WMI

Global-Asia Family Office Summit 2022
2022-09-26 - 2022-09-27 | Sands Expo & Convention Centre, Marina Bay Sands, Singapore
The inaugural Global-Asia Family Office Summit 2022 is a trusted platform that brings together leading family offices, advisors and thought leaders from Asia, the US, Europe and around the world, to learn from each other and address topics across investments, family office leadership and social impact.

Centered around the theme of ‘The Next Generation Family Office’, the Summit featured more than 40 speakers over 2 days through a line-up of interactive keynote presentations, panels, and roundtable discussions by family offices and distinguished experts from industry powerhouses.

Attendees heard directly from leading family offices who shared their first-hand experiences, and learnt about the most pressing issues and promising opportunities facing family offices today.

The Summit is proudly organised by the Wealth Management Institute (WMI), which is also the host of the Global-Asia Family Office Circle, a family office network platform supported by the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS).

Speaker(s):

Deputy Prime Minister, Mr Lawrence Wong
Mr Lim Chow Kiat
Mr Ray Dalio
and more

Sustainable Investing: Balancing Investment Performance With An Eye On The Climate
2022-04-14
Event Information
In-person @ One Marina Boulevard
Thursday, 14 April 2022
12.10pm to 1.30pm SGT (GMT+8)
Does sustainable investing have to cost performance? Join our speakers Gopi Mirchandani and Meng Keet W. in a dialogue on sustainable finance as they discuss this topic as well as upcoming trends in sustainable investing.
For more details, please refer to the prospectus below and/or click here to register.

Opportunities And Challenges For Future Leaders In Asset And Wealth Management
2022-04-07
Event Information
Zoom Live Webinar
Thursday, 7 April 2022
12pm to 1.30pm SGT (GMT+8)
Change in the asset and wealth management industry is now accelerating at an exponential rate. Industry margins are squeezed, and technology integration becomes integral to achieving operational efficiency and scale. Join industry leaders Albert Tse, CFA, CAIA and Madeline Ho in a moderated session by Prof Joo-Seng Tan as they share more from their personal experience and their thoughts on opportunities and challenges for future leaders in this industry.
For more details, please refer to the prospectus below and/or click here to register.

Do You Really Need A Master’s Degree To Advance In Your Career?
2022-03-28
Event Information
In-person @ One Marina Boulevard
Monday, 28 March 2022
12pm to 1.30pm SGT (GMT+8)
Our Msc in Asset and Wealth Management alumni CHUEN Choon Peng, Felicia Tan, Flora Sun 孙思, Jason Lim, Kazutaka Sakamoto, Wendy Toh and Roseline Fong, TEP, CFP, CLU are here to answer burning questions like “Do you really need a Master’s Degree to advance in your career?”, “Can I successfully complete a Master’s Degree while working?” and many more!
Nothing beats hearing from those who have gone through the journey themselves, so join us for this insightful session happening this month.
For more details, please refer to the prospectus below and/or click here to register.

Applied ESG for Family Offices Masterclass
2022-01-21
Event Information
Live Webinar:
Friday, 21 January 2022
10am to 12.30pm SGT (GMT+8)
Family offices and their advisors have a central role to play in the transition to a sustainable future. However, how can you cut through the noise and find out what ESG investing will truly mean for your investment approach and portfolio?
Amidst a complex and fast-changing ESG landscape, It is critical to understand the different practical ESG approaches that a family office can take, and how to make them work.
Learn from global and Asian ESG leaders as well as family offices who have walked the journey themselves. Deepen your understanding of ESG investing and the impact on returns, and explore how to create greater impact.
For more details, please refer to the prospectus below and/or click here to register.
