Wealth Management Institute

The future of decarbonisation depends not just on ambition, but on whether innovation can scale fast enough to reshape the economics.

At the TF WMI Climate Finance Forum, we were honoured to host Lord Adair Turner, Chairman of the Energy Transitions Commission, in a conversation that brought together over 220 participants — including regulators and policymakers across ASEAN.

The discussion explored how emerging technologies are accelerating net-zero pathways, and why scalable, commercially viable innovation is the key to unlocking meaningful climate action.

🌱 Curious how climate finance is evolving? Explore WMI's Climate Finance Programme and join a community of practitioners shaping the transition. https://ow.ly/6MrS50Z6tLI

What does family office governance look like beyond theory?

In the inaugural Certificate in Family Office and Governance module, participants explored real-world governance and advisory challenges through role-playing mediation exercises and case study presentations.

Part of the Certificate in Family Office for Legal Practitioners programme, developed in collaboration with the Law Society of Singapore, the session was led by Kathryn Dioth, CEO of the Hinrich Foundation, and brought together participants across different levels of seniority and expertise.

The result was a practical and interactive learning experience grounded in the realities of advising families and family offices.

Learn more about the programme here:
https://wmi.edu.sg/programmes/family-office/certificate-family-office-legal-practitioners/

What does it really take to build an AI‑ready organisation?

Yesterday, half of the WMI team — including our CEO — came together for the first of two immersive AI workshops led by Dr Jim Wagstaff. The session focused on how AI can be applied meaningfully across day‑to‑day work, from marketing and operations to finance, HR, and leadership.

Through hands‑on exploration of AI tools, prompt engineering, and responsible AI practices, we were reminded that technology alone doesn’t shape the future of work — people and culture do.

At WMI, we believe becoming AI‑ready starts with curiosity, experimentation, and a commitment to continuous learning.

How should we think about doing good — and what does it mean to give effectively?

Last week, ACC hosted “What is Effective Altruism?”, a fireside chat with Peter Singer whose work has shaped how many approach philanthropy, responsibility, and capital allocation.

In a candid and, at times, challenging discussion, moderated alongside Dawn Tan, participants explored where these principles hold, and where real tensions emerge for wealth owners, families, and advisors.

Some key takeaways from the session included:
▪️ Bringing more structure to “doing good”
Moving beyond personal connections, familiarity or instinct, EA encourages a more deliberate lens and challenges the assumption that all causes deliver equal impact.
▪️ Reframing the Role of Giving in Our Lives
While philanthropy is voluntary, it carries ethical weight and is often closely tied to how individuals define purpose, fulfilment, and what it means to live well.
▪️ Navigating real-world trade-offs
From local vs global priorities to conviction vs evidence, the tensions are real. Frameworks like the “three buckets” — personal, community and global — offer guidance without prescribing answers.
▪️ Holding evidence and emotion in balance
While evidence and cost-effectiveness matter, emotional connection is often what motivates action. Effective giving involves holding both in balance, not privileging one over the other.

Thank you to Professor Singer and all participants for an open and thoughtful exchange.

As with many of ACC’s convenings, the session was not about arriving at a single answer, but about expanding perspectives and sharpening how we approach complex decisions in philanthropy.

To stay informed of our engagements, join our mailing list here: https://wmi.edu.sg/asia-centre-for-changemakers/

What does inheritance mean in a changing world?

At our recent session, Foo Mee Har, CEO of WMI, called on Asia’s rising heirs to move beyond inheritance and become architects of legacy, using purposeful capital to create meaningful impact.

Moderated by Dawn Tan, Head of the Asia Centre for Changemakers, the panel brought together Carissa He, Carmen Jimenez Ong, and Yi-Xian Ng for an honest and inspiring conversation on stewardship, leadership, and legacy.

A few reflections stayed with us:
• Purpose helps steer decision-making amid conflicting priorities.
• Shared values can connect family business, giving, and investment—but that alignment takes work.
• Legacy today isn’t just about preserving the past, but enabling what comes next for the greater good.

One reflection from the session stayed with us: succession isn’t just a risk — it’s a powerful source of renewal, resilience and advantage for families.

Thank you to our speakers for such a thoughtful discussion.

Ready to make your move into finance?

Singapore’s finance sector continues to show strong hiring momentum — creating opportunities for professionals looking to enter or reposition themselves within the industry.

Whether you are looking to build strong foundations or deepen your expertise in asset and wealth management, WMI offers pathways designed for different stages of your career journey.

▪️ Master of Science in Asset & Wealth Management (MAWM)
A postgraduate programme jointly developed by WMI and NTU for professionals seeking deeper expertise in asset and wealth management.

Applications close 30 May 2026.

