Navigating Wealth Management: External Asset Management and Family Offices in the Digital Age (Synchronous E-Learning)
About This Course
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, transformation and innovation leaders can ride on this growing market.
What You'll Learn
• 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 of its 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
Entry Requirements
Nil