Associate Member
momenta Group

 

momenta is a specialist training company for the wealth management and private banking industry. We are IBF accredited. Our clients include UBS, Julius Baer, Bank of Singapore, DBS Private Bank, UOB Private Bank, Morgan Stanley, BNP Paribas Private Bank & VP Bank. We also provide training services with external asset managers, independent financial advisors & family offices.

We specialize in developing team leaders and bankers in the financial industry to drive business performance. Our solutions are tailored to incorporate our clients’ values, processes, products, and propositions to ensure maximum impact.

We are blessed to be recognized for our expertise in developing the mindset, soft and technical skillsets, and industry knowledge of wealth managers. We understand that wealth managers are stewards of their clients’ assets and that their role is crucial in helping their clients achieve financial goals.

We are passionate about empowering individuals and organizations to realize their full potential. Our solutions are designed to enhance leadership capabilities, foster teamwork and collaboration, and improve overall business performance.

We look forward to the opportunity to partner with you and unlock the full potential of your people.

Key individuals
Carl Thong

Group Managing Director

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