WMI

In Conversation with Distinguished Thought Leaders
2025-11-01 18:00 - 20:00 (Asia/Singapore)
The Distinguished Thought Leaders Series brings together family offices and their ecosystem partners for a dynamic forum of interactive dialogues. Each year, this premier forum brings together visionary thought leaders who will share groundbreaking insights and cutting-edge strategies for mastering the complexities of managing family wealth in a shifting global landscape.

This forum will provide a collaborative space for knowledge sharing and unparalleled peer learning. The previous series featured esteemed thought leaders such as Baroness Minouche Shafik and Professor Robert Merton.

Stay tuned for more information on speaker and registration details.

Get in touch with our GFO Circle Team for event enquiries

Alternative Edge: Capitalising on Private Markets and Beyond
2025-08-01 17:00 - 19:00
Alternative investments have become increasingly important for family offices looking to diversify portfolios and achieve higher returns beyond traditional asset classes. This panel on alternative investments will explore opportunities in private equity, venture capital, hedge funds, real assets, and more.

Hear from domain experts and family offices on how these investments can help enhance returns and portfolio resilience, but also what are the pitfalls to look out for. Attendees will gain insights into the latest trends and needs of family offices, and learn how to think more systematically about allocation to alternatives.

Get in touch with our GFO Circle Team for event enquiries

Purpose-Driven Philanthropy: Tools and Innovations for Lasting Impact
2025-07-01 17:00 - 19:00
Join us for an insightful session on Purpose-Driven Philanthropy from an advisor’s perspective. This discussion will focus on how families can effectively align their philanthropic initiatives to achieve measurable impact. We will explore innovative strategies and tools that enable families to integrate their core values into impactful giving practices, across a wide range of innovative tools.

Attendees will learn about actionable frameworks for evaluating philanthropic opportunities, ensuring accountability, and maximising social returns on investments. Discover how families transform their philanthropic efforts, driving meaningful change while reflecting their unique vision and values.

Get in touch with our GFO Circle Team for event enquiries

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@wmitest.websitedesginagency.com for more information.

Generational Bridges: Connecting Through Family Governance
2025-05-07 17:00 - 19:00
This session delves into the intricacies of serving family offices of multiple generations and developing the governance structures for long-term success. Discover the nuanced approaches needed to meet the different needs, expectations and aspirations of different generations within a family office. Hear from peers who have engaged deeply with families and learn about why certain governance structures work – and why others fail.

Key to this approach is understanding the unique dynamics of each family office, including their values, aspirations, and complexities. Learn how to empower families to navigate governance challenges, ensuring stability and success for future generations. This journey uncovers the dynamics of good family governance, multi-generational investments, and the pivotal role of advisors and family offices in shaping the family office’s path.

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

Certified Compliance Officer - Foundation Compliance Analytics
2024-11-15

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

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

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

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

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

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

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

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

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

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

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

Certified Private Banker (CPB) Level 1 - 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

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

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

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

Certificate in Long-Term Investing
2024-10-09

Certified Compliance Officer - Foundation Regulatory Compliance
2024-10-09

Certificate in Introduction to ESG Advisory
2024-10-08

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

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

Certified Compliance Officer - Foundation Compliance Policy
2024-09-30

Certificate in Investing in Innovation
2024-09-30
