Dear Industry colleagues and friends,

As we step into the vibrant festivities of the Lunar New Year, I extend my warmest wishes to you and your loved ones for a joyful celebration filled with prosperity, good health, and boundless opportunities. This year marks the Year of the Wood Snake – a symbol of wisdom, grace, and transformation, qualities that resonate deeply with our industry as we navigate evolving financial landscapes and embrace innovation. Just as the snake sheds its skin to embrace renewal, may this new cycle bring fresh beginnings and transformative growth to us.

In recent weeks, artificial intelligence has continued to evolve at an unprecedented pace, reshaping industries and redefining possibilities across the globe. One of the most exciting developments comes from China, where homegrown models inspired by ChatGPT have made remarkable strides. These innovations reflect not only technological prowess but also cultural adaptability, catering specifically to the nuances of the Chinese language, traditions, and business practices. Their rise signals a more diversified AI ecosystem, one that will undoubtedly influence the way we operate across global financial markets.

The Year of the Snake invites us to channel its other attributes—intuition and resilience—as we navigate the ever-changing landscape of finance and technology. As AI becomes increasingly integral to our daily lives, let us remain mindful of its ethical implications and strive to harness its power responsibly.

At AIWM, we are excited about the road ahead and remain dedicated to keeping you informed. Whether it’s uncovering cutting-edge innovations or providing insights into emerging trends, our mission is to equip you with valuable knowledge and inspiration.

A Heartfelt Appreciation for Our Sub-Philanthropy Committee

We would also like to take a moment to recognize and appreciate the dedicated individuals who have been selflessly contributing to our Sub-Philanthropy Committee. Their commitment to giving back and driving meaningful initiatives within our community is truly commendable.

A special mention to Cynthia See (Marcuard Heritage Group), Dheeraj Wadhwani (HP Wealth Management), Edwin Lee (Covenant Capital), Matteo Devecchi (Mindful Wealth), and Raymond Lui (Red Beacon Asset Management) for their invaluable support and dedication.

Your passion and generosity continue to inspire us, and we are grateful for your contributions in making a positive impact.

Introducing the AIWM Independent Wealth Summit 2025

With that in mind, be sure to mark your calendars for the inaugural AIWM Independent Wealth Summit 2025 on 3rd April —our very own industry-focused event in collaboration with Singapore Management University (SMU). The Summit aims to provide a platform for education on the independent wealth management business model, offering valuable insights into the industry’s growth and future trajectory. As we embark on the quest of independent wealth, this event will serve as a collective effort to curate a timeless collection of knowledge and expertise. Key topics will include NextGen, Wealth Transfer, and Mobility, shaping the conversation around the future of wealth management. We look forward to seeing you there!

On behalf of everyone at AIWM, I wish you an auspicious and prosperous Year of the Snake. May this year be marked by clarity of vision, steady progress, and abundant blessings.
Let us embrace the wisdom of the Snake, shedding old limitations and embracing new opportunities with courage and curiosity, and forge paths towards greater achievements and shared success.

Thank you for being part of our community.

We look forward to continuing this journey with you in 2025 and beyond.

Gong Xi Fa Cai!

Bernard Ong
AIWM Vice President