Our Background
Group E Academy is an industry-leading training institute for up-and-coming wealth planners and practitioners.

We are a member of Group E Company Limited, the leading wealth solutions provider for high-net-worth individuals, their families and businesses. We are made up of global experts that bring extensive wealth planning experience across tax, banking, fiduciary, and insurance sectors.

Group E Academy is committed to nurturing wealth planning talent through a variety of professional programmes that support professional and career growth. We work closely with local and international professional bodies and academic institutions to strengthen the quality and impact of our training to ensure it can contribute to overall industry growth.

Key Objectives

Develop and enforce international-level professional standards for the wealth planning industry

Ensure high quality training is easily accessible for industry players to advance in their career

Elevate the competency of wealth planning in the region through recognised certification programmes

Grow public awareness and understanding of the importance of wealth planning

Professional Academic Partners

Group E Academy has been the chosen academic partner of the PAMA institute, the Hong Kong Management Association (HKMA) and international universities for more than 15 years.

PAMA Institute

PAMA Institute is an accredited institute by the American Association for Higher Education & Accreditation (AAHEA) that collaborates with well-established professional bodies and international universities for the mutual recognition of certification programmes and industry professional status.


The Hong Kong Management Association

The Hong Kong Management Association (HKMA) is a non-profit with 60 years of history working to improve the effectiveness and efficiency of business enterprises in Hong Kong. The organisation aims to be a leading advocate for the advancement of management excellence in Hong Kong and the region.

Expert Advisors

Peter K.T. Lee

Peter has spent over 35 years in trust and fiduciary, specialising in asset planning and family trust structuring for high-net-worth individuals across Asia. He moved from ABN AMRO Bank’s Hong Kong Trust office to the Netherlands for six years before returning to Hong Kong to join DBS Bank Hong Kong, leading their family trust services department. He has also held the role of Director of DBS Bank Hong Kong trustee companies in Hong Kong, Jersey and New Zealand.

As a Chartered Company Secretary (UK and HK), Peter has been a part of global trainings across Amsterdam, London, Jersey and Singapore. He recently retired but is still an active mentor and trainer for numerous trust, asset planning and management programmes, working closely with Group E Academy.

Peter weighs more on the practical issues and solutions in his designing of course materials and utilizes his years of local and international trust and client experiences into easily comprehensible, direct and client centric seminars.

Ivy Suen Man Wai

Ivy is the Chief Strategy Officer at Group E Company Limited, where she leads group strategy and oversees operational activities across different markets. Drawing on over 25 years of industry experience, Ivy has emerged as an expert in the industry, advising ultra-high net worth families, individuals and corporations on complex wealth planning needs through personalised and comprehensive trust, fiduciary and insurance solutions, adaptable to the ever-changing financial and regulatory market.

Ivy had previously worked in a management role with international private banks, leading their trust and wealth planning divisions. Her work and oversight led to two major offshore insurance brokers, one based in the US and another in the UK, to expand their business to Asia. Both companies have since become market leaders in providing insurance brokerage and wealth planning services to ultra-high net worth clients in the region.

Why Group E Academy?

Practical curriculum

focused on the latest industry insights and knowledge application for real world success and growth

Seasoned advisors and trainers

offering industry experience and viable techniques and case studies, ensuring transferrable workplace skills

Strong network

of industry partners supporting well-recognised programmes that can equip businesses and individuals to meet the specific goals

Top course rating

numbers averaging 9+/10

Backed by Group E’s

industry leading expertise and bespoke wealth planning solutions

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Enroll Now

Executive Diploma in Wealth Management
Short Course

Your Selection

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    • EDWM/RTP/01
    • July 2022 - August 2022
    • Putonghua
    • HK$$32,000