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:
- Asset managers
- Wealth managers
- Investment platforms
- National/network/regional advice firms
- Technology providers
- Private equity firms
- Management consultants
Some of our recent newsletters:
Wealth managers’ funds-of-funds in the doldrums, but not if the price is right
There are many reasons why wealth managers may want to wrap portfolios into a unitised/fund structure: an expanded investment universe, simpler distribution, streamlined reporting, better control of charges and fewer CGT headaches. But unitised portfolios have been...
Adviser platforms must be ready for Budget-induced financial planning changes
Adviser platform assets continue to rise, but the Budget poses challenges, according to our latest UK Adviser Platforms: Autumn Update report. AUA was up in Q3, with some platforms achieving growth of 4% or more. However, flows have taken a slight hit – especially...
D2C services plot different paths to similar destinations
Online investing services offer their customers distinctly different experiences but are becoming more similar in how they combine investing, saving and day-to-day money, according to our latest UK D2C: Investor Experience report. Differences abound. Established...