The Association of International Wealth Management (AIWM) is the international professional organisation for wealth managers, portfolio managers, investment advisors, asset managers and trust and estate practitioners worldwide. The Association's main role is to award the Certified International Wealth Manager Diploma (CIWM®), the education qualification which is delivered internationally in partnership with approved training providers. The Association was founded in 2007 by AZEK, the training centre of the renowned Swiss Financial Analysts Association. (SFAA). SFAA was established in 1962 and now has more than 2,700 members including financial and investment fund analysts, asset managers, wealth managers and fund managers. Based in Switzerland, the AIWM operates on a global scale.

About the CAIA Association 

The CIFA Foundation was created at the initiative of a group of financial entrepreneurs to face the increasing number of regulations and the growing complexity of markets. Its mission is to strengthen the role of independent financial advisors (IFAs) at the international level in order to better defend the interests of investors. CIFA has chosen Geneva, one of the world capitals of wealth management and headquarters of many international organisations, to establish its permanent organisation.

MFPC is an independent body set up with the noble objective of promoting nationwide development and enhancement of the financial planning profession. MFPC provides an evolving set of Best Practice Standards and Code of Ethics that must be adhered to by Registered Financial Planner (RFP) and Shariah RFP designees. This requirement is aimed at ensuring that the public will be served with the highest quality of financial planning services. MFPC was registered on 10thof March, 2004 under the Societies Act, 1996.

RFP / SRFP Programme is recognised by Bank Negara Malaysia and Suruhanjaya Sekuriti as the approved qualification for Financial Advisor's Licence and Capital Market Services Licence respectively.

Temaswiss Wealth is Asia’s premier organization that drives banking professionals’ enablement through domain expertise training. The organization emphasizes on practical skill sets and domain knowledge as versus tertiary-education style programmes. Temaswiss’ flagship cluster-courses programme, Mercator 360^o Private Banker Certification, provides a proprietary methodology to relationship bankers to equate between bank’s in-house or external research, asset class and investment calls, product initiatives and their customers’ profile and needs. A singularity of the model is that it is agnostic to specific bank’s market views or product offerings. A number of highly relevant courses are also in its programme: Banker Ethics and Conduct, Banking Unit Audit Preparedness, Cross-Border and Outsourcing Risks.

There has been un-paralleled show of interest from banks in the ASEAN region and Hong Kong for Temaswiss’ Continuous Professional Development (CPD) courses, tailor-made onsite and offsite programmes covering frontline bankers, middle office, risk management and KYC due-diligence functions. Temaswiss has also entered into a strategic agreement to deliver bespoke Big Data Analytics solutions for Banking and risk management in the areas of: Customer Sales Suitability Decisioning, Credit Facility Reviews, B2B Cross-selling Pipeline and AML & Sanctions transactions screening.

Vision 

“Enable and empower the private banker of today and of tomorrow with practical domain expertise in order to effectively serve the global customer by bridging across cultures, geographies and differentiated needs.”

Mission

• To be a Lighthouse organization served by experienced bankers, for the Private Bankers
• Drive wealth management Domain Expertise and be at the forefront of industry developments
• Inform on and perpetuate Private Banking Best Practices

Asian Private Banker, an independent financial publication, is the region's preeminent voice in the world of Asian private banking.

Renowned for its focused editorial content and forward-thinking events, Asian Private Banker has cemented itself as the go-to publication for industry leaders and watchers who value timely analysis and insight.

Asian Private Banker's editorial product is driven by the region's only team of reporters solely dedicated to covering private banking, while its events have earned a reputation for being the industry's most relevant and prescient.

The vision and Mission of Managers of Wealth is to become the World’s 'LEADING NEWS MONITORING SERVICE' for the wealth management industry by providing our members with useful, accurate, relevant, timely news, strategic analysis and business critical information on all issues taking place within the wealth management sector which will have a positive effect on their performance which will, in turn, improve the bottom line results of the companies where they work.

Part of the Financial Times Group, MandateWire provides European, North American and Asian money managers with rapid, reliable and high-value business intelligence on institutional asset flows - helping them to win the race for mandates. Although MandateWire fully covers the public domain, its value lies in the information it sources from private funds - information that’s extremely hard to find elsewhere. To find out more, visit www.mandatewire.com/trial

Mergermarket is an independent Mergers and Acquisitions (M&A) intelligence service with an unrivalled network of dedicated M&A journalists based in 65 locations across the Americas, Europe, Asia-Pacific, the Middle-East and Africa. Unlike any other service of its kind, Mergermarket specializes in providing forward-looking origination and deal flow opportunities integrated with a comprehensive deals database – resulting in real revenues for clients. Visit www.mergermarket.com

The PRIVATEBANKING.COM wealth industry directory is the financial-industry’s leading online business development and networking platform focused on Wealth Management and Financial Services.

The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.

Privatebanking.com’s FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.

We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe:
Please register at: http://www.privatebanking.com/

Professional Wealth Management is the only title dedicated to the growing model of using third-parties to distribute financial products to high net worth, mass affluent and retail investors across Europe. PWM is also helping financial institutions leverage these business models in developing markets such as the Middle East and Asia. Each issue provides detailed information on investment product mechanics, in depth analysis on market trends and comparative data on rival products.

​​Published by the Financial Times and with an ABC certified circulation of 10,004, Professional Wealth Management addresses the challenges faced by banks and insurance companies which are increasingly contracting out management of core assets to external specialist fund houses.

Across print, digital and live event channels, PWM provides strategic advice to key decision-makers working in all stages of the European distribution process. The result is a unique publishing hub, strategically positioned to reach the professionals whose decisions shape and expand the third-party investments market in Europe and beyond.

www.pwmnet.com

• Transaction communications - helping our clients to tell their story clearly and effectively during initial public offerings and mergers and acquisitions
• Investor relations - advising listed companies on communication with analysts, shareholders and potential shareholders
• Corporate communications - offering strategic counsel to financial services companies and other firms to improve corporate reputations and handle crisis situations