Apply here: https://wmi.edu.sg/programmes/master-of-science-in-asset-and-wealth-management/

▪️ Advanced Diploma in Investment & Wealth Management (ADIWM)
A practical pathway for professionals looking to build strong foundations in investment and wealth management.

Next intake: 18 May 2026.

Apply here: https://wmi.edu.sg/programmes/wealth-management/advanced-diploma-in-investment-and-wealth-management/

Your next move starts with building the right capabilities.

What will shape the future of philanthropy in Greater China over the next decade?

Recently, Asia Centre for Changemakers was pleased to partner with Temasek Foundation for a Lunch & Learn session led by Professor Gao Hao, Associate Dean of the Institute of Philanthropy at Tsinghua University. We were also honoured to be joined by Lionel Li, Chairman of Li Foundation, for a fireside chat exploring the evolving landscape of philanthropy, family capital and social impact in China.

Three key insights emerged from the session:
🔹 Philanthropy is a central pillar in China’s wealth transfer moment
As Greater China enters a significant intergenerational wealth transfer, many families are increasingly integrating philanthropy into legacy planning, values transmission and long-term stewardship discussions.
🔹 Advising in Greater China requires cultural and contextual understanding
Philanthropic approaches across Greater China are shaped by family dynamics, enterprise-led structures, regulatory environments and deeply rooted cultural values. Advisors who understand these nuances will be better positioned to support clients meaningfully.
🔹 Long-term impact requires collaboration and systems thinking
Funders are increasingly exploring how capital, partnerships and strategic collaboration can work together to drive sustainable social outcomes – creating new opportunities for advisors to engage in broader impact conversations.

If you found these conversations meaningful, we warmly invite you to deepen your learning through the Certificate in Philanthropy and Social Impact for Greater China Markets (CIPP GC), led by Professor Gao Hao, taking place on 12–13 October 2026.

The Lunch & Learn session offered a glimpse into the themes explored in the programme — designed as a deeper two-day learning experience for those seeking to better understand philanthropy, family capital and social impact in the Greater China context.

Find out more here: https://wmi.edu.sg/programmes/certificate-in-philanthropy-and-social-impact-for-greater-china-markets/

As family offices become increasingly sophisticated and cross-border, the demand for skilled professionals within the family office ecosystem has never been greater.

Last week, WMI welcomed over 100 practitioners to our information session for the Certificate in Family Office for Legal Practitioners — a strong signal of growing interest in this fast-evolving space.

Developed in partnership with the Law Society of Singapore, this flagship programme is designed for professionals looking to deepen their expertise in family office and private wealth advisory — from governance and succession to structures and long-term wealth stewardship.

Participants also heard from Edmund Leow SC, Senior Partner at Dentons Rodyk, who shared insights on the increasingly multi-jurisdictional nature of family office advisory work, through a preview of his module on Multi-Jurisdictional Tax and Structures.

In today’s interconnected environment, strong technical knowledge alone is not enough. This programme equips you with the perspectives and advisory capabilities needed to support families across complex and global wealth challenges.

If you are looking to advance your role in the family office ecosystem, this programme is designed for you. Find out more and apply here:
https://wmi.edu.sg/programmes/family-office/certificate-family-office-legal-practitioners/

Asia is entering the largest wealth transfer in its history. The question is not whether wealth will move across generations, but how.

At the Philanthropy Asia Summit 2026, the Asia Centre for Changemakers (ACC) convenes “From Heirs to System Architects: Building Asia’s Legacy Flywheels for Global Good” — a conversation on how the next generation is ensuring lasting legacy by designing systems that convert Asian wealth into enduring impact.

This session challenges conventional narratives around NextGen leadership — spotlighting rising leaders not just as disruptors or stewards of capital, but as architects of continuity. Drawing on insights from ACC’s Asia’s Succession Moment research, it explores how shared purpose, stewardship, and capital come together to build a “Legacy Flywheel” — where purpose drives stewardship, stewardship builds resilience, resilience enables legacy transmission, and impact renews purpose.

🌱 Carissa (Malaysia) – deploying climate capital and advancing impact investing from within a manufacturing business
🏙️ Carmen (Philippines) – shaping the built environment through sustainability, culture and purpose
🎓 Yi-Xian (Singapore) – scaling education access while embedding philanthropy into a global enterprise

Grounded in lived leadership experience, the session will explore how Asian families can transform succession risk into a source of enterprise advantage and institutional resilience.

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How to register
Register here: https://register.philanthropyasiaalliance.org/Qy2azb?rt=LVvKG0jKkUiIKPDn8f9wFA

Use code: WMIACC
After registering, please search and add the session to your schedule.

📘 Read our research, Asia’s Succession Moment: https://wmi.edu.sg/insights/thought-leadership/report/asia-succession-moment/