Service Offerings

Compeer provides annual, quarterly and monthly benchmarking information for the wealth management industry, covering all business areas and examining remuneration and benefits packages separately.

Each year we publish industry insights in our UK Wealth Management Industry Report by combining information provided by wealth managers with that gained from the public domain.

We also have the expertise and experience to offer bespoke research across a broad range of your business critical activities and create detailed competitor analysis.

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

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

View our services brochure

Please find below a link to our brochure outlining features within each of our core services.