
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

Antonia Li
Antonia Li holds the position of Head of Strategy at EasyView, overseeing the team responsible for conducting technology research and establishing industry partnerships to shape the technology and private wealth management ecosystem. Her primary focus lies in spearheading technological innovation within EAM & Family Offices.
Before joining EasyView, Antonia served as a Portfolio Manager at PwC New Ventures, specializing in researching emerging technologies (including AI, blockchain, IoT) and their application within the financial services sector across the Asia Pacific region. Prior to that, she held the role of Research & Operations Lead at HYPE, a Hong Kong-based Venture Capital & Builder firm, where she facilitated the market expansion of technology ventures into Asia and managed fundraising initiatives. Additionally, she has worked as a research analyst at financial institutions such as Bloomberg and Oddup, a Fintech company based in Hong Kong.
Antonia holds both a Master’s degree and a Bachelor’s degree in Economics from the University of Hong Kong and the University of California – San Diego, respectively.

Christian Bernasconi

Christian Bernasconi
Co-founded B&I Capital AG with Charles Isaac to manage Asian REIT portfolios for Institutional Investors. We have since expanded our offerings to Global and U.S. REIT funds with our HQ in Zurich, Switzerland and offices in Singapore and Austin, TX. I am based in Singapore office since 2010. Since 2019 I supported the University of Texas at Austin student run RE fund with donations and internships and sit on the advisory board.

Jonas Yap

Jonas Yap
Jonas is the Assistant Manager of the Investment Management Client Relations Group at Mitsubishi UFJ Trust & Banking Corporation, where he covers business development and fund distribution across Asia. Prior to joining MUTB, Jonas worked at Arabesque Asset Management doing regional business development for ESG quant funds. He started his career with the Monetary Authority of Singapore in the Green Finance & Asset Management Division supporting industry development projects.
Jonas graduated with a Bachelor of Business Administration Hons. (Highest Distinction) from the National University of Singapore, majoring in Finance.

Kelvin Sng

Kelvin Sng
Kelvin has 20 years’ experience in the financial services industry. His area of expertise is fund and investment services. He also has extensive experience working with global banks and public institutions.
Kelvin has held several senior roles with leading banks and service providers. He started his career at a public listed securities brokerage company as a financial analyst. He then moved on to join leading global fund administrators, banks and an asset management company.
His roles included responsibilities encompassing regional sales, business development, client management, portfolio valuation and operations. Throughout his career, Kelvin has focused on helping clients in fund structuring and product launches, and in improving their operational controls and governance.
Kelvin was also Head of Fiduciary Services with a global bank and served as Resident Manager for its trust business in Singapore, where he was responsible for fiduciary services across private and public funds.
Kelvin graduated from Nanyang Technological University with an accounting degree. He is a CFA charterholder and a Chartered Accountant of Singapore.

Marco Fiorini

Marco Fiorini
Marco Fiorini is a seasoned financial executive with over 25 years of experience in the Swiss financial and wealth management industry.
Before being appointed CEO of Bonafide Wealth Management AG in July 2023, Marco Fiorini held key leadership positions in renowned financial institutions. He was responsible for institutional clients at Philoro AG Switzerland (2022-2023) and build Carmignac Gestion’s Swiss branch from 2011 to 2021 as Managing Director. His career also includes senior roles at Clariden Leu AG and Julius Baer, where he focused on international business development and distribution.
As CEO of Bonafide Wealth Management AG, Marco Fiorini leads the company in its mission to drive sustainable investment solutions in the Fish & Seafood sector. His extensive experience and dedication to the Blue Revolution position Bonafide as a leading asset manager in this industry.

Max Stuedlein

Max Stuedlein
With a career spanning over two decades, Max Stuedlein has developed deep expertise in both traditional finance and the evolving world of digital assets. Currently, Max is based in Singapore and serves as the head of the corporate finance advisory desk at Sygnum, a leading global financial services group. Operating under a full banking license in Switzerland and CMS/MPIL licenses in Singapore, Sygnum is at the forefront of delivering digital asset solutions to clients in an institutional, regulatory-compliant manner. In his advisory role, he oversees a team of professionals dedicated to providing strategic financial advice and solutions at the intersection of traditional and digital asset capital markets. His leadership at Sygnum is underscored by a commitment to fostering a collaborative and innovative environment, ensuring the firm remains at the forefront of the rapidly evolving digital finance landscape.

Nithi Genesan

Nithi Genesan
Nithi Genesan is the Managing Director of Compliance in the Singapore operation of Waystone Compliance Solutions. A compliance and regulatory specialist, Nithi has over 15 years of experience working within the financial sector and an in-depth knowledge of the laws and regulations of the financial markets. Nithi’s vast experience includes working within securities, asset management, insurance, financial advisory and payment services.
At Waystone, Nithi manages numerous regulatory projects for large institutions and oversees the Compliance Team, providing the team with direction and oversight as they support clients with ongoing compliance matters including, obtaining licenses, internal audits, preparing for MAS inspections, providing compliance gap analysis and compliance training.
An experienced compliance trainer, Nithi conducts training for institutions ranging from asset management entities to top-tier banks. This includes working with the Institute of Banking and Finance (IBF) to obtain accreditation for compliance training courses in Singapore and working with the Chartered Alternative Investment Analyst Association (CAIA) to establish compliance training.
Prior to joining Waystone (previously Argus Global), Nithi was Head of the Singapore operation for a well-established compliance consulting firm in the Asia-Pacific region. In this role, Nithi maintained a proven track record for consulting with financial institutions and intermediaries and managed numerous compliance projects for large institutions.

Olzhas Zhiyenkul

Olzhas Zhiyenkul
Olzhas Zhiyenkul is an entrepreneur, philanthropist and an impact investor with over 15 years of experience in asset management, insurance, brokerage, venture capital, investment strategy, financial modelling, anti- money laundering, company and industry research and due diligence. He is a graduate of the Bayes Business School @ City University London.
Investbanq (investbanq.com) – is an AI-powered digital wealth management platform for affluent investors. Our solution offers investors a value-centric AIand traditional advisory-led access to equities, bonds, funds, PE/VC and other alternatives and (eventually) digital assets, all from a single interface that enables smooth onboarding and further empowers clients via cutting-edge reporting and analytics tools and proprietary alpha generation and value scoring algorithms. Target market is the upcoming new generation of mass affluent and HNW consumers, who are either getting priced out or unwilling to deal with legacy platforms of traditional private banks like UBS.
Via his personal impact investing fund Tesla Capital (teslacapital.sg) he has supported over 10 early stage startups which will potentially transform the societies they operate in. Olzhasseeded some of the most promising startupslike Copper (recently became a unicorn), Tigerhall (raised from Monk’s Hill and Sequoia), Makini (raised from Indicator) and Clockster (raised from 500 Global).
Mr Zhiyenkul is a sought-after public speaker with experience presenting at high decibel regional conferences, such asthe Asia Investment Conference and TEDx.
Olzhas is a supporter/co-organizer of a number of philanthropic events and movements, including numerous events for AWWA (Asian Women Welfare Association) and the Annual PinkBowtie Gala in support of the Singapore Breast Cancer Foundation.
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