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-led business-critical decisions
About us
Tracking 159 firms with a combined £1.7 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.
State of UK Wealth Management 2026
Now available
Our flagship industry report looks beneath headline growth to examine what is really driving performance across the sector.
Drawing on proprietary data from 159 firms, the report explores where growth is coming from, how competition is changing, whether technology and AI are delivering greater productivity, and why scale does not always translate into stronger profitability.
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.
Business Performance
Understand how your firm performs relative to peers and the wider market
Operational benchmarking drawing on proprietary data covering 159 UK wealth management firms.
Analysis spans 200+ data points, helping senior leaders to assess performance, structure, costs and scalability.
Remuneration
Independent insight into pay, incentives and reward structures
Structured analysis of pay and incentives across investment, advisory, operational and leadership roles - drawing on data from more than 15,000 individuals across the UK market.
Enabling HR leadership to assess market positioning and identify misalignment between pay, performance and long term talent strategy.
Fees & Charges
Structured comparison of charging models across the market
See how your firm's charging model sits relative to peers and identify potential areas of risk. Our price comparison tool allows firms to model alternative pricing structures and assess their potential impact.
Designed to support pricing decisions and demonstrate clients get fair value under Consumer Duty.
Research & Insight
Independent research tailored to specific strategic and regulatory questions
Projects are shaped around the questions that matter most to leadership teams.
Typically commissioned where firms require deeper insight than standard benchmarking can provide, or where no suitable data exists in the public domain.
Our Partners
