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    Dalio Market Principles

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    • CHIEF – The Changemaker Impact Endeavour Fellowship
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25 events found.

Events

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Today

    March 2026

    Wed 18
    March 18, 2026
    Networking 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

    February 2026

    Tue 10
    February 10, 2026
    Roundtable Events

    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

    November 2025

    Tue 4
    November 4, 2025
    Roundtable Events

    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

    October 2025

    Tue 28
    October 28, 2025
    Roundtable Events

    Roundtable: Artificial Intelligence for Single Family Office​

    Amid rising complexity and rapid technological change, safeguarding and growing family wealth requires new thinking. We brought together single-family offices and industry leaders to explore how artificial intelligence is shaping investment and operational strategies.   During the session, we explored how generative and agentic AI can be applied to enhance decision-making, streamline routine processes, and… Continue reading Roundtable: Artificial Intelligence for Single Family Office​

    August 2025

    Tue 26
    August 26, 2025
    Family Office Discovery Series

    Family Office Discovery Series – Generational Bridges: Connecting Through Family Governance

    As multi-generational family offices continue to evolve, effective governance and aligned values are key to sustaining long-term success. How can families balance tradition with innovation, and shape lasting legacies?   In an engaging dialogue, our speakers discussed how family roles are shaped not by titles, but by a collective sense of ownership and responsibility; and… Continue reading Family Office Discovery Series – Generational Bridges: Connecting Through Family Governance

    June 2025

    Mon 23
    June 23, 2025
    Family Office Discovery Series

    Family Office Discovery Series – Family Office Dialogue on Human Capital, Investments and Legacy Planning​

    Attracted by the opportunities offered by Singapore as a strategic base, many family offices are professionalising their operations, diversifying across asset classes, and developing next-generation leadership. As they expand their presence across global markets, the session explored how families can align long-term capital with purpose.   Our panel of family office leaders shared first-hand perspectives… Continue reading Family Office Discovery Series – Family Office Dialogue on Human Capital, Investments and Legacy Planning​

    May 2025

    Tue 27
    May 27, 2025
    Thought Leadership

    2025 FinCrime Defence Symposium

    WMI, in partnership with the Global Coalition to Fight Financial Crime and Temasek Foundation, warmly invites you to a high-level, by-invitation-only symposium on strengthening defences against financial crime.   Learn from the architects of global financial crime strategy—shaping regulatory regimes, enforcement priorities, and systemic responses across jurisdictions. - Mr T. Raja Kumar, Immediate Past President,… Continue reading 2025 FinCrime Defence Symposium

    Tue 6
    May 6, 2025
    Roundtable Events

    Roundtable: Insights on Private Capital Global and Regional Trends in Singapore, Malaysia and Hong Kong

    As family offices navigate an increasingly dynamic private capital landscape, many are professionalising their teams, expanding investment footprints across Singapore, Malaysia, and Hong Kong. Amid rising wealth concentration and evolving generational priorities, the session explored how families are aligning capital deployment with long-term objectives.   PwC leaders shared insights from advising some of the world’s… Continue reading Roundtable: Insights on Private Capital Global and Regional Trends in Singapore, Malaysia and Hong Kong

    April 2025

    Tue 22
    April 22, 2025
    Family Office Discovery Series

    Family Office Discovery Series – Insights from the Inside: Managing a Family Office and Foundation​ in Singapore

    Singapore continues to strengthen its position as a leading hub for family offices, offering the infrastructure, ecosystem, and policy support needed to scale regionally and align capital with long-term purpose. This session brought together ecosystem partners and family office leaders to explore how families are anchoring their presence in Singapore, accessing innovation opportunities, and building… Continue reading Family Office Discovery Series – Insights from the Inside: Managing a Family Office and Foundation​ in Singapore

