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    Master of Science in Asset & Wealth Management

    Dalio Market Principles

    • Dalio Market Principles (DMP) Online Program
    • Dalio Market Principles (DMP) Executive Program
    • Dalio Market Principles (DMP) Family Office Program

    Family Office

    • Certificate in Family Office Essentials
    • Certified Family Office Practitioner
    • Certified Family Office Advisor
    • Certificate for Family Office Advisors for Greater China Market
    • Certificate in Family Office for Legal Practitioners
    • Certificate in Applied Sustainable Investing for Family Offices
    • Certificate in Investing In Innovation
    • Certificate in Long-Term Investing

    Wealth Management

    • Advanced Diploma in Investment and Wealth Management
    • Certified Affluent Banker
    • Affluent & High-Net-Worth Client Management Series
    • Certified Affluent Wealth Adviser (CAWA)
    • Priority & Retail Certified Adviser (PRCA) Level 3
    • Principles of Wealth Management (PWM)
    • AI Applications in Wealth Management

    Private Banking

    • Certified Private Banker (CPB) Level 1
    • Certified Private Banker (CPB) Level 2
    • Certified Private Banker (CPB) Level 3
    • Certified Service Adviser (CSA) Level 1
    • Definitive Series

    Investing and Asset Management

    • Certificate in Multi-Asset Investing
    • Certificate in Introduction to Alternatives Investing
    • Certificate in Digital Assets Strategies, Risks & Regulations
    • Investment Accelerator Programme
    • AI Applications in Asset Management

    Environmental, Social & Governance (ESG)

    • Certificate in Introduction to ESG Advisory
    • Certificate in Introduction to Climate and Decarbonisation Strategies
    • Certificate in Foundations of Impact Investing

    Trust Services

    • Certificate in Trust Services
    • Advanced Certificate in Trust Services
    • Certificate in International Tax Considerations for Families of Wealth

    Online Learning

    • Ethics, Regulations & Compliance (Online)
    • Certified Private Banker (CPB) – Ethical Conduct
    • Certificate in Fundamentals of Investments

    Philanthropy

    • CHIEF – The Changemaker Impact Endeavour Fellowship
    • Certified Impact Philanthropy Professional Programme
    • Certificate in Philanthropy and Social Impact for Greater China Markets

    Programmes for Asia’s Central Banks, Financial Regulators and Regulatory Agencies

    • Finance & Markets for Policymakers Programme
    • Climate Finance Programme
    • FinCrime Defence Workshops & Symposium

    Compliance, Risk & Governance

    • Advanced Diploma in Compliance Risk Management
    • Certified Compliance Officer
    • Certified Compliance Officer Advanced
    • Family Office Risk Management and Controls
    • ESG Risk Management and Controls
    • Compliance Change Transformation
    • Advanced Certificate in AML, Fraud and Sanctions
    • AI Applications for AML & Compliance Risk Management
    • AI Applications in Asset Management
    • AI Applications in Wealth Management
    • Compliance in Asset Management and Financial Advisory Services
    • Compliance in Private Banking and Wealth Management

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25 events found.

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Today

    August 2023

    Wed 16
    August 16, 2023
    Info-Session

    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.

    Thu 10
    August 10, 2023
    Info-Session

    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.

    Thu 10
    August 10, 2023

    2 Days

    9:00am - 5:00pm

    Advanced Diploma in Asset Management – Investment Technology in Action

    Thu 3
    August 3, 2023
    Info-Session

    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.

    Thu 3
    August 3, 2023

    2 Days

    9:00am - 5:00pm

    Advanced Diploma in Asset Management – Data Tools and Platforms

    Wed 2
    August 2, 2023
    Info-Session

    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.

    July 2023

    Fri 28
    July 28, 2023
    Online Info Sessions – Certified Compliance Officer 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

    Thu 27
    July 27, 2023

    2 days

    9:00am - 6:00pm

    Certified Private Banker (CPB) Level 3 – Leading Business

    Tue 25
    July 25, 2023

    1 day

    9:00am - 5:00pm

    Certified Private Banker (CPB) Level 2 – Digital Wealth Management

    June 2023

    Wed 28
    June 28, 2023
    Info-Session

    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.

    Thu 22
    June 22, 2023
    Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 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

    Wed 14
    June 14, 2023
    Online Info Sessions – Certified Compliance Officer 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

    Fri 9
    June 9, 2023
    IPP Forum

    Impact Philanthropy Partnership Forum 2023

    Big Picture Theatre, Capital Tower 168 Robinson Road, #09-03, 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… Continue reading Impact Philanthropy Partnership Forum 2023

    Thu 1
    June 1, 2023
    Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 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

    May 2023

    Wed 31
    May 31, 2023
    Info-Session

    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.

    Fri 26
    May 26, 2023

    WMI Expert Series: Financial Services Compliance Trends, Risks & Opportunities

    Wealth Management Institute One Marina Boulevard #16-01, 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… Continue reading WMI Expert Series: Financial Services Compliance Trends, Risks & Opportunities

    Wed 17
    May 17, 2023
    Info-Session

    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.

