WMI

Certified Private Banker (CPB) Level 1 - Investment Advisory
2023-11-17, 2024-03-26

Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion
2023-11-23
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 a huge role in how businesses grow, diversify and innovate.

Participants heard from our panel on topics ranging from interpersonal relationships to decision-making, understanding how each generation thinks is essential. Our panelists will share about how honest conversations, a desire to learn and deep empathy impacts their experiences in communicating across generations.

Speaker(s):

Ms Rebekah Lin
Mr Ang Ziqian
Ms Sandhya Aswani
Mr Jeremy Nguyen-Phuong

IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground
2023-11-30
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, for Asia. Discussion points included “How are DAFs relevant for Singapore’s aspiration as a philanthropic hub?” and “What are some areas of opportunities and challenges in creating a robust and diverse DAF ecosystem?”.

Speaker(s):

Ms Theresa Cheong
Ms Joyce Teo
Ms Audrey Ng

Certified Private Banker (CPB) Level 2 - Philanthropy and Social Impact
2024-01-30 - 2024-01-31, 2024-02-01 - 2024-02-02

Certified Private Banker (CPB) Level 3 - Philanthropy and Social Impact
2024-01-30 - 2024-01-31, 2024-02-01 - 2024-02-02

Transformative and Borderless Philanthropy with the Home Planet Fund (Patagonia)
2024-02-21 17:00 - 19:00 (Asia/Singapore)
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 ecosystem, the Home Planet Fund is a non-profit aimed at raising capital to fight some of the world’s most pressing and complex environmental issues. Along with Stacy Choong, Partner at Withers worldwide, Dilafruz will share her experience in how Patagonia has evolved and the key lessons along the journey.

Certified Private Banker (CPB) Level 1 - Ethical Conduct (Online)
2024-03-01 - 2024-03-30

Certified Private Banker (CPB) Level 2 - Ethical Conduct
2024-03-01 - 2024-03-30

Family Offices and Global Impact Opportunities with the World Bank
2024-03-01 17:00 - 19:00
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 delighted to host an illuminating session with Anshula Kant, the Managing Director and Chief Financial Officer of the World Bank. This session aims to highlight key impact finance trends, share key insights from the World Bank’s work around the globe and highlight opportunities for Family Offices to collaborate with the WorldBank on initiatives such as outcome bonds, blended finance, and other instruments aimed at fostering global development and sustainability.

Anshula Kant will lead the discussion by introducing key impact finance trends, and key insights and learnings from the World Bank’s work around the globe. She will also cover impact investment opportunities with the World Bank, emphasising their role in mobilising private capital towards development. She will delineate the WorldBank’s strategic approach towards integrating these financial instruments into their broader agenda for addressing global challenges, highlighting successful case studies where such collaborations have led to tangible, positive outcomes in developing countries.

Get in touch with our GFO Circle Team for event enquiries

Dalio Market Principles Program - Certificate in Economic Principles
2024-03-11 - 2024-03-12

Dalio Market Principles Program
2024-03-11 - 2024-03-15

Dalio Market Principles Program - Certificate in Investment Principles
2024-03-13 - 2024-03-15

Family Office Risk Management and Controls
2024-03-15

Family Office Investment Discovery – Public Markets
2024-03-19 17:00 - 19:00
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 governance and management.

The Family Office Discovery Series is proudly developed and organised by WMI, with the support of the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS). WMI is also the host of the Global-Asia Family Office Circle (GFO Circle), a family office network platform.

Upcoming Session: Family Office Investment Discovery – Public Markets
Join us for an exclusive event designed to bring together family offices and domain experts to provide an overview of the investment landscape in Singapore.

This upcoming session will focus on public market investment opportunities in Singapore, offering unique insights into opportunities within the dynamic environment of the public securities and derivatives markets. Speakers will include leaders from SGX as well as leading family offices in Singapore who will share their experience and perspectives on the role of Singapore public market investments in their portfolio.

Get in touch with our GFO Circle Team for event enquiries

Certified Private Banker (CPB) Level 1 - Introduction to ESG Advisory
2024-03-21

Certified Private Banker (CPB) Level 2 - Introduction to ESG Advisory
2024-03-21

Certified Private Banker (CPB) Level 1 - Wealth Planning
2024-04-05

Investment Accelerator Programme (IAP) Info Session
2024-04-11 11:30 - 12:30
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 asset management, enhancing participants’ prospects for careers in finance.

Key features of the programme:

1. Investment Accelerator Programme (IAP): IAP consists of 4 modules of 5 hours of self-paced eLearning (total 20 hours) to provide learners with an understanding of the investment management landscape, the impact of global macro cycles on investment performance, financial statements from an investor’s lens, and building an investment portfolio for the long-term.

2. Industry-recognised Credentials: The curriculum was developed in close collaboration with a team of industry experts in asset and wealth management and mapped to the Skills Framework for Financial Services (SFwFS) jointly developed by MAS, IBF, SkillsFuture Singapore, Workforce Singapore and industry. The CFI is accredited by IBF under the SFwFS.

3. Industry Networking and Career Talks with Leading Financial Institutions: Participants of IAP will be invited to networking events which WMI will conduct in collaboration with leading financial institutions to expose students to attractive career opportunities in the sector.

4. Career Advisory Services with The Institute of Banking and Finance: Graduates from the IAP may tap on career advisory services by The Institute of Banking and Finance.

5. IBF Standards Training Scheme (IBF-STS): Singaporeans and Permanent Residents (below 40 years old), and physically based in Singapore will enjoy funding subsidy of 50% upon successful completion of the programme.

6. WMI Concessionary Rates and Study Awards: To make IAP accessible to the university students and recent graduates, a concessionary course fee of $1,199 (including GST) will be applicable instead of the standard fee of $2,616. In addition, students with a cumulative GPA of at least 3.0 and above (on track for honours or equivalent) will qualify for WMI Study Award of $450 upon successful completion. Together with IBF funding support and WMI Study Award, the nett fee payable by your students will be only $199.

Get ready to embark on an exciting finance and investment management career! Fill out the form below to register for the virtual information session on 11 April 2024 (you will receive the zoom link via email).

Advanced Diploma in Wealth Management - Investment Advisory
2024-04-18 - 2024-04-19

Certificate in Digital Assets Strategies, Risks & Regulations
2024-04-23 - 2024-04-24

Advanced Diploma in Wealth Management - Investment Product Strategies
2024-04-25 - 2024-04-26

Certified Private Banker (CPB) Level 2 - Investment Advisory
2024-04-29 - 2024-04-30

Certified Private Banker (CPB) Level 1 - Client Relationship Management
2024-05-08 - 2024-05-13

Certified Private Banker (CPB) Level 2 - Product Strategies
2024-05-15

Certified Private Banker (CPB) Level 2 - Certificate in Multi-Asset Investing
2024-05-15 - 2024-05-17

Advanced Diploma in Wealth Management - Data Science and Fintech I
2024-05-27 - 2024-05-28

Certified Private Banker (CPB) Level 1 - Digital Wealth Management
2024-06-20
