Research & Insight
Independent research tailored to specific strategic, commercial and organisational questions
Research shaped around the questions that matter to your firm
Research can cover areas including:
Strategy and growth
Pricing and propositions
Operating models
People and workforce
Technology and AI
Market structure and consolidation
BWC works with UK wealth management firms to design bespoke research projects where standard benchmarking does not provide the full answer.
Projects begin with the question the leadership team is seeking to answer. BWC then brings together the most appropriate combination of proprietary data, peer analysis, market research and primary research to address it.
The output can range from focused analysis for an internal decision to a detailed research report and presentation for senior management or board discussion.
Employee Engagement Survey
BWC's Employee Engagement Survey provides leadership teams with an independent view of employee sentiment and the factors influencing engagement, retention, satisfaction and performance.
The survey is designed specifically for UK wealth management firms and can cover areas including leadership, culture, resources, technology, compensation and benefits, career development and training.
Firms receive:
Support in designing the questionnaire
A detailed report highlighting key findings and priorities
Full access to underlying responses and summary data
Presentation of results and practical recommendations
Benchmarking against other UK wealth management firms where appropriate
A fully branded survey tailored to the firm
£5,000 + VAT
Discounts are available for existing BWC Remuneration Benchmarking participants.
“The BWC Employee Engagement Survey gave us clear, actionable insights into how our people are really feeling. It highlighted strengths to build on and areas where targeted improvements will make a meaningful difference.”
Independent research into the UK wealth management market
BWC also undertakes research into wider market themes affecting wealth management leadership teams.
Recent areas of analysis include:
Artificial intelligence and its implications for UK wealth management
Consolidation, acquisitions and changing market structure
Growth, pricing and competitive positioning
Selected BWC research is published through our Reports section, while bespoke projects can go further into the questions, peer groups and data most relevant to an individual firm.
Discuss a research question with BWC
If you have a strategic, commercial or organisational question where independent market evidence would be useful, contact us to discuss the most appropriate research approach.