2 Days
9:00am - 5:00pm
25 events found.
Events
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.
2 Days
9:00am - 5:00pm
Advanced Diploma in Asset Management – Data Tools and Platforms
Online Info Sessions – Certified Compliance Officer
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
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… Continue reading Online Info Sessions – Certified Compliance Officer For June 2023
2 days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Leading Business
1 day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 2 – Digital Wealth Management
Online Info Sessions – Certified Compliance Officer
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 – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023
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… Continue reading Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023
Online Info Sessions – Certified Compliance Officer For June 2023
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… Continue reading Online Info Sessions – Certified Compliance Officer For June 2023
Impact Philanthropy Partnership Forum 2023
Big Picture Theatre, Capital Tower 168 Robinson Road, #09-03, SingaporeHow 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… Continue reading Impact Philanthropy Partnership Forum 2023
Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023
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… Continue reading Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023
Online Info Sessions – Certified Compliance Officer
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.
WMI Expert Series: Financial Services Compliance Trends, Risks & Opportunities
Wealth Management Institute One Marina Boulevard #16-01, SingaporeThe 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… Continue reading WMI Expert Series: Financial Services Compliance Trends, Risks & Opportunities
Online Info Sessions – Certified Compliance Officer
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 – 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.
1 Day
Finding the Right PE/VC Strategy for Your Family Office
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… Continue reading Finding the Right PE/VC Strategy for Your Family Office
Online Info Sessions – 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.
Crypto: Fad Or Does It Have A Place In Strategic Asset Allocations?
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… Continue reading Crypto: Fad Or Does It Have A Place In Strategic Asset Allocations?
Investments in Private Equity and Venture Capital for Family Offices
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… Continue reading Investments in Private Equity and Venture Capital for Family Offices
Launch of the Impact Philanthropy Partnership
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’… Continue reading Launch of the Impact Philanthropy Partnership
Long-Term Investing Across Generations: Navigating Global Challenges
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… Continue reading Long-Term Investing Across Generations: Navigating Global Challenges
Global-Asia Family Office Summit 2022
Sands Expo & Convention Centre, Marina Bay Sands , SingaporeThe 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… Continue reading Global-Asia Family Office Summit 2022
Sustainable Investing: Balancing Investment Performance With An Eye On The Climate
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… Continue reading Sustainable Investing: Balancing Investment Performance With An Eye On The Climate
Opportunities And Challenges For Future Leaders In Asset And Wealth Management
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… Continue reading Opportunities And Challenges For Future Leaders In Asset And Wealth Management
