Navigating Wealth Management: External Asset Management and Family Offices in the Digital Age
- Digital Marketing & Comms
- Family Office
- Innovation & Business Improvement
This module is conducted in-person.
2 days
Weekdays (9am - 5pm)
Who Should Attend
- Anyone keen in the EAM and FO landscape or considering career switch to the independent wealth management area
- Banking and finance professionals supporting EAMs and FOs
- Portfolio management system and digital solutions providers
PREREQUISITES
There are no prerequisites for this programme. Prior knowledge on any of the topics is not required.
Overview
The External Asset Managers (EAM) and Family Offices (FO) industry in Asia is growing rapidly, driven by economic prosperity and rising number of high-net-worth individuals. Singapore is a major hub for such activities in Asia, attracting both global and local players. Competition is intensifying, leading to the need for innovation and personalised digital solutions. EAMs in Europe are also looking for solutions to remain robust and client-centric.
This course aims to provide participants with the knowledge on the market landscape of the EAM and FO industry including its opportunities and challenges. Participants can learn how banks, financial institutions, technology providers, and transformation and innovation leaders can ride on this growing market.
Learning Objectives
At the end of the 2-day course, participants will be able to:
- Understand the market landscape and trend for External Asset Managers (EAM) and Family Offices (FO) in Asia with Singapore as a key financial hub
- Understand the various EAM and FO types, their services, roles and responsibilities
- Learn from matured and well-established markets in Switzerland and Europe, and their best practices and influence on the rapidly growing Asian markets
- Gain awareness of the support from the government and regulatory bodies to promote the growth of FOs
- Identify the key objectives of EAMs and FOs in the near to mid-term
- Understand the challenges and opportunities for the EAM and FO and its value chain in the overall ecosystem including services like custody, portfolio management, trading, reporting etc.
- Understand the importance of digitalisation and automated platform offerings at various levels of sophistication and how to capitalise on the growing trend
Assessment
As part of the requirement for SkillsFuture Singapore, there will be an assessment conducted at the end of the course. The mode of assessment, which is up to the trainer’s discretion, may be an online quiz, a presentation or based on classroom exercises.
Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion issued by Singapore Management University.
Calculate Programme Fee
Fee Table
| COMPANY-SPONSORED | |||
|
PARTICIPANT PROFILE |
SELF-SPONSORED |
SME |
NON-SME |
|
Singapore Citizen < 40 years old Permanent Resident LTVP+
|
$654 (After SSG Funding 70%) |
$254 (After SSG Funding 70% |
$654 (After SSG Funding 70%) |
|
Singapore Citizen ≥ 40 years old |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
|
International Participant |
$2,180 (No Funding) |
$2,180 (No Funding) |
$2,180 (No Funding) |
All prices include 9% GST
Post Secondary Education Account (PSEA)
PSEA can be utilised for subsidised programmes eligible for SkillsFuture Credit support. Click here to find out more.
Self Sponsored
- SkillsFuture Credit
-
Singapore Citizens aged 25 and above may use their SkillsFuture Credits to pay for the course fees. The credits may be used on top of existing course fee funding.
This is only applicable to self-sponsored participants. Application to utilise SkillsFuture Credits can be submitted when making payment for the course via the SMU Academy TMS Portal, and can only be made within 60 days of course start date.
Please click here for more information on the SkillsFuture Credit. For help in submitting an SFC claim, you may wish to refer to our step-by-step guide on claiming SkillsFuture Credits (Individual). - Workfare Skills Support Scheme
-
From 1 July 2023, the Workfare Skills Support (WSS) scheme has been enhanced. Please click here for more details.
Company Sponsored
Enhanced Training Support for SMEs (ETSS)
- Organisation must be registered or incorporated in Singapore
- Employment size of not more than 200 or with annual sales turnover of not more than $100 million
- Trainees must be hired in accordance with the Employment Act and fully sponsored by their employers for the course
- Trainees must be Singapore Citizens or Singapore Permanent Residents
- Trainees must not be a full-time national serviceman
- Trainees will be able to enjoy ETSS funding only if the company's SME's status has been approved. To verify your SME's status, please click here.
Please click here for more information on ETSS.
Absentee Payroll
Companies who sponsor their employees for the course may apply for Absentee Payroll here. For more information, please refer to:
AP Guide (Non-SME Companies)
Declaration Guide (SME Companies)
Intake Information
This module is conducted in-person.
| Course | Dates |
|---|---|
| INTAKE 1 | 20 - 21 Jan 2025 [Open for Registration] |
*Online registration will close 5 calendar days before the course start date
