Photos from 23 Jan: AIWM CNY Dinner 2025 – Door to Prosperity
#Throwback to our tradition of ushering a new year of boundless opportunities, and shared aspirations together.
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A word from the Committee by Bernard Ong, AIWM Vice President
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.
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- AIWM
A word from the Committee by Jolene Tan, AIWM President
Welcome 2025! May the new year bring you good health, happiness, prosperity and success!
As we step into 2025 and reflect on the past year, I am deeply grateful for the unwavering support of our community. I am reminded that the strength of AIWM lies not only in the work we accomplish but also in our shared vision for the Independent Wealth Management industry, underscoring our increasingly pivotal role in today’s financial ecosystem.
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3 YEARS IN A ROW!
A big shout-out to LGT Bank for being AIWM’s Diamond Partner for the 3rd consecutive year.
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- AIWM
Compliance Insight – January 2025
The new year starts out with a bang of reporting, as every year: A/I LFMCs must submit their nil misconduct declarations (unless they reported misconduct during the previous calendar year) and their quarterly reports by 14 January 2025.
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- AIWM
Get to know about Investbanq
Investbanq is an AI-powered wealth operating system for family offices, asset managers and banks. We are empowering traditional financial institutions to rapidly transform into AI-driven WealthTech players, enabling them to effectively capitalize on the growing wealth transfer to affluent millennials and other digital natives across emerging Asia and MENA.
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