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ComPeer benchmarks the business performance of organisations operating in the wealth management industry; this includes wealth managers, private client stockbrokers and private banks. We have detailed analysis and data on the majority of the organisations operating in the wealth management industry. Approximately 50% of the industry participate directly in our annual and quarterly benchmarking services and in excess of 90% are covered in our annual Industry Report.
No other benchmarking survey of this detail is undertaken in the UK.
Our clients have found ComPeer’s recommendations and analysis of their data to be essential for improving their profitability and service to clients. Absolute confidentiality of an individual firm’s information is guaranteed.
ComPeer can provide a deeper analysis of business-critical issues, often where customised benchmarking reports have suggested areas of concern or highlighted opportunities. Examples include defining compensation strategy, identifying fee structures of peer businesses, or comparing the main drivers of front office productivity. ComPeer’s unique research can also underpin the development and execution of a company’s growth strategy for the wealth management sector.
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ABI - Meeting regulatory expectations of value for money,
10 Dec 2017 10:30
TISA - Product Management & Governance,
31 Jan 2018 09:30
TISA - AML and Financial Crime - What to do now,
31 Jan 2018 12:30
TISA - GDPR and PSD2 Data Security for Business Managers, Risk & Compliance,
07 Feb 2018 12:45
TISA - Demonstrating and Evidencing Suitability,
22 Feb 2018 09:30
22 Feb 2018
Reducing the risk of supply chain fraud (20 minute lunch webinar),
10 May 2018 12:30
Understanding financial statements,
Dates available on application
The 2nd UK Financial Services BREXIT Summit,
31 Jan 2018
Bribery and corruption update (20 minute lunch webinar),
28 Feb 2018 12:30
Brexit and the UK Energy Sector: Implications for Market Participants,
19 Feb 2018