    February 2025

    Thu 20
    February 20, 2025

    1 day

    9:00am - 6:00pm

    Certificate in Digital Assets Investment Strategies and Risks

    November 2024

    Tue 12
    November 12, 2024

    1 Day

    9:00am - 5:00pm

    Certificate for Family Office Practitioner – Succession and Wealth Transfer

    Wed 6
    November 6, 2024

    2.5

    9:00am - 5:00pm (Day 1 & 2)
    9:00am - 12:00pm (Day 3)

    Certificate in Multi-Asset Investing

    Mon 4
    November 4, 2024

    1 Day

    9:00am - 5:00pm

    Certificate for Family Office Practitioner – Family Office Investments

    October 2024

    Tue 29
    October 29, 2024

    2 Days

    9:00am - 4:00pm (Day 1), 9:00am - 12:00pm (Day 2)

    Certificate in International Tax Considerations for Families of Wealth

    Thu 24
    October 24, 2024

    1 Day

    9:00am - 5:00pm

    Certificate for Family Office Practitioner – Legacy and Impact for the Family

    Wed 23
    October 23, 2024

    3 Days

    9:00am - 6:00pm

    Advanced Certificate in Philanthropy and Social Impact

    Wed 23
    October 23, 2024

    23 - 25 Oct (Class), 28 Oct (Assessment)
    4 Days

    9:00am - 5:00pm

    Certificate for Family Office Advisors – Foundation

    Tue 22
    October 22, 2024
    IPP Forum

    Seeking Asia’s Social Unicorns

    Wealth Management Institute One Marina Boulevard #16-01, Singapore

        Speaker    

    Mon 21
    October 21, 2024

    2 Days

    9:00am - 6:00pm
    Session is full

    Certificate in Philanthropy and Social Impact

    Mon 21
    October 21, 2024

    2 Days

    9:00am - 6:00pm

    Priority & Retail Banking Certified Adviser (PRCA) Level 3 – Growing Your Business

    Fri 11
    October 11, 2024

    11, 14, 15, 16, 17, 18, 21 & 22 Oct
    8 Days

    9:00am - 5:00pm

    Advanced Certificate in Trust Services

    Fri 11
    October 11, 2024

    1 Day

    9:00am - 5:00pm

    Certified Private Banker (CPB) Level 1 – Certificate in Introduction to Climate Change and Decarbonisation Strategies

    Fri 11
    October 11, 2024

    1 Day

    9:00am - 5:00pm

    Certified Private Banker (CPB) Level 2 – Certificate in Introduction to Climate Change and Decarbonisation Strategies

    Fri 11
    October 11, 2024

    1 Day

    9:00am - 5:00pm

    Certificate in Introduction to Climate Change and Decarbonisation Strategies

    Fri 11
    October 11, 2024

    1 Day

    Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Client Advisory (Relationship Management)

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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 enforcement actions grow more sophisticated, practitioners must navigate rapidly evolving frameworks while managing operational, legal, and reputational risks.   To bring a practitioner’s perspective to these challenges, we are pleased to extend a special invitation to join this session on Sanctions Risk Management in Volatility.   Venue: Wealth Management Institute, No. 1 Marina Boulevard, #16-01, One Marina Boulevard, Singapore 018989  

