Compeer provides annual, quarterly and monthly benchmarking information for the wealth management industry.

Our services include

Business Performance Benchmarking

Business Performance Benchmarking

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.

Wealth Management Remuneration

Wealth Management Remuneration Survey

The remuneration survey covers all elements of the remuneration package, is produced twice a year and is the only survey of this type dedicated exclusively to wealth management.

Investor & PFA Research

Compeer has access to a panel of high net worth and mass affluent investors and PFAs, who are available to interview either online or by phone.

Industry & Competitor Reporting

Industry & Competitor Reporting

Compeer uses its in-depth knowledge of the wealth management sector to produce a variety of reports which are available for anyone to purchase.

Bespoke Research

Bespoke Research

Compeer can provide additional, in-depth research in any area of wealth management, highlighting opportunities, competition in the sector and analyses of business-critical issues.

Compeer Reports

Example Reports & Research

Download examples of some of Compeer’s reports and output files to better understand some of what can be provided.

Discretionary Charges Analysis

Concerned about your fees and charges and those of your competitors? Compeer has designed a product to assist you in this area, allowing you to directly compare your discretionary charges with other wealth management firms. Since MiFID II introduced transparency of fees and charges, the temperature has been raised for individual wealth management firms and […]

Events & Seminars

Throughout the year Compeer hosts seminars on topics of interest for the wealth management sector. These topics include compliance, technology, front office efficiency, latest industry results, the clients’ view and outsourcing.

The audience at each conference is filled with senior professionals and executives from wealth managers, private banks and stockbrokers, providing excellent networking opportunities as well as in-depth detail on the event theme from our presenters.

Please find details of our next conference below and click-through to register.

Wealth Management: The Yearly Review 2019

Tuesday 18th June 2019
08:15 - 13:30

Following a year of political uncertainty, more regulatory developments, advancing technologies, market volatility, margin compression and evolving investor preferences, how has the UK Wealth Management Industry coped? Find out how it has fared, the key areas of growth, and which business models have delivered the greatest degree of success.

Sponsorship

Each event Compeer runs offers different levels of sponsorship, providing substantial networking and marketing opportunities, allowing you to boost your brand awareness within wealth management. Examples of some of these packages are outlined below.