The Belgrade Wealth Forum

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The Belgrade Wealth Forum


Belgrade Wealth Forum is an event which gathers specialized professionals from the areas of Wealth and Asset Management, International Tax Planning, Real Estate, Luxury, Private Banking, Company Formation, Second Citizenship and Residence Programs.

With at least 100 attendees and participants from the United States, China, Western Europe, UAE, UK, Russian Federation, Serbia and the region, this forum turns into a traditional and most prominent business event in South-Eastern Europe that one should visit.

Welcome to Belgrade!

Our Partners



Henley & Partners

Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals, families and their advisers rely on our expertise and experience in this area. The firm runs a leading government advisory practice which has raised more than USD 6 billion in foreign direct investment. We have been involved in strategic consulting and the design, set-up and operation of the world’s most successful residence and citizenship programs.

Henley & Partners is a unique firm in many ways. It is an international family that extends across all continents and far beyond the firm’s partners and staff. It’s a firm with the power to change clients’ perspectives, create new options for families, businesses, and entire countries. We use our creativity, intelligence and global knowledge to achieve outstanding solutions and create value for our clients – both private clients and governments. Everyone at the firm knows that success at Henley & Partners is a real team undertaking. Everyone at the firm is here to serve each other and our clients, and to support each other when challenges arise. And we recognize and thank our own families and friends for their support and encouragement which they provide every day for the legacy we are building together.



The Wealth Forums

А golden opportunity to get ahead of the game in serving the needs of the very wealthy and the ideal networking event for global HNW professionals….The Wealth Forums is a series of worldwide conferences addressing the needs of professionals serving the needs of high net worth and ultra high net worth individuals. The events are organised by Ian and Martina Brodie and Richard Moir (CEO) and are based in major cities around the world including London, Monaco and Lugano.

The events address a range of essential topics for the serious HNW professional, with notable speakers and round-tables on subjects including, banking privacy, personal and on-line security, the ever-changing landscape of fiscal challenges, addressing the needs of the newly wealthy, changing patterns of HNW big-ticket expenditure, including real estate, yachts, cars, art and jewelry, with a focus on luxury travel and services and professional wealth services and family offices.




FINNOK Education and Consulting Ltd. provides services in the field of professional education, consulting and implementation of projects in various fields. FINNOK brings together a team of carefully selected, renowned speakers and consultants from the banking and corporate sectors, who have many years of relevant experience, which provides a high level of quality in the field of professional education for the financial sector and the economy, consulting and implementation of projects. Our team operates regionally on the markets of Serbia, Bosnia and Herzegovina, Montenegro and Macedonia.



Alpha Partners SLU

In today’s financial world, rapidly changing due to forced transparency, global oversight and exchange of information, one should be aware of the facts that will soon completely change the way international business is done. Classical offshore business structures and banking secrecy are becoming things of the past and it is time for new approach.

Through our worldwide partnership programs we are providing a gateway to unique, carefully selected and tested solutions that can change your old business structures and bring you to the global business level. Just tell us what you need and we will structure it for you.

Globally recognized experts, that we engage, are providing services on almost all continents in different fields such as financial consulting, banking, asset management, legal advisory, immigration, lobbying, assistance in tax matters etc.



Aedes was created as a family business in 1986, aimed at providing the residents of Andorra with innovative and international solutions for asset protection and fiscal planning which is focused on the support, security and professionalism needed to advise its customers.
With over 25 years of experience, offers asset planning and management services both on a national and international level, from its business headquarters in the Principality of Andorra and its branches in Switzerland and the Republic of Panama.

  1. Integral Services for the Principality of Andorra
  2. International investment solutions
  3. Trust, Foundations, wills and other fiduciary services
  4. Corporate Services

The reason for being of Aedes is to provide security, prosperity and opportunities to our customers and their future generations. Aedes offers personalized corporate and trust services, establishing trusting long-term relationships between our clients, collaborators and correspondents. Aedes work with over 40 jurisdictions, taking into account the cultural diversity of our customers, collaborators and correspondents, in the aim of adapting to changes in the sector and accessing untapped opportunities.



Belgrade Legal Consultants

Belgrade Legal Consultants is a team of ambitious young professionals practicing innovative approach in law. We are dedicated to building long-term business relations with clients based on mutual understanding and respect.

Our pro-active approach, significant domestic and international experience and understanding of various aspects of the challenges we face with puts us at the very top of law business in THE country and the region as well.

Whilst representing the interests of domestic and foreign clients we have built a unique service in law and counseling including broader perspective of the issues we deal with and finding an adequate solutions for the same.

At present, our team includes three lawyers, one tax counselor, two legal trainees and several external associates. We are able to provide service in Serbian, English and Italian language.




WAM (WORLD ASSETS MANAGEMENT) Group was founded back in 2012. Our aim is to provide our clients tailored services and administrative support based on the best practises, first-class expertise and extensive local market knowledge.

Our group currently manage over 1,000 corporate entities worldwide and we advise our clients with various business structures, cross-border transactions, tax-planning and market entry strategies in wide range of countries and continents. Besides Dubai, we have other offices in UK, Czech Republic and Slovakia. We have served various entrepreneurs, companies, private net worth individuals (HNWI) mostly from Europe, USA, Australia and Asia.


September 28 2017


Start: September 28, 2017 @ 10:00 am
End: September 29, 2017 @ 5:00 pm
Cost: €180
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Website: Visit Event Website


Hotel Falkensteiner

Bulevar Mihaila Pupina 10k
Belgrade, 11000 Serbia

+ Google Map


  • Registration 9:20-9:50
  • Conference opening 9:50-10:00
  • Slot 1 10:00-10:30 Henley & Partners
  • Marios Rafail, Head of Geneva Office Residency by Investment program for the HNWI
  • Slot 2 10:30-11:00 Alexandros Alexandrou Cyprus
  • Pause 1 11:00-11:15
  • Slot 3 11:15-11:45 World Assets Management
  • Martin Belobrad Doing business in UAE, bank account opening, resident visas, company formation
  • Slot 4 11:45-12:15 Mercantile Finance Inc.
  • Speaker to be announced Day-to-day Banking for International Businesses: Problems and How to Solve Them
  • Pause 2 12:15-12:30
  • Slot 5 12:30-13:00 Armstrong Investment Managers
  • Dr. Ana Cukic-Armstrong Changes in the wealth management industry
  • Slot 6 13:00-13:30 Crystal Worldwide Group
  • Dr. Csaba Magyar, TEP – managing director, international tax expert
  • Structure yourself! – International tax planning schemes
  • Lunch break 13:30-14:45
  • Slot 7 14:45-15:15 Aedes Group / Alpha Partners
  • Gerard Blasi Andorra – residence, taxation, company formation.