Investment distribution research
Trusted by asset managers, life companies, technology providers and platforms. Our insights inform propositions, products and strategy.
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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.
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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:
Exploring the opportunities and challenges of tailored model portfolio services
Platform model portfolio services (MPS) has continued to experience healthy asset growth, buoyed by growing adviser demand as more advice firms have decided to outsource their investment management functions. Competition among MPS providers has intensified with wealth...
UK D2C assets surpass £500bn: the evolving UK D2C landscape
UK Direct-to-Consumer (D2C) assets passed the £500 billion mark by the end of Q1 2024, but it was strong investment performance rather than net flows that drove assets higher. Much of the D2C market is dominated by direct platforms that offer open-architecture...
“We’ve come a long way”. A fundamentally altered advice industry
Discretionary model portfolios run by third-party wealth managers are now the leading investment strategy among financial advisers and the default solution for many of them. Since 2020, their share of advised assets has doubled, according to Platforum’s latest...