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American Academy of Financial Management
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About Mr. Michael Preiss

Michael Preiss, CWM (Chartered Wealth Manager) serves as Associate Director, Investment Advisory Group at HSBC Private Bank, serving clients in the Middle East and South Asia.

Advisor on Global Board of Standards on Wealth Management and Private Banking curriculum for the Middle-East and Asia with the American Academy of Financial Management (AAFM).

He is also a Director and Economic Advisor to East India Asset Management in Sri Lanka, Index Committee member, involved in launching the Celyon Index Fund, the 1st Index fund on the Colombo Stock Exchange.

He also is a Director and Research Fellow at The Asian Bond Market Forum, a Hong Kong based non-profit think-tank. The ABMF provides policy research on the development of Asian local currency bond markets and advises on bond-market issuance programs and infrastructure development. In this role, Mr. Preiss is working with Thailand's Ministry of Finance, as one of the founding members of the Asian Bond Market Development Secretariat in Bangkok.

Mr. Preiss is a graduate of the European Business School with a major in Finance and international economics, having studied at the schools centers in London, Paris and Bologna, Italy in the respective local languages. In addition he studied in Japan, Korea, and China.

A regular guest commentator on Bloomberg TV, CNBC Asia, and the BBC as well as India's New Delhi Television, a columnist for finance magazine's in Hong Kong and China, as well Singapore's Business Times and the Bangkok Post where he contributed the regular "Ahead of the Curve" column. In addition, he is a columnist for Forbes Arabia, the Arab language edition of Forbes Magazine.

He has also been an guest lecturer at the Chinese University of Hong Kong where he taught on Technical Analysis as well as a course on Banking & Financial Institutions with a focus on China's Financial System.

He also taught at the School of Finance - Renmin University in Beijing and has been invited to design a course curriculum on "Fixed Income Securities" for the Graduate School of The People's Bank of China, China's Central Bank.

He is an Adjunct Associate Professor at Singapore Management University where he teaches courses on finance and Credit Derivatives as part of the Executive Education Programmes. 



Upcoming Scheduled Courses
Course Date Location Course Provider Further Info Confirmation Status
CFAM - Chartered Fund and Asset Manager 15 - 19 March 2009 Cairo, Egypt Egpytian Centre of Financial Management Tentative
CPES - Certified Private Equity Specialist 03 - 07 May 2009 AAFM Training Center, Salhia Complex Kuwait AAFM Kuwait Confirmed
CPES - Certified Private Equity Specialist 06-10 June 2009 Jeddah Managerial and Financial Training Center Confirmed


Previously Conducted Courses
Course Date Location Course Provider Further Info
CWM - Chartered Wealth Manager 07 - 09 February 2008 Nairobi, Kenya AAFM Kenya Download PDF |  
CPES - Certified Private Equity Specialist 19 - 23 April 2008 MFTC - Jeddah Managerial and Financial Training Center  
CWM - Chartered Wealth Manager 11 - 15 May 2008 Dusit Hotel • Dubai International Institute of Research (IIR) Download PDF |  
ChPM - Chartered Porfolio Manager 25 - 29 May 2008 AAFM Training Center, Salhia Complex Kuwait AAFM Kuwait Download PDF |  
CWM - Chartered Wealth Manager - In House 21 - 25 June 2008 AAFM Training Centre, Kuwait AAFM Kuwait  
CWM - Chartered Wealth Manager -In House (BKME) 21 - 25 June 2008 AAFM Training Centre, Kuwait AAFM Kuwait  
CWM - Chartered Wealth Manager -n House (BKME) 21- 25 June 2008 AAFM Training Centre, Kuwait AAFM Kuwait  
CWM - Chartered Wealth Manager -In House (BKME) 21 - 25 June 2008 BKME, Bahrain AAFM Kuwait  
RBA - Registered Business Analyst 30 Jun - 03 July 2008 AAFM Greece AAFM Greece  
CWM - Chartered Wealth Manager 16 - 20 September 2008 Accra, Ghana AAFM West Africa  
CWM - Chartered Wealth Manager 22 - 26 September 2008 Lagos, Nigeria AAFM West Africa  
ChPM - Chartered Portfolio Manager 26 - 30 October 2008 Dusit Thani Hotel, Dubai International Institute of Research (IIR)  
CRIP - Certfied Real Estate Investment Professional 22 - 26 February 2009 Cairo Egpytian Centre of Financial Management  
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