Interested in helping to build the next generation of investment propositions for digital consumers. He comments regularly in the consumer and trade press about direct platforms and the evolving digital investor. Previously he specialised in developing online marketing for financial services in the early days of social media and mobile, and at that time he picked out personal investing as an area that would be transformed by digital technology.
+44 20 8075 8127
Deputy Head and Research Director
Responsible for Platforum’s research programme, he has been researching investment distribution and commenting on industry developments for the last decade. His work has covered global retail and institutional investment distribution – both B2B and B2C. He holds a BEng and PhD in engineering from the University of Southampton, with a focus on control systems and artificial intelligence.
+44 20 8075 8123
Head of Editorial Strategy
Chairman of London independent financial advisers and employee benefit consultants Helm Godfrey and was a non-executive director of the platform Nucleus. He is co-founder of Taxbriefs Financial Publishing and is also a regular speaker and has written and edited a number of books on financial planning. Danby is a consultant to the Platforum team. His focus is on events, publications as well as general platform and investment policy and industry issues. Danby was Chair of Governors of Oxford Brookes University and subsequently its Pro-Chancellor. Danby read Politics, Philosophy and Economics at Oxford University.
+44 20 8075 8122
Víctor García Priego
+44 20 8075 8185
Supports the team on research reports and projects in the UK and Continental Europe. He has long experience as an editor/analyst focusing on asset management, as well as the distribution of funds and other offerings – particularly in the Asia-Pacific and Middle East regions. Other areas of interest include custody/asset servicing, financial market infrastructure and the technology used by the global financial services industry. Corporate intelligence publishers with whom he has worked include FT Confidential Research and the Economist Intelligence Unit (EIU), as well as more specialist organisations such as Cerulli Associates and Dubai-based Insight Discovery. He has a Master’s degree in Asia-Pacific Studies from the Australian National University, as well as a degree in economics/economic history. His main foreign languages are Spanish, French and Indonesian.
+44 20 8075 8130
Specialising in qualitative research at Platforum, which involves conducting in-depth interviews, face-to-face meetings and roundtable discussions with financial advisers from across the UK. This research informs Platforum’s financial adviser, platform and fund distribution reports in the UK, as well as adviser-focused consultancy projects. Previously, Mariam was Editorial Manager at Taxbriefs and managed the technical updates for the CII’s financial planning diploma study texts, as well its online CPD programme. She has an MA in English Literature from the School of Advanced Studies, University of London.
+44 20 8075 8128
Providing quantitative research support across all
Platforum reports. William has a BSc in Mathematics and Economics and an MSc in Behavioural Science from the London School of Economics, where his dissertation consisted of conducting initial scale development processes to enable the quantification of British exceptionalism. He is also a member of the Global Association of Applied Behavioural Scientists (GAABS).