4 October – AIWM Professional Excellence Presentations

4 October – AIWM Professional Excellence Presentations

We are pleased to share the presentation materials from AIWM Professional Excellence, held on 4 October 2023.

For the presentation materials by VP Bank, please send an email to support-sg@aiwm.sg

Disclaimer: The materials are for internal reference only. They should not be distributed to external parties without prior authorisation from the content owners.

For individual presentation based on tracks:

Fund Structuring 101 – Considerations for Wealth Managers
– Zedra Fund Services

What investors really want
– AVM Capital

Role of Private Credit in the Investment Portfolio
– Kilde

What’s driving Japan Equity Returns?
– Sumitomo Mitsui Trust Group

Risk Management & Regulatory Expectations – How to develop an effective risk framework
– Ingenia Consultants

Effectiveness of Donor-Advised Funds for Impactful Philanthropy and Legacy Planning
– momenta Group

Life insurance as an investment
– Utmost Group

Investing in Property Deals in the Digital Era
– Kasa

Wealth Management 3.0 The “Phydigital” Advantage
– Kristal.AI

Wealth Transition for Family Businesses – Passing the Torch
– HSBC Private Banking

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