Trend Allocation Risk Control by Trend Rating
In the new market cycle the risks of losses have increased as negative price trends on stocks are more frequent and extended. Strengthening the risk control framework is imperative.
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- AIWM
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Latest updates
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Up Close and Personal with… … Andrea Ciaccio, CEO & CIO of Azimut Investment Management
"We have just entered the golden age of wealth management; the industry is maturing and players with top-notch financial solutions will be able to scale and consolidate it. We have the wind at our back and it is up to us to execute."
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- News
Compliance Insight – May 2023
On 6 April 2023, the Monetary Authority of Singapore (MAS)…
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- AIWM
- Compliance updates
Photos from Great Connections
The photos from our latest AIWM Networking event - Great Connection, are now online! A big shoutout to Global Precious Metals and #Vontobel, for creating moments of joy to the #AIWMSG community.
Not a member yet? Please learn more about our memberships here.
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- Photo Gallery
Bloomberg Wealth Asia Summit 2023
Returning to Hong Kong after a three year break, the Bloomberg Wealth Asia Summit 2023 will look at innovative ideas in investment in an increasingly unstable world.
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- Press release
Updates on COMPASS Bonus Criteria
The Ministry of Manpower (MOM) has released details on the COMPASS Bonus Criteria, comprising the Skills Bonus (Criterion 5) and the Strategic Economic Priorities Bonus (Criterion 6).
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- Press release
Photos from AIWM Regulatory and Compliance Workshop
The photos from our latest AIWM Regulatory and Compliance update are now online! We hope that you have gained some clarifications on the subject matter from our panel of experts.
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- Photo Gallery
A word from the Committee by David Doerig, AIWM Treasurer
While we had a great start to the year, our Q2 events calendar is as exciting, if not more. Gear up for a relentless stream of adrenaline rush with activities back by popular demand! Save the dates in your calendar now
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- News
Compliance Insight – April 2023
The MAS published a Circular on Money Laundering and Terrorism Financing Risks in the Wealth Management Sector. In this circular, the MAS highlights AML/CFT obligations of financial institutions in wealth management and their respective expectation.
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- AIWM
- Compliance updates
Up Close and Personal with… … Audrey Tang, COO of Lighthouse Canton
“The first wealth is health”, the importance of good health has been even more pronounced during covid.
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- News
March 8 AIWM Regulatory & Compliance Update Presentations
We are grateful to Nithi Genesan, Waystone Compliance Solutions, and Saw Meng Tee, EisnerAmper Global for their time and effort as they go through to the latest regulatory changes and key trends for 2023 as well as the tax considerations and updates for our industry. Members can expect more sessions like this.
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- Compliance updates
- Associate
- Ordinary
Up Close and Personal with… … Gary Cheo, CEO of Avallis Investment
“Innovation and adaptation, people management and self-care – 3 valuable lessons that I learnt since helming Avallis Investments.”
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- News
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