Events
Transformative and Borderless Philanthropy with the Home Planet Fund (Patagonia)
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
Certified Private Banker (CPB) Level 3 – Philanthropy and Social Impact
2 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Philanthropy and Social Impact
2 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Philanthropy and Social Impact
2 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Philanthropy and Social Impact
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 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
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 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
Certified Private Banker (CPB) Level 1 – Investment Advisory
0.5 Day
1:00pm - 4:00pm
Certified Private Banker (CPB) Level 1 – Digital Wealth Management
7, 8, 14, 15, 20 & 21 Nov 2023
6 Days
8:30am - 12:30pm
Certificate in Applied ESG Investment Advisory
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.
