For the last 9 years Modern Wealth Management Forum has become one of the major events for the wealth management industry in Eastern Europe, CIS and Russia to provide unique atmosphere for such WM industry representatives as wealth managers, private bankers, family offices, financial advisors. Forum aims to gather together related industry professionals to gain significant insights from the conference presentations and networking.

Modern Wealth Managament Forum, 23 May 2013

Among the kеу topics:

  • World economic prospectives in 2014 and its impact on investment strategies.
  • Latest investment trends.
  • How to Retain the customer during the Economic uncertainty period?
  • Wealth Management today – customer preferences. How fast is the industry response?
  • Needs and expectations of the new generation of PB and WM customers .
  • Private Banking in Latvia - possibilitues for non-residents.
  • Residenship in the Baltic States.
  • Did joining eurozone affect the economic stability and investments in Latvia?
  • Private investment opportunities in 2014.

Among the speakers of the Forum featured:

Juris Puce, Secretary of State, Ministry of Economy of the Republic of Latvia; Vadim Soskov, CEO Kapital Asset Management, Mykola Chumak; CEO, IDTN; Marius Chiuzhelis, Managing Partner, MC Wealth Management; Alexander Smyslov, Managing Director, Bordeaux + Fund; Igor Rodin, Partner, Deloitte; other representatives of WM Industry and the real estate and legal services companies.

decor Valdis Dombrovskis
Valdis Dombrovskis Prime Minister of Latvia 2009-2013
decor Andris Piebalgs
Andris Piebalgs ES komisārs 2004-2014
decor Vaira Vīķe-Freiberga
Vaira Vīķe-Freiberga The sixth President of Latvia
decor Andrius Kubilius
Andrius Kubilius Prime Minister of Lithuania from 2008-2012

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