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

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

Wealth Management 3.0 The “Phydigital” Advantage

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

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