Research and subscriptions

Our research is organised into six research streams. These can be accessed individually or combined into a more comprehensive subscription package. Individual reports are also available to purchase outside subscriptions.

Research streams

UK Wealth Management

… for companies looking to understand the structure and trends within the wealth management market, including discretionary managers, private banks and family offices.

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.

UK D2C

… 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.

ESG

… for companies focusing on the growing impact of ESG on UK and European investment distribution, helping asset managers navigate the changing distribution landscape.

Subscription packages

F

Full UK and Europe

Provides access to all of Platforum’s research.
G

Full UK

Provides access to all of Platforum’s UK research.
G

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.
I

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.

As a subscriber you’ll benefit from:

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 secure online client portal where you’ll be able to download reports, presentations, and other content.

Invitations to analyst briefings – virtual or in office. Videos and presentations are available to view on our client portal.

The option to view previous years’ research and reports.

Annual presentation 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.