Events

Analyst briefings calendar 2021

Platforum research reports are supported by analyst briefings which are exclusive to subscribers. These provide an overview of findings and additional insights from Platforum analysts. Face-to-face briefings provide an opportunity to meet and gain perspective from industry colleagues.

Upcoming briefings are detailed below – to attend email enquiries@platforum.co.uk.

UK Wealth Management

UK Financial Advisers

UK Adviser Platforms

UK D2C

European Fund Distribution

ESG

30 September - European Fund Distribution: Routes to Market

European Fund Distribution: Routes to Market

When: Thursday, 30 September at 10:00am

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: Víctor García Priego, Senior Analyst | Richard Bradley, Research Director

7 October - UK Financial Advisers: Market Overview

UK Financial Advisers: Market Overview

When: Thursday, 7 October at 10:00am (London, BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: Mariam Pourshoushtari, Analyst | Richard Bradley, Research Director

14 October - UK D2C: Investor Experience

UK D2C: Investor Experience

When: Thursday, 14 October at 10:00am (London, BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

21 October - UK Adviser Platforms: Pricing

UK Adviser Platforms: Pricing

When: Thursday, 21 October at 10:00am (London, BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

4 November - UK Wealth Management: Investor Experience

UK D2C: Investor Experience

When: Thursday, 4 November at 10:00am

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

9 December - UK Financial Advisers: Planning Technology and Systems

UK Financial Advisers: Planning Technology and Systems

When: Thursday, 9 December at 10:00am

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

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