Events
1 Day
9:00am - 5:00pm
Certificate in Introduction to Climate Change and Decarbonisation Strategies
11, 14, 15, 16, 17, 18, 21 & 22 Oct
8 Days
9:00am - 5:00pm
Advanced Certificate in Trust Services
2 Days
9:00am - 6:00pm
Priority & Retail Banking Certified Adviser (PRCA) Level 3 – Growing Your Business
2 Days
9:00am - 6:00pm
Session is full
Certificate in Philanthropy and Social Impact
Seeking Asia’s Social Unicorns
Wealth Management Institute One Marina Boulevard #16-01, SingaporeSpeaker
23 - 25 Oct (Class), 28 Oct (Assessment)
4 Days
9:00am - 5:00pm
Certificate for Family Office Advisors – Foundation
3 Days
9:00am - 6:00pm
Advanced Certificate in Philanthropy and Social Impact
1 Day
9:00am - 5:00pm
Certificate for Family Office Practitioner – Legacy and Impact for the Family
2 Days
9:00am - 4:00pm (Day 1), 9:00am - 12:00pm (Day 2)
Certificate in International Tax Considerations for Families of Wealth
1 Day
9:00am - 5:00pm
Certificate for Family Office Practitioner – Family Office Investments
2.5
9:00am - 5:00pm (Day 1 & 2)
9:00am - 12:00pm (Day 3)
Certificate in Multi-Asset Investing
1 Day
9:00am - 5:00pm
Certificate for Family Office Practitioner – Succession and Wealth Transfer
1 day
9:00am - 6:00pm
Certificate in Digital Assets Investment Strategies and Risks
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
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
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
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
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
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
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
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
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
BC Tan
Managing Director & Head of SE Asia Investigations, Diligence & Compliance,
Kroll
BC Tan is Managing Director and Head of Southeast Asia for the Investigations, Diligence and Compliance practice at Kroll, based in Singapore. With over 18 years of global risk and compliance experience, he specialises in leveraging technology and data science to address AML, CFT, TBML, sanctions, and transnational crime risks. A member of the International Compliance Association and the Global Coalition to Fight Financial Crime, BC regularly speaks at industry forums and advises governments on financial crime, sanctions, maritime security, and organised crime.
Andrew Chow
Head, Vulnerable Consumer Unit I Legal Counsel,
FIDReC