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A word from the Committee by Jolene Tan, AIWM President
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.
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3 YEARS IN A ROW!
A big shout-out to LGT Bank for being AIWM’s Diamond Partner for the 3rd consecutive year.
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Compliance Insight – January 2025
The new year starts out with a bang of reporting, as every year: A/I LFMCs must submit their nil misconduct declarations (unless they reported misconduct during the previous calendar year) and their quarterly reports by 14 January 2025.
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Get to know about Investbanq
Investbanq is an AI-powered wealth operating system for family offices, asset managers and banks. We are empowering traditional financial institutions to rapidly transform into AI-driven WealthTech players, enabling them to effectively capitalize on the growing wealth transfer to affluent millennials and other digital natives across emerging Asia and MENA.
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A word from the Committee by Joyce Woo, AIWM Regulatory & Advocacy
Incoming members of the 2025 committee were each asked to prepare a short introductory note for the Association’s 2024 AGM. My contribution was “Mindful Practicality”. This attempt at brevity was nixed and my contribution was expanded to: “The bedrock of a sustainable enterprise is a mindful and practical approach to fulfilling regulatory expectations.”
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Photos from 4 Dec: AIWM Regulatory & Compliance Update and AIWM Masterclass
And it’s a wrap! We held the last event of the year, AIWM Regulatory & Compliance Update workshop, together with UBS Singapore last Wednesday, which saw over 70 members come by for a morning of learning the best practices of cyber resiliency, managing cybersecurity risks. Facilitated by Ingenia Consultants, over 20 professionals from our Ordinary member firms, holding the operations and/or compliance forts, attended the FIRST AIWM Regulatory Masterclass on 4 Dec 2024.
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Compliance Insight – December 2024
No material regulatory updates for external asset managers (“EAMs”) were issued by the Monetary Authority of Singapore (“MAS”) in November 2024. Hopefully, this will allow us to enjoy the festive season. At the same time, financial institutions may finalise the implementation of previous updates and prepare for the filings due early next year.
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Get to know about Tiger Brokers
Founded in 2014, Tiger Brokers is a leading global brokerage with next-generation technology providing first-in-class financial products and services to retail, institutional and corporate clients around the world, and reshaping their investment experience.
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Get to know about Ress Capital
Ress Capital is an alternative investment fund manager (AIFM) focusing on the secondary market for US life insurance policies. Our flagship fund, Ress Life Investments was launched in 2011 and has one of the longest continuous track records in the asset class. The fund is listed at NASDAQ Nordic.
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Photos from 28 Nov: AIWM Year-end Dinner – Sky High Soiree
A heartfelt THANK YOU to our 120+ amazing participants for making this evening unforgettable! 🌟 Your presence elevated the night, and we couldn’t have asked for a better way to celebrate the close of an incredible year.
A special shoutout to our sponsor, Bank of Singapore, for their unwavering support in making this event possible. 🙏
Here’s to more growth, success, and unforgettable moments in 2025! 🥂 #AIWMSoiree #ThankYou #BankOfSingapore #SkyHighSuccess #YearEndCelebration
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Photos from 15 Nov: AIWM Executive Sparks – AI Unplugged: Inside Out
THANK YOU to all our panellist speakers for sharing insights with our members on 15th November at the Swiss Club, about the level of AI being pervasive since the past decade or more and has become ever-more pervasive, recognised now as a disruptor, disrupting not only the wealth management industry, transforming work patterns, today and tomorrow.
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Exclusive Corporate Rates for AIWM members from JW Marriott Singapore South Beach and The St. Regis Singapore!
Warmest greetings from JW Marriott Singapore South Beach and The…
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- Negotiated rates with partners
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