Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Client Investment Suitability and Product Solutions)
2024-09-25 - 2024-09-30

Certificate in Investing in Innovation
2024-09-30

Certificate for Family Office Practitioner - Family Office Management and Operations
2024-10-01 - 2024-10-02

Certificate for Family Office Practitioner - Managing Family Dynamics
2024-10-04

Certificate in Introduction to ESG Advisory
2024-10-08

Certificate in Long-Term Investing
2024-10-09

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Financial and Investment Planning)
2024-10-10

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Relationship Management)
2024-10-11

Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certified Private Banker (CPB) Level 2 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certified Private Banker (CPB) Level 1 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Advanced Certificate in Trust Services
2024-10-11 - 2024-10-22

Priority & Retail Banking Certified Adviser (PRCA) Level 3 - Growing Your Business
2024-10-21 - 2024-10-22

Certificate in Philanthropy and Social Impact
2024-10-21 - 2024-10-22

Seeking Asia's Social Unicorns
2024-10-22 18:00 - 19:30 (Asia/Singapore) | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
Speaker

Certificate for Family Office Advisors – Foundation
2024-10-23 - 2024-10-25

Advanced Certificate in Philanthropy and Social Impact
2024-10-23 - 2024-10-25

Certificate for Family Office Practitioner - Legacy and Impact for the Family
2024-10-24

Certificate in International Tax Considerations for Families of Wealth
2024-10-29 - 2024-10-30

Certificate for Family Office Practitioner - Family Office Investments
2024-11-04

Certificate in Multi-Asset Investing
2024-11-06 - 2024-11-08

Certificate for Family Office Practitioner - Succession and Wealth Transfer
2024-11-12

Certificate in Digital Assets Investment Strategies and Risks
2025-02-20

Family Office Discovery Series - Insights from the Inside: Managing a Family Office and Foundation​ in Singapore
2025-04-22
Singapore continues to strengthen its position as a leading hub for family offices, offering the infrastructure, ecosystem, and policy support needed to scale regionally and align capital with long-term purpose. This session brought together ecosystem partners and family office leaders to explore how families are anchoring their presence in Singapore, accessing innovation opportunities, and building platforms that extend beyond investment to impact and legacy.

Representatives from the Economic Development Board shared how Singapore supports family offices as a strategic partner—facilitating connections, collaborations, and access to emerging sectors such as deep tech. The Monetary Authority of Singapore outlined initiatives to enhance the ecosystem, including developments in donor-advised funds and tax frameworks that support structured philanthropy.

Attendees also heard directly from family office principals on their journey of building purpose-driven family offices and foundations, and how Singapore’s robust and well-connected ecosystem has supported their growth, governance, and long-term ambitions.

Speakers:

Mr Bernard Fung
Ms Sonia Nayaham
Mr Srihari Kumar
Mr Teo Kai Xiang
Mr Ling Yuan Chun

Roundtable: Insights on Private Capital Global and Regional Trends in Singapore, Malaysia and Hong Kong
2025-05-06
As family offices navigate an increasingly dynamic private capital landscape, many are professionalising their teams, expanding investment footprints across Singapore, Malaysia, and Hong Kong. Amid rising wealth concentration and evolving generational priorities, the session explored how families are aligning capital deployment with long-term objectives.

PwC leaders shared insights from advising some of the world’s most sophisticated family offices, highlighting trends in direct investments, the shift from traditional property holdings to start-ups and M&A, approaches to professionalisation, and comparative regional tax considerations. Attendees gained an insider’s view into the strategies and opportunities shaping the decisions of today’s leading family offices.

Speakers:

Mr Anuj Kagalwala
Mr Frank Graziano
Ms Fung Mei Lin
Mr Jonathan Flack

2025 FinCrime Defence Symposium
2025-05-27 14:00 - 20:00
WMI, in partnership with the Global Coalition to Fight Financial Crime and Temasek Foundation, warmly invites you to a high-level, by-invitation-only symposium on strengthening defences against financial crime.

Learn from the architects of global financial crime strategy—shaping regulatory regimes, enforcement priorities, and systemic responses across jurisdictions.
– Mr T. Raja Kumar, Immediate Past President, Financial Action Task Force
– Mr John Cusack, Chairman, Global Coalition to Fight Financial Crimes

Join leading voices from global regulatory bodies, financial institutions, enforcement, and tech as we examine the most pressing threats—from money laundering and organised crime to crypto scams and trafficking—and explore cutting-edge responses through public–private collaboration and technology.

Contact WMICompliance@wmi.edu.sg for more information.

Family Office Discovery Series - Family Office Dialogue on Human Capital, Investments and Legacy Planning​
2025-06-23
Attracted by the opportunities offered by Singapore as a strategic base, many family offices are professionalising their operations, diversifying across asset classes, and developing next-generation leadership. As they expand their presence across global markets, the session explored how families can align long-term capital with purpose.

Our panel of family office leaders shared first-hand perspectives on building robust operating platforms, managing multi-asset portfolios, nurturing next-generation principals, and ensuring capital deployment reflects both strategic objectives and intergenerational legacy.

Speakers:

Mr Benjamin Lyman
Mr Bryan Lee
Ms Kathryn Dioth

Family Office Discovery Series - Generational Bridges: Connecting Through Family Governance
2025-08-26
As multi-generational family offices continue to evolve, effective governance and aligned values are key to sustaining long-term success. How can families balance tradition with innovation, and shape lasting legacies?

In an engaging dialogue, our speakers discussed how family roles are shaped not by titles, but by a collective sense of ownership and responsibility; and how next-generation principals are redefining success through values, impact, and stewardship including expansion and divestment beyond the core business. In the Q&A session, topics around the development of the family office team, family governance in practice and managing complicated family dynamics were discussed.

Speakers:

Mr Darren Teo
Ms Stacy Choong

Roundtable: Artificial Intelligence for Single Family Office​
2025-10-28
Amid rising complexity and rapid technological change, safeguarding and growing family wealth requires new thinking. We brought together single-family offices and industry leaders to explore how artificial intelligence is shaping investment and operational strategies.

During the session, we explored how generative and agentic AI can be applied to enhance decision-making, streamline routine processes, and support tailored investment strategies and risk management.

Attendees heard directly from industry experts on practical AI applications, current developments, and considerations for integrating these technologies within a family office context—how they can improve efficiency, uncover insights from large datasets, and influence strategic decision-making for the years ahead.

Speakers:

Ms Agnes Fok
Mr Bablu Kumar
Mr Desmond Teo
Mr Gino Kang
Mr Liquid Cui Jingshuang
Mr Shezaan Daya
Mr Sriram Changali

Roundtable: Timeless Principles of Succession – Transcending Culture & Heritage
2025-11-04
Many Asian families today stand at a crossroads, with trillions in assets poised for intergenerational transition. Despite a strong desire to preserve family identity and values—a longing that resonates “in the genes” across cultures—succession remains fraught with hesitation and complexity.

We shared our key findings from WMI’s Research report: “Asia’s Succession Moment: Closing the Planning Gap to Safeguard Legacy” on how Asia’s families can bridge the planning gap and craft enduring legacies, drawing on both timeless principles and new approaches. Our guest speakers explored the emotional and strategic barriers to effective planning, sharing success stories from their research and experiences that reflect the time-honoured wisdom of different cultures in transmitting wealth across generations.

Speaker:

Ms Doutzen Groothof
Ms Lee Wong
