Investment distribution research 

Trusted by asset managers, life companies, technology providers and platforms. Our insights inform propositions, products and strategy.

What we do

Platforum delivers research on a subscription and customised basis to asset managers and other organisations about retail investment services, in these key markets for fund distribution:

  • UK wealth managers
  • UK financial advisers
  • Platforms and the other businesses that support the UK financial adviser and wealth manager markets
  • Direct to consumer platforms
  • Mainland European fund distribution

How we do it

Platforum gains its valuable insights into the markets it studies through the use of in-depth interviews with the key players, carefully designed focus groups and frequent surveys of target professional and consumer markets.

You can access our findings in the ways that best suit your needs: regular reports, direct conversations with researchers and group briefings. You can buy reports on a subscription or one-off basis.

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Who would benefit from our research?

The types of companies that will benefit from our insights include:

  • Direct platforms
  • Asset managers
  • Banks
  • Pensions providers
  • Insurance providers
  • Technology providers

Some of our recent newsletters:

D2C guidance: less conviction, more in-house

Most D2C services provide guidance in some way, frequently in the form of select lists and investment solutions – either ready-made portfolios or funds. Guidance is growing in importance. This is partly because it helps first-time investors – at a time that interest...

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