This webinar is designed for Financial Advisors (FAs), Independent Financial Advisors (IFAs), Wealth Managers, and Financial Service Professionals, covering global best practices in wealth management. We will discuss the evolution of a wealth manager's role, the wealth market segmentation, and financial advisory skills.


Dr. Carl Thong
Group Managing Director, momenta Group
Chairman, Sunstone Group

Carl is a thought leader in learning & development. He has 30+ years experience in consulting, successfully completed 200+ consulting assignments & facilitated 1000+ workshops on strategy, innovation, leadership, marketing & sales development. As a serial entrepreneur, Carl founded the Sunstone Group (www.sunstone.biz), a holding company that owns businesses in consumer products, healthcare, business process outsourcing, mining, hospitality, education & consulting. He co-founded several tech companies including Restart Bank, a digital bank, & BankingON, a fintech that focuses on mobile banking.

Carl has an inextinguishable passion to help organizations perform through enhancing the capabilities of their people. He has deep insights into the inner workings of various industries, including financial services, healthcare, life sciences, healthcare, biotechnology as well as FMCG. Carl uses his knowledge & expertise to develop industry competency standards & train industry leaders.

Carl is often engaged as a strategy consultant by MNCs, NGOs & government organizations to drive innovation and & leadership workshops. Clients include UBS, Credit Suisse, Citibank, Chinatrust, Singapore Tourism Board, Infocomm Development Authority of Singapore, Franklin Templeton, Standard Chartered Bank, HSBC, American Airlines, BASF, Roche & Leo Pharma. He served on the boards of several NGOs including Trustbridge Global, Church World Service & Family First Global.

Carl currently serves as the priest warden at church & is a synod member of the Anglican Diocese of Singapore. His hobbies include cycling with his wife, researching how to connect with his teenage daughter & son, reading the Bible & playing musical instruments.

Registration closing date:
19 April 2022, 6.00 p.m. (MY/SG Time)

Registration Fee:
MII Members: Complimentary
Non Members: RM 50.00 / USD 15

Scan the QR code below or click here to register.


For any inquiries on this event, write to us at events@mii.org.my

Be safe and stay strong.

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