SERVICE OFFERING

  • Business Performance Benchmarking

    ComPeer benchmarks the business performance of 150 wealth managers, private banks and stockbrokers. No other benchmarking survey of this detail is undertaken in the UK.

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  • Wealth Management Remuneration Survey

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

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  • High Net Worth Investor and IFA Research

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

    High Net Worth Investor and IFA Research
  • Industry and 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

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  • Bespoke Research

    ComPeer can provide a deeper analysis of business-critical issues, often where customised benchmarking reports have suggested areas of concern or highlighted opportunities. Examples include: defining

    bespoke research

Welcome to ComPeer

ComPeer is a specialist in business performance benchmarking, competitor analysis and research services. Our products and services benefit financial services firms seeking to compete in the private client wealth management sector.

Since 1992 we have been comparing business-critical performance criteria and operating practices for stockbrokers, wealth managers and private banks against their selected peers.

ComPeer is uniquely placed to help you identify and analyse your relative strengths and weaknesses, promoting more informed decision making to enhance your business performance and stay ahead of the competition.

We are pleased to announce that ComPeer is now an accredited CPD provider.

 

OUR NEXT EVENT WILL BE HELD ON 29TH APRIL, DISCUSSING EFFECTIVE IT INVESTMENT IN WEALTH MANAGEMENT. CLICK HERE FOR FURTHER DETAILS