For more than a decade, the Wealth Management Institute (WMI) is Asia's Centre of Excellence for wealth and asset management education and research. We are a practice-based education and research institute, connecting rigorous academic theory with current industry best practices to ensure we provide global perspectives with an Asian focus.

World Class Curriculum

Advanced Expert Skills

Forward Looking Insights and Thinking

Sense of Purpose


The Perfect Balance of Academia & Practice

Advanced Diploma in Wealth Management

Each module is crafted to impart knowledge capital covering various skills, competencies and trends covering the full spectrum of wealth management related to the high net worth client segment.


A bespoke programme for leaders supporting dynasties of the new era.

Family Office for Professionals

Offered at two levels, this comprehensive programme supports industry practitioners who wish to have a practical and in-depth understanding of family offices, globally and in the context of the Asian family enterprise and landscape.


Develop mastery to achieve client's long-term financial succession and preservation objectives

Trust Services

Comprising the Certificate in Trust Services (CTS) and the Advanced Certificate in Trust Services (ACTS), the WMI suite of Trust Programmes have been developed together with leading industry practitioners and are designed to be current and highly relevant to practice.


Unique skills portability across priority, private client and private banking.

Priority & Retail Banking Certified Adviser

Offered at two levels, this is the first & only programme which builds portability across three different levels of skills and competencies mirroring the career pathway from priority to private client and private banking. A modular structure allows maximum flexibility to learn as you need.

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