Platforum
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4th Floor, Harmsworth House, 13-15 Bouverie Street, London, EC4Y 8DP, United Kingdom
Website Address
Business introduction
Investment distribution research
Trusted by asset managers, life companies, technology providers and platforms. Our insights inform propositions, products and strategy
Platforum is widely recognised as the key source of valuable insights and data about retail investment in UK and the rest of Europe. Our reports are essential resources for all product and service providers in the core markets of wealth managers, financial advisers and D2C investors.
We are a strategic partner for asset managers, platforms, banks, insurance companies and technology providers. For more than a decade we’ve been helping our clients to understand how the landscape is evolving.
Our research is made available through the periodic publication of reports, accompanying analyst briefings and on a bespoke consultancy basis.
Platforum Solutions
Bespoke Research and Strategic Consulting
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......
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
European Fund Distribution
Identifies changes in fund distribution across Europe to inform distribution strategy. Covers investment platforms and their influence over fund distribution, as well as analysis of the fund distribution dynamics in the main jurisdictions....
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
UK Adviser Platforms
Analysis of platform data, technology, pricing and adviser sentiment. We plot trends in the adviser platform landscape and analyse performance based on AUA, sales and the views of financial advisers....
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
UK D2C
Quantifies the growth of online investment distribution and how self-directed investors access services. We analyse direct platforms and a wide range of non-platform direct-to-consumer services....
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
UK Financial Advisers
Developments and trends within the UK financial advice market. Individual reports focus on key topics and include insights on the attitudes and behaviour of financial advisers....
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
UK Wealth Management
The structure and trends of the wealth management market, including direct distribution to private clients and via third-party advisers. Analysis of wealth management firms helps to identify opportunities and threats, as well as supporting strategy and proposition development....
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
