概要

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.

宗旨

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

內容

- Defining the Convergence
- Core Drivers of the Convergence
- Areas of Blurred Boundaries
- Strategic Implications and Opportunities
- The Integrated Future

對象

Directors, ROs, MICs and asset and wealth management industry practitioners.