The certification programme is a reminder that developing skills in wealth management is a priority for Asia.

WRISE Prestige, part of Asia’s WRISE Group, said it is marking its second anniversary in Hong Kong this week by introducing a new course for its “intelligent wealth consultant” (IWC) programme. It also flagged other expansion goals in its statement yesterday.

The firm said it is strengthening the professional development pathway for its IWC network through QLC, a structured professional assessment covering four specialist areas relevant to the evolving needs of high net worth clients: family office, trust, offshore insurance and advanced investment.

IWCs who complete the QLC exam will earn the designation of IWC-Certified, establishing a common foundation of professional knowledge and standards across the network. 

“The wealth management industry has continuously evolved, from traditional institution-led models to the emergence of independent financial advice, and now towards a new generation of wealth advisory. We believe the next stage of this evolution is intelligence,” Henry Shin, CEO of WRISE Prestige Hong Kong, said. 

“Intelligent Wealth Consultant brings together the independence and trust that have always been fundamental to wealth advice with professional expertise, human judgment, and the insights and analytical capabilities of artificial intelligence. This is not about replacing the human element with technology, but about empowering our consultants with technology to deliver deeper insights and help clients make more informed and holistic wealth decisions,” Shin said. 

WRISE said that over the next two to three years, the WRISE Prestige business will expand its business-to-business capabilities and advance an open-external asset manager architecture that connects IWCs, external asset manager partners and clients through the broader WRISE ecosystem. (WealthBriefingAsia has written extensively about the shape of Asia’s EAM sector in features here, here and here.)

The certification programme is a reminder that developing skills in wealth management is a priority for Asia because of the rapid rise in an affluent population. Earlier this year, WBA spoke to National Singapore University about its work in this field. 

AuM growth
Since the end of 2024, WRISE Prestige in Hong Kong said assets under management have surged by 927 per cent; revenues have soared by 301 per cent and client numbers of advanced by 382 per cent. There are now more than 400 IWCs in Hong Kong. 

Developments at WRISE come as Hong Kong's wealth management industry has reached a total AuM of HK12.9 trillion as of the end of 2025, rising 24 per cent on a year earlier.

WRISE has an on-the ground presence in Hong Kong, Singapore, Dubai, Taipei, Tokyo, Shenzhen, Changsha, Chengdu, Wuxi and Vancouver. The group of companies include WRISE Wealth Management (Singapore), WRISE Wealth Management (Hong Kong), WRISE Wealth Management Middle East Ltd (DIFC, regulated by the DFSA), WRISE Prestige (Hong Kong), WRISE Prestige Securities (Hong Kong), WRISE Prestige Asset Management (Hong Kong), WRISE Capital (Hong Kong), WRISE Financial Services (Hong Kong), and affiliates including WeWrise Services.