AIWM is the industry body for External Asset Managers and Family Offices in Singapore
Established in 2011, the Association of Independent Wealth Managers (Singapore) is the representative industry body for External Asset Managers (EAMs) and Family Offices in Singapore.
About AIWM Singapore
As the leading industry advocate for independent wealth managers, AIWM Singapore actively promotes dialogue and engagement between regulators and various stakeholders within the community.
AIWM Singapore is also committed to championing best industry practices, strengthening the visibility and reputation of independent wealth managers, fostering collaboration among industry peers, and empowering members through continuous education, training development and networking opportunities.
The Association has over 80 active member firms from EAMs, Family Offices, banks and service providers in Singapore.
AIWM fosters more collaboration in the industry. It is a great place to develop new relationships.
About Independent Wealth Managers
Independent Wealth Managers, also known as External Asset Managers or Independent Asset Managers are nonbank wealth managers regulated by the MAS, and they range from independent management firms to family offices and individual advisers.
Concentrating on private investors and high net worth individuals, independent wealth managers offer a flexible, holistic, and strategic approach to wealth management. With a focus on client centricity, independent wealth managers provide bespoke investment advice and solutions that are tailor-made to clients’ individual needs in this fast-changing market environment.
As the number of independent wealth managers continues to grow in Singapore and across Asia, they are increasingly recognised as valued players in Singapore’s financial ecosystem.
Watch our video series!
Our Ordinary Members share their insight in this video series to drive awareness of Singapore’s independent wealth management ecosystem.
Our Mission & Objectives
Strengthen the visibility and uphold the reputation of independent wealth managers in Singapore
Empower members through continuous education and training development to elevate industry standards
AIWM is the place to pull together resources - networking, compliance, education and cost synergies
– AIWM ordinary member
Our Core Values
Commitment
Excellence
Professionalism
Integrity
Join us
The AIWM Committee
Jolene Tan
AIWM President
MANAGING PARTNER | SINGALLIANCE PTE LTD
Jolene, a Singaporean with more than 16 years of experience in the banking and asset management industry, is one of the Co-Founders of SingAlliance Pte Ltd. As one of the pioneer adopters of the IAM/MFO concept in Singapore, she was directly involved in every aspect of the business, from laying the groundwork to extending the company’s global footprints. Since 2011, SingAlliance has expanded its business presence to Geneva, Hong Kong, and Dubai.
Prior to SingAlliance, she was a relationship manager at Bank Julius Baer where she was responsible for managing portfolios of HNW European clients as well as developing the IAM business. She has also held similar client advisory & wealth management roles, servicing HNW Asian clients at ABN Amro Bank and OCBC Bank.
Jolene graduated with an honours degree in Banking, Finance & Management from Loughborough University, UK. She was awarded the WMI Certificate in Private Banking by Wealth Management Institute and has obtained the STEP Professional Postgraduate Diploma in Private Wealth Advice. Jolene is a Certified Trust & Estate Practitioner (TEP) and a senior member of WMI Global-Asia Family Office Circle.
Chiara Bartoletti
AIWM Vice President
COO | EIGHTSTONE OCLANER PTE LTD
As Chief Operating Officer of Eightstone Oclaner, Chiara is responsible for the day-to-day operating activities of the company. Eightstone Oclaner is the result of a merger of equals between Eightstone Pte Ltd and Oclaner Asset Management Pte Ltd which took place in October 2019. Prior to joining Oclaner in 2013, Chiara was a public affairs consultant at Burson-Marsteller EMEA headquarters in Brussels and London. During her time at Burson-Marsteller, she gained valuable insights into the art of developing public advocacy programmes. Chiara holds a MSc in Politics and Government from the London School of Economics and the Graduate Institute for International Studies, Geneva (BA/MSc International relations). She is an elected Committee member of the Association Independent Asset Managers of Singapore (AIAM) in charge of the Regulatory and Outreach portfolio. Chiara speaks French, Italian, English and German. In her free time she enjoys spending time with her three children, practicing yoga, music and good food.
