About AIWM


Private banking/wealth management is a fast growing and increasingly global industry. Serving today's wealth owners requires a thorough understanding of their individual needs and of the tools that can be applied to meet these needs. The Association of International Wealth Management (AIWM) was established to respond to the growing demand for sophisticated products and professional client service, to identify and meet the needs of wealth owners, and to assist in navigating the increasing regulation and general complexities of globalised financial markets.

The AIWM awards the Certified Wealth Manager (CWM®) and the Certified International Wealth Manager Diploma (CIWM®) and offers private banking professionals a platform for high-quality education, knowhow transfer and international networking.

The Association was founded in 2007 by AZEK, the training centre of the Swiss Financial Analysts Association. The Association is a development of the renowned Swiss Financial Analysts Association (SFAA). The AIWM now has more than 3,500 members including financial and investment fund analysts, asset managers, wealth managers and fund managers.

Based in Switzerland, with its Head Office located in Zurich, the AIWM operates on a global scale.

Mission Statement

The AIWM seeks to achieve its objectives by:

  • Facilitating research and high-quality education and training in the field of international wealth management.
  • Providing internationally recognised certifications in the wealth management field, the Certified Wealth Manager (CWM®) and the Certified International Wealth Manager (CIWM®).
  • Establishing a Code of Ethics governing the work and activities of members.
  • Providing members with opportunities for continuing professional development.
  • Fostering the exchange of information and experience between members and partners.
  • Cooperating with national and international partners.
  • Representing the Association's interests vis-à-vis governmental and regulatory authorities as well as the public at regional, national and international level.
  • Communicating actively between members, partners, media representatives and the public.
  • Assisting wealth owners in identifying appropriately trained professionals to help address their wealth management needs.

Graduates

AIWM assists graduates in acquiring core competencies in wealth management and in qualifying for key positions within the industry.


Employers

AIWM supports employers in reaching highly qualified specialists that best meet the individual needs of a global client base.


Clients

AIWM allows clients to obtain first-class, reliable and comprehensive advice and services.