About us

International Wealth Management Standard Development Board

Idea and purpose

The IWMSDB association was founded by actors in the basic and continuing education field, and by well-known wealth managers in Switzerland and China. The motive for this was the intensified relationship between China and Switzerland as well as the newly established exchange between the Swiss Bankers Association and the China Bankers Association.

Promoting standards across borders

The purpose of the association is the promotion, definition, and further development of international wealth management standards within the industry.

Establishing the CSWM® certificate

Among others, this accredits organizations that provide basic and continued education for future wealth managers on the basis of these standards. The accredited institutions are authorized to issue the certificate CSWM®, Certified Skilled Wealth Manager auszustellen.

The Neo Fortune® exchange platform

The association also supports establishment and development of the information platform “Neofortune®“, which provides services in accordance with the executive board’s strategic specifications.

Articles of association

Extract of our statutes

IWMSDB

A non-profit association in accordance with the present statutes and within the meaning of Article 60 et seq. of the Swiss Civil Code is established under the name “International Wealth Management Standards Development Board” (abbreviated as IWMSDB).

Purpose of the association

The purpose of the association is to define and further develop international wealth management service standards within the industry. Among others, this accredits organizations that provide basic and continued education for future asset managers on the basis of these standards. The accredited institutions are authorized to issue the certificate CSWM, Certified Skilled Wealth Manager. The association also supports establishment and development of the education and information platform Neo Fortune, which provides services in accordance with the executive board’s strategic specifications.

Financial Statements

The association’s financial statements are reviewed by an external auditor as to their accuracy. The auditors are appointed for two years. Re-appointment is permitted. They provide the general assembly with the audit report and resolution in writing.

Members

Members of the IWMSDB association can be natural and legal persons, who recognize the object and purpose of the association, and are prepared to promote it.

Regular members

Regular members have the duty to participate in general assembly meetings, and to actively participate in the development of the association in the sense of its purpose. They have the right to utilize the NeoFortune® platform without restriction.

Associate members

Associate members are usually education organizations that offer education and courses leading to CSWM certification, and which have an interest in the association’s further development. They have no voting rights, but are invited to meetings and events. They also have the right to utilize the NeoFortune® platform without restriction.

Our Blog

Find out what is going on in IWMSDB

30.11.2016

Third Chinese-Swiss Financial Round Table 2016

By Andrea Kuhn-Senn
IWMSDB was representeted by Mrs. Andrea Kuhn-Senn at the round table in Geneva. The Round Table addressed core areas where the RMB can be us…
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23.09.2016

First Private Banking Theory and Practice Textbook

By Andrea Kuhn-Senn
On 23 September 2016 the project "Private Banking Theory and Practice Textbook" was officially completed. The meeting in Suzhou was organize…
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13.03.2016

Shangai Banking Association

By Andrea Kuhn-Senn
Andrea Kuhn met Mr. Li Xiaohua, Executive Deputy Secretary General to discuss methodology and systematic in Chinese and Swiss Education for…
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12.03.2016

China Association for Promotion of private Sci-Tech Enterprises

By Andrea Kuhn-Senn
Partners of the Sci-Tech industry and representatives of IMSDB confirmed their cooperation, particularly with regard to the “Global Chinese…
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11.03.2016

Prof. Wang Ming, Dean Institute of Philanthropy Tshinghua University

By Andrea Kuhn-Senn
Andrea Kuhn-Senn and Professor Ming Wang had an interesting exchange on the subject of philanthropy in general but also in terms of Wealth M…
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10.03.2016

China Financial Publishing House

By Andrea Kuhn-Senn
At the meeting with Mr. Wei Gejun, President, and representatives of CFPH Andrea Kuhn-Senn and Wu Ying presented IWMSDBs strategy and the pr…
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09.03.2016

Interview with “Tsinghua Financial Review”

By Andrea Kuhn-Senn
Andrea Kuhn is being interviewed by a journalist of the renowned Tsinghua Financial Review. Topics are current developments of Wealth Manage…
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30.11.2015

Annual General Meeting of the IAC

By admin
Andrea Kuhn-Senn gave a lecture on the Swiss financial education system at the annual general meeting of the IAC (Insurance Association of C…
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02.09.2015

Declaration of intent

By admin
The China Banking Association CBA and the SBA have signed a declaration of intent in the field of basic and continued education. (In the pic…
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05.05.2015

Working meeting in Shanghai

By admin
Working meeting in Shanghai with Wu Ying (right), Vice President Boyu, Financial Expertise Research Co. Ltd.…
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30.06.2014

First Chinese – Swiss Financial Round Table (III)

By admin
Josef Lauber of Bucherer Davos explained the secrets of the Swiss luxury watch to Mr. Chen Yuannian, Secretary General of CBA (China Bankers…
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28.06.2014

First Chinese – Swiss Financial Round Table (II)

By admin
On the occasion of the first Chinese - Swiss round table, an informal meeting was held with senior representatives of the CBA.…
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27.06.2014

First Chinese – Swiss Financial Round Table (I)

By admin
Andrea Kuhn-Senn and Urs Basler, BBZ took part in the first round table discussion…
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Agenda

Exclusive exchange conferences and events

IWMSDB Agenda

Exchange-conferences are held in Switzerland and China at regular intervals.

The data is published here. Access is exclusively for IWMSDB association members, CSWM graduates, and customers of the NeoFortune platform.

China Switzerland
A longstanding relationship

Memorandum of understanding in financial sector education

In the mid-17th century traders and missionaries from Switzerland established contact with the Chinese Empire. Trading relations developed at a rapid pace in the second half of the 18th century, leading to the opening of a Swiss trading agency in Shanghai in 1912.

In 2012, China’s exports to Switzerland amounted to 10.3 billion Swiss francs, somewhat higher than Swiss exports to China, which totaled 7.8 billion Swiss francs. The majority of exports from Switzerland consist of machinery and electronics (28.3%) as well as watches and jewels (32.2%). Similary, China’s main exports to Switzerland are machinery and electronics (40.3%).

Memorandum of Understanding in financial sector education & training between China Banking Association and Swiss Bankers Association

The general objective of this Memorandum of Understanding (MOU) is to promote and facilitate the development of collaboration with regard to financial sector educational issues of common interests and mutually beneficial activities/programs which serve to enhance the exchange and the transfer of knowledge for both parties. By employing their strong connection within the respective member banks, both parties (associations) should act as an intermediary to connect experts from both financial centers.

Chinese – Swiss Financial Round Table 2014

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Swiss_Chinese_Round_Table_2014_pic11

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Contact

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