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
- Pensions providers
- Insurance providers
- Technology providers
Some of our recent newsletters:
As the UK D2C market approaches £500bn, the incumbents are still dominant but the shape of the market is changing. Direct platforms still manage the lion’s share of assets, according to Platforum’s UK D2C: Market Overview, published this week. Hargreaves Lansdown...
Rising interest rates impacted every part the UK retail investment market in 2023 as cash has once again become a viable option for those seeking returns. Many investors sold down portfolios and moved into cash, retirees in particular. Platforms rolled out cash...
The proportion of UK adults who are investors rose slightly over the past year – a positive sign in a rather disappointing year. But these headline numbers disguise some important inter-generational shifts, according to our latest UK Consumer Insights report. • The...