Business Performance Benchmarking for the Wealth Management and Private Banking sector
Providing trusted insights 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 in AuM and AuA, BWC Benchmarking delivers the highest quality and trusted benchmarking services for UK Wealth Managers, Private Banks, and Execution-Only Stockbrokers.
Formed in 2024 following the acquisition of Compeer’s core benchmarking services, we continue and enhance a legacy built on more than 25 years of industry insight.
Our deep understanding of staff performance, profitability, and productivity across the sector enables firms to make meaningful comparisons and implement the changes needed to gain a competitive edge.
Our Services
Join the leading firms shaping the future of UK wealth management.
Gain exclusive access to independent data, deep analysis and actionable insights that support smarter decisions.
UK Wealth Management Business Performance Benchmarking, 2025
The industry’s most comprehensive benchmarking survey, tracking 162 firms that collectively manage over 70% of UK wealth management assets. With analysis of over 200 unique data points, it delivers unparalleled insight into performance metrics not available in the public domain.
Benchmark your firm against chosen peers and the broader market.
Identify the key drivers of revenue growth, cost efficiency, and scalable performance.
UK Wealth Management Remuneration Analysis, 2025
Published twice a year, this is the only survey dedicated exclusively to remuneration within the UK wealth management sector, covering every element of the reward package.
Identify key remuneration trends to help attract and retain top talent.
Compare compensation, working hours, leave, and benefits across the market and within your chosen peer group.
UK Wealth Management Fees and Charges Analysis, 2025
Comprehensive analysis of fees and charges from over 100 UK wealth management firms, providing clear insight into how your firm’s pricing compares within the market.
Assess your current position against competitors and model alternative charging structures to understand their potential impact.
Use our pricing comparison tool to demonstrate to clients that your firm delivers fair value and competitive outcomes.
Contact Us
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