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:
Sizing the UK retail investing market
How big is the total market for retail investments in the UK? There’s granular data on aspects of the market – such as platforms, advice and wealth management. But establishing a figure for the total addressable market means pulling various disparate – often...
A Happy New Year for UK investment services
We’re finally seeing a welcome boost to the number of investors in the UK. We’ve been tracking the proportion of the UK population that save and invest for the last decade. The COVID-19 pandemic seems to have been the catalyst for many people to finally open an...
One-stop shops, best of breed or go your own way?
What tech set-up would financial advisers ideally want if they could start again with a clean slate and no legacy systems? That was the hypothetical question we asked for Platforum’s latest report, UK Financial Advisers: Planning Tools and Systems. We gave them four...