1 Day
9:00am - 5:00pm
25 events found.
Events
0.5 Day
1:00pm - 4:00pm
Certified Private Banker (CPB) Level 1 – Digital Wealth Management
1 Day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 2 – Market Specialisation (Indonesia)
3 Days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
Certified Private Banker (CPB) Level 1 – Client Relationship Management
In Conversation with Nobel Laureate Prof. Robert C. Merton – A Framework for Deciphering Beta and Alpha
In this exclusive forum, we had the distinct privilege of welcoming Professor Robert C. Merton, a renowned Nobel Laureate and Resident Scientist at Dimensional Fund Advisors, to share his insights and expertise with us. Prof. Merton presented the Framework for Deciphering Beta and Alpha where he spoke on how investors can effectively navigate the challenges… Continue reading In Conversation with Nobel Laureate Prof. Robert C. Merton – A Framework for Deciphering Beta and Alpha
2 Days
9:00am - 5:00pm
Advanced Diploma in Asset Management – Client and Investor Management Toolkit
Family Office Discovery Series – Social Impact Discovery and IPP Roundtable: Local Giving in Global Singapore
The Family Office Discovery Series is a new initiative launched by Wealth Management Institute (WMI) to help family offices better navigate Singapore’s dynamic ecosystem. The Series enables you to connect with like-minded family office peers in your areas of interest such as family office governance and while providing a systematic introduction to various parts… Continue reading Family Office Discovery Series – Social Impact Discovery and IPP Roundtable: Local Giving in Global Singapore
Family Office Discovery Series – Investment Discovery [Private Markets]
The Family Office Discovery Series is a new initiative launched by Wealth Management Institute (WMI) to help family offices better navigate Singapore’s dynamic ecosystem. The Series enables you to connect with like-minded family office peers in your areas of interest such as family office governance and while providing a systematic introduction to various parts… Continue reading Family Office Discovery Series – Investment Discovery [Private Markets]
1 Day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Wealth Planning
3 days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
Certified Private Banker (CPB) Level 2 – Client Relationship Management
2 Days
9:00am - 5:00pm
Advanced Diploma in Asset Management – Introduction to ESG & Sustainable Investing
Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session. Register your interest here.
Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session. Register your interest here.
Global-Asia Family Office Summit 2023
The St. Regis Singapore, John Jacob Ballroom 29 Tanglin Rd, SingaporeThe Global-Asia Family Office (GFO) Summit is a trusted platform that brought together leading family offices, advisors, and thought leaders from Asia, the US, Europe, and around the world to convene, learn from each other, and address topics including investing, family office leadership, and social impact. Centered around the theme of ‘Building the New Era… Continue reading Global-Asia Family Office Summit 2023
Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session. Register your interest here.
4 Days
9:00am - 5:00pm
Advanced Diploma in Asset Management – The World of Asset Management – An Overview
2 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Leading People
Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session. Register your interest here.
Online Info Sessions – Certified Compliance Officer
Get a chance to speak with our team in an online information session to learn more about WMI’s Certified Compliance Officer programme. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session. Register your interest here.
Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session. Register your interest here.
1 day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Market Specialisation (China)
Online Info Sessions – Certified Compliance Officer
Get a chance to speak with our team in an online information session to learn more about WMI’s Certified Compliance Officer programme. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session. Register your interest here.
3 Days
9:00am - 5:00pm
Advanced Diploma in Asset Management – Alternatives Primer
WMI-SFA Masterclass – Harnessing Regtech for Compliance
Wealth Management Institute One Marina Boulevard #16-01, SingaporeAs the financial industry evolves rapidly, Regtech is disrupting the regulatory landscape. Marrying technology solutions with compliance domain knowledge can enhance, optimise and transform compliance risk management providing a competitive edge in a sea of regulatory change and financial innovation. The Regtech landscape and comprehending capabilities of new technologies can be intimidating. We invite… Continue reading WMI-SFA Masterclass – Harnessing Regtech for Compliance
Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session. Register your interest here.
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
