BWC Benchmarking

HQ Address

First Floor Office, 3 Hornton Place, London, W8 4LZ, United Kingdom

Website Address

www.bwcbenchmarking.com/

Connect with BWC Benchmarking
Business introduction

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

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.

 

BWC Benchmarking Solutions

UK Wealth Management Business Performance Benchmarking

The survey has been running for 25+ years, with 200+ data points collected from each firm that you will not find in the public domain. Direct comparisons of key ratios against a peer group of your choosing, provide extensive support for firms in their business strategy reviews. Example areas for business......

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UK Wealth Management Fees and Charges Analysis

At its core, the Consumer Duty's price and value outcome is about ensuring consumers get 'fair value'. It means, quite simply, that the amount a consumer pays for a product or service must be 'reasonable' when compared with the benefits the product or service offers. BWC Benchmarking has developed a tool......

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UK Wealth Management Remuneration Analysis

We include analyses of basic salary, bonus, LTIPs, car allowances and pension contributions, with information collected as at the end of May and November, to ensure only the most current data is used for reviews. The report enables the client to compare remuneration, working hours, leave and benets against the market......

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