Bespoke Research & Strategic Consulting

What we do:

Platforum informs strategy through analysis and opinion based on research.

What we provide:

We provide market intelligence on retail investment distribution in the UK and Europe.

Types of project:

  • M&A – review of potential acquisitions, research to support due diligence and testing of business/market assumptions
  • Reviewing distribution strategies
  • Market evaluation and mapping
  • Thought leadership and content marketing
  • Pricing analysis
  • Market entry strategies
  • Competitor intelligence
  • Target market engagement e.g. financial advisers
  • Proposition development and benchmarking
  • Alternative distribution strategies
  • Third party research for sell-side equity research

Research Sources:

Platforum consulting projects are based on credible research. This may be commissioned on a bespoke basis or drawn from existing data that we hold to support the many investment distribution reports that we publish.

Research is typically conducted on the following groups:

  • Platforms (advised, direct and institutional)
  • Financial advisers
  • Discretionary fund managers and fund selectors
  • Asset managers (e.g. distribution heads)
  • Investment technology providers