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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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MAS reminder – Anti-Money Laundering (AML) and Countering the Financing of Terrorism (CFT) audits
On 21 October 2024, the Monetary Authority of Singapore (MAS) issued a circular to remind Financial Institutions (FIs) about the importance of maintaining an audit function to provide an independent and regular assessment of the firm’s AML/CFT policies, procedures and controls.
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Compliance Insight – November 2024
On 30 October 2024, the Monetary Authority of Singapore (“MAS”) published a flurry of papers on anti-money laundering (“AML”) and countering the financing of terrorism (“CFT”), including the National Anti-Money Laundering Strategy, the Proliferation Financing (PF) National Risk Assessment and Counter-PF Strategy, a Money Laundering and Terrorism Financing Risk Assessment of Legal Persons, and a Money Laundering and Terrorism Financing Risk Assessment of Legal Arrangements. The most notable information paper is, however, on “AML/CFT Supervisory Expectations from Recent Inspections”.
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A word from the Committee by Matteo Devecchi, AIWM Treasurer
November marks the beginning of the Northeast Monsoon season in Singapore, bringing cooler temperatures and frequent rain, a stark shift from the dry spells earlier in the year.
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Get to know about Kepler Cheuvreux
Kepler Cheuvreux is a leading, independent financial services company that specialises in Research, Execution, Fixed Income and Credit, Structured Solutions, Corporate Finance and Asset Management. The Group employs around 600 people and is present in 14 major financial centres in Europe, US and the Middle East.
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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!
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24 October – 2024 AIWM Professional Excellence Presentations
We are pleased to share the presentation materials from AIWM Professional Excellence, held on 24 October 2024.
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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).
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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.
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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.
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