Business Performance Benchmarking
Benchmark your firm against selected peers across 200+ measures
Detailed benchmarking across the key drivers of performance
BWC Business Performance Benchmarking gives UK wealth management firms a detailed view of how their performance compares with selected peers and the wider market.
Using proprietary data covering 159 UK wealth management firms, the analysis spans more than 200 financial and operational measures across profitability, growth, revenue, costs, people, productivity and operating structure.
Each firm is benchmarked against a selected peer group relevant to its business model and scale, providing comparisons and insight that cannot be obtained from public information alone.
What you receive
Each participating firm receives a personalised benchmarking report analysing its performance against selected peers and the wider market.
Personalised benchmarking report
200+ financial and operational measures
Selected peer group comparison
Wider-market benchmarks and rankings
Historical trend analysis
Supporting data for internal review
What we benchmark
Profitability
Profit margins, cost-to-income ratios, profitability trends and the relationship between growth and profitability.
People & Productivity
Staff structure, staff costs, front-office productivity, assets and revenue per front-office professional, and support ratios.
Asset Growth
Asset growth, inflows, outflows, net new assets, sales performance, mandate mix and underlying growth trends.
Costs & Operating Efficiency
Overall cost growth, departmental costs, non-staff expenditure, IT operations costs and operational efficiency.
Revenue
Revenue growth, revenue mix, revenue return and performance across individual income streams.
Compliance
Compliance resourcing, compliance costs and selected measures of operational quality.
Turn comparative data into actionable insight
The benchmarking helps leadership teams understand where performance differs from peers and what is driving those differences across the business.
Identify areas of relative strength and underperformance
Understand the drivers of profitability, productivity and growth
Assess cost structure, staffing and operational efficiency
Track changes in competitive position over time
Support strategic and management decisions
The analysis provides an independent evidence base for senior management and board discussions.
Strategic planning and business reviews
Board and executive reporting
Operating model and organisational reviews
Budgeting and investment decisions
Benchmarking options and pricing
Annual benchmarking
Provides a detailed assessment of your firm's performance and competitive position.
£6,500 + VAT
Annual & quarterly benchmarking
Quarterly updates allow leadership teams to monitor changes in performance, track progress against peers and identify emerging trends earlier.
£8,500 + VAT
See the benchmarking in practice
Request an anonymised sample report to see the level of detail, peer comparison and analysis included in the service.