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AIWM Regulatory & Compliance Update

In keeping with this year’s theme of enterprise-wide risk management, our AIWM Regulatory & Compliance Update workshop on 4th July aims to address ‘Investment Risk’ through the key lenses of regulations, investment processes and tools for risk analytics. We will explore a framework for family offices to use when setting up a presence here, client investment suitability, portfolio risk management and available digital tools.

Register today! Seats are limited!

Event Details

📅 Date: Friday, 4th July 2025
Time: 9:15 AM – 12:00 PM (Registration starts from 8.45am)
🏢Venue:  Alpha-Bravo, Level 1, The Assembly located at JW Marriott Singapore South Beach (30 Beach Road, Singapore 189763)

TIME AGENDA
8:45 AM Registration (Breakfast will be served)
9:15 AM Welcome Remarks
9:20 AM Investment Risks and Technology Aids
Bloomberg
9:45 AM Family Office & Institutional Investors - Pre-Investment Considerations
Tan Woon Hum, Partner & Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok
10:15 AM Networking Break
10:45 AM Primer for Investment Risk Management
Nithi Genesan, Country Head, Waystone Compliance Solutions
11:15 AM Dialogue Session: How to Deploy AI Tools for Wealth Management

Moderator:
  • Joyce Woo, CEO, Leo Wealth Pte Ltd
Panelists:
  • Nithi Genesan
  • Tan Woon Hum
  • Speaker (tbc)
12:00 PM Event Ends

Joyce Woo

CEO
Leo Wealth Pte Ltd

Nithi Genesan

Country Head
Waystone Compliance Solutions (SG) Pte. Ltd.

Tan Woon Hum

Partner & Head of Trust, Asset & Wealth Management Practice
Shook Lin & Bok, LLC

 

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

Jul 04 2025

Location

Alpha-Bravo, Level 1, The Assembly, JW Marriott Singapore South Beach
 30 Beach Road, Singapore 189763

Organizer

AIWM Singapore
REGISTER
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