Asset Management / Performance & Cost Benchmarking

Performance & Cost Benchmarking

BCG Expand Wealth Management offers all-encompassing front-to-back data and insights to gain a holistic view of how your wealth management business performs, across both financial outcomes and operational efficiency.

Performance Benchmarking

Gain a holistic view of how your wealth management business performs across financial outcomes and front office performance.

The Challenge

  • ✔Provides a holistic front-to-back view of how your wealth management business is performing and of opportunities globally and across each region.
  • ✔Access data sourced from over 100 leading global wealth managers and private banks.
  • ✔Benchmark your performance using 1,000+ proprietary metrics across revenue growth, profitability, cost efficiency, and productivity.
  • ✔Analyse performance by market, wealth band, client domicile, product offering, or organisational unit for a truly granular perspective.
  • ✔Access custom peer groups, normalised for firm size and complexity, to ensure robust, like-for-like comparisons.

How we can help

Kickoff & Alignment

Briefing session to go through the peer set and align on the data template requirements.

Data Collection & Validation

Your teams populate the template-based dataset, and BCG Expand works with you to review definitions, sense-check results, and validate accuracy and consistency across the submission.

Benchmarking & Insight Delivery

We deliver a tailored set of benchmarking outputs and walk through them in a debrief, focusing on the headline findings, what they imply for performance, and where action is most likely to move the needle.

Client success stories

+$1.4tn revenues benchmarked annually
+$750bn costs benchmarked annually
+$50tn Assets Under Management (AUM) across wealth management
97 markets assessed in BCG’s Global Wealth Market Sizing, covering 99% of global wealth
130+ annual participants in BCG’s Performance and Cost Benchmarking

Case Studies

Global Wealth Business – Performance Transformation

A global wealth manager used our performance benchmarking to compare profitability, client activity, and sales effectiveness across regions. The insights revealed underperforming segments and helped leadership refocus coverage and pricing, delivering measurable uplift in financial performance within 12 months.

European Wealth Manager – Productivity and Client Outcomes

A leading European wealth manager benchmarked advisor productivity, client engagement, and product mix. The analysis identified specific levers to improve commercial effectiveness and deepen client relationships, resulting in increased client activity and improved retention.

Asia-Pacific Bank – Strengthening Front-Office Impact

A regional bank benchmarked front-office productivity across advisor teams, identifying gaps in client workload distribution and cross-sell behaviour. The findings informed changes to sales processes and team structures, reinforcing consistent performance across markets.

Insights

"BCG Expand's benchmarking gave us clarity on where to focus our strategy. The insights into global wealth segments helped refine our priorities and uncover high-potential markets."

Head of Strategy Global Financial Services Firm

"The analysis provied the confidence to invest in modernising our legacy technology, even in a cost-cutting environment. It's delivered long-term savings and far greater transparency.”

Chief Operating Office Global Wealth Manager

Contact Us

Youssef Intabli
Head of Wealth Management, London

Grace Miu
Benchmarking and Market Sizing, London

Nisha Mittal
Benchmarking and Market Sizing, New Delhi

Product - Contact Us
Reset

How can we assist you today?

Learn more about our core areas of expertise by selecting your topic of interest.

Back to Top