Programme & Research Leadership

Mr Quek Mu Lim

Mr Quek Mu Lim serves as Executive Director, Client Solutions, Wealth Management at the Wealth Management Institute.  He leads the development and delivery of Wealth Management programmes serving financial institutions in private banking, retail banking and insurance.  Mu Lim also oversees WMI’s overseas markets and provide our clients with regional presence and beyond a comprehensive suite of training solutions across their geographic footprint. 

Prior to joining WMI, Mu Lim was the Group Head of Learning for AIA, responsible for learning strategy across all its 18 markets. 

Mu Lim brings depth of experience in learning strategy, learning design and consulting, having spent more than 25 years in L&D function.  He joined Standard Chartered in 1998 and spent the early years of his career in client relationship management and branch banking, before moving to L&D roles covering training design and delivery for retail and affluent banking.  At Standard Chartered, Mu Lim held positions based in Singapore, China and Taiwan.  Since 2009, Mu Lim held regional leadership roles in learning and development for various leading financial institutions including ANZ, DBS, UOB and Thomson Reuters.  He is effectively bilingual in English and Mandarin.

Mu Lim holds a BSc (Hons) in Banking and Finance from the University of London and is a certified coach and practitioner in various psychometric tools, including DISC, MBTI, and TEIQue.

Mr Brian San

Brian San serves as the Executive Director, Partnerships and Strategic Development at the Wealth Management Institute. He co-leads the Global-Asia Family Office Circle (GFO Circle) at WMI, a network platform for the family office community in Singapore and Asia. Supported by MAS and EDB, the GFO Circle fosters a trusted environment based on peer learning, collaboration and competency building.

Brian is also the Program Development Director for the Dalio Sustainable Market Principles Program, a landmark initiative at WMI supported by Dalio Philanthropies, which aims to teach universal principles of market behaviour to both private and public sector leaders and investors.

Prior to his role at WMI, Brian was on the senior leadership team at NTUC LearningHub, where he led the division focused on re-training low-income and unemployed workers, and also helmed the LHUB GO digital learning platform. He previously led M&A and partnerships for an Asia-focused education investment group, and helped to launch new colleges in Myanmar, Indonesia and Vietnam. Brian started his career as a strategy consultant with Bain & Company where he led projects in private equity, financial services and retail.

He holds a BA (Hons) in Philosophy, Politics and Economics from the University of Oxford, and an MBA from Harvard Business School.

Brian has lived and worked in several countries including UK, USA, China, Hong Kong, Indonesia, Vietnam, Myanmar and Australia.

Ms Janice Poon

Janice Poon is Director, Client Solutions, Asset Management at the Wealth Management Institute. She manages the Master of Science in Asset and Wealth Management in partnership with the Nanyang Technological University Singapore and oversees the institute’s suite of Family Office and Trusts certification programmes. She also worked with the Asset Management industry to develop the comprehensive Asset Management Accelerator Programme, designed to complement the on-job training programmes for new entrants at investment firms and support development of new asset management talent. Janice also co-leads the Global-Asia Family Office Circle (GFO Circle) at WMI, a trusted platform for building the family office community in Singapore and Asia.

Janice started her career in the financial services sector in 1995 with UOB and has also worked with Citibank and Standard Chartered Bank, covering mainly investment product management and eventually taking on leadership roles in wealth management and investment advisory both local and regional capacities.

She holds a Bachelor of Commerce with double majors in Marketing and Humanities from Murdoch University, Western Australia.

Ms Sharon Craggs

Ms Craggs is presently a Senior Teaching Fellow and Director, Programme Development, Compliance with the Wealth Management Institute

In the course of her professional career, Ms Craggs has held appointments as Global Head of Compliance for banks headquartered in Asia and the Middle East, as well as regional and product specialist legal and compliance roles for banks headquartered in the US and UK. She worked with the Monetary Authority of Singapore for several years and was subsequently appointed to the MAS Appeals Panel. She also held an appointment as Adjunct Assoc Professor of Law with the National University of Singapore

Ms Craggs read law at Cambridge University, UK, and is qualified to practice in England and Wales, the State of New York, USA and Singapore. She is a CFA Charter holder and has held global and regional appointments with the CFA Institute. She holds a MSc in Digital Innovation and Financial Technology and is an IBF Distinguished Fellow (Compliance).

Dr Peter Looker

Dr Peter Looker is WMI Chief Academic and Learning Officer with responsibility for academic affairs, including relevant policies and processes, teaching approaches, faculty training in learning and teaching and overall professional development for faculty.

