Asset and Wealth Management
[Webinar] The Great Convergence: Rethinking Boundaries in Asset and Wealth Management
Overview
The financial services industry is undergoing a Great Convergence, breaking down the divide between Asset Management and Wealth Management. Driven by technology and client demand for personalised outcomes, this shift requires advisors to adopt hybrid skills. Success lies in unifying the value chain to deliver seamless, client-focused solutions.
By the end of the webinar, participants would be able to discover how the convergence of Asset and Wealth Management is reshaping the financial industry and learn key strategies to adapt and succeed, from redefining competencies to delivering personalised, client-focused solutions.
Content
1. Defining the Convergence
2. Core Drivers of the Convergence
3. Areas of Blurred Boundaries
4. Strategic Implications and Opportunities
5. The Integrated Future
Who should attend
This course primarily targets asset and wealth management industry practitioners, directors, responsible officers and managers-in-charge.
Speaker/Course Instructor
With 18 years of experience in the financial services industry, Teelie holds a Master’s degree in Business Administration, with a focus on business strategy, from Nanyang Technological University in Singapore.