- Business Performance Benchmarking
- Wealth Management Remuneration Survey
- High Net Worth Investor and IFA Research
- Industry and Competitor Reporting
- Bespoke Research
Business Performance Benchmarking
ComPeer benchmarks the business performance of 160 wealth managers, private banks and stockbrokers. No other benchmarking survey of this detail is undertaken in the UK. Our clients have found ComPeer's recommendations and analysis of their business to be essential for improving their profitability and service to the clients.
Our benchmarking services are outlined below:
Annual and Quarterly Benchmarking Service
Approximately 50% of the industry (80 firms) participate directly in our annual and quarterly benchmarking services, with the remaining firms' data collected from official documents in the public domain to form our annual Industry Report. The benchmarking services comprise:
The annual report is compiled from more than 200 data items of information sourced by each of our clients, combined with turnover information collected from the London Stock Exchange. This provides a detailed comparison against the market as a whole and also against a self selected peer group of the client's choosing (5+ firms). Firms may request more than one report, based on different peer groups. e.g. one group of current competitors and one of future competitors.
The quarterly report provides a more tactical view and requires firms to provide a reduced data set.
No other benchmarking survey of this detail is undertaken in the UK. Our clients have found ComPeer's recommendations and analysis of their business to be essential for improving their profitability and service to clients.
Absolute confidentiality of an individual firm's information is guaranteed
Monthly Benchmarking Service
The monthly service is exclusively for execution only (XO) stockbrokers. The service provides an excellent monitor of market share of revenues and trades within the XO sector.
Example Annual Report: Example Monthly Report:
Identifies business inefficiencies that can save £millions and opportunities to enhance revenues
The ability to compare yourself directly with your closest competitors
Pinpoints optimal business models
For further information on ComPeer's benchmarking services please contact Mike Levy (firstname.lastname@example.org)