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:
Platform selection tension
There has always been a tension in how advisers select platforms. On one hand, platforms are products, recommended to clients, who generally pay for them. On the other, they are services primarily used by advisers. Platforms therefore serve two masters, with subtly...
Just how many investors can the advice market serve?
The number of people receiving ongoing financial advice in the UK has risen by over a fifth in the last five years. But the population of advisers has hardly grown and in 2023 it actually fell. Strong demand for advice has propelled the average number of clients per...
Hargreaves Lansdown deal undervalues the megatrends that will drive digital wealth
Will HL maintain its status as the leading online investment service following its acquisition by a private equity consortium? It has a 29% share of the UK D2C market, considering the full range of D2C services, as covered in our recent UK D2C: Market Update. This is...