EVENTS & ACTIVITIES FOR WEALTH ADVISERS AND CLIENTS
We have planned out a series of events and
activities for you and your clients.
For Wealth Advisers
At iGP, we recognise the need for you to
constantly improve your financial knowledge and to be updated with the
latest trends and developments in the industry and the products
available in the market. That's why we organise regular market update
and product trainings for you.
- iGP Monthly Market Updates
The monthly market meeting provides updates on
the latest developments in the global markets. Fund managers are also
invited to share their views on the market outlook, their fund
performance and the launch of new funds. In addition, our research
team will also provide quarterly updates on the performance of the
- Regular Updates From Fund Houses
We organise regular fund talks with fund houses
so that we can have a first-hand account from the fund managers on
their market views, investing strategies and their fund performance.
- iGP Development Courses
We offer in-house investment courses on topics
such as asset allocation strategies and we work with external course
providers to offer wealth advisers with courses on alternative
- iFAST Global Wealth Advisers Symposium
In today's fast changing world, industry
practitioners in the wealth management industry face constant
challenges resulting from changes in the competitive landscape,
market conditions, industry innovations and regulatory changes. To
remain relevant, wealth advisers and product providers need to have a
good understanding of the changes that are likely to happen going
To help wealth advisers stay updated and stay
ahead of the game, iFAST will be organising an annual symposium - the
iFAST Global Wealth Advisers Symposium.
The symposium brings together wealth advisers
from Singapore, Hong Kong, India and Malaysia, so that they can
exchange experiences and ideas on the different forms of business
models in the various countries. Speakers will share their
experiences on the private banking industry, and the latest trends
and products in the more established markets.
We organise the following events and activities
for your clients.
- Investment Seminars
We work with the various product providers to
organise regular investment seminars and forums, including:
What & Where To Invest Seminar, where we
invite various fund managers to share their market outlook for the
Mid-year Investment Forum where we invite
various fund managers to do a mid-year review on the markets
- Monthly Client Dinners
We organise monthly client dinners to update
clients on the latest developments in the markets. We will invite
different fund managers to share with us their views and investing
strategies at each session.
- Ask The Fund Manager Session
We organise a quarterly "Ask the fund manager
session" where we invite a few fund managers to share with us their
views on different topics. Clients will be able to get direct
investment insights from the fund managers and understand the
different investing styles and strategies of the various fund
- Wine Appreciation Sessions
We organise monthly wine appreciation sessions
where both wealth advisers and clients have the opportunity to try
out the different grades of wine produced from different vineyards,
and learn more about topics related to wine investing.