Latest Past Events

Sanctions Risk Management in Volatility

Amid escalating geopolitical tensions and increasingly complex global trade flows, financial institutions face sustained pressure to strengthen their defences against sanctions breaches and trade‑based money laundering. As regulatory expectations intensify and enforcement actions grow more sophisticated, practitioners must navigate rapidly evolving frameworks while managing operational, legal, and reputational risks.   As regulatory expectations intensify and… Continue reading Sanctions Risk Management in Volatility

Roundtable: Beyond Beta, Beyond Direction

Family offices are rethinking traditional portfolio frameworks as volatility and macro uncertainty challenge conventional diversification. We brought together members of our Global Family Office Circle and investment professionals to explore how portfolios can move beyond market-dependent returns and access more resilient sources of alpha.   Across two panels, speakers discussed practical strategies such as incorporating… Continue reading Roundtable: Beyond Beta, Beyond Direction

Roundtable: Timeless Principles of Succession – Transcending Culture & Heritage

Many Asian families today stand at a crossroads, with trillions in assets poised for intergenerational transition. Despite a strong desire to preserve family identity and values—a longing that resonates “in the genes” across cultures—succession remains fraught with hesitation and complexity.   We shared our key findings from WMI’s Research report: “Asia’s Succession Moment: Closing the… Continue reading Roundtable: Timeless Principles of Succession – Transcending Culture & Heritage