AIWM Professional Excellence 2025
The wealth management landscape is evolving rapidly, shaped by rapid innovation, a volatile geopolitical landscape and evolving clients’ needs.
At this 8th AIWM Professional Excellence 2025, join top expert leaders as they share practical strategies and fresh insights on how to:
- Unlock growth opportunities by pivoting to Europe
- Rethink investment strategies for the next generation
- Evaluate the required controls from an internal audit perspective when managing traditional assets and alternative investments
The workshop culminates with a panel discussion, in partnership with Digital Assets Association. Through candid fireside chats, learn how to navigate digital assets in wealth management: Unlock access, intermediaries & stablecoins.
Join us for a dynamic half-day workshop followed by a networking lunch, featuring a curated line-up of industry leaders including Carmignac, Ingenia Consultants, Saxo and more – designed to future-proof you for the new era of wealth management.
Reserve your seat today! Registration closes on 15th October 2025.
- Outsourcing – Managing Risks with Third Party Service Providers (TPSPs):
- Outsourcing criteria to incorporate in the assessment
- Cybersecurity challenges in third-party ecosystems
- Recovery readiness: incident response, backup, recovery, and remediation strategies
- Key contractual provisions to mitigate legal and operational risk
- RegTech Solutions for EAMs:
- What is RegTech?
- Adopting solutions to enhance compliance and operational effectiveness
Event Details:
📅 Date: Thursday, 23rd October 2025
🕒 Time: 8:45 AM – 2:00 PM (Registration starts from 8:15 AM)
📍 Location: Palm Ballroom, Level 3, Raffles Hotel Singapore (1 Beach Road, Singapore 189673)
| TIME | AGENDA | |
|---|---|---|
| 8:15 AM | Registration (Breakfast will be served) | |
| 8:45 AM |
Welcome Remarks Gary Cheo Lead for Education, AIWM Singapore | |
| 8:50 AM |
Keynote Presentation: Europe: Many do not want to invest, some only see the risks, we see the opportunities The keynote presentation will touch on why Europe, despite being overlooked by many due to perceived risks, offers compelling investment opportunities. Structural shifts - like reindustrialization, demographics and climate change - combined with undervalued assets, competitive companies, and inefficiencies in credit make a strong case for long-term value creation against an increasingly uncertain macro economic environment. Nikolay Troptchev Director - International Development, Carmignac Kevin Thozet Investment Committee Portfolio Advisor, Carmignac | |
| 9:30 AM |
Navigating the Discourse: Managing Risks in an Uncertain World Explore comprehensive approaches to evaluating investment migration programs in mitigating risks and safeguarding clients’ wealth in a shifting global landscape. Rory McDaid Managing Director - Private Clients, Henley & Partners | |
| 10:00 AM |
Investment controls for managing traditional assets and alternative investments from an internal audit perspective An internal audit perspective on the required control activities when managing traditional assets and alternative investments, such as cryptocurrencies, in relation to portfolio management and trading. Victor Chan Director, Ingenia Consultants | |
| 10:30 AM | Coffee Break | |
| 10:45 AM |
Post Gen-AI - What’s Next for Us in Wealth Management? With each major technological breakthrough, the impact can be felt across multiple industries, and in some, profoundly changing them. In this post LLM world, possibilities arise on how future developments in AI will be impacting or changing our wealth management industry. What are the possibilities for you? Ivan Chang Regional Manager for Institutional Business, Saxo | |
| 11:15 AM | Presentation I TBC | |
| 11:45 AM |
Panel Discussion I Digital Assets Association: Digital Assets in Wealth Management: Access, Intermediaries & Stablecoins Moderator:
| |
| 12:30 PM | Networking & Lunch | |
| 2:00 PM | Event Ends | |
Important Notes:
1) Certificates of Attendance (COA) are issued based on attendance records.
2) A SGD150.00 event cancellation fee per person is applicable for this event.
3) A SGD150.00 no-show penalty fee per person applies.
4) By registering for this event, you agree and consent to AIWM Privacy Policy.
