Our Services
Independent data, benchmarking and analysis for UK wealth management firms.
Benchmarking & Data Analysis
Operational performance data across UK wealth management
BWC’s benchmarking and data analysis draws on proprietary datasets covering more than 160 UK wealth management firms, representing over 70% of industry assets. The analysis spans more than 200 operational, financial and structural data points, providing a depth of insight not available in the public domain.
Firms are benchmarked against their peer groups and the wider market, enabling leadership teams to assess relative performance across profitability, cost efficiency, productivity, operating structure and scalability.
This data-led approach supports evidence-based decision-making across strategy, operating model design, investment prioritisation and organisational change, helping firms identify areas of strength, underperformance and opportunity with confidence.
Remuneration & People Data
Independent insight into pay, incentives and reward structures across UK wealth management.
BWC’s remuneration and people data provides structured insight into pay, incentives and reward frameworks across investment, advisory, operational and leadership roles within UK wealth management firms.
The dataset covers remuneration information for more than 14,000 roles, enabling firms to analyse fixed pay, variable incentives, bonus structures, long-term incentives and benefits across role type, seniority, firm size and business model.
This depth of people data allows leadership teams to assess market positioning, identify misalignment between pay, performance and strategy, and make informed decisions on competitiveness, governance and talent strategy as firms grow and scale.
Fees & Charges Data
A structured comparison of charging models across UK wealth management.
BWC’s charges and fees data provides a standardised view of how UK wealth management firms price their services, drawing on publicly available information across the market.
The dataset captures headline fees, tiered charging structures and variations by client size, service model and proposition, enabling consistent comparison across firms and peer groups.
The data is supported by a pricing comparison and modelling tool that allows firms to assess their current position against competitors and explore alternative charging structures. This enables leadership teams to understand the potential impact of different pricing approaches across client segments.
The output provides a clear factual baseline to support internal discussion on pricing strategy, competitiveness and client value, ahead of deeper strategic, commercial or regulatory analysis.
Bespoke Research & Insight
Tailored research addressing specific strategic, commercial or operational questions, designed to support board-level discussion and decision-making.
BWC works with firms to design bespoke research projects drawing on proprietary data, market analysis and structured peer comparison. Projects are shaped around the questions that matter most to leadership teams, whether focused on strategy, operating models, pricing, growth, or organisational design.
This work is typically commissioned where firms require deeper insight than standard benchmarking can provide, or where no suitable data exists in the public domain.