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 the retail investment distribution market in the UK and Europe. The key distribution channels covered are:

  • UK Wealth Management
  • UK Financial Advisers
  • UK Adviser Platforms
  • UK D2C (online services for self-directed investors)
  • European Fund Distribution

Our research is made available through reports, analyst briefings and via bespoke projects.

 

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:

What’s neo in UK D2C?

As the UK D2C market approaches £500bn, the incumbents are still dominant but the shape of the market is changing. Direct platforms still manage the lion’s share of assets, according to Platforum’s UK D2C: Market Overview, published this week. Hargreaves Lansdown...

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If you are a financial adviser, register to take part in our interviews and roundtables.