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

2. • 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

3. 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.

4. • 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

5. Scorpio Partnership – Ideological Partner

6. Speakers & experts

7. • 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

8. • 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

9. • 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

10. • 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

11. • 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

12. • 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

13. • 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

14. • 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

15. • 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

16. • 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

17. Organizer (conceptual questions & strategic partnership):
Mykola Chumak
IDNT
CEO |Founder, Strategic Director
+38 067 502 9152
mykola@idnt.com.ua
Event-provider:
(questions on participation and sponsorship)
Nadejda Evtushenko
Event Envoy
Project manager,
+ 38 067 513 14 59
evtushenko@eventenvoy.com.ua
Thank you!