WMI

Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
2023-08-10 17:00 - 18:00, 2023-08-03 08:00 - 17:00 (Asia/Singapore)
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.

Advanced Diploma in Asset Management - Investment Technology in Action
2023-08-10 - 2023-08-11

Advanced Diploma in Asset Management - Data Tools and Platforms
2023-08-03 - 2023-08-04

Online Info Sessions – Certified Compliance Officer
2023-08-02 17:00 - 18:00, 2023-06-28 17:00 - 18:00, 2023-05-31 17:00 - 18:00, 2023-05-17 17:00 - 18:00
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 the programme and any enquiries you may have about WMI in this one-hour virtual session.

Register your interest here.

Online Info Sessions – Certified Compliance Officer For June 2023
2023-07-28 17:00 - 18:00, 2023-06-14 17:00 - 18:00
Dates:

14 Jun 2023, Wednesday
28 Jun 2023, Wednesday

Time: 5.00 PM to 6.00 PM (GMT +8)
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 the programme and any enquiries you may have about WMI in this one-hour virtual session.
Register your interest here.

Certified Private Banker (CPB) Level 3 - Leading Business
2023-07-27 - 2023-07-28

Certified Private Banker (CPB) Level 2 - Digital Wealth Management
2023-07-25

Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023
2023-06-22 17:00 - 18:00, 2023-06-01 17:00 - 18:00
Date:

1 Jun 2023, Thursday
22 Jun 2023, Thursday

Time: 5.00 PM to 6.00 PM (GMT +8)
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.

Impact Philanthropy Partnership Forum 2023
2023-06-09 08:30 - 12:15 | Big Picture Theatre, Capital Tower, 168 Robinson Road, #09-03, 068912, Singapore
How can philanthropy and impact capital play a catalytic role in solving some of society’s most pressing challenges, such as the climate crisis?

Attendees heard from our panel of experts on how philanthropists can play a decisive role in creating transformative change and from pioneering family principals and thought leaders in the impact space on how to make a real and measurable difference.

Speaker(s):

Ms Gillian Tan
Dr Christopher Elias
Ms Dawn Chan
and more

WMI Expert Series: Financial Services Compliance Trends, Risks & Opportunities
2023-05-26 18:30 - 19:30 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
The financial sector is dynamic and has grown in size and complexity. The rate of regulatory change is increasing with new business models powered by data and technology, and also to address financial crises and wrongdoings. Navigating the regulatory landscape successfully can make the difference between continued business and customers preserving trust and reputation, and regulatory fines, penalties, impact to compensation, suspension of business or losing one’s licence.

Compliance professionals are in demand to advise on and navigate this landscape and traditional compliance roles are evolving to provide higher value to organisations.

You are cordially invited to join this Expert Series which will cover the changing regulatory landscape, trends and risks in financial services, the role of the Compliance professional, the range of job families available and the skillsets required. It is a great opportunity for interested individuals to explore the wide range of roles in Compliance in the financial services industry.

Secure your spot at this exclusive event and take the first step towards advancing your career in the compliance industry. Register here to attend via Zoom or here to attend in person.

Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
2023-05-11 17:00 - 18:00, 2023-05-01 17:00 - 2023-05-11 18:00

Finding the Right PE/VC Strategy for Your Family Office
2023-05-03
Attracted by opportunities in disruptive technologies and innovative business models, many family offices are deploying capital into private market investments and start-ups. However, building a successful PE/VC portfolio is not straightforward.

Our event featured leading family offices and venture capital firms who shared with attendees the advantages and pitfalls of different ways to get PE/VC exposure (e.g. investing through funds versus direct investment), what to look out for when picking fund managers and why founders may like to partner with family offices.

Speaker(s):

Mr David Gowdey
Mr Darren Teo
Mr Edoardo Collevecchio
Mr Yeung Chia Li

Crypto: Fad Or Does It Have A Place In Strategic Asset Allocations?
2023-04-25
Event Information
Zoom Live Webinar
Monday, 25 April 2022
12.15pm to 1.30pm SGT (GMT+8)
Emerging asset classes like Crypto has increasingly been embraced by institutional investors. What role does it play in strategic asset allocation and the future of asset and wealth management? Join Dr Aaron Low, CEO of LUMIQ and Principal of Lumen Advisors, and Deng Chao, Co-Founder and CEO of Hashkey Capital for a fireside chat as they delve into an in-depth discussion and share their insights.
This fireside chat is exclusively brought to you by MAWM.
For more details, please refer to the prospectus below and/or click here to register.

Investments in Private Equity and Venture Capital for Family Offices
2023-04-24 17:00 - 19:00
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.
