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 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

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

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.

Example Reports & Research

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

Wealth Management Fees

Compeer will be analysing the charges quoted to prospective clients by over 40 of the largest players in the wealth management industry, going beyond what is shown in rate cards in the public domain.