3 Days
9:00am - 5:00pm
25 events found.
Events
1 day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Market Specialisation (China)
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… Continue reading Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
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… Continue reading Online Info Sessions – Certified Compliance Officer
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… Continue reading Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
2 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Leading People
4 Days
9:00am - 5:00pm
Advanced Diploma in Asset Management – The World of Asset Management – An Overview
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… Continue reading Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
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,… 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… Continue reading Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
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… Continue reading Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
2 Days
9:00am - 5:00pm
Advanced Diploma in Asset Management – Introduction to ESG & Sustainable Investing
3 days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
Certified Private Banker (CPB) Level 2 – Client Relationship Management
1 Day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Wealth Planning
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… Continue reading Family Office Discovery Series – Investment Discovery [Private Markets]
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… Continue reading Family Office Discovery Series – Social Impact Discovery and IPP Roundtable: Local Giving in Global Singapore
2 Days
9:00am - 5:00pm
Advanced Diploma in Asset Management – Client and Investor Management Toolkit
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… Continue reading In Conversation with Nobel Laureate Prof. Robert C. Merton – A Framework for Deciphering Beta and Alpha
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 Day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 2 – Market Specialisation (Indonesia)
7, 8, 14, 15, 20 & 21 Nov 2023
6 Days
8:30am - 12:30pm
Certificate in Applied ESG Investment Advisory
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 1 – Investment Advisory
Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion
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… Continue reading Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion
IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground
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… Continue reading IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground
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
