Research and subscriptions

Our research is published as reports which are organised into five channels. Clients can subscribe to any combination of research channels. Reports are also available on an individual basis.


Research streams

UK Wealth Management

… for companies looking to understand the structure and trends within the wealth management market, defined as the services provided by firms that focus on managing client investment assets.

UK Financial Advisers

… for companies looking for a deep understanding of developments and trends within the UK financial advice market.

UK Adviser Platforms

… for companies looking to understand trends within the adviser platform market, our quarterly reports include analysis of platform data, adviser sentiment and developments in platform technology.


… for companies looking to understand how self-directed investors access the investment market and the growing significance of digital distribution.

European Fund Distribution

… for companies analysing fund distribution across Continental Europe and the UK.

Subscription packages


Full UK and Europe

… provides access to all of Platforum’s research.


Full UK

… provides access to all of Platforum’s UK research.


UK Fund Distribution

… contains all of our UK research specifically covering the distribution of investments across each of our channels, plus an annual summary bringing it all together.


UK Market Overview

… contains an overview report for each of our UK research streams, for a broad picture of developments in the UK retail market.

Benefits of subscription:

Understanding how investment distribution markets are evolving

Benchmarking versus competitors

Identifying opportunities and threats

Credible third-party data for use internally and externally

Your subscription will include:

Access to our online portal – downloadable reports, data sheets, presentations and on-demand webinars.

Virtual analyst briefings – research from publications presented and challenged in Q&A.

Annual presentation or consulting workshop, delivered by our analysts in your UK office or by video conference.

Does your company already subscribe?

If you’re unsure, submit your details below and we’ll get back to you.

Interested in subscribing?

Speak to a member of the team.