Certified Service Adviser (CSA) Level 1 - Successful Account, Client and Stakeholder Management
2024-08-26

Compliance Module - Compliance Risk and Compliance Culture
2024-08-29 - 2024-08-30

Uncovering Opportunities for High Impact
2024-08-29 17:00 - 19:30 (Asia/Singapore) | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
The Family Office Discovery Series is an initiative by WMI to help family offices better navigate Singapore’s dynamic ecosystem. This Series enables family offices to connect with like-minded peers within areas of interest, while providing a systematic introduction to various parts of the investment and social impact communities.

This special edition has been tailored to family principals and SFO professionals who are eager to explore Asia’s dynamic philanthropy and impact capital landscape, and understand the latest trends.

Commencing with sharing and insights from EY on Singapore’s Philanthropy Tax Incentive Scheme (PTIS), this interactive session will set the stage for discussions on effective capital deployment into high-impact opportunities. Participants will also explore a range of tools and platforms that funders can consider when building a strategic impact portfolio across the region.

We warmly invite you to join us for an evening of peer sharing and knowledge exchange.

The Family Office Discovery Series is proudly organised by the Wealth Management Institute (WMI), and hosted by the Global-Asia Family Office (GFO) Circle and the Asia Centre for Changemakers (ACC) that build capabilities and communities in the family office and impact capital sectors.

Certificate for Family Office Advisors – Advanced
2024-09-02 - 2024-09-06

Certified Private Banker (CPB) Level 3 - Managing Change
2024-09-05

Certificate in Environment and Social Governance for Family Offices (Intake 3)
2024-09-06

Family Office Risk Management & Controls
2024-09-16

Global-Asia Family Office Summit 2024
2024-09-16 - 2024-09-17
The Global-Asia Family Office 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.

The Summit features a premier line-up of speakers through interactive keynotes, plenary sessions, and masterclasses by family offices and distinguished experts from industry powerhouses.

Participants heard directly from leading family offices who shared their first-hand experiences and learned about the most pressing issues and promising opportunities facing family offices at that time.

Get in touch with our GFO Circle Team for event enquiries

Certified Compliance Officer - Foundation Financial Crime Compliance
2024-09-20

ESG Risk Management and Controls
2024-09-20

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Sales Strategy)
2024-09-24 - 2024-09-30

Certified Compliance Officer - Foundation Compliance – Risks, Ethics and Culture
2024-09-25

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Client Investment Suitability and Product Solutions)
2024-09-25 - 2024-09-30

Compliance Module - Compliance Strategy, Policy and Advice
2024-09-26 - 2024-09-27

Certificate in Investing in Innovation
2024-09-30

Certified Compliance Officer - Foundation Compliance Policy
2024-09-30

Certificate for Family Office Practitioner - Family Office Management and Operations
2024-10-01 - 2024-10-02

Certificate for Family Office Practitioner - Managing Family Dynamics
2024-10-04

Certificate in Introduction to ESG Advisory
2024-10-08

Certified Compliance Officer - Foundation Regulatory Compliance
2024-10-09

Certificate in Long-Term Investing
2024-10-09

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Financial and Investment Planning)
2024-10-10

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Relationship Management)
2024-10-11

Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certified Private Banker (CPB) Level 2 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certified Private Banker (CPB) Level 1 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Advanced Certificate in Trust Services
2024-10-11 - 2024-10-22

Priority & Retail Banking Certified Adviser (PRCA) Level 3 - Growing Your Business
2024-10-21 - 2024-10-22

Certificate in Philanthropy and Social Impact
2024-10-21 - 2024-10-22

Seeking Asia's Social Unicorns
2024-10-22 18:00 - 19:30 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
Speaker
