1 Day
9:00am - 5:00pm
25 events found.
Events
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
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
2 days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Philanthropy and Social Impact
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… Continue reading Transformative and Borderless Philanthropy with the Home Planet Fund (Patagonia)
Family Offices and Global Impact Opportunities with the World Bank
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… Continue reading Family Offices and Global Impact Opportunities with the World Bank
2 Days
9:00am - 6:00pm
Dalio Market Principles Program – Certificate in Economic Principles
5 Days
9:00am - 6:00pm
Dalio Market Principles Program
3 Days
9:00am - 6:00pm
Dalio Market Principles Program – Certificate in Investment Principles
1 Day
9:00am - 5:00pm
Family Office Risk Management and Controls
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… Continue reading Family Office Investment Discovery – Public Markets
