Please find below links to samples of a selection of Compeer’s reports and some of our research findings from recent conferences.
A management summary report highlighting key business performance metrics against the market as a whole and your selected peer group.
An overview of the latest trends in the sector with market share, growth and ranking analyses. This download is an example of a report for an execution only stockbroker. A different template applies for a wealth manager.
The monthly report outlines trade and revenue statistics against a group of specialist execution only stockbrokers.
A detailed summary of the latest trends in remuneration packages across all participants in surveys. Find out about the benefits on offer, pay group analyses, turnover levels and future expectations.
A two page profile of a wealth management firm, based entirely on information in the public domain at the point of production.
A sample from the XO charges report, with any changes from the previous month highlighted as part of the update.
The latest findings from the yearly review of Wealth Management showing trends in business performance measures.
The research findings from interviews with Heads of Front Office discussing developments in the front office and how the structure, processes and services may change going forward.
Latest research from the WealthTech 2017 conference discussing the death of legacy systems, based on interviews with C-level staff and Heads of IT at wealth management firms.
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