WMI

Investments in Private Equity and Venture Capital for Family Offices
2023-04-24 17:00 - 19:00 (Asia/Singapore)
Attracted by opportunities in disruptive technologies and innovative business models, many family offices are deploying capital into private market investments and start-ups. As they grow their influence in a shifting venture ecosystem, what skills and resources do family offices need?

Our panel of experts shared with attendees on how the role of PE/VC can fit in a portfolio, what family offices hope to achieve and what is the reality, and what family offices are looking for from their advisors.

Speaker(s):

Ms Cristina Ventura
Mr Ivan Lew
Mr Patrick Yeo

Launch of the Impact Philanthropy Partnership
2023-03-28 16:30 - 19:30
The Impact Philanthropy Partnership (IPP) is an exciting new partnership between WMI, the Monetary Authority of Singapore (MAS) and the Private Banking Industry Group (PBIG), which will bring together family principals and offices to collectively tackle society’s most pressing challenges and issues.

For the launch of the initiative, we started by exploring what ‘success’ means in terms of philanthropy and impact, and how you may start thinking about your own impact and legacy.

Attendees heard directly from noted philanthropists and impact investors on how their families embarked on their own journeys. How they decided which causes to support, how they managed it within their family governance structure, and how their approach evolved over time?

Speaker(s):

Mr Arnaud Tellier
Mr Lee Han Shih
Mr Frederick Tsao
and more

Long-Term Investing Across Generations: Navigating Global Challenges
2023-03-15
Managing investments for long-term success across multiple generations is often a major challenge for families and family offices. With over 900 years of history, the Princely Family of Liechtenstein has not only built a successful nation but has grown a range of business activities and investments that are committed to doing good. What does legacy mean to the family and how do they invest for multi-generational success?

Attendees heard from H.S.H Prince Maximilian on his personal experience in managing intergenerational dynamics and upholding family values in succession planning. As Chairman of LGT Group Foundation, he also shared insights on how the family plans to invest and give strategically and sustainably amidst the uncertain economic forecast, to create social and economic value for future generations.

Speaker:

H.S.H. Prince Max von und zu Liechtenstein

Global-Asia Family Office Summit 2022
2022-09-26 - 2022-09-27 | Sands Expo & Convention Centre, Marina Bay Sands, Singapore
The inaugural Global-Asia Family Office Summit 2022 is a trusted platform that brings together leading family offices, advisors and thought leaders from Asia, the US, Europe and around the world, to learn from each other and address topics across investments, family office leadership and social impact.

Centered around the theme of ‘The Next Generation Family Office’, the Summit featured more than 40 speakers over 2 days through a line-up of interactive keynote presentations, panels, and roundtable discussions by family offices and distinguished experts from industry powerhouses.

Attendees heard directly from leading family offices who shared their first-hand experiences, and learnt about the most pressing issues and promising opportunities facing family offices today.

The Summit is proudly organised by the Wealth Management Institute (WMI), which is also the host of the Global-Asia Family Office Circle, a family office network platform supported by the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS).

Speaker(s):

Deputy Prime Minister, Mr Lawrence Wong
Mr Lim Chow Kiat
Mr Ray Dalio
and more

Sustainable Investing: Balancing Investment Performance With An Eye On The Climate
2022-04-14
Event Information
In-person @ One Marina Boulevard
Thursday, 14 April 2022
12.10pm to 1.30pm SGT (GMT+8)
Does sustainable investing have to cost performance? Join our speakers Gopi Mirchandani and Meng Keet W. in a dialogue on sustainable finance as they discuss this topic as well as upcoming trends in sustainable investing.
For more details, please refer to the prospectus below and/or click here to register.

Opportunities And Challenges For Future Leaders In Asset And Wealth Management
2022-04-07
Event Information
Zoom Live Webinar
Thursday, 7 April 2022
12pm to 1.30pm SGT (GMT+8)
Change in the asset and wealth management industry is now accelerating at an exponential rate. Industry margins are squeezed, and technology integration becomes integral to achieving operational efficiency and scale. Join industry leaders Albert Tse, CFA, CAIA and Madeline Ho in a moderated session by Prof Joo-Seng Tan as they share more from their personal experience and their thoughts on opportunities and challenges for future leaders in this industry.
For more details, please refer to the prospectus below and/or click here to register.

Do You Really Need A Master’s Degree To Advance In Your Career?
2022-03-28
Event Information
In-person @ One Marina Boulevard
Monday, 28 March 2022
12pm to 1.30pm SGT (GMT+8)
Our Msc in Asset and Wealth Management alumni CHUEN Choon Peng, Felicia Tan, Flora Sun 孙思, Jason Lim, Kazutaka Sakamoto, Wendy Toh and Roseline Fong, TEP, CFP, CLU are here to answer burning questions like “Do you really need a Master’s Degree to advance in your career?”, “Can I successfully complete a Master’s Degree while working?” and many more!
Nothing beats hearing from those who have gone through the journey themselves, so join us for this insightful session happening this month.
For more details, please refer to the prospectus below and/or click here to register.

Applied ESG for Family Offices Masterclass
2022-01-21
Event Information
Live Webinar:
Friday, 21 January 2022
10am to 12.30pm SGT (GMT+8)
Family offices and their advisors have a central role to play in the transition to a sustainable future. However, how can you cut through the noise and find out what ESG investing will truly mean for your investment approach and portfolio?
Amidst a complex and fast-changing ESG landscape, It is critical to understand the different practical ESG approaches that a family office can take, and how to make them work.
Learn from global and Asian ESG leaders as well as family offices who have walked the journey themselves. Deepen your understanding of ESG investing and the impact on returns, and explore how to create greater impact.
For more details, please refer to the prospectus below and/or click here to register.
