STRENGTHENING OUR WEALTH MANAGEMENT PROFESSION

The Association Of Chartered Wealth Managers

WELCOME TO ACWM

Empowering Wealth Management Professionals Across The Globe

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CONTACT US
INTRODUCTION

ABOUT US

The Association of Chartered Wealth Managers (ACWM) is a prominent professional organization dedicated to providing in-depth insights into the field of chartered wealth management and the practices associated with family offices. Through its resources and expertise, the ACWM aims to enhance the knowledge and skills of professionals in these areas.

We facilitate connections among chartered wealth managers, financial advisors, family office executives, high-net-worth individuals, and industry professionals. Our goal is to enhance expertise in wealth management while promoting valuable networking opportunities among peers.

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Chartered Wealth Managers

Our Specialisation

We offer a range of seminars, webinars, and events designed to share valuable knowledge and insights. Our focus areas include:

Wealth Management

Comprehensive Strategies For Preserving And Growing Your Wealth Across Generations.

Family Office

Secure Your Family’s Future With Expert Training In Wealth Management, Governance, And Succession Planning. 

Will

Learn The Essentials Of Will Drafting To Ensure Proper Asset Distribution For Clients.

Trust

Equips Members With The Skills To Create And Manage Trusts For Tax Efficiency And Asset Protection.

OUR PROGRESS

We Have Spread All Over Hong Kong

Become IFA

50+

Students Enrolled

Courses

20+

Completed Courses

Certificates

10+

Get Certified

Instructor

10+

Certified Instructor

Why ACWM

Why Choose Us

Experienced Trainers and Speakers

Learn from top industry experts with real-world experience in wealth management.

 Comprehensive Professional Platform

Access a powerful platform designed to support your continuous professional development.

Industry Advocacy and Standards

We advocate for higher standards and favourable regulations in wealth management.

 Exclusive Member Benefits

Enjoy special discounts, resources, and networking opportunities exclusive to ACWM members.

Expert credentials

Earn globally recognized credentials that enhance your expertise and professional standing.

Networking and Collaboration

Connect and collaborate with a global network of wealth management professionals.

Upcoming Events & Classes

Upcoming Events & Classes

Wealth Management Professional Certificate

March 2

Gilbert Loke

Hong Kong

Family Office

September 26

Shilpa Bohra

Hong Kong

OUR BLOG

Our Latest Posts

Wealth Management


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Introduction To Family Office


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