Event Information Live Webinar: Friday, 21 January 2022 10am to 12.30pm SGT (GMT+8) Family offices and their advisors have a central role to play in the transition to a sustainable future. However, how can you cut through the noise and find out what ESG investing will truly mean for your investment approach and portfolio? Amidst… Continue reading Applied ESG for Family Offices Masterclass
Event Information In-person @ One Marina Boulevard Monday, 28 March 2022 12pm to 1.30pm SGT (GMT+8) Our Msc in Asset and Wealth Management alumni CHUEN Choon Peng, Felicia Tan, Flora Sun 孙思, Jason Lim, Kazutaka Sakamoto, Wendy Toh and Roseline Fong, TEP, CFP, CLU are here to answer burning questions like “Do you really need a Master’s Degree to advance in your career?”, “Can… Continue reading Do You Really Need A Master’s Degree To Advance In Your Career?
Event Information In-person @ One Marina Boulevard Thursday, 14 April 2022 12.10pm to 1.30pm SGT (GMT+8) Does sustainable investing have to cost performance? Join our speakers Gopi Mirchandani and Meng Keet W. in a dialogue on sustainable finance as they discuss this topic as well as upcoming trends in sustainable investing. For more details, please refer to… Continue reading Sustainable Investing: Balancing Investment Performance With An Eye On The Climate
The inaugural Global-Asia Family Office Summit 2022 is a trusted platform that brings together leading family offices, advisors and thought leaders from Asia, the US, Europe and around the world, to learn from each other and address topics across investments, family office leadership and social impact. Centered around the theme of ‘The Next Generation… Continue reading Global-Asia Family Office Summit 2022
Managing investments for long-term success across multiple generations is often a major challenge for families and family offices. With over 900 years of history, the Princely Family of Liechtenstein has not only built a successful nation but has grown a range of business activities and investments that are committed to doing good. What does legacy… Continue reading Long-Term Investing Across Generations: Navigating Global Challenges
The Impact Philanthropy Partnership (IPP) is an exciting new partnership between WMI, the Monetary Authority of Singapore (MAS) and the Private Banking Industry Group (PBIG), which will bring together family principals and offices to collectively tackle society’s most pressing challenges and issues. For the launch of the initiative, we started by exploring what ‘success’… Continue reading Launch of the Impact Philanthropy Partnership
Attracted by opportunities in disruptive technologies and innovative business models, many family offices are deploying capital into private market investments and start-ups. As they grow their influence in a shifting venture ecosystem, what skills and resources do family offices need? Our panel of experts shared with attendees on how the role of PE/VC can… Continue reading Investments in Private Equity and Venture Capital for Family Offices
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?
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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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
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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 WMI in this one-hour virtual session. Register your interest here.
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
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 WMI in this one-hour virtual session. Register your interest here.
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
How can philanthropy and impact capital play a catalytic role in solving some of society’s most pressing challenges, such as the climate crisis? Attendees heard from our panel of experts on how philanthropists can play a decisive role in creating transformative change and from pioneering family principals and thought leaders in the impact space… Continue reading Impact Philanthropy Partnership Forum 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
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
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 WMI in this one-hour virtual session. Register your interest here.
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
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 WMI in this one-hour virtual session. Register your interest here.
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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 WMI in this one-hour virtual session. Register your interest here.
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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
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 WMI in this one-hour virtual session. Register your interest here.
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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 WMI in this one-hour virtual session. Register your interest here.
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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 you may have about WMI in this one-hour virtual session. Register your interest here.
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]
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
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
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
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
