WMI

Certified Private Banker (CPB) Level 2 - Client Relationship Management
2023-09-28 - 2023-10-02

Certified Private Banker (CPB) Level 1 - Wealth Planning
2023-10-05

Family Office Discovery Series - Investment Discovery [Private Markets]
2023-10-05 17:30 - 19:30 (Asia/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 of the investment and social impact communities.

The Family Office Discovery Series is proudly organised by the WMI, which is also the host of the Global-Asia Family Office Circle (GFO Circle), a family office network platform supported by the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS).

In this series, participants heard from our distinguished panel and learnt about the key growth sectors and investment opportunities in Singapore, and heard directly from leading family offices who shared their insights and learnings about private markets investing, with a focus on venture capital and private equity.

Speaker(s):

Mr Dino Tan
Ms Sophia Ng
Mr Edoardo Collevecchio
and more

Family Office Discovery Series - Social Impact Discovery and IPP Roundtable: Local Giving in Global Singapore
2023-10-12 17:30 - 19:30
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 of the investment and social impact communities.

The Family Office Discovery Series is proudly organised by the WMI, which is also the host of the Global-Asia Family Office Circle (GFO Circle), a family office network platform supported by the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS).

In this series, participants learnt about the key areas of social needs in Singapore and heard from our local partners and changemakers to share who, why and how giving in Singapore is a great start for one’s philanthropic journey. Our speakers elaborated how purposeful giving can make a meaningful impact to local communities while growing alongside Singapore as a philanthropic hub.

Speaker(s):

Ms Davina Khoo
Mr Edmund Twohill
Mr Martin Tan
Ms Saleemah Ismail

Advanced Diploma in Asset Management - Client and Investor Management Toolkit
2023-10-19 - 2023-10-20

In Conversation with Nobel Laureate Prof. Robert C. Merton – A Framework for Deciphering Beta and Alpha
2023-10-30
In this exclusive forum, we had the distinct privilege of welcoming Professor Robert C. Merton, a renowned Nobel Laureate and Resident Scientist at Dimensional Fund Advisors, to share his insights and expertise with us. Prof. Merton presented the Framework for Deciphering Beta and Alpha where he spoke on how investors can effectively navigate the challenges and seize the opportunities associated with capturing alpha in various markets. Additionally, he explored the distinct dynamics of beta and alpha at play in private markets.

The forum culminated with an exclusive dialogue session moderated by Mr Joel Kim, Chief Executive Officer, Asia ex Japan and Head of International Fixed Income at Dimensional Fund Advisors where Prof. Robert C. Merton engaged the audience on the approaches to private markets investing and identifying the sources of alpha in private markets.

Speaker(s):

Nobel Laureate Prof Robert C. Merton
Mr Joel Kim

Certified Private Banker (CPB) Level 1 - Client Relationship Management
2023-10-30 - 2023-11-02

Certified Private Banker (CPB) Level 2 - Market Specialisation (Indonesia)
2023-11-01

Certificate in Applied ESG Investment Advisory
2023-11-07 - 2023-11-21

Certified Private Banker (CPB) Level 1 - Digital Wealth Management
2023-11-09 13:00 - 16:00

Certified Private Banker (CPB) Level 1 - Investment Advisory
2023-11-17

Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion
2023-11-23
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 a huge role in how businesses grow, diversify and innovate.

Participants heard from our panel on topics ranging from interpersonal relationships to decision-making, understanding how each generation thinks is essential. Our panelists will share about how honest conversations, a desire to learn and deep empathy impacts their experiences in communicating across generations.

Speaker(s):

Ms Rebekah Lin
Mr Ang Ziqian
Ms Sandhya Aswani
Mr Jeremy Nguyen-Phuong

IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground
2023-11-30
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, for Asia. Discussion points included “How are DAFs relevant for Singapore’s aspiration as a philanthropic hub?” and “What are some areas of opportunities and challenges in creating a robust and diverse DAF ecosystem?”.

