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:
UK adviser platforms increasingly about pensions
UK adviser platform net flows were down significantly in Q3, despite gross flows being marginally up. Money is therefore still making its way onto platforms, but withdrawals have continued to rise, according to our latest UK Adviser Platforms: Autumn Update report....
A sub-advised bright spot in asset management
Sub-advised retail funds have continued to be a bright spot in asset management over the past year, with assets having once again grown faster than the wider market. That is the picture that we see in our latest report – UK Wealth Management: Investment Distribution –...
Exploring distribution opportunities in continental markets
The largest European retail fund markets made only modest recoveries in 2023 after massive declines in 2022. Investors turned towards cash and domestic products rather than third-party funds. In Spain, the share of assets managed by foreign managers reached its lowest...