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AIWM Professional Excellence 2025

The AIWM Professional Excellence 2025 is back! The first instalment of the bi-annual education workshop is happening on Thursday, 29th May 2025 at the Mandarin Oriental Singapore.

Rooted in capability building and crafted for next-gen advisors, this AIWM Professional Excellence education workshop is structured around five key pillars, aimed to provide a comprehensive understanding of the strategies to harness the opportunities ahead amid an evolving and competitive financial landscape.

We begin with Onboarding Efficiency, evaluating the current KYC hurdles in an era of heightened compliance and defining solutions to expedite the client onboarding process without compromising on rigour. Next, we delve into the use of AI and tools to develop personalised portfolios and clearly articulate the risks on data privacy and over-reliance on models. The third pillar, Digital Assets, focuses on the institutional adoption trends and custody solutions and how to balance crypto exposure with traditional assets. Following this, the audience will learn more about Japanese REITS against VUCA forces. Finally, Talent Wars addresses talent pipeline assessment, and strategies to develop creative compensation models for private wealth teams as well as retaining next-gen advisors.

By exploring these five pillars – Onboarding Efficiency, AI in Wealth Management, Digital Assets, Japanese REITS and Talent Wars – we aim to establish a solid foundation for our members to prepare for the next phase of transformative growth. Can you afford to miss out?

Seats are limited and available on a first-come, first-served basis. Registration closes on 20th May 2025.

Event Details

Date: Thursday, 29th May 2025
Time: 9:00am to 4:30pm (Registration starts from 8.30am)
Where:  Mandarin Oriental Singapore, Atrium Suites 1 & 2 (Lobby Level) (5 Raffles Ave, Singapore 039797)

TIME AGENDA
8:30 AM Registration
9:00 AM Welcome Note
9:10 AM Panel Discussion: Onboarding Efficiency: A Private Bank’s Perspective
10:00 AM Waystone Compliance Solutions: KYC Hurdles in an Era of Heightened Compliance
10:30 AM Coffee Break I Networking
11:00 AM Bonafide Wealth Management: Blue Codex: Decoding the Future of Regenerative Capital in the Sea
11:30 AM Mitsubishi UFJ Trust and Banking Corporation: Japan Markets under Trump 2.0
12:00 PM Investbanq: Reimagining Wealth Management with AI
12:30 PM Lunch
1:30 PM Presentation (TBC)
2:00 PM Sygnum: Seizing Opportunities In Times of Uncertainties: Digital Assets
2:30 PM B&I Capital: The Enigma of Listed Japanese Real Estate Performance
3:00 PM Coffee Break I Networking
3:30 PM EasyView: AI X Private Banking
4:00 PM Zedra Fund Services: Employees Incentive Schemes - Attract & Retain
4:30 PM Event Ends

Antonia Li

Head of Strategy
EasyView

Christian Bernasconi

Fund Manager, Partner
B&I Capital Pte. Ltd.

Jonas Yap

Investment Management Client Relations / Assistant Manager
Mitsubishi UFJ Trust & Banking Corporation

Kelvin Sng

Head of Fund Services
Zedra Fund Services (SG) Pte. Ltd.

Marco Fiorini

CEO
Bonafide Wealth Management AG

Max Stuedlein

Head of Strategic Digital Asset Solutions
Sygnum Pte. Ltd.

Nithi Genesan

Managing Director
Waystone Compliance Solutions (SG) Pte. Ltd.

Olzhas Zhiyenkul

Founder and СЕО
Investbanq Pte. Ltd.

Attendance Policy
Participants who wish to obtain the Certificate of Attendance (COA) for the CPD hours must comply strictly with the Attendance Policy set out by AIWM Singapore.

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.

This event is for Associate / Ordinary members only.

Date

May 29 2025

Time

9:30 am - 4:30 pm

Location

Mandarin Oriental Singapore
Atrium Suites 1 & 2 (Lobby Level) 5 Raffles Ave, Singapore 039797
REGISTER
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