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Photos from 24 Oct: AIWM Professional Excellence 2024
The 2nd series of the AIWM Professional Excellence was launched successfully, well-attended by over 70 members with content curated by our Associate member firms for the inclusive AIWM community – 1291 Group, AVM Capital, Eastspring Investments, InteractiveBrokers, Leonteq Securities, MA Financial Group, Mitsubishi UFJ Trust and Banking and Sumitomo Mitsui Trust Bank. A big shout-out for your support!
- 05/11/2024
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- Photo Gallery
24 October – 2024 AIWM Professional Excellence Presentations
We are pleased to share the presentation materials from AIWM Professional Excellence, held on 24 October 2024.
- 30/10/2024
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- Thought Leadership / Education
- Associate
- Ordinary
A word from the Committee by Gary Cheo, AIWM Education
I am honoured to introduce myself as a new committee member overseeing education at the Association of Independent Wealth Management (AIWM).
- 07/10/2024
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- AIWM
Preferential Offers by Ingenia Consultants Pte. Ltd. for Ordinary Members
Ingenia’s compliance specialist becomes your coach to ensure and facilitate your company’s compliance.
- 07/10/2024
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- AIWM
- Negotiated rates with partners
- Ordinary
Get to know about Sun Life
Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional clients. As of June 30, 2024, Sun Life has US$1.46 trillion assets under management.
- 07/10/2024
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- News
Compliance Insight – October 2024
In the month of September 2024, the Monetary Authority of Singapore (“MAS”) had issued various updates and forms, of note, Change of Particulars for Fund Management Companies, FAQs on Licencing of Fund Management Companies issued on 16 September 2024, the last being 29 August 2024. Also to note, 2 new forms for managers dealing in OTC Derivatives, Form 1A the Notification on Becoming a Significant Derivatives Holder and lastly, Form 1B the Notification on Ceasing on Becoming a Significant Derivatives Holder.
- 07/10/2024
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- AIWM
- Compliance updates
- Associate
- Ordinary
Photos from 26 September: AIWM 12th Annual General Meeting
It was an evening where formal meets funny. The members reviewed and approved the annual report for FY2023/24, bade farewell to the last committee and welcomed the new office bearers for the 2024 – 2026 term and had a belly good laugh with stand-up comedian, Rishi Budrani, who interacted and joked with the audience at The Atelier, The Capitol Kempinski Singapore.
- 07/10/2024
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- Photo Gallery
Photos from 12 September: AIWM Regulatory & Compliance Update
Our 3rd instalment of the much-anticipated AIWM Regulatory & Compliance Update has ended positively!
- 07/10/2024
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- Photo Gallery
Hubbis: Association of Independent Wealth Managers (Singapore) Welcomes New Elected Committee at the 12th Annual General Meeting
The Association of Independent Wealth Managers (AIWM) Singapore held its 12th Annual General Meeting (AGM) on 26 September 2024, where the members officially welcomed the newly elected committee for the 2024 to 2026 term.
- 02/10/2024
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- Media Coverage
Finews.asia: AIWM Singapore Welcomes New Committee
Singapore’s Association of Independent Wealth Managers has named a list of newly elected committee members for a fresh term.
- 27/09/2024
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- Media Coverage
Caproasia: Association of Independent Wealth Managers (AIWM) Singapore Held 12th AGM on 26th September 2024, Elects 6 Committee Members for 2-Year Term, SingAlliance Jolene Tan as President, Azimut Investment Management Bernard Ong as Vice President, Mindful Wealth Matteo Devecchi as Treasurer, Reed Capital Partners Lynn Lin as Secretary, Leo Wealth Joyce Woo for Regulatory & Advocacy and Avallis Investments Gary Cheo for Education
The Association of Independent Wealth Managers (AIWM) Singapore had held the 12th AGM (Annual General Meeting) on 26th September 2024, electing 6 Committee Members for 2-year term.
- 27/09/2024
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- Media Coverage
Association of Independent Wealth Managers (Singapore) Welcomes New Elected Committee at the 12th Annual General Meeting
Singapore, 27 September 2024 – The Association of Independent Wealth Managers (AIWM) Singapore held its 12th Annual General Meeting (AGM) on 26 September 2024, where the members officially welcomed the newly elected committee for the 2024 to 2026 term.
- 27/09/2024
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- AIWM
- Media Coverage
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