Wealth Management Institute

Wealth Management Institute Established in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow.
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Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI provides a comprehensive suite of practice-based certification and diploma programmes and collaborates with leading universities for master’s degrees. With over 17,000 annual enrolments, WMI serves a diverse community of professionals across Asia—including wealth

and asset managers, family offices, and professionals in tax, legal, compliance, and financial regulation across more than 150 programmes. WMI is recognised as Singapore’s lead training provider for private banking and wealth management. WMI helms the Global-Asia Family Office (GFO) Circle, a trusted network platform that builds capabilities and fosters community within the family office sector. The GFO Circle is supported by the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS). WMI also leads the Asia Centre for Changemakers (ACC), supported by Temasek Trust and the Philanthropy Asia Alliance (PAA). The ACC aims to build capacity and nurture a strong pipeline of active and informed changemakers with a focus on Asia.

A powerful photo can raise thousands of dollars. But will the person in that photo feel respected?Across Asia, fundraise...
03/09/2026

A powerful photo can raise thousands of dollars. But will the person in that photo feel respected?
Across Asia, fundraisers and advisors know the pressure to “move” donors. But if narratives focus only on trauma, helplessness or spectacle, community voices can be flattened into images of suffering.

A campaign may succeed today. Repairing dignity can take much longer.

The Changemaker’s Compass, developed by WMI’s Asia Centre for Changemakers, was built with this tension in mind. It asks advisors and fundraisers to see themselves not only as storytellers, but also as custodians of dignity and trust.

For philanthropy advisors, this is not only a communications question — it is an opportunity for them to shape more equitable representation, moving beyond the traditional saviour-beneficiary narrative.

Every photograph tells two stories: the one donors see and the one participants live with long after the campaign is over.

One of the principles in the Changemaker’s Compass calls for fundraising that centers agency, informed consent and fair representation, and explicitly cautions against poverty sensationalisation as a tool.

📘 Download the guide to support your team’s next fundraising, storytelling or communications review: https://wmi.edu.sg/insights/thought-leadership/report/changemaker-compass-navigating-excellence-asian-philanthropy/

How does your organisation decide when a story is compelling—but crosses an ethical line? We'd love to hear your perspective.

Hear directly from family principals, investors, entrepreneurs and domain experts with lived experience in building, gov...
02/09/2026

Hear directly from family principals, investors, entrepreneurs and domain experts with lived experience in building, governing and deploying family capital.​​

Gain insights and meet some of the distinguished speakers joining us for the Single-Family Office Forum at WMI’s Global-Asia Family Office Summit 2026.​​

Through peer learning and dialogue, participants gain practical insights from globally respected thought leaders across industry and academia.​

​Find out more: https://gfo-summit.wmi.edu.sg/single-family-office-forum/​

Evolving MAS tax incentive conditions mean family offices must evaluate their fund structures carefully. To help our co...
01/09/2026

Evolving MAS tax incentive conditions mean family offices must evaluate their fund structures carefully. To help our community interpret changes to the 13O, 13U, and 13D schemes, GFO Circle convened members with PwC Singapore experts Anuj Kagalwal and Trevina Talina to unpack key implications—including revised AUM thresholds, capital deployment rules, and local spending tiers.

Thank you to PwC Singapore and host Esther Kong, PhD, for driving practical clarity. GFO Circle helps family office leaders navigate regulatory shifts with confidence.

🔗 Explore GFO Circle: https://wmi.edu.sg/gfo-circle/

A warm thank you to Fullerton Fund Management for hosting an insightful industry engagement session for our Master of Sc...
28/08/2026

A warm thank you to Fullerton Fund Management for hosting an insightful industry engagement session for our Master of Science in Asset and Wealth Management cohort and for sharing valuable perspectives from across the investment-management value chain.

The evening provided an unparalleled opportunity to gain deep insights into key investment areas: strategic and tactical asset allocation, portfolio management, AI applications, and the differing approaches to equity and fixed-income research.
It offered a practical view of how investment frameworks are applied in real-world decision-making, balancing market dynamics, risk, data and professional judgement.

For our Master's students, this reinforced the connection between rigorous academic foundations and industry practice.

Our appreciation to Stephen Tan, Vincent Chan, Chan Chao Jen, Kylie Soh, Timothy Lam and the Fullerton team for contributing to a highly relevant and thought-provoking discussion.

For further insights from Fullerton Fund Management, visit https://ow.ly/3gR250ZGool

How can advisors better serve the increasingly complex multi-generational needs of affluent and high-net-worth (HNW) cli...
27/08/2026

How can advisors better serve the increasingly complex multi-generational needs of affluent and high-net-worth (HNW) clients?

To help advisers build the capabilities needed to serve this growing segment, WMI recently concluded the two-day Certified Affluent Wealth Adviser (CAWA) programme for AIA Malaysia in Kuala Lumpur.

Led by Pornlert Pravichphibul, Managing Director, International Insurance Broker, the workshop combined technical learning, practitioner perspectives and hands-on application.

Participants also gained valuable perspectives from guest speaker Ian Heng, CIO of Thera Family Office and former Market Head at UOB Private Bank, who shared perspectives on holistic wealth planning and the role of insurance as part of a broader wealth management strategy.

Together with Ronald Cheong, Senior Director, Consultant at Charles Monat Associates, the speakers explored key topics shaping the affluent and HNW landscape, including:

✅ Building a successful HNW practice
✅ Cross-border wealth planning
✅ Generational wealth transfer

The programme concluded with interactive role-play sessions, allowing participants to apply their learning to real-word client conversations, followed by a certificate presentation.

