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.
The purpose of the association is the promotion, definition, and further development of international wealth management standards within the industry.
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 association also supports establishment and development of the information platform “Neofortune®“, which provides services in accordance with the executive board’s strategic specifications.