Peter completed a PhD at the Australian National University and became a lecturer in English Literature at the University of New South Wales, Canberra. A Teaching Fellowship in educational technology led to a new position in educational development and appointment as Head of Teaching and Learning at UNSW Asia, Singapore followed by a position as Associate Professor of Higher Education, University of Newcastle. For 10 years to 2020 he was head of Teaching, Learning and Pedagogy at Nanyang Technological University.

Before joining WMI in 2021, Peter was Chief Learning Officer for EON Reality, a company developing augmented and virtual reality solutions for education.

Peter has been involved in the Scholarship of Teaching and Learning (SoTL) movement since the early 2000s. He has presented many conference papers and invited keynotes and serves as a member of various editorial boards for SoTL journals (in America, South Africa and Singapore), editing several journal issues and publishing articles focused on pedagogy and cultural difference. For five years he was a member of Singapore’s Ministry of Education Expert Panel awarding research grants as part of the Tertiary research Fund. He has worked as an educational consultant across the world, but chiefly in Asia, including Hong Kong, Brunei, Vietnam, and India.

Peter has won several teaching awards at local and national level and is passionate about education and educational change.

Prof Lawrence Loh

Lawrence Loh is Visiting Professor at WMI.  He leads the editorial work for “WMI Impact: The Family Office Journal”.  He also develops new applied research initiatives in the core domains of WMI, particularly governance and sustainability for family offices.

Lawrence is concurrently Director, Centre for Governance and Sustainability (CGS) at NUS Business School, National University of Singapore where he is Professor in Practice of Strategy and Policy.

At CGS, Lawrence leads Environment, Social and Governance (ESG) initiatives, including the Sustainability Reporting Review as commissioned by the Singapore Exchange. He spearheads sustainability market studies in ASEAN and Asia Pacific jurisdictions. Lawrence directs strategic ASEAN studies in specific ESG themes such as sustainability banking and climate reporting. He also steers the Singapore Governance and Transparency Index and ASEAN Corporate Governance Scorecard. 

Lawrence is a regular commentator on business and policy issues for leading global and Singapore media. He achieves media mention count of some 600 annually. He had served as consultant for Fortune 500 companies and international organisations and actively conducts executive training and development for global and local clients.

Lawrence received a PhD in Management from the Massachusetts Institute of Technology.  His thesis on technology governance was awarded global first prize in the worldwide doctoral competition in the field of management information systems.  While at MIT, he completed the doctoral general examinations in strategy and policy and the doctoral qualifying examinations in finance and economics.

Lawrence is a winner of the NUS Annual Teaching Excellence Award and the NUS Business School Teaching Excellence Award.

Dr Marta Widz

Dr. Marta Widz is the Senior Research Fellow, Family Office Research of the Wealth Management Institute (WMI), and a key member of WMI’s Global-Asia Family Office (GFO Circle) leadership team, responsible for research and development.

Her research interest and research track record encompass the fields of family firms, family governance, sustainability, and purposeful wealth. Marta has worked with large, global, and multigenerational family businesses, and featured many of them in books, books chapters, case studies, videos, and life presentations at various platforms, including the Family Business Network (FBN) Global Summits and the Henokiens Compendium. Her teaching and mentoring portfolio includes programmes for family principals, next gen, and wealth owners at both Master and Executive levels.

Marta brings a very strong international network of family business thought leaders: she is member of International Family Enterprise Research Academy (IFERA), Academy of Management (AOM), and the Family Firm Institute (FFI), where she served as the Co-Chair of the 2020 FFI Global Conference’s Program Committee.

Marta is also Affiliated Faculty at the Family Business Institute at the Grossman Business School of the University of Vermont, Executive in Residence at INSEAD, and Affiliated Expert of the Institute of Family Business, Poland.

Marta obtained her Ph.D. at the Centre for Family Business at the University of St. Gallen, Switzerland, and was most recently the Research Fellow at IMD Business School, Switzerland, where she worked closely with the winners and jury members of the IMD Global Family Business Award as well as the IMD Pictet Sustainability in Family Business Award.

Marta started her career in the private sectors, holding leadership positions in finance and pharmaceutical industries. She is alumna of the London School of Economics and Political Science (LSE), the UK; the Global Alliance in Management Education (CEMS); the Warsaw School of Economics (SGH), Poland; and IMD Business School, Switzerland.

A citizen of Poland and Switzerland, Marta has lived, worked and studied in several countries including Finland, the Netherlands, the United Kingdom, the United States, Hong Kong, and Singapore.

She is married with two sons (aged 7 and 12), and a recent adopter of two Singaporean stray cats (Gea Grappa and Brownie Barnaby).