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.
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
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.