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 indepth 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.


Sign up for our newsletter to receive the latest insights on investment distribution.

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:

Planning beyond risk tolerance

The use of third-party risk profiling tools continues to be widespread, with nearly 80% of financial advisers telling us at that they use a risk profiling tool from a third-party provider. But many advisers seem to be reducing their reliance on these tools to build...

read more

Rethinking client money

Client money rules are potentially the most frightening for firms and can involve really substantial fines. However, custody arrangements at platforms and wealth managers have often evolved organically, especially where firms have grown through mergers or...

read more