Events
1 Day
9:00am - 5:00pm
Certificate in Introduction to Climate Change and Decarbonisation Strategies
1 Day
9:00am - 6:00pm
Certificate in Long-Term Investing
1 Day
9:00am - 6:00pm
Certificate in Introduction to ESG Advisory
1 Day
9:00am - 5:00pm
Certificate for Family Office Practitioner – Managing Family Dynamics
2 Days
9:00am - 5:00pm (Day 1)
9:00am - 12:00pm (Day 2)
Certificate for Family Office Practitioner – Family Office Management and Operations
1 Day
9:00am - 6:00pm
Certificate in Investing in Innovation
25 Sep (Course), 30 Sep (Role-Play Assessment)
2 Days
Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Wealth Advisory (Client Investment Suitability and Product Solutions)
24 Sep (Course), 30 Sep (Role-Play Assessment)
2 Days
Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Client Advisory (Sales Strategy)
1 Day
9:00am - 5:00pm
Family Office Risk Management & Controls
1 Day
9:00am - 5:00pm
Certificate in Environment and Social Governance for Family Offices (Intake 3)
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Managing Change
2 - 6 Sep (class), 12 Sep (assessment)
6 Days
9:00am - 5:00pm
Certificate for Family Office Advisors – Advanced
Uncovering Opportunities for High Impact
Wealth Management Institute One Marina Boulevard #16-01, SingaporeThe Family Office Discovery Series is an initiative by WMI to help family offices better navigate Singapore’s dynamic ecosystem. This Series enables family offices to connect with like-minded peers within areas of interest, while providing a systematic introduction to various parts of the investment and social impact communities. This special edition has been tailored… Continue reading Uncovering Opportunities for High Impact
23, 26 & 27 Aug
3 Days
9:00am - 5:00pm
Certificate for Family Office Advisors for Greater China Markets
3 Days
9:00am - 5:00pm
Certificate for Family Office Advisors for Greater China Markets
Family Office Investments: AI & Climate Tech investment opportunities
Wealth Management Institute One Marina Boulevard #16-01, SingaporeEmbark on a venture into the world of AI and Climate Tech opportunities. Hear from leading family offices and VC firms at this session on transformative possibilities, where AI technologies redefine industries and reshape our future, and innovation meets sustainability, offering a roadmap for family offices seeking sustainable and impactful investment avenues. AGENDA Panel… Continue reading Family Office Investments: AI & Climate Tech investment opportunities
3 days
9:00am - 6:00pm (Day 1 & 2)
9:00am - 3:00pm (Day 3)
Advanced Diploma in Wealth Management – Cross Banking
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)
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