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.
UK Financial Advisers
For companies looking to understand the developments and trends within the UK financial advice market.
UK Adviser Platforms
For companies looking to understand assets and trends within the adviser platform market.
UK D2C
For companies looking to understand the market of online investment services and the growing significance of digital distribution.
European Fund Distribution
For companies looking to understand fund distribution across Continental Europe and the UK.
Subscription packages
Full UK and Europe
Access to all of Platforum’s research.
Full UK
Access to all of Platforum’s UK research.
UK Fund Distribution
Our UK research specifically covering the distribution of investments across retail channels, plus an annual summary bringing it all together.
UK Market Overview
Overview reports for each UK distribution channel: wealth management, financial advisers, adviser platforms and D2C.
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.