RSVP here for the learning event

  Speaker Serhane Victor Head Sanctions Compliance, ASEAN and South Asia - Standard Chartered Bank Singapore An admitted Attorney with over 22 years of financial services experience in global compliance and governance.    Serhane will share insights drawn from recent sanctions developments, detection and investigation approaches, and the interplay between legal and regulatory measures.    His case studies and experiences will provide you applied, operational guidance on strengthening sanctions risk management and implementing effective mitigation strategies.    Don't miss this opportunity to gain critical insights and connect with industry peers.    Register today to secure your spot for this exclusive networking and guest speaker session as seats are limited.    RSVP Now
  • About Us
    • Our Story
    • Board & Board Committees
    • Meet the Team
  • Programmes
    • Master of Science in Asset & Wealth Management
    • Dalio Market Principles
      • Dalio Market Principles (DMP) Online Premium Program
      • Dalio Market Principles (DMP) Executive Programme
      • Dalio Market Principles (DMP) Family Office
    • Family Office
      • Certificate in Family Office Essentials
      • Certified Family Office Practitioner
      • Certified Family Office Advisor
      • Certificate for Family Office Advisors for Greater China Markets
      • Certificate in Applied Sustainable Investing for Family Offices
      • Certificate in Investing In Innovation
      • Certificate in Long-Term Investing
    • Wealth Management
      • Advanced Diploma in Investment and Wealth Management
      • Certified Affluent Banker
      • Affluent & High-Net-Worth Client Management Series
      • Certified Affluent Wealth Adviser (CAWA)
      • Priority & Retail Banking Certified Adviser (PRCA) Level 3
      • Principles of Wealth Management (PWM)
      • AI Applications in Wealth Management
    • Private Banking
      • Certified Private Banker (CPB) Level 1
      • Certified Private Banker (CPB) Level 2
      • Certified Private Banker (CPB) Level 3
      • Certified Service Adviser (CSA) Level 1
      • Definitive Series
    • Investing and Asset Management
      • Certificate in Multi-Asset Investing
      • Certificate in Introduction to Alternatives Investing
      • Certificate in Digital Assets Investment Strategies and Risks
      • Investment Accelerator Programme
      • AI Applications in Asset Management
    • Trust Services
      • Certificate in Trust Services
      • Advanced Certificate in Trust Services
      • Certificate in International Tax Considerations for Families of Wealth
    • Philanthropy
      • CHIEF – The Changemaker Impact Endeavour Fellowship
      • Certified Impact Philanthropy Professional
      • Certificate in Philanthropy and Social Impact for Greater China Markets
    • Environmental, Social, Governance (ESG)
      • Certificate in Introduction to ESG Advisory
      • Certificate in Introduction to Climate and Decarbonisation Strategies
      • Certificate in Foundations of Impact Investing
    • Compliance, Risk & Governance
      • Advanced Diploma in Compliance Risk Management
      • Certified Compliance Officer
      • Family Office Risk Management and Controls
      • ESG Risk Management and Controls
      • Compliance Change Transformation
      • Advanced Certificate in AML, Fraud and Sanctions
      • AI Applications for AML & Compliance Risk Management
      • AI Applications in Asset Management
      • AI Applications in Wealth Management
      • Compliance in Asset Management and Financial Advisory Services
      • Compliance in Private Banking and Wealth Management
    • Online Learning
      • Ethics, Regulations & Compliance (Online)
      • Certified Private Banker (CPB) Level 1 – Ethical Conduct
      • Certified Private Banker (CPB) Level 2 – Regulatory Compliance & Client Onboarding
      • Certificate in Fundamentals of Investments
    • Custom Solutions
    • Programmes for Asia’s Central Banks, Financial Regulators and Regulatory Agencies
      • Finance & Markets for Policymakers Programme
      • Climate Finance Programme
      • FinCrime Defence Workshops & Symposium
  • Insights
    • Thought Leadership
    • Perspectives
  • GFO Circle
    • About the Global-Asia Family Office Circle
    • Membership
      • Partners
      • Principals and Professionals
    • Directory
      • Corporate Directory
      • Family Office Landscape Navigator​
    • Global-Asia Family Office Events
      • Events
      • Family Office Discovery Series
    • Global-Asia Family Office Summit
    • Leading Asian Families Programme
  • Asia Centre for Changemakers
    • About the Asia Centre for Changemakers
    • CHIEF – The Changemaker Impact Endeavour Fellowship
    • Certified Impact Philanthropy Professional
    • Certificate in Philanthropy and Social Impact for Greater China Markets
  • Media and Events
    • Press Room
    • In the News
    • Events
  • Contact Us