Business Performance Benchmarking for the Wealth Management and Private Banking sector
Providing trusted insight into your firms 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.
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
Independent data, benchmarking and analysis supporting strategic decision-making across UK wealth management.
What underpins BWC insight:
BWC’s insights are built on proprietary datasets covering the majority of the UK wealth management market, combining operational, remuneration and charges data. This depth and consistency of data enables robust peer comparison and supports evidence-based strategic decision-making at firm and board level.
Benchmarking & Data Analysis
Understand how your firm performs relative to peers and the wider UK wealth management market.
Compare your firm against a defined peer group and the market across profitability, growth, costs, productivity, assets and operating structure. Using over 200 data points from firms representing more than 70% of industry assets.
Designed to give senior leaders a clear, external view of performance, highlighting strengths, weaknesses and strategic opportunities.
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Remuneration & People Data
Pay, incentives and governance
Data-led insight into pay, incentives and governance, informed by remuneration data covering more than 14,000 roles across the UK wealth management sector.
Supports decisions on competitiveness, structure, governance and talent strategy.
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Charges & Fees Data
Public-domain pricing comparison
Structured comparison of charging models across the market, using publicly available data to help firms assess relative positioning and model alternative pricing structures and their potential impact.
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Bespoke Research & Insight
Tailored analysis for strategic questions
Tailored research addressing specific strategic, commercial or operational questions, designed to support board-level discussion.
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State of UK Wealth Management
Our flagship industry benchmarking report providing an in-depth view of the UK wealth management market.
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
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
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
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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