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. These reports include the UK Wealth Management Industry Report, Competitor Profiles and the Execution Only Directory.

The UK Wealth Management Industry Report examines the aggregated business performance of investment managers, private banks and private client stockbrokers, and includes the underlying data in Excel and briefer quarterly updates for the following year. The report is derived from questionnaire data we receive as well as relevant public domain information from over 160 wealth management firms and is widely quoted by the press. This report is a ‘must have’ for anyone who operates in or comments on the UK Wealth Management Sector.

A competitor profile provides a summary of public domain information for a wealth manager and is updated twice a year. Clients may pick any number of wealth management firms with a UK presence. These profiles will save significant amounts of time and resource analysing your competitors.

The Execution Only Directory is an extensive report on the Execution Only (XO) market, including analysis and data on a firm-specific and industry-wide basis. All subscriptions also include the hugely powerful price comparison tool, providing league tables of charges based on multiple parameters, and full details of charges on a firm by firm basis, both updated on a monthly basis.

Example Documents

Please find below links to download documents related to Compeer’s industry and competitor reporting.

Download the latest Industry Report Contents

A contents page from Compeer’s most recent UK Wealth Management Industry Report.

Download our Example Competitor Profile

A two page profile of a wealth management firm, based entirely on information in the public domain at the point of production.

Download our Example XO Charges Report

A sample from the XO charges report, with any changes from the previous month highlighted as part of the update.

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