CEB Wealth Management
Leadership Council

CEB Wealth Management Leadership Council enables innovative wealth management executives to drive the growth and profit of financial advice businesses. We develop insights from the world’s best financial institutions to help you and your team save time and make better decisions. As technology increasingly drives business outcomes, we provide the guidance and tools that enable business leaders to drive digital and business strategy.  

Our Research Focus

Equipping our members with strategic guidance and tactical tools on the topics most important for their function is at the heart of what we do. We don't just point to where you need to go: we provide you with a roadmap and a suite of implementation tools to get you and your team there. Key topics include:

Business Effectiveness

Client Segmentation

Technology Capabilities


Client Experience

Talent Management


How CEB Helps You

Building an Advice-Led
Client Experience

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Our Current Research


As clients spread their wealth across providers, and automated models drive down fees, Wealth Management leaders cannot maintain historical margins. By introducing new segmentation strategies, fee structures and service innovation, executives can achieve greater profitability.

Questions Your Peers Are Asking

  1. How do I maximize profitable relationships by matching the right products and services with the right client segmetns? 
  2. What staffing models and support structures have a proven impact on profitability?
  3. How does the cycle time of my prospect-to-client sales process compare to the industry, and how can I improve my time?
  4. What technology initiatives best enable us to achieve our profitability objectives?

Speak with our team to learn more.

Membership Features

Research and Insight: Unique research and tools to help business leaders evaluate new issues and challenges

Proven Best Practices: Tested approaches to solving business challenges from our network of leading companies

Advisory Support: Personalized expert guidance and project support for pending decisions, new tactics, internal presentations, and other needs

Decision and Diagnostic Tools: Customized, actionable views of the most important performance metrics in your function

Peer Benchmarks: Relevant, quantitative data and analysis to help allocate resources and target areas with the highest impact

Executive Networking: On-request advice, feedback, and perspective from peer interaction with hundreds of leading executives

Live and Online Learning Events: A wide variety of events exclusively for senior executives, as well as staff training and skill development opportunities

What Our Members Are Saying

Featured Resources

Related Services

From Our Blogs

Retail Banking: 3 Opportunities to Get Ahead of P2P Payment Start Ups
A range of new fintechs have revived interest in person-to-person payments. Incumbent banks and credit unions still have the chance to offer their customers something uniquely useful however. Fri May 26 03:00:45 EDT 2017
Three Technology Trends that All Wealth Managers Should Understand
Profitability is getting harder and harder to come by but, if used right, technology will help wealth managers keep costs down, comply with a growing mound of regulation, and serve clients better. Tue May 16 03:00:07 EDT 2017
Financial Services Operations: Four Digitization Trends to Monitor
Digitization is changing long-cherished conventions and convenient truths in lots of industries, but financial services is at the forefront. Financial services operations teams should keep on top of four trends in particular. Wed May 10 14:25:05 EDT 2017

Speak with our team to learn more.

Some of Our Members