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Crypto: Fad Or Does It Have A Place In Strategic Asset Allocations?

Event Information Zoom Live Webinar Monday, 25 April 2022 12.15pm to 1.30pm SGT (GMT+8) Emerging asset classes like Crypto has increasingly been embraced by institutional investors. What role does it play in strategic asset allocation and the future of asset and wealth management? Join Dr Aaron Low, CEO of LUMIQ and Principal of Lumen Advisors, and… Continue reading Crypto: Fad Or Does It Have A Place In Strategic Asset Allocations?

1 Day

Finding the Right PE/VC Strategy for Your Family Office

Attracted by opportunities in disruptive technologies and innovative business models, many family offices are deploying capital into private market investments and start-ups. However, building a successful PE/VC portfolio is not straightforward.   Our event featured leading family offices and venture capital firms who shared with attendees the advantages and pitfalls of different ways to get… Continue reading Finding the Right PE/VC Strategy for Your Family Office

WMI Expert Series: Financial Services Compliance Trends, Risks & Opportunities

The financial sector is dynamic and has grown in size and complexity. The rate of regulatory change is increasing with new business models powered by data and technology, and also to address financial crises and wrongdoings. Navigating the regulatory landscape successfully can make the difference between continued business and customers preserving trust and reputation, and… Continue reading WMI Expert Series: Financial Services Compliance Trends, Risks & Opportunities

Event Series Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023

Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023

Date: 1 Jun 2023, Thursday 22 Jun 2023, Thursday Time: 5.00 PM to 6.00 PM (GMT +8) Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries… Continue reading Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023

Event Series Online Info Sessions – Certified Compliance Officer For June 2023

Online Info Sessions – Certified Compliance Officer For June 2023

Dates:  14 Jun 2023, Wednesday 28 Jun 2023, Wednesday Time: 5.00 PM to 6.00 PM (GMT +8) Get a chance to speak with our team in an online information session to learn more about WMI’s Certified Compliance Officer programme. We are happy to offer an overview of the programme and any enquiries you may have about… Continue reading Online Info Sessions – Certified Compliance Officer For June 2023

Event Series Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023

Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023

Date: 1 Jun 2023, Thursday 22 Jun 2023, Thursday Time: 5.00 PM to 6.00 PM (GMT +8) Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries… Continue reading Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023

Event Series Online Info Sessions – Certified Compliance Officer For June 2023

Online Info Sessions – Certified Compliance Officer For June 2023

Dates:  14 Jun 2023, Wednesday 28 Jun 2023, Wednesday Time: 5.00 PM to 6.00 PM (GMT +8) Get a chance to speak with our team in an online information session to learn more about WMI’s Certified Compliance Officer programme. We are happy to offer an overview of the programme and any enquiries you may have about… Continue reading Online Info Sessions – Certified Compliance Officer For June 2023

Event Series Masterclass

WMI-SFA Masterclass – Harnessing Regtech for Compliance

As the financial industry evolves rapidly, Regtech is disrupting the regulatory landscape. Marrying technology solutions with compliance domain knowledge can enhance, optimise and transform compliance risk management providing a competitive edge in a sea of regulatory change and financial innovation.   The Regtech landscape and comprehending capabilities of new technologies can be intimidating. We invite… Continue reading WMI-SFA Masterclass – Harnessing Regtech for Compliance

Event Series Family Office Summit

Global-Asia Family Office Summit 2023

The Global-Asia Family Office (GFO) Summit is a trusted platform that brought together leading family offices, advisors, and thought leaders from Asia, the US, Europe, and around the world to convene, learn from each other, and address topics including investing, family office leadership, and social impact.   Centered around the theme of ‘Building the New Era… Continue reading Global-Asia Family Office Summit 2023

Event Series Family Office Discovery Series

Family Office Discovery Series – Investment Discovery [Private Markets]

The Family Office Discovery Series is a new initiative launched by Wealth Management Institute (WMI) to help family offices better navigate Singapore’s dynamic ecosystem.   The Series enables you to connect with like-minded family office peers in your areas of interest such as family office governance and while providing a systematic introduction to various parts… Continue reading Family Office Discovery Series – Investment Discovery [Private Markets]

Event Series Family Office Discovery Series

Family Office Discovery Series – Social Impact Discovery and IPP Roundtable: Local Giving in Global Singapore

The Family Office Discovery Series is a new initiative launched by Wealth Management Institute (WMI) to help family offices better navigate Singapore’s dynamic ecosystem.   The Series enables you to connect with like-minded family office peers in your areas of interest such as family office governance and while providing a systematic introduction to various parts… Continue reading Family Office Discovery Series – Social Impact Discovery and IPP Roundtable: Local Giving in Global Singapore

Event Series Roundtable Events

Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion

A generational shift is occurring in Asian family offices and family business, with the rise of a next generation of wealth owners, who are rethinking the concept of wealth ownership through the lens of tech, environmental awareness and positive social impact. This can sometimes bring about challenges across multiple generations and effective intergenerational communication plays… Continue reading Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion

Event Series IPP Forum

IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground

Participants discussed the future of DAFs within Singapore and assessed opportunities, challenges, and innovations DAFs can offer in propelling Singapore’s vision to be Asia’s philanthropic hub. We invited experts and professionals who convened in a technical workshop setting and heard their views, insights and recommendations to co-create a vibrant and robust DAF ecosystem in Singapore,… Continue reading IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground

Event Series Info-Session

Investment Accelerator Programme (IAP) Info Session

Get a chance to speak with our team in an online information session to learn more about WMI’s Investment Accelerator Programme (IAP). We are happy to offer an overview of the programme and answer any enquiries you may have about IAP in this one-hour virtual session.   The programme provides fundamental knowledge in investments and… Continue reading Investment Accelerator Programme (IAP) Info Session

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.

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