    Thu 11
    May 11, 2023
    Info-Session

    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.

    Wed 3
    May 3, 2023

    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

    Mon 1
    May 1, 2023
    Info-Session

    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.

    April 2023

    Tue 25
    April 25, 2023

    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?

    Mon 24
    April 24, 2023
    Roundtable Events

    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

    March 2023

    Tue 28
    March 28, 2023
    IPP Forum

    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

    Wed 15
    March 15, 2023
    Roundtable Events

    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

    September 2022

    Mon 26
    September 26, 2022
    Family Office Summit

    Global-Asia Family Office Summit 2022

    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… Continue reading Global-Asia Family Office Summit 2022

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Wealth Management Institute
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  • About Us
    • Our Story
    • Board & Board Committees
    • Meet the Team
  • Programmes
    • Master of Science in Asset & Wealth Management
    • Dalio Market Principles
      • Dalio Market Principles (DMP) Online Premium Program
      • Dalio Market Principles (DMP) Executive Programme
      • Dalio Market Principles (DMP) Family Office
    • Family Office
      • Certificate in Family Office Essentials
      • Certified Family Office Practitioner
      • Certified Family Office Advisor
      • Certificate for Family Office Advisors for Greater China Markets
      • Certificate in Family Office for Legal Practitioners
      • Certificate in Applied Sustainable Investing for Family Offices
      • Certificate in Investing In Innovation
      • Certificate in Long-Term Investing
    • Wealth Management
      • Advanced Diploma in Investment and Wealth Management
      • Certified Affluent Banker
      • Affluent & High-Net-Worth Client Management Series
      • Certified Affluent Wealth Adviser (CAWA)
      • Priority & Retail Banking Certified Adviser (PRCA) Level 3
      • Principles of Wealth Management (PWM)
      • AI Applications in Wealth Management
    • Private Banking
      • Certified Private Banker (CPB) Level 1
      • Certified Private Banker (CPB) Level 2
      • Certified Private Banker (CPB) Level 3
      • Certified Service Adviser (CSA) Level 1
      • Definitive Series
    • Investing and Asset Management
      • Certificate in Multi-Asset Investing
      • Certificate in Introduction to Alternatives Investing
      • Certificate in Digital Assets Investment Strategies and Risks
      • Investment Accelerator Programme
      • AI Applications in Asset Management
    • Trust Services
      • Certificate in Trust Services
      • Advanced Certificate in Trust Services
      • Certificate in International Tax Considerations for Families of Wealth
    • Philanthropy
      • CHIEF – The Changemaker Impact Endeavour Fellowship
      • Certified Impact Philanthropy Professional
      • Certificate in Philanthropy and Social Impact for Greater China Markets
    • Environmental, Social & Governance (ESG)
      • Certificate in Introduction to ESG Advisory
      • Certificate in Introduction to Climate and Decarbonisation Strategies
      • Certificate in Foundations of Impact Investing
    • Compliance, Risk & Governance
      • Advanced Diploma in Compliance Risk Management
      • Certified Compliance Officer
      • Family Office Risk Management and Controls
      • ESG Risk Management and Controls
      • Compliance Change Transformation
      • Advanced Certificate in AML, Fraud and Sanctions
      • AI Applications for AML & Compliance Risk Management
      • AI Applications in Asset Management
      • AI Applications in Wealth Management
      • Compliance in Asset Management and Financial Advisory Services
      • Compliance in Private Banking and Wealth Management
    • Online Learning
      • Ethics, Regulations & Compliance (Online)
      • Certified Private Banker (CPB) Level 1 – Ethical Conduct
      • Certified Private Banker (CPB) Level 2 – Regulatory Compliance & Client Onboarding
      • Certificate in Fundamentals of Investments
    • Custom Solutions
    • Programmes for Asia’s Central Banks, Financial Regulators and Regulatory Agencies
      • Finance & Markets for Policymakers Programme
      • Climate Finance Programme
      • FinCrime Defence Workshops & Symposium
  • Insights
    • Thought Leadership
    • Perspectives
  • GFO Circle
    • About the Global-Asia Family Office Circle
    • Membership
      • Partners
      • Principals and Professionals
    • Directory
      • Corporate Directory
      • Family Office Landscape Navigator​
    • Global-Asia Family Office Events
      • Events
      • Family Office Discovery Series
    • Global-Asia Family Office Summit
    • Leading Asian Families Programme
  • Asia Centre for Changemakers
    • About the Asia Centre for Changemakers
    • CHIEF – The Changemaker Impact Endeavour Fellowship
    • Certified Impact Philanthropy Professional
    • Certificate in Philanthropy and Social Impact for Greater China Markets
  • Media and Events
    • Press Room
    • In the News
    • Events
  • Contact Us