Congratulations to all participants who successfully completed the programme and demonstrated their commitment to professional excellence.

Through programmes such as CAWA, WMI is pleased to support organisations like AIA Malaysia in building adviser capabilities for the evolving needs of affluent and HNW clients.

Learn more: https://ow.ly/vj8f50ZFtnE

⏳ Just 5 days left.Due to strong interest, Early Bird Rates for the Global-Asia Family Office Summit 2026 have been exte...
26/08/2026

⏳ Just 5 days left.
Due to strong interest, Early Bird Rates for the Global-Asia Family Office Summit 2026 have been extended until 31 August.

Hear directly from family principals, investors, entrepreneurs and domain experts with lived experience in building, governing and deploying family capital at the Partners Forum.

🔗 Partners Forum (Open to All)
Sign up now: https://ow.ly/XvTx50ZFuL7

🔗 Single Family Office Forum (By Invitation)
Learn more: https://ow.ly/ML8H50ZFuL6

Secure your place before 31 August.

Some of the most consequential decisions in philanthropy do not have a single correct answer. They require us to navigat...
24/08/2026

Some of the most consequential decisions in philanthropy do not have a single correct answer.

They require us to navigate donor intent, community priorities, professional responsibilities and differing views of impact – often amid incomplete information and power imbalances.

Join funders, advisers, intermediaries and leaders from impact organisations at the launch of The Changemaker’s Compass. Together, we will put its principles to the test and debate what responsible practice requires across different roles in the ecosystem.

🔗 Register here: https://www.cognitoforms.com/WealthManagementInstitute1/RSVPNavigatingComplexDecisionsInPhilanthropyPuttingTheChangemakersCompassIntoPractice

What happens when a donor wants funding released to local partners tomorrow, but the foundation Board members prefer to ...
19/08/2026

What happens when a donor wants funding released to local partners tomorrow, but the foundation Board members prefer to have proper due diligence and documentation?

Neither side is wrong. But decisions made thousands of miles away can have real consequences for communities waiting for support.

The Changemaker’s Compass, developed by WMI’s Asia Centre for Changemakers, was designed with these realities in mind.

It reminds us that cross-border philanthropy is not only about complying with regulations— it is also about listening well, protecting community voice and strengthening long-term trust.

Without shared approaches to governance and risk, similar communities can end up with very different opportunities—not because their needs differ, but because decisions do.

The Compass helps teams structure these discussions more thoughtfully and meaningfully—especially when speed, accountability and local context pull in different directions.

📘 Download the guide to use in your next discussion on cross-border programmes, governance discussions or partner risk assessments: https://wmi.edu.sg/insights/thought-leadership/report/changemaker-compass-navigating-excellence-asian-philanthropy/

How does your organisation balance speed, trust and accountability when working across borders? We’d love to hear what’s worked in your experience.

Through WMI Global-Asia Family Office (GFO) Circle, we are dedicated to creating a trusted environment for families to e...
18/08/2026

Through WMI Global-Asia Family Office (GFO) Circle, we are dedicated to creating a trusted environment for families to explore pivotal issues that shape enterprise and capital across generations.

At an executive briefing at the Centre for Quantum Technologies (CQT) in Singapore, our GFO Circle community had the opportunity to engage with one of today’s most groundbreaking technologies: quantum computing.

Quantum computing is capturing global attention from governments, corporations, and investors alike, with applications ranging from financial modelling and portfolio optimisation to cybersecurity, artificial intelligence, supply chain management, and materials discovery. The visit also offered a behind-the-scenes look at Singapore’s cutting-edge research and its position as a global quantum hub.

As quantum technology evolves from research labs into practical business applications, we see a vital convergence with AI in three directions:

1. AI for Quantum — Leveraging AI to enhance quantum systems
2. Quantum for AI — Harnessing quantum computing to boost AI capabilities
3. Hybrid Computing — Integrating quantum, AI, and classical computing to tackle complex problems that none can solve alone

The momentum in commercialisation is also hard to ignore. Panellists noted that Singapore distinguishes between quantum computing, communication, and sensing—with sensing the most commercially mature of the three—and shared that a “Quantum Strategy 2.0” is in the works.

Quantum is no longer just a futuristic concept. The focus is shifting toward tangible applications that address real-world challenges and create measurable business value.

A big thank you to our CEO Mee Har and Dr Esther Kong; our host from CQT, Prof José; our Knowledge Partners from QAI Ventures, Alexandra Beckstein and Anca Albu; and panellists Apurv Suri, Choy Yong Cong, Juan Ramirez, and Ujjwal Kumar for sharing their insights with our GFO Circle community.

Interested in being part of meaningful conversations like these? Learn more about GFO Circle: https://wmi.edu.sg/gfo-circle/membership/

Effective philanthropy requires more than passion; it also requires consideration and sound judgment across disciplines....
17/08/2026

Effective philanthropy requires more than passion; it also requires consideration and sound judgment across disciplines.

The Certified Impact Philanthropy Professional (CIPP) Programme is led by faculty with deep experience advising family principals and impact organisations, shaping philanthropy strategies, and driving cross-sector partnerships.

Meet our experts equipping Asia's philanthropy professionals.

👉 Discover more about CIPP at an upcoming Information Session; register here: https://www.cognitoforms.com/WealthManagementInstitute1/InfoSessionCertifiedImpactPhilanthropyProfessionalProgramme

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No. 1 Marina Boulevard, #16-01, One Marina Boulevard
Singapore
018989

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

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