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A word from the Committee by Jolene Tan, AIWM President

Over the years, I have often reflected on a simple but important question: What will define the next decade of Independent Wealth Management? Or rather: What kind of industry are we building for the next generation?
  • July 9, 2026·
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  • AIWM

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Velocity Trade is a leading global broker-dealer and capital markets firm that combines multi-asset execution capabilities with bespoke, tech-driven solutions. Founded in 2007, we serve as a trusted partner to an international institutional client base, including External Asset Managers (EAMs), Multi-Family Offices (MFOs), corporations, and institutional asset managers.
  • July 9, 2026·
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  • News
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