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.

 

A compass symbolising navigating data in the wealth management 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.

State of UK Wealth Management

Our flagship industry benchmarking report providing an in-depth view of the UK wealth management market.

Our Partners

Official Media Partner

Official Client Research Partner