Business Performance Benchmarking for the Wealth Management and Private Banking sector

Providing unique insight into your firms competitive position, enabling you to make data lead business-critical decisions

About us

Tracking over 160 firms with a combined £1.4 trillion of AuM and AuA, BWC Benchmarking provides the highest quality and value benchmarking services for UK Wealth Managers, Private Banks and Execution Only Stockbrokers.

Formed in 2024 following the acquisition of the core services previously provided by Compeer, we seamlessly offer and further develop benchmarking services built from 25+ years of industry experience.

Our in-depth knowledge and understanding of how you and your peer groups behave in terms of staff performance, profitability and productivity will equip you to make informed comparisons and embrace the changes necessary to give your business an important edge.

 

A compass symbolising navigating data in the wealth management sector

Our Services

A digital financial chart with blue lines, bar graphs, and data points on a dark background, illustrating stock or financial market trends. Illustrating a benchmarking report for the wealth management industry.

UK Wealth Management Business Performance Benchmarking Survey

The most in-depth benchmarking survey of its kind. Running for 25+ years, with 200+ data points, collected from 13,000 surveyed wealth managers. This survey provides analysis of data that you will not find in the public domain.

  • Compare key performance metrics to chosen competitors, in aggregate. 

  • Understand the key drivers for revenue growth, cost control and scalability

A stack of coins, with digital financial data and graphs overlayed, symbolizing currency and financial growth. Illustrating remuneration in the wealth management industry.

UK Wealth Management Remuneration Survey

Covering all elements of the remuneration package and produced twice a year, this is the only survey of its type dedicated exclusively to the wealth management sector.

  • Determine renumeration trends in order to attract and retain key staff.

  • Compare remuneration, working hours, leave and other benefits against the market as well as a defined peer group.

A person in a suit interacts with a virtual interface displaying a glowing scale of justice icon surrounded by icons. Illustrating customers receiving fair value from wealth management firms.

UK Wealth Management Charges Report

Analysis of all the fees and charges from 100+ wealth management firms. Assisting you to understand where your firm is positioned against the competitor set.

  • Model a new charging structure to see where you would place against a selected wealth manager competitor set.

  • Utilise our price comparison tool to assist you to demonstrate that clients get fair value.

Contact Us

Interested in our services? Complete this short form and we will be in touch shortly.