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Get to know about EasyView with Zac Jiang
EasyView is a financial technology company specializing in providing digital solutions to family offices, external asset managers, private banks, and private wealth institutions. With a proven track record, EasyView's CRM and Structured Product solutions have successfully served over 100 institutions in Hong Kong and Singapore.
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- News
Photos from 28 Feb: AIWM Regulatory and Compliance Update
Our first instalment of the much-anticipated AIWM Regulatory & Compliance Update kickstarted on a positive note!
In partnership with KPMG Singapore, our venue sponsor, 60+ members spent a fruitful morning, getting the latest updates on BCM, AML as well as learning to overcome the challenges of using new service providers at the KPMG Clubhouse. Special thanks to Wendy Lim, Jason Tan and Kelvin Sng for your insightful sharing.
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- Photo Gallery
28 February – AIWM Regulatory & Compliance Update 2024
Navigating challenges of using new service provides– Zedra Fund Services…
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- Compliance updates
Request for proposals is closed for AIWM Professional Excellence Call for Speakers
Our bi-annual education workshop, AIWM Professional Excellence, returns for the…
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- AIWM
CityWire: Eightstone’s COO on steering the ship post merger
Eightstone's Chiara Bartoletti talks about her journey into wealth management and the firm's progress since its merger in 2019.
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- Media Coverage
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