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 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:

The private capital opportunity in the D2C market

Private capital forms much more of the UK economy than it used to, and there is a sense that private equity investors can target companies in their highest growth phase. How can self-directed investors get in on the act and is this an opportunity for D2C providers? We...

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Prospects for growth in platform MPS

Model portfolio services used by third-party financial advisers remained the fastest growing area for wealth management assets last year. The big question is: how much more has MPS growth got to run? MPS assets totalled a little over £80bn at the end of 2021,...

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