Wealth Management / Named Peers Benchmarking

Named Peers Benchmarking

BCG Expand’s Named Peers benchmarking is a flexible and customised benchmarking which helps you understand how your business stacks up against specific competitors in the wealth management landscape.

Why Named Peers Benchmarking

  • ✔No data submissions required – a structured process to turn public and modelled competitor data into robust, decision-ready insights.
  • ✔A flexible and customised benchmarking which helps you understand how your business stacks up against specific competitors in the wealth management landscape.
  • ✔Compare your performance directly with named competitors, providing a clear, like-for-like view of your relative position.
  • ✔Gain insight into revenue, cost, client assets, RM productivity, and business models across your chosen peer group.
  • ✔Assess your strategic and operational positioning by region and client segment, highlighting where you lead and where you lag.
  • ✔Stay informed with regular, wealth-management-specific industry performance updates that keep your benchmarks current and relevant.

Methodology

Data Collection & Alignment

Starting with publicly reported data and trusted external sources to build a comprehensive view of each named peer – no data submission required.

Data Normalisation & Validation

We normalise the data to isolate core wealth management and private banking metrics, review organisational structures and product strategies to understand how competitors are positioned, and validate the findings with industry experts.

Insight Delivery

Delivery of benchmark and deep-dives, presented in debrief sessions focused on key insights, implications, and practical recommendations.

Impact Metrics

+$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

North American Wealth Division – Peer Comparison for Strategic Reset

A North American wealth business benchmarked performance against a targeted peer set, revealing clear gaps in productivity, pricing discipline, and digital adoption. Leadership used the insights to recalibrate strategic priorities and reset commercial targets.

European Private Bank – Competitive Position Analysis

A European private bank conducted a peer comparison to understand its competitive strengths and weaknesses across financial outcomes, client behaviours, and cost structure. The findings provided a fact base for strategic planning and resource allocation discussions.

Middle Eastern Wealth Manager – Market Position & Growth Priorities

A Middle Eastern wealth manager benchmarked themselves against leading regional and global players. The assessment highlighted where they were over-resourced, where they lagged in client penetration, and which levers would create the strongest uplift.

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 provided 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 Officer Global Wealth Manager

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