Bespoke research and strategic consulting

Platforum informs strategy through analysis and opinion based on research. We provide market intelligence on retail investment distribution in the UK and Europe.

Research sources

Our 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)

Investment technology providers

Discretionary fund managers and fund selectors

Asset managers

Financial advisers

End investor (consumer research)

Bespoke research projects

We conduct exclusive research and analysis which is used for a variety of purposes.

Thought leadership and content marketing

Competitor intelligence

Pricing analysis

M&A due diligence

Case study

We were asked to produce a white paper to help Charles Stanley authenticate their expertise in the family financial planning market. The first project was such a success that the client decided to commission a sequel.

Strategic consulting projects

Where Platforum’s investment distribution expertise is used to support strategy and transformation.

Market evaluation and mapping

Proposition development and benchmarking

M&A strategy

Market entry strategies

Reviewing distribution strategies

Alternative distribution strategies

Interested in working with us?