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Financial Wealth Group is a Global Financial Services company headquartered in Singapore, committed to uncovering the business potential in Banking & Finance through its 10 Business Groups including: Corporate Finance, Wealth Management, Investor Relations, Financial Technology, Financial Education, Financial Intelligence, Financial Brand Management, Financial Advisory, Financial Media Publisher, and Managing Global Investor Relations Network.

Financial Wealth Group and its subsidiaries were founded in 2008. The Group has been in the market of financial services across Asia Pacific, overseeing 20 countries of its distribution of services. The company’s current operations are time-proven successes. As a company, Financial Wealth has experienced much change over the past 17 years.

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Aswin Wirjadi is the Chairman of the group since Financial Wealth was established. He is well known as one the prominent figure of Asian Bankers. He was proven as professional Chase Manhattan Banker Hongkong, being a famous banker as one of BCA legends who built ‘The Best Bank in The World’ selected by Brand Finance, 2024 and 2025. Aswin is also gained experience sitting at high rank official of Singaporean Bank as a commissioner of UOB Bank for 16 years.

Meity Anita is positioned as The Global CEO of Financial Wealth Group. She has been with the firm since 2008 as Managing Director, and took on the role of CEO in 2010. Meity has a great experiences being a banker with HSBC, BCA and Citi. Meity is well recognized as one of BCA Bankers who strategically played a major role in increasing BCA Brand Positioning in Asia during her 10 years with BCA. She obtained a valuable experiences as Citi Banker when led the bank’s Strategic Marketing of Global Consumer Banking business.

Meity has successfully led Financial Wealth’s media role in Wealth Management Business across Asia Pacific, as well as fully participated in increasing Financial Literacy of Indonesia’s Small Medium Enterprises. She is distinguished as CEO who acts strategically and tactically in creating a new values-driven and personality led-brand of Financial Wealth Group.

Financial Wealth is a values-driven organization. As a group of companies, Financial Wealth truly understands what has not changed at Financial Services is the group’s commitments to providing exceptional client service and to living the group’s core values: Excellence in Everything, Leadership by Example, Integrity and Transparency, Focus on the Client and Human Capital Centre. Financial Wealth Group is incredibly excited about this journey and truly believe the best of Global Financial Services is yet to come.

During fiscal 2024, Financial Wealth continued to focus on profitable growth in business while maintaining a strong performance. The group delivered a healthy growth in profit along with improvement in brand quality parameters. The growth in business was underpinned by the strategy to increase market share across key segments while focussing on corporate finance, wealth management, banking strategic partnership, financial technology, corporate financial education, micro markets and ecosystems. The group aimed to grow its achievement by leveraging its strong brand position and well-recognised brand in Financial industry.

Message from Financial Wealth Group’s CEO

Meity Anita, CEO

2025, a Super Challenging Year

The global financial market is now in an era of major change. Geopolitical tensions and the reshaping of globalization are driving prolonged inflation and higher interest rates, causing instability in the economic environment. Disparity between high-net-worth and low-income individuals is becoming an increasingly serious social issue.

Rapid evolution of technology, though opening new possibilities, is also giving rise to unknown risks. On the other hand, global economy has finally escaped its long deflationary era, and Asian companies are putting their resources towards investment and wage increases, creating a positive cycle of growth and distribution. With this as a backdrop, countries in Asia households are also increasingly showing an interest in shifting from saving to investment. In combination, these global and local changes constitute a significant turning point.

In this era of super challenging year, financial institutions have an outsize role to play. My responsibility as the CEO of a financial institution is to envision the course Financial Wealth will follow during times of change and, in doing so, continue creating social value and enhancing corporate value for all of our stakeholders. Our target is to foster a healthy corporate culture and a unique corporate DNA. We are transforming our organization into a place that encourages creative thought and action, where everyone can take on challenges on their own initiative and engage in constructive discussion. This will be a catalyst for innovation and enable us to achieve our purpose.

We have been extending growth support for corporate clients in Indonesia, primarily middle-market firms struggling with issues such as stagnating corporate value. Our support has enabled these clients to explore options and take actions such as business restructuring. Also, we are increasingly being asked for advice about succession of family businesses and wealth, built up through many generations to the next generation.

