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American Private Wealth Management Association

The American Private Wealth Management Association (PWMA) is a non-profit, non-governmental, and non partisan organization engaged in global consulting and practical research on private wealth management business. Intended to promote exchange and cooperation in wealth management business between the United States and other regions around the world, and to promote the development of the global wealth management industry. On December 2, 2022, according to the "Law of the People's Republic of China on the Administration of Domestic Activities of Overseas Non Governmental Organizations" and the "Regulations on the Registration and Administration of Permanent Representative Offices of Foreign Enterprises", private organizations in the United States
The Beijing Representative Office of the Wealth Management Association officially approved the registration (registration certificate number: 91110106MAC5EQU523). Since its establishment, PWMA, the world's first international wealth management organization settled in Beijing, has maintained a long-term cooperative relationship with associations and wealth management institutions in China, focusing on the development of China's wealth management market and business practice research. In 2021, it will work together with Goldman Sachs Boya (Beijing) Information Consulting Co., Ltd., China Association of Small and Medium Enterprises, Liaoning Financial Planners Association, Shen Junru Law School of Hangzhou Normal University, Hangzhou Internet Notary Office in Hangzhou, Zhejiang Province, Beijing Dacheng Hangzhou Law Firm, Guangzhou Financial Investment Bank Family Office Co., Ltd., China Sida International Economic and Technical Cooperation Co., Ltd. and other institutions drafted and compiled China's first Private Wealth Management Professional Skill Level Group Standard (T/CASMES 662022)
The American Private Wealth Management Association aims to promote global exchange and cooperation in private wealth management business, and mainly carries out the following business activities:
(1) International education and training certification;
(3) Family Office Creation and Operation
(5) Develop and release annual reports on private wealth management
(2) International Business Information Consulting:
(4) International private wealth management consulting;
(6) Develop standards for practitioners in the field of private wealth management
(7) Promote the development of international macroeconomics, financial markets, and wealth management industry (8) Connect with global financial market and wealth management industry regulatory agencies and NGO organizations:

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