AIWM Professional Excellence 2023

We are honored to have Dr. Carl from Momenta, alongside 11 outstanding presentations and a stellar lineup of 12 speakers – the largest assembly since this initiative began in 2019.

Prominent figures from the wealth management industry gathered to collaborate and exchange insights on the constantly evolving landscape. They delved into innovative investment strategies and explored ways to elevate the client experience within this dynamic sector.

Dr. Carl is a renowned wealth management expert with over 20 years of experience. He is the founder and CEO of Momenta, a leading wealth management firm that provides holistic financial planning and investment management services to high-net-worth individuals and families. Dr. Carl is a frequent speaker and thought leader on wealth management topics, and his insights are highly respected by industry professionals.

The other 11 speakers were equally distinguished, representing a wide range of expertise within the wealth management industry. They included investment managers, financial advisors, fintech innovators, and academics.

Together, the speakers presented on a variety of topics, including:

  • The latest trends in wealth management
  • Innovative investment strategies
  • Best practices for client experience
  • The impact of technology on the wealth management industry
  • The future of wealth management

The event was a resounding success, with attendees praising the high quality of the presentations and the opportunity to learn from and network with leading experts in the field.

The event’s theme, “The Evolving Wealth Management Landscape: Innovation and Collaboration,” was reflected in the diversity of the topics covered and the speakers’ perspectives. The event also highlighted the importance of collaboration in the wealth management industry, as professionals from different disciplines work together to provide clients with the best possible service and outcomes.

Overall, the event was a valuable opportunity for wealth management professionals to learn, network, and share insights on the latest trends and innovations in the field.