Going forward, we will bring together our advisory capabilities with the financial technology of Financial Wealth group companies to further advance our provision of comprehensive solutions. At the same time, in order to sustainably grow together with our clients, we will optimally balance our corporate resources with consideration to regions and customer segments. We are targeting Indonesia’s Government Projects, capturing a bigger mass market by doing strategic alliance with prominent technology company partner such as Sprint Asia Technology www.sprintasia.co.id and its sister Payment Gateway company, one of the biggest payment platform in Indonesia called Bayarind www.bayarind.id

Recently on innovation, we are looking to take part in the creation and incubation of companies that will be able to compete on a global scale, solve social issues, and contribute to industrial development. Financial Wealth now is providing funding for their growth. As part of that, we will launch a venture debt fund in collaboration with several start-up companies, and have also been making capital investments on our own, supporting the innovation of ambitious entrepreneurs. Going forward, we will become more involved in supporting the incubation of Indonesian unicorns in the deep tech field.

On the business side, we are making efforts to connect public and private initiatives to formulate a "grand design" for global business transition. We are also extending sustainable and transition finance and co-investing with our clients in projects that will promote sustainability. For risk management, we are continually developing our framework for managing exposure in carbon - related sectors, pursuing an ideal balance between opportunity and risk.

As we gain greater competitiveness in our 8 business focus areas, we are also linking our strengths across areas to produce new added value . We now have a structure in place for pro-actively utilizing capital towards further accelerating growth while also enhancing shareholder returns. One of our overarching goals is to put our capital from shareholders and our human capital from society towards even greater added value.

Financial Wealth is keeping pace with the Singapore government's policy plan to promote Singapore as a leading asset management Centre. In addition to this, we are improving operational infrastructure and promoting efficiency through digital transformation, so that everyone at Financial Wealth can enjoy not only better frameworks but also smoother in delivery. We will tenaciously fortify our advisory capabilities and further elevate both our employees' business literacy and our customer-oriented business approach. In order to provide various investment opportunities to our customers, we will enhance Asset Management, investment and product offering capabilities and also expand alliances with leading asset managers outside Singapore.

I believe Financial Wealth is facing a great effort in this super challenging year on the 8 business focus areas. By uniting our purpose, strategy, and healthy corporate culture in a virtuous cycle, we will be able to fulfil our commitment to grow together with our stakeholders.

Aswin Wirjadi, Chairman

Message from The Chairman

Asia’s Financial industry leaders face significant disruptions and dynamics. As we know, the world economic order is shifting dramatically. On one hand, the world has never been more interconnected. On the other, it has never been more harmed. I saw a quote recently that said, “The world is getting better and better, and worse and worse, faster every year.” In the context of that, Asia is shifting from being a minority of the world to becoming the majority. Circumstantially, It is already driving more than half of the world’s economic growth.

As data of our research showed and talk to most of the leading CEOs in Asia, many of them the vast majority, I would say are still hopeful about the world. They see a rainbow at the end of this journey, but they equally recognize the need to outwit and/or address many important challenges and benefit from many important trends. I see from a demographic standpoint, much of Asia, like the rest of the world, is growing old. China is an example of a population that is declining, as well as Korea and Japan are the same. Over the next decade , more than 300 million people will move out of the workforce in North Asia, so reskilling and managing productivity for sure are going to become very crucial concern of Asian Leaders.

Based on all data captured, I would say CEOs are by and large optimistic, in fact, they also see the need for more transformation. We see the need to build more agility in our companies, because no one quite knows what to expect next. The time when the gap between the winners and laggards could increase even more. We will find out then when the degree of change is as high as it is, I think those who respond, thrive; and those who do not will fall apart.

Looking ahead, global economic conditions continue to remain uncertain, with monetary tightening by advanced economies and unevenness in growth prospects in various markets. However, most Asian countries is well poised to grow sustainably, taking advantages from the results of reforms undertaken and the vast potential of its economy. The financial industry seem continue to focus on participating in profitable opportunities underlined by risk-calibrated growth and a focus on value creation for all stakeholders.

Finally, no conversation is complete without mentioning generative AI. I believe a lot of companies have the opportunity to turn this from hype to reality. Less than 10 percent have found a way to drive value from multiple gen AI use cases, one big unlock is change management. We, Financial Wealth would like to thank all our clients and look forward to your continued support.

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