“Putting Investors First 2025: Wealth Management & Family Offices”

Organized by CFA Society Romania

May 27, 2025, at 6:00 PM, at the Marmorosch Hotel Bucharest, Vienna Room.

The event will bring together top professionals and thought leaders in private banking, investment consulting, wealth management, and legal-tax planning to discuss current challenges and sustainable strategies for managing and preserving family wealth. 

Opening remarks:

Adrian Codirlașu, CFA – President, CFA Society Romania

🕕 6:15 PM – 6:30 PM

Presenter: Mugur Popescu, CFA – Board Member, CFA Society Romania

🔹Session 1: The Evolution of Family Offices and Wealth Management
🕕 6:30 PM – 7:15 PM

This session will explore the differences between single-family and multi-family offices, wealth management strategies for high-net-worth individuals, long-term capital preservation investment products, and the roles of private banks and independent advisors in structuring family wealth.

Speakers:

Ava Beznoska – Director Private Banking, Banca Comercială Română

Monica Ionescu, CAIA - Executive Director, UBS Switzerland AG

Elena Uleia, CFA – Operation Manager, Prime Transaction

Monica Maftei, MBA - Manager Regional Premier, BRD - Groupe Societe Generale

Moderators:

Andreea Nica, CFA – Vice-president, CFA Society Romania

Alexandru Seran, CFA – Member of CFA Society Romania

🔹Launch of the Corporate Governance Study

Authored by CFA Society Romania members:

Razvan Szilagyi, CFA – Coordinator
Alexandra Smedoiu, CFA       Andreea Nica, CFA
Adrian Codirlașu, CFA     Liviu Vidrașcu, CFA
🕢 7:15 PM – 7:30 PM

🔹Session 2: Protecting and Structuring Family Wealth – Succession, Taxation, and Governance
🕢 7:30 PM – 8:15 PM

This session will address the importance of succession planning, efficient tax structures, cross-border estate planning, and governance models that ensure the responsible transfer of wealth across generations.

Speakers:

Alexandra Smedoiu, CFA – Partner, Deloitte Romania, Vice-president, CFA Society Romania

Andrei Gemeneanu – Co-founder, Managing Partner, Morphosis Capital

Charles Nakouzi, CFA – Chief Investment Officer and Vice-president, Verna Investments – Single Family Office

Moderators:

Dorin Alex Badea, CFA – Board Member, CFA Society Romania

Dragos Marineanu – Member of CFA Society Romania

Cocktail from 8:30 PM to 10:00 PM – a valuable opportunity for in-depth dialogue and connection with industry professionals and decision-makers.