3 days
9:00am - 6:00pm (Day 1 & 2)
9:00am - 3:00pm (Day 3)
25 events found.
Events
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Managing Business Performance
Strategic Governance and Investment Insights for Family Offices
One of the strengths of the GFO Circle is the peer sharing and learning, based on the insights of our members. Join us for the next GFO Partners Circle Knowledge-Based Learning Series session, to explore the latest governance and investment strategies shaping family offices in the US.The fireside chat will explore insights from the JP… Continue reading Strategic Governance and Investment Insights for Family Offices
2.5 days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
Advanced Diploma in Wealth Management – Client Relationship Management
2, 3, 4, 5, 10 & 11 Jul
6 Days
9:00am - 6:00pm
Certificate in Trust Services
Impact Investment in Asia Unveiling True Change Makers
Globally, impact investing is becoming a key force driving positive social change. How can we achieve profound social impact while ensuring investment returns? For entrepreneurs and investors interested in impact investing, how can they distinguish truly valuable projects in practice and avoid direct or indirect "greenwashing"? The Caixin Asia Roundtable, to be held in Singapore… Continue reading Impact Investment in Asia Unveiling True Change Makers
0.5 Day
1:00pm - 4:00pm
Certified Private Banker (CPB) Level 1 – Digital Wealth Management
2 days
9:00am - 6:00pm
Advanced Diploma in Wealth Management – Data Science and Fintech I
3 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Certificate in Multi-Asset Investing
0.5 day
1:00pm - 4:00pm
Certified Private Banker (CPB) Level 2 – Product Strategies
8 & 9 May (Course), 13 May (Role-Play Assessment)
3 Days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
Certified Private Banker (CPB) Level 1 – Client Relationship Management
1.5 Days
9:00am - 5:00pm (day 1)
9:00am - 1:00pm (day 2)
Certified Private Banker (CPB) Level 2 – Investment Advisory
2 days
9:00am - 6:00pm
Advanced Diploma in Wealth Management – Investment Product Strategies
2 Days
9:00am - 6:00pm
Certificate in Digital Assets Strategies, Risks & Regulations
1.5 days
9:00am - 6:00pm (Day 1)
9:00am - 1:00pm (Day 2)
Advanced Diploma in Wealth Management – Investment Advisory
Investment Accelerator Programme (IAP) Info Session
Get a chance to speak with our team in an online information session to learn more about WMI’s Investment Accelerator Programme (IAP). We are happy to offer an overview of the programme and answer any enquiries you may have about IAP in this one-hour virtual session. The programme provides fundamental knowledge in investments and… Continue reading Investment Accelerator Programme (IAP) Info Session
1 day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Wealth Planning
1 Day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Investment Advisory
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Introduction to ESG Advisory
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 1 – Introduction to ESG Advisory
Family Office Investment Discovery – Public Markets
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
Family Office Risk Management and Controls
3 Days
9:00am - 6:00pm
Dalio Market Principles Program – Certificate in Investment Principles
5 Days
9:00am - 6:00pm
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