About the Family Office Discovery Series The Family Office Discovery Series aims to help family offices better navigate Singapore’s dynamic ecosystem. The Series provides a systematic introduction to various parts of the investment and social impact communities, while enabling family offices to connect with like-minded peers in common areas of interest such as family office… Continue reading Family Office Investment Discovery – Public Markets
1 Day
9:00am - 5:00pm
3 Days
9:00am - 6:00pm
5 Days
9:00am - 6:00pm
2 Days
9:00am - 6:00pm
In the current investment environment, where the fusion of financial strategies andEnvironmental, Social, and Governance (ESG) investments have become imperatives for driving sustainable growth, the Wealth Management Institute (WMI) is delighted to host an illuminating session with Anshula Kant, the Managing Director and Chief Financial Officer of the World Bank. This session aims to highlight… Continue reading Family Offices and Global Impact Opportunities with the World Bank
This IPP Roundtable session will feature Dilafruz Khonikboyeva, Inaugural Executive Director of the Home Planet Fund (Patagonia). Patagonia made headlines in 2022 when founder Yvon Chouinard announced that he was giving away his company, donating all his family's shares in Patagonia to a trust dedicated to climate action. As part of Patagonia’s philanthropic… Continue reading Transformative and Borderless Philanthropy with the Home Planet Fund (Patagonia)
2 days
9:00am - 6:00pm
2 Days
9:00am - 6:00pm
2 Days
9:00am - 6:00pm
2 Days
9:00am - 6:00pm
Participants discussed the future of DAFs within Singapore and assessed opportunities, challenges, and innovations DAFs can offer in propelling Singapore’s vision to be Asia’s philanthropic hub. We invited experts and professionals who convened in a technical workshop setting and heard their views, insights and recommendations to co-create a vibrant and robust DAF ecosystem in Singapore,… Continue reading IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground
A generational shift is occurring in Asian family offices and family business, with the rise of a next generation of wealth owners, who are rethinking the concept of wealth ownership through the lens of tech, environmental awareness and positive social impact. This can sometimes bring about challenges across multiple generations and effective intergenerational communication plays… Continue reading Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion
1 Day
9:00am - 5:00pm
0.5 Day
1:00pm - 4:00pm
7, 8, 14, 15, 20 & 21 Nov 2023
6 Days
8:30am - 12:30pm
1 Day
9:00am - 5:00pm
3 Days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
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
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
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
3 days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
2 Days
9:00am - 5:00pm
RSVP here for WMI-IBF Masterclass
Speakers
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
Andrew Chow is a senior legal and compliance leader with extensive experience across global financial institutions in Singapore and Asia. A qualified Advocate and Solicitor in Singapore and an Attorney-at-Law in New York, he has held senior leadership roles at Citibank, Nomura, BNP Paribas, and Standard Chartered, establishing regional compliance, legal, and AML functions and advising regulators on complex supervisory issues.
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