Integrating Investment and Wealth Management Services

Integrating Investment and Wealth Management Services

June 22-23, 2023
Chapel Hill


Kehrer Bielan has formed a study group of executives who are responsible for managing all of the wealth management businesses in their institution – Trust, asset management, and retail securities. The objective is to share best practices and look to find ways to better integrate the delivery of financial advice across the banking enterprise, improve the client experience, and capture a greater share of the opportunity.

Interested in Attending this Meeting?

Contact Tim Kehrer (

The impetus for the study group comes from two directions:

  • Bank executives responsible for Trust and asset management as well as securities brokerage have reached out to us to see if we could provide the kind of benchmarking of the wealth management business that we pioneered for securities brokerage in the early 1990s.
  • Our research suggests that the typical bank’s wealth management businesses—Trust, asset management, and securities brokerage—have captured only 5 percent of the bank’s customers’ investible assets.


Previous attempts to address the wealth management integration in a roundtable discussion group have brought together senior executives in bank brokerage, and those discussions have deteriorated into therapy sessions complaining that bank retail financial advisors are excluded from working with the bank’s most affluent customers. For our study group, we are looking for executives who are responsible for all the components of wealth management and are in a position to identify the elements of each business model that result in top performance and consider alternative organizational structures. 

Our study groups offer a valuable and efficient opportunity to leverage the experience and knowledge of your peers and industry experts at no cost—thanks to our sponsors, travel expenses up to $600, hotel accommodations, and group meals are complimentary for bank and credit union participants. 


This study group would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.