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Metis and CII Collaborate to Enhance Industry Expertise

by Celia

As 2024 draws to a close, Metis reflects on the success of its third year partnering with the Chartered Insurance Institute (CII), highlighting the growing synergy between the two organizations. The year culminated in the completion of the 2024 LEAD (Learning, Enhance, and Development) programme, which ran through July, August, and September, followed by a certificate presentation ceremony on October 25, 2024. Dr. Cheung, Founder and Chairman of Metis Global Group, attended the event, delivering both a keynote address and presenting certificates to the participants.

In December, Metis’ contributions extended beyond the LEAD programme. The company shared insights into offshore asset management through an article featured in the December 2024/January 2025 edition of The Asia-Pacific Journal, published by CII. This article aimed to foster professional exchanges within the industry and provided a deep dive into current trends in wealth management.

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Now in its third year, the LEAD programme has established itself as a key platform for professional development within the insurance and financial services sectors. This year’s expanded curriculum included courses on family office trusts, estate planning, and wealth management, complementing the programme’s traditional focus on core insurance topics. Over 100 participants attended the certificate ceremony in October, marking another milestone in the ongoing collaboration.

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Dr. Cheung expressed pride in Metis’ evolving role, stating, “As we enter our second decade, Metis remains committed to fostering collaboration and mutual growth. Partnering with CII, a leader in professional training, enables us to contribute to the latest developments in trust and wealth management. We are proud to align with CII’s mission of advancing professionalism and innovation across the industry.”

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Metis’ article in The Asia-Pacific Journal highlights the Cook Islands as a prime jurisdiction for international asset protection and wealth management. It emphasizes the region’s innovative trust laws, strong regulatory environment, and robust anti-money laundering framework, which together ensure both compliance and privacy for clients. This aligns with Metis’ core mission of offering secure, compliant wealth management solutions.

Through its ongoing partnership with CII, Metis continues to demonstrate a commitment to enhancing industry standards and providing value-driven insights for professionals. Looking ahead, Metis aims to remain at the forefront of innovation and professionalism, collaborating with industry leaders to shape the future of wealth management.

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