Platforum
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Harmsworth House, 15 Bouverie St, Temple, London, EC4Y 8DP, United Kingdom
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Business introduction
Investment distribution research
Trusted by asset managers, life companies, technology providers and platforms. Our insights inform propositions, products and strategy
Platforum's research on the retail distribution market is made available through subscriptions to the following research channels:
Subscriptions cover:
- UK Wealth Management
- UK Financial Advisers
- UK Adviser Platforms
- UK D2C
- European Fund Distribution
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