Speaker(s):

Ms Theresa Cheong
Ms Joyce Teo
Ms Audrey Ng

Certified Private Banker (CPB) Level 2 - Philanthropy and Social Impact
2024-01-30 - 2024-01-31, 2024-02-01 - 2024-02-02

Certified Private Banker (CPB) Level 3 - Philanthropy and Social Impact
2024-01-30 - 2024-01-31, 2024-02-01 - 2024-02-02

Certificate in Digital Assets Investment Strategies and Risks
2024-02-20

Transformative and Borderless Philanthropy with the Home Planet Fund (Patagonia)
2024-02-21 17:00 - 19:00
This IPP Roundtable session will feature Dilafruz Khonikboyeva, Inaugural Executive Director of the Home Planet Fund (Patagonia).

Patagonia made headlines in 2022 when founder Yvon Chouinard announced that he was giving away his company, donating all his family’s shares in Patagonia to a trust dedicated to climate action.

As part of Patagonia’s philanthropic ecosystem, the Home Planet Fund is a non-profit aimed at raising capital to fight some of the world’s most pressing and complex environmental issues. Along with Stacy Choong, Partner at Withers worldwide, Dilafruz will share her experience in how Patagonia has evolved and the key lessons along the journey.

Compliance Module - Capstone Project: Integrated Compliance View
2024-02-28

Certified Private Banker (CPB) Level 1 - Ethical Conduct (Online)
2024-03-01 - 2024-03-30

Certified Private Banker (CPB) Level 2 - Ethical Conduct
2024-03-01 - 2024-03-30

Family Offices and Global Impact Opportunities with the World Bank
2024-03-01 17:00 - 19:00
In the current investment environment, where the fusion of financial strategies andEnvironmental, Social, and Governance (ESG) investments have become imperatives for driving sustainable growth, the Wealth Management Institute (WMI) is delighted to host an illuminating session with Anshula Kant, the Managing Director and Chief Financial Officer of the World Bank. This session aims to highlight key impact finance trends, share key insights from the World Bank’s work around the globe and highlight opportunities for Family Offices to collaborate with the WorldBank on initiatives such as outcome bonds, blended finance, and other instruments aimed at fostering global development and sustainability.

Anshula Kant will lead the discussion by introducing key impact finance trends, and key insights and learnings from the World Bank’s work around the globe. She will also cover impact investment opportunities with the World Bank, emphasising their role in mobilising private capital towards development. She will delineate the WorldBank’s strategic approach towards integrating these financial instruments into their broader agenda for addressing global challenges, highlighting successful case studies where such collaborations have led to tangible, positive outcomes in developing countries.

Get in touch with our GFO Circle Team for event enquiries

Dalio Market Principles Program - Certificate in Economic Principles
2024-03-11 - 2024-03-12

Dalio Market Principles Program
2024-03-11 - 2024-03-15

Dalio Market Principles Program - Certificate in Investment Principles
2024-03-13 - 2024-03-15

Family Office Risk Management and Controls
2024-03-15

Family Office Investment Discovery – Public Markets
2024-03-19 17:00 - 19:00
About the Family Office Discovery Series
The Family Office Discovery Series aims to help family offices better navigate Singapore’s dynamic ecosystem. The Series provides a systematic introduction to various parts of the investment and social impact communities, while enabling family offices to connect with like-minded peers in common areas of interest such as family office governance and management.

The Family Office Discovery Series is proudly developed and organised by WMI, with the support of the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS). WMI is also the host of the Global-Asia Family Office Circle (GFO Circle), a family office network platform.

Upcoming Session: Family Office Investment Discovery – Public Markets
Join us for an exclusive event designed to bring together family offices and domain experts to provide an overview of the investment landscape in Singapore.

This upcoming session will focus on public market investment opportunities in Singapore, offering unique insights into opportunities within the dynamic environment of the public securities and derivatives markets. Speakers will include leaders from SGX as well as leading family offices in Singapore who will share their experience and perspectives on the role of Singapore public market investments in their portfolio.

Get in touch with our GFO Circle Team for event enquiries

Certified Private Banker (CPB) Level 1 - Introduction to ESG Advisory
2024-03-21

Certified Private Banker (CPB) Level 2 - Introduction to ESG Advisory
2024-03-21
