Engineering from the University of Washington and an MBA
from Harvard University.
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