Dear Members

Welcome 2025! May the new year bring you good health, happiness, prosperity and success!

As we step into 2025 and reflect on the past year, I am deeply grateful for the unwavering support of our community. I am reminded that the strength of AIWM lies not only in the work we accomplish but also in our shared vision for the Independent Wealth Management industry, underscoring our increasingly pivotal role in today’s financial ecosystem.

This past year was not merely about ticking boxes; it was about elevating standards, challenging norms and creating impact. From our regular professional excellence workshops and regulatory & compliance events to the inaugural EAM Owners’ Roundtable, a panel discussion exploring Singapore’s dynamic role as a philanthropic hub, a charity pickleball tournament, and culminating in the camaraderie of our year-end dinner, your participation and contributions have propelled us forward. It is your continuous support that makes this growing community so vibrant and impactful, and for that, I am sincerely thankful.

Looking ahead, our industry stands at a crossroads of transformation, presenting both promising opportunities and pressing challenges. As the rapid advancement of technology integration continues to revolutionise the financial sector, and the demand for personalised and transparent wealth solutions grows, so too does the complexity of navigating tightening regulatory frameworks and evolving clients expectations amid economic uncertainty. These dynamics call for greater resilience, deeper collaboration, and a steadfast commitment for sustainable growth and excellence.

At AIWM, we will continue to build on our legacy as we strengthen our community through impactful initiatives. Our calendar is packed with forward-thinking workshops that equip practitioners with the skills and insights needed to thrive in a competitive landscape, valuable regulatory & compliance sessions to keep members well-informed, and engaging networking events designed to foster meaningful connections. This year, we are also excited to host the inaugural AIWM Independent Wealth Summit 2025 on 3 April 2025 – our FIRST industry-focused event created for the industry and in partnership with Singapore Management University (SMU). This summit will bring together leading figures from the independent wealth management ecosystem, academia, and industry experts to discuss the evolution of the industry in Singapore and beyond.

I encourage all members to stay actively engaged, whether by attending events, contributing ideas or simply sharing your feedback. Your voice shapes our future. Together, let’s continue to build a vibrant, collective and impactful Association of Independent Wealth Managers Singapore!

Lastly, I look forward to celebrating the Lunar New Year with everyone at our annual dinner on 23 January 2025, as we welcome the auspicious Year of the Wood Snake with prosperity and good fortune!

Warm regards,

Jolene Tan
AIWM President