eSeminar - CPT Bearing
The Great Convergence: Rethinking Boundaries in Asset and Wealth Management
Overview
This eSeminar is a recorded session of the "The Great Convergence: Rethinking Boundaries in Asset and Wealth Management" webinar held on 12 December 2025.
Mr Teelie Chua explores how the convergence of asset and wealth management is reshaping advisory models and client expectations. Key topics include discovering the core drivers behind the convergence, identifying strategic implications, and learning about how to redefine competencies for delivering personalised, client-focused solutions.
Objective
After completing this course, you will be able to:
- Explain the convergence between Asset Management and Wealth Management
- Identify the key drivers behind this convergence
- Describe how traditional boundaries between Asset and Wealth Management are becoming blurred
Content
- Defining the Convergence
- Core Drivers of the Convergence
- Areas of Blurred Boundaries
- Strategic Implications and Opportunities
- The Integrated Future
Who should attend
Directors, ROs, MICs and asset and wealth management industry practitioners.
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.