Certified Private Banker (CPB) Level 3 - Leading Business
2023-07-27 - 2023-07-28

Online Info Sessions – Certified Compliance Officer For June 2023
2023-07-28 17:00 - 18:00 (Asia/Singapore)
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 WMI in this one-hour virtual session.
Register your interest here.

Online Info Sessions – Certified Compliance Officer
2023-08-02 17:00 - 18:00, 2023-08-16 17:00 - 18:00, 2023-08-23 17:00 - 18:00, 2023-08-30 17:00 - 18:00
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.

Advanced Diploma in Asset Management - Data Tools and Platforms
2023-08-03 - 2023-08-04

Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
2023-08-03 08:00 - 17:00, 2023-08-10 17:00 - 18:00, 2023-08-17 17:00 - 18:00, 2023-08-24 17:00 - 18:00, 2023-08-31 17:00 - 18:00, 2023-09-07 17:00 - 18:00, 2023-09-14 17:00 - 18:00, 2023-09-21 17:00 - 18:00
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.

Advanced Diploma in Asset Management - Investment Technology in Action
2023-08-10 - 2023-08-11

Compliance Module - Private Client Compliance Lifecycle and External Asset Managers
2023-08-14 - 2023-08-15

WMI-SFA Masterclass - Harnessing Regtech for Compliance
2023-08-17 17:00 - 19:00 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
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 you to join us for a session mapping the Regtech universe and landscape today, and how technologies harnessing AI, data analytics and machine elearning can address evergreen as well as emerging Compliance risks and challenges.

Effective use of Regtech can transform risk management, add value and demonstrate proactive governance, automate complex and tedious processes, detect and reduce risk of non compliance, and improve overall risk management for financial players, both the industry and supervisors.

Register now to secure your spot at this exclusive event!

Advanced Diploma in Asset Management - Alternatives Primer
2023-08-23 - 2023-08-25

Certified Private Banker (CPB) Level 1 - Market Specialisation (China)
2023-08-24

Certified Private Banker (CPB) Level 2 - Regulatory Compliance & Client Onboarding
2023-09-01 - 2023-11-30

Certified Private Banker (CPB) Level 3 - Leading People
2023-09-05 - 2023-09-06

Advanced Diploma in Asset Management - The World of Asset Management – An Overview
2023-09-05 - 2023-09-11

Global-Asia Family Office Summit 2023
2023-09-11 09:00 - 2023-09-12 18:00 | The St. Regis Singapore, John Jacob Ballroom, 29 Tanglin Rd, 247911, Singapore
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 of Impact for Family Offices in Asia’, the Summit in 2023 featured 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.

Speaker(s):

Deputy Prime Minister and Coordinating Minister for Economic Policies, Mr Heng Swee Kiat
Sir Paul Marshall
Mr Ray Dalio
Prof Gao Hao
and more

Advanced Diploma in Asset Management - Compliance, Ethics and Moral Dilemmas
2023-09-19 - 2023-09-20

Advanced Diploma in Asset Management - Introduction to ESG & Sustainable Investing
2023-09-25 - 2023-09-26

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
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
