Official Partners
We work with trusted industry organisations to strengthen the reach, relevance and impact of our research across the wealth management sector
Industry Partner
PIMFA is the trade association representing wealth managers and financial advisers across the UK, supporting members through policy engagement, industry insight and practical support across the sector.
BWC Benchmarking has signed an agreement with PIMFA to develop a new benchmarking and business insight service for PIMFA member firms. The initiative will provide access to benchmarking insight, peer comparison and broader market intelligence as part of PIMFA’s member proposition, helping firms support strategic planning, business performance and operational decision-making.
Media Partner
Since 2005, WealthBriefing has been a leading source of news, research and market intelligence for the global wealth management industry. Its daily coverage serves senior professionals across private banking, wealth management, asset management and family offices, helping them keep pace with the developments and trends shaping the sector.
Alongside its news and analysis, WealthBriefing produces research, reports and industry briefings that examine key market themes in greater depth, giving decision-makers a broader view of how the industry is evolving and where priorities are changing.Its summits, conferences and awards programmes bring together senior industry leaders, creating a platform for debate, peer exchange and the recognition of innovation and best practice across wealth management.
Research Partner
The Wisdom Council is a consumer insights and data business that for over a decade has listened to the clients of the UK’s leading wealth managers. Its research helps firms understand who those clients are, their share of wallet, which propositions will appeal and where the risks lie.
Over that time, it has gathered more than 400,000 hours of conversations with savers and investors. Its always-on communities, including thousands of affluent and wealthy clients, provide insight into what clients value, how their expectations are changing and where they still prefer human interaction to AI. CitizeniQ, its fintech platform, takes that understanding to scale by mapping all 31.1 million UK households. It allows firms to segment and analyse client books, including closed and back books, against different propositions.