Business Performance Benchmarking for the Wealth Management and Private Banking sector
Providing trusted insight into your firm’s competitive position, enabling you to make data-lead business critical decisions
About us
Tracking over 160 firms with a combined £1.5 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 2025 following the acquisition of Compeer’s core benchmarking services, we continue and enhance a legacy built on more than 25 years of industry insight, covering firm performance, cost structures and productivity across the sector.
BWC’s work is supported by a select group of senior industry figures who contribute additional perspective across wealth management, technology and financial services.
Partnership with PIMFA
BWC Benchmarking has signed an agreement with PIMFA to develop a new benchmarking and business insight service for member firms across the UK wealth management and financial advice sector.
Our Services
Independent data, benchmarking and analysis supporting strategic decision-making across UK wealth management.
Built on proprietary datasets covering the majority of the UK wealth management market, combining operational, remuneration and charges data. The depth and consistency of data enables robust peer comparison and supports evidence-based strategic decision-making at firm and board level.
Our Partners
