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    August 2024

    Thu 29
    August 29, 2024

    Uncovering Opportunities for High Impact

    The Family Office Discovery Series is an initiative by WMI to help family offices better navigate Singapore’s dynamic ecosystem. This Series enables family offices to connect with like-minded peers within areas of interest, while providing a systematic introduction to various parts of the investment and social impact communities.   This special edition has been tailored… Continue reading Uncovering Opportunities for High Impact

    Thu 15
    August 15, 2024

    Family Office Investments: AI & Climate Tech investment opportunities

    Embark on a venture into the world of AI and Climate Tech opportunities. Hear from leading family offices and VC firms at this session on transformative possibilities, where AI technologies redefine industries and reshape our future, and innovation meets sustainability, offering a roadmap for family offices seeking sustainable and impactful investment avenues.   AGENDA Panel… Continue reading Family Office Investments: AI & Climate Tech investment opportunities

    July 2024

    Tue 16
    July 16, 2024

    Strategic Governance and Investment Insights for Family Offices

    One of the strengths of the GFO Circle is the peer sharing and learning, based on the insights of our members.   Join us for the next GFO Partners Circle Knowledge-Based Learning Series session, to explore the latest governance and investment strategies shaping family offices in the US.The fireside chat will explore insights from the JP… Continue reading Strategic Governance and Investment Insights for Family Offices

    June 2024

    Fri 21
    June 21, 2024

    Impact Investment in Asia Unveiling True Change Makers

    Globally, impact investing is becoming a key force driving positive social change. How can we achieve profound social impact while ensuring investment returns? For entrepreneurs and investors interested in impact investing, how can they distinguish truly valuable projects in practice and avoid direct or indirect "greenwashing"? The Caixin Asia Roundtable, to be held in Singapore… Continue reading Impact Investment in Asia Unveiling True Change Makers

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Wealth Management Institute
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In this exclusive forum, we had the distinct privilege of welcoming Professor Robert C. Merton, a renowned Nobel Laureate and Resident Scientist at Dimensional Fund Advisors, to share his insights and expertise with us. Prof. Merton presented the Framework for Deciphering Beta and Alpha where he spoke on how investors can effectively navigate the challenges and seize the opportunities associated with capturing alpha in various markets. Additionally, he explored the distinct dynamics of beta and alpha at play in private markets.   The forum culminated with an exclusive dialogue session moderated by Mr Joel Kim, Chief Executive Officer, Asia ex Japan and Head of International Fixed Income at Dimensional Fund Advisors where Prof. Robert C. Merton engaged the audience on the approaches to private markets investing and identifying the sources of alpha in private markets.   Speaker(s):
  • Nobel Laureate Prof Robert C. Merton
  • Mr Joel Kim
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  • About Us
    • Our Story
    • Board & Board Committees
    • Meet the Team
  • Programmes
    • Programme Calendar
    • Master of Science in Asset & Wealth Management
    • Dalio Market Principles
      • Dalio Market Principles (DMP) Online Premium Program
      • Dalio Market Principles (DMP) Executive Program
      • 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 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
      • Advanced Diploma in Wealth Management
      • Affluent & High-Net-Worth Client Management Series
      • Certified Affluent Wealth Adviser (CAWA)
      • Priority & Retail Banking Certified Adviser (PRCA) Level 2
      • Priority & Retail Banking Certified Adviser (PRCA) Level 3
      • Principles of Wealth Management (PWM)
    • 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
      • Advanced Diploma 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
      • Certificate in Philanthropy and Social Impact
      • 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
      • Graduate Diploma in Compliance in Financial Services
      • Advanced Diploma in Financial Crime Compliance and Compliance Analytics
      • Advanced Diploma in Regulatory Compliance and Compliance Analytics
      • Certified Compliance Officer
      • Certified Compliance Officer Advanced
      • Family Office Risk Management and Controls
      • ESG Risk Management and Controls
      • Compliance Change Transformation
      • Wholesale Banking & Capital Markets Regulation
      • Retail Banking and Fintech Regulation
      • Fraud, Scams and Cyber-enabled Financial Crime
      • Sanctions, Trade-based Money Laundering Risks and Controls
      • 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
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    • Global-Asia Family Office Events
      • Events
      • Family Office Discovery Series
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    • Leading Asian Families Programme
  • Asia Centre for Changemakers
    • About the Asia Centre for Changemakers
    • CHIEF – The Changemaker Impact Endeavour Fellowship
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