Oracle Capital Group Chairman to Speak at Russian Private Banking and Wealth Management Summit, October 2015

Oracle Capital Group Chairman to Speak at Russian Private Banking and Wealth Management Summit, October 2015

The Chairman of Oracle Capital Group, Martin Graham, has been invited to be a key speaker at the Russian Summit on Private Banking and Wealth Management, organised by Fleming Europe and taking place in Moscow on 22-23 October 2015.

As our clients will be aware, Oracle Capital Group has been honoured to receive a number of accolades in recent years, and it is with this in mind that Mr Graham has been asked to give a presentation on, Family Office of the Year 2015 – Case Study from Oracle Capital Group.

Mr Graham will look at the challenges faced by family offices in a time of uncertainty; how to formulate a differentiated strategy in order to build a unique global wealth consultancy, such as Oracle Capital Group; how the company went about building our “One-Stop-Shop” delivery model, which was based on deep client relationships, seen by Oracle Capital Group as the key to business success; and how to ensure a global presence by forming and maintaining strategic alliances.

For Oracle Capital Group the “One-Stop-Shop” delivery model now involves providing sound guidance on investments and wealth management, along with the correct insurance and legal advice; whilst also being able to advise on more personal issues such as where to live and which schools are suitable for clients’ children.

The Moscow event will be held over two days; will involve a select group of attendees; and all information exchanged will be regarded as confidential, unless the disclosing party indicates otherwise.

The first day will be divided into two blocks. The morning session will look at Legislation around Private Banking and Wealth Management, both in Russia and around the world. The afternoon session goes under the general title of “Striving for Excellence”, and will include Mr Graham’s presentation among others.

The topic for day two is “Forming a Sustainable Investment Portfolio”, and will include a number of investment examples from a variety of different markets. There will also be a discreet discussion with a high net worth individual.

The Russian Summit is set to be one of the most significant private banking and wealth management events of the year, and Oracle Capital Group is delighted that our Chairman will be there to represent our clients and participate in what should be invaluable discussions.

Should you wish to receive recommendations, ask questions or get in touch with our experts, please email us info@orcap.co.uk or call +44 (0) 207 725 6900

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