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

16 June - UK Wealth Management: Market Overview

UK Wealth Management: Market Overview

When: Wednesday, 16 June at 10:00am (London, BST)

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

Presenters: Richard Bradley, Research Director | Andrew Ashwood, Senior Analyst

30 June - UK Financial Advisers: Investment Propositions

UK Financial Advisers: Investment Propositions

When: Wednesday, 30 June at 10:00am

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

Presenters:  Mariam Pourshoushtari, Analyst | Jennifer Mallett, Senior Analyst | Richard Bradley, Research Director

21 July - UK Wealth Management: UK Wealth Management

UK Wealth Management: UK Wealth Management

When: Wednesday, 21 July at 10:00am (London, BST)

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

Presenters: TBC

8 September - UK Adviser Platforms: Platform Selection

UK Adviser Platforms: Platform Selection (Issue 47)

When: Wednesday, 8 September at 10:00am (London, BST)

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

Presenters: TBC

29 September - European Fund Distribution: Routes to Market

European Fund Distribution: Routes to Market

When: Wednesday, 29 September at 10:00am

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

Presenters: TBC

6 October - UK Financial Advisers: Investment Propositions

UK Financial Advisers: Investment Propositions

When: Wednesday, 6 October at 10:00am (London, BST)

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

Presenters: TBC

13 October - UK D2C: Investor Experience

UK D2C: Investor Experience

When: Wednesday, 13 October at 10:00am (London, BST)

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

Presenters: TBC

20 October - UK Adviser Platforms: Pricing

UK Adviser Platforms: Pricing

When: Wednesday, 20 October at 10:00am (London, BST)

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

Presenters: TBC

3 November - UK Wealth Management: Investor Experience

UK D2C: Investor Experience

When: Wednesday, 3 November at 10:00am

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

Presenters: TBC

8 December - UK Financial Advisers: Planning Technology and Systems

UK Financial Advisers: Planning Technology and Systems

When: Wednesday, 8 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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