Investment distribution research
Trusted by asset managers, life companies, technology providers and platforms. Our insights inform propositions, products and strategy.
What we do
Platforum delivers research on the retail investment distribution market in the UK and Europe. The key distribution channels covered are:
- UK Wealth Management
- UK Financial Advisers
- UK Adviser Platforms
- UK D2C (online services for self-directed investors)
- European Fund Distribution
Our research is made available through reports, analyst briefings and via bespoke projects.
How we do it
Platforum gains its valuable insights into the markets it studies through the use of in-depth interviews with the key players, carefully designed focus groups and frequent surveys of target professional and consumer markets.
You can access our findings in the ways that best suit your needs: regular reports, direct conversations with researchers and group briefings. You can buy reports on a subscription or one-off basis.
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Who would benefit from our research?
The types of companies that will benefit from our insights include:
- Asset managers
- Wealth managers
- Investment platforms
- National/network/regional advice firms
- Technology providers
- Private equity firms
- Management consultants
Some of our recent newsletters:
Autumn budget impacts adviser platform investment distribution
The influence of the autumn 2024 budget is evident in emerging product distribution trends. Platforms and advisers reported outflows from SIPPs in advance of IHT changes according to our UK Adviser Platforms: Investment Distribution report. Life assurance bonds now...
European fund platform AUA cruise past €6.2tn
The pan-European investment platform market grew by more than €1tn in 2024, with assets under administration (AUA) hitting €6.2tn by the end of the year, according to Platforum’s European Fund Distribution: Platforms report, published yesterday. This growth was driven...
The new demands on wealth management firms driving transformation
The FCA’s Consumer Duty continues to reshape the wealth management landscape, especially for bespoke portfolio services. But consumers – and financial advisers – are also drivers of change. With inflation eroding real returns, wealth managers face mounting pressure to...