Solution introduction

Compeer benchmarks the business performance of over 160 wealth managers, private banks and stockbrokers

No other benchmarking survey of this detail is undertaken in the UK

Our benchmarking services are outlined below:

Annual and quarterly benchmarking service
Approximately 50% of the industry (80+ firms) participate directly in our annual and quarterly benchmarking services, with the remaining firms’ data collected from official documents in the public domain to form our annual Industry Report. The benchmarking services comprise:

The annual report is compiled from more than 200 data items of information sourced by each of our clients. This provides a detailed comparison against the market as a whole and also against a self selected peer group of the client’s choosing (5+ firms). Firms may request more than one report, based on different peer groups. e.g. one group of current competitors and one of future competitors.

The quarterly report provides a more tactical view and requires firms to provide a reduced data set.

Absolute confidentiality of an individual firm’s information is guaranteed.

Monthly benchmarking service
The monthly service is exclusively for execution only (XO) stockbrokers. The service provides an excellent monitor of market share of revenues and trades within the XO sector.

Key Data

Type of Clients
  • Digital wealth manager
  • Global Private Bank
  • Investment fund manager
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Retail bank wealth manager
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
  • Western Europe

Business Performance Benchmarking

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