The trusted Business Performance Benchmarking firm for the Wealth Management and Private Banking sector
Providing unique insight into your firms competitive position within the wealth management industry. Enabling you to make business-critical decisions, based on data, that will keep your business ahead of the competition.
Our Services
The most in-depth benchmarking survey of its kind. Running for 25+ years, with 200+ data points collected from each firm that you will not find in the public domain.
Our benchmarking surveys analyse business and financial data provided by participating firms - comparing key performance metrics against a selected peer group and the wider industry.
The annual benchmarking survey provides immediate input to a wealth management firm’s strategic plan. The quarterly report helps with tactical business planning throughout the year.
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.
The survey covers all elements of the renumeration package. Enabling you to compare remuneration, working hours, leave and other benefits against the market as well as a defined peer group.
Clients find it essential for determining remuneration trends as well as attracting and retaining key staff.
Analysis of all the fees and charges available in the public domain for all wealth management firms.
Our Charges Report outlines all of the charges - split by initial fees, management fees, custody fees, commissions and transaction charges and underlying investment charges.
Our interactive price comparison tool allows you to adjust various parameters to show you exactly where your firm is positioned against the competitor set, assisting you to demonstrate that clients get fair value.
About us
BWC Benchmarking purchased certain intangible assets, data bases and client lists from the Liquidator of Compeer. As a result we can seamlessly provide and further develop benchmarking services to Private Banks, Wealth Managers and XO Brokers, previously delivered by Compeer.
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.
Contact Us
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