Wealth Management Institute

Trust services are becoming more complex — and so are clients' expectations.

For professionals advising high-net-worth individuals, families, and family offices, staying ahead requires more than technical knowledge. It demands a deeper understanding of trust structures, governance, risk management, administration, and wealth planning applications.

The Advanced Certificate in Trust Services is designed for experienced practitioners looking to strengthen their expertise and advisory capabilities in the private wealth space.

Join us from 8–10 July and 21–24 July 2026 for an immersive learning experience led by industry practitioners and subject matter experts.

Participants will earn:
✔ 47 IBF-STS CPD Hours (including 10 Core Hours)
✔ 39 SILE Public CPD Points (including 8.5 MEC Points)

Whether you are a trust professional, private banker, wealth adviser, lawyer, accountant, or family office practitioner, this programme offers practical insights to navigate today's evolving trust and fiduciary landscape with greater confidence.

Learn more and register by 30 June to secure your spot: https://wmi.edu.sg/programmes/trust-services/advanced-certificate-in-trust-services/

Registration for the July 2026 Dalio Market Principles Online (DMPO) intake closes on 1 July 2026 (GMT +8), and this is the final window to join the upcoming cohort.

The programme, designed with Ray Dalio, helps investors understand how the economic and market "machine" works and how to apply clear principles when navigating the Big Cycle and day-to-day volatility.

For this intake, the curriculum has been further strengthened with:
- New study on the Asian Financial Crisis
- New case studies (Thailand, Italy) using real historical data
- Enhanced Digital Ray AI tutor, grounded in Ray's principles and the DMPO curriculum
- Expanded Portfolio Simulator to stress-test portfolio ideas across a wider range of historical cycles
- A Resource Library of readings, videos and case materials to deepen your understanding of markets and economies

If you have been considering the programme, now is a good time to decide before registration closes.

Registration Deadline: 1 July 2026 (GMT +8).

Learn more and register here: https://ow.ly/RYCB50Zcz7b

Building investment capabilities for the next generation of investment champions.

WMI was pleased to support the Investment Specialist Programme (ISP) conducted by AIA Investment Management (AIAIM), a development initiative designed to deepen investment knowledge and strengthen the ability of participants to support financial advisors in promoting investment-linked products. This also marks the fourth year of our collaboration with AIAIM.

As part of the programme, WMI delivered the Certificate in Fundamentals of Investment (CFI), equipping participants with core competencies across financial markets, investment analysis, and portfolio construction.

Congratulations to the latest cohort on their graduation. We were delighted to join AIAIM and its partners in celebrating this milestone and look forward to supporting future cohorts on their learning journey.

Learn more about our investment and asset management programmes:
▪ Certificate in Fundamentals of Investment (CFI)
https://wmi.edu.sg/programmes/online-learning/certificate-in-fundamentals-of-investments/
▪ Asset Management Programmes
https://wmi.edu.sg/programmes/asset-management/

🌏 How can finance move from climate ambition to climate action?

At the Temasek Foundation WMI Climate Finance Forum, industry leaders came together to explore how capital can be mobilised to support credible transition pathways, strengthen financial resilience, and accelerate climate solutions across Asia.

As sustainable finance matures, the conversation is increasingly shifting from commitments to ex*****on. Discussions highlighted several priorities for the financial sector:
📌 Credible Transition Planning: Transition plans are increasingly becoming essential tools for risk assessment, capital allocation and accountability, helping organisations navigate the path to net zero while mitigating greenwashing risks.
📌 De-Risking Asia's Transition: Unlocking capital at scale will require bankable transition platforms and stronger public-private collaboration to support Asia's decarbonisation journey.
📌 Building Financial Resilience: Orderly decarbonisation pathways remain critical to reducing stranded asset risks and strengthening the resilience of financial systems.
📌 Data, AI and Capital Allocation: Advances in technology, coupled with deep sector expertise and evolving ESG frameworks, are reshaping investment decision-making and capital deployment.
📌 Scaling Adaptation Finance: Beyond financing the transition, greater attention must now be directed towards mobilising capital for long-term climate adaptation and resilience.

We extend our appreciation to our distinguished speakers and panellists for sharing their expertise and perspectives, including Jacques Morris (International Transition Plan Network & E3G), Randi Kristiansen (GFANZ), Kasia Lewis (EY), Lauren Smart, Ali Izadi and Cinzia Chiriac Rosso (Bloomberg & BloombergNEF), Kelvin Tan (Bank of China), and Patrick Adrian Atlee (Singapore Sustainable Finance Association).

A special thank you to our moderators, Michael Sheren, Fellow, Cambridge Institute of Sustainability Leadership, and Sharon Craggs, Director, Wealth Management Institute, for guiding the discussions.

As the climate transition accelerates, collaboration across the public, private and financial sectors will be critical to translating ambition into meaningful impact.

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.