Dear Community,

As I write these words, I find myself thinking about summer and why it might be your favorite season too. Summer is often associated with increased economic activity. People travel more, spend more on leisure activities, and there’s a general uptick in consumer spending, which might be of interest to you professionally. Summer is a popular time for vacations. It provides a chance to relax, recharge, and perhaps gain new perspectives that can inspire your work and economic insights. It is also a halfway mark, a time to take a breath and reflect on what you have achieved over the last 182 days.


13 things I’ve learned in the first half of 2024:

  1. We have organized and co-organized 19 events over the past 12 months, attended by 1,097 people!
  2. Continuous education is fundamental at any age. We need to work as a community to ensure we are all up to date on both exciting and seemingly dull topics.
  3. Our Associate Members rock! Check out the photo gallery from our last Professional Excellence conference.
  4. There are some philanthropic champions among our members. Read all about it in the newsletter below.
  5. Always put your seatbelt on, both at work and when traveling. It is good to regularly review your processes.
  6. It is even better to question why you do the things you do and how you do them.
  7. It is election year everywhere, even for AIWM!
  8. We can’t wait to see who will be brave enough to submit their candidacy and serve on the AIWM committee. To apply, click here.
  9. Everybody can be an AI expert.
  10. Everybody can be a compliance expert, especially if you attend our next AIWM regulatory and compliance update on 12 June and the compliance masterclass.
  11. Professional networks are important not just for networking – over debatable quality wine- but also as forums for exchanging ideas and best practices with other wealth management professionals.
  12. Teamwork makes the dream work. Treat others as you would like to be treated.
  13. All honey bees exhibit both sexual and asexual reproduction. Females are produced from fertilized eggs, and males arise from unfertilized eggs through parthenogenesis. Just putting this out here—mind-blowing, let it sink in.

Yours Sincerely,

Chiara Bartoletti,
AIWM Vice President