David Doerig
AIWM Treasurer
MANAGING PARTNER | CORECAM FAMILY OFFICE
David Doerig is a Managing Partner and the Chief Operating Officer of Corecam Family Office. He spent several years in Taiwan and Hong Kong in different positions before moving Singapore over a decade ago. Most recently he was Executive Director, Head of Business Transformation Group – Asia at Royal Bank of Canada and prior to that, David was Vice President, Head of Product Management COO – Singapore at Credit Suisse. David holds a Master degree in Banking and Finance from the University of St. Gallen.
Cynthia See
AIWM Secretary
COO | MARCUARD HERITAGE (SINGAPORE) PTE LTD
Cynthia first joined Marcuard Heritage Group in 2011 as the Business Manager of Marcuard Heritage (Singapore) Pte Ltd [fka Marcuard Asia Pte Ltd]. In 2016, she was transferred to Marcuard Heritage Trust (Singapore) Pte Ltd [fka Marcuard Trust (Singapore) Pte Ltd] as
the Resident Manager and Chief Operating Officer.
Prior to joining Marcuard Heritage Group, she was with Bank Julius Baer, Singapore and Credit Suisse AG in Singapore and Switzerland, servicing International and European Ultra High Net Worth Individuals, Family Offices and Independent Asset Managers.
Cynthia holds a Bachelor of Science in Banking and Finance awarded by University of London. She is a certified Trust and Estate Practitioner (TEP) and a member of the Society of Trust and Estate Practitioners (STEP).
She is fluent in English, Bahasa Malaysia as well as conversational in Mandarin and Cantonese.
Edwin Lee
AIWM Education
CEO | COVENANT CAPITAL PTE LTD
As CEO of Covenant Capital, Edwin leads the firm’s strategic direction and drives business growth. He started his career with Salomon Smith Barney (SSB) in 2000, providing comprehensive investment advice to individual and institutional clients over the course of 12 years. As the key manager for the team’s discretionary multi-asset class portfolios, he oversaw the team’s portfolio decisions, including the use of options to hedge and generate income.
Following the stint at SSB, he spent two years with DBS as a private banker, advising both high-net-worth and ultra-high-net-worth individuals and families. Before co-founding Covenant Capital, he was with Swaen Capital, an independent asset manager based in Singapore, leading the global asset allocation portfolio management team.
Edwin graduated from the Nanyang Technological University’s Nanyang Business School in 2000 with a Bachelor of Business Studies, majoring in Financial Analysis. He obtained the Chartered Financial Analyst (CFA) designation in 2003 and Chartered Alternative Investment Analyst (CAIA) designation in 2007. He is also a member of the CFA Institute, CFA Singapore and the CAIA Association. He currently serves on the Association of Independent Asset Managers, Singapore, as the committee member overseeing Education.
For leisure, Edwin enjoys the outdoors – mountain biking, scuba diving and adventure sports. He also serves as chairman of the board of a local church and his family cares for children at risk. In addition, he holds the appointment of division liaison officer in his military unit.
Bernard Ong
AIWM Regulatory and Advocacy
PARTNER AND WEALTH MANAGER | AZIMUT INVESTMENT MANAGEMENT SINGAPORE
Bernard is a Partner and Wealth Manager at Azimut Investment Management Singapore. He leads a team of senior wealth managers and focuses on generating business leads and business growth. As a wealth manager, he provides advisory and discretionary wealth management services to HNWIs, families and institutions, covering the Southeast Asia region.
Prior to joining Azimut in 2019, he was with UBS Singapore, servicing and advising HNWIs and institutions. He also held various team head and relationship management roles at ABN AMRO, UOB, Citibank, HSBC and OCBC. He has over 20 years of experience in the wealth management industry.
Bernard graduated summa cum laude from Washington State University with a BA in Business Administration – majoring in Management Information Systems. He is a member of Beta Gamma Sigma- an international business honor society.
During his leisure time, he enjoys the outdoors such as mountain biking, hiking, jogging and swimming.
