Platforum

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Platforum is the reference point for asset managers, platforms and life companies on retail investment distribution. Our syndicated and bespoke research capabilities inform product, proposition and distribution. Platforum researches the self‐directed and intermediary markets (advisory and discretionary) with a clear focus on platforms, distribution propositions, fund selection and puts these into the context of the evolving market. We help providers with strategy, market intelligence and proposition development across five pillars of focus. Our research is conducted to aid in developing a customised sales and marketing strategy for the different distribution channels. Insights from this research inform on the latest industry trends and business opportunities across the UK and Europe allowing you to back any future decisions with independent research. We also work with advisor firms, helping with their platform selection and due diligence. Platforum’s research is delivered through a combination of reports, webinars and analyst briefings. Our research streams: UK Wealth Management UK Financial Advisers UK Adviser Platforms UK D2C European Fund Distribution Our subscription packages: Full UK and Europe Full UK UK Fund Distribution UK Market Overview

Company Details

Employees
12
Founded
-
Address
4th Floor, Harmsworth House, 15 Bouverie St, London,ec4y 8dp,united Kingdom
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
London
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News

Tailored MPS trend continues to gain momentum, Platforum finds - Money Marketing

Tailored MPS trend continues to gain momentum, Platforum finds Money Marketing

UK retail co-ops sign up for AI connected retail platform - Co-operative News

UK retail co-ops sign up for AI connected retail platform Co-operative News

Own This! How Platform Co-operatives Help Workers Build a Democratic Internet – review - LSE Review of Books - The London School of Economics and Political Science

Own This! How Platform Co-operatives Help Workers Build a Democratic Internet – review - LSE Review of Books The London School of Economics and Political Science

FNZ’s wealth management platform powers Raymond James - Money Marketing

FNZ’s wealth management platform powers Raymond James Money Marketing

Why ‘platform cooperatives’ have yet to challenge Big Tech - Tech Monitor

Why ‘platform cooperatives’ have yet to challenge Big Tech Tech Monitor

Platform Co-Living in Sheffield, England - e-architect

Platform Co-Living in Sheffield, England e-architect

A Shareable Explainer: What is a Platform Co-op? - Shareable

A Shareable Explainer: What is a Platform Co-op? Shareable

Unbiased reports £37bn in new assets - Money Marketing

Unbiased reports £37bn in new assets Money Marketing

Platforum: The painfully slow evolution of financial planning technology - Money Marketing

Platforum: The painfully slow evolution of financial planning technology Money Marketing

Platforum: The damning consequences of consolidation for platforms - Money Marketing

Platforum: The damning consequences of consolidation for platforms Money Marketing

Platforum: Wealth managers are thinking like advisers - Money Marketing

Platforum: Wealth managers are thinking like advisers Money Marketing

Platforum: Turning millennial speculators into long-term investors - Money Marketing

Platforum: Turning millennial speculators into long-term investors Money Marketing

Advice firms using fewer platforms as AUA rises, says Platforum - Money Marketing

Advice firms using fewer platforms as AUA rises, says Platforum Money Marketing

Platforum: Plenty of opportunities for financial advisers - Money Marketing

Platforum: Plenty of opportunities for financial advisers Money Marketing

Platforum: The leaning tower of model portfolios - Money Marketing

Platforum: The leaning tower of model portfolios Money Marketing

Platforum: Advisers can’t ignore simplified advice much longer - Money Marketing

Platforum: Advisers can’t ignore simplified advice much longer Money Marketing

Big fish in a small pond dominate D2C platforms now - Money Marketing

Big fish in a small pond dominate D2C platforms now Money Marketing

Platform MPS market has surged 27% a year since 2019, says report - Money Marketing

Platform MPS market has surged 27% a year since 2019, says report Money Marketing

Exclusive: Wesleyan expands platform reach with FNZ partnership - Money Marketing

Exclusive: Wesleyan expands platform reach with FNZ partnership Money Marketing

The Big Interview: FundsNetwork boss on why consolidation is inevitable - Money Marketing

The Big Interview: FundsNetwork boss on why consolidation is inevitable Money Marketing

MetLife UK joins Protection Guru’s adviser platform - Money Marketing

MetLife UK joins Protection Guru’s adviser platform Money Marketing

Consumer Duty ‘critical piece of regulation’ in platform evolution - Money Marketing

Consumer Duty ‘critical piece of regulation’ in platform evolution Money Marketing

Equal Care: The platform co-op radically reimagining social care - Nesta | UK innovation agency for social good

Equal Care: The platform co-op radically reimagining social care Nesta | UK innovation agency for social good

Leader: The FCA has platform technology providers firmly in its crosshairs - Money Marketing

Leader: The FCA has platform technology providers firmly in its crosshairs Money Marketing

Quilter and Aviva lead net flows as platform assets grow to £852bn - Money Marketing

Quilter and Aviva lead net flows as platform assets grow to £852bn Money Marketing

Fika: London-based mental fitness platform co-founded by cancer survivor raises £1.2M funding - UKTN

Fika: London-based mental fitness platform co-founded by cancer survivor raises £1.2M funding UKTN

Platforum: How MPS limitations could see bespoke portfolios rise again - Money Marketing

Platforum: How MPS limitations could see bespoke portfolios rise again Money Marketing

Aegon UK boss: ‘Our mission is to be the leading platform’ - Money Marketing

Aegon UK boss: ‘Our mission is to be the leading platform’ Money Marketing

Canada Life UK goes live with Temenos platform - Money Marketing

Canada Life UK goes live with Temenos platform Money Marketing

Leader: How the platform sector went from boom to bust - Money Marketing

Leader: How the platform sector went from boom to bust Money Marketing

Cover story: Trade Body 2.0 – Does the platform sector need a new voice? - Money Marketing

Cover story: Trade Body 2.0 – Does the platform sector need a new voice? Money Marketing

Swedish wealth manager hires ex-Novia execs for UK platform - Money Marketing

Swedish wealth manager hires ex-Novia execs for UK platform Money Marketing

Ascentric platform renamed to M&G - Money Marketing

Ascentric platform renamed to M&G Money Marketing

JPMorgan to launch DIY platform in UK retail investment push - Money Marketing

JPMorgan to launch DIY platform in UK retail investment push Money Marketing

Next steps for co-op alternatives in the gig economy - Co-operative News

Next steps for co-op alternatives in the gig economy Co-operative News

Aegon UK to invest up to £80m a year in its platform - Money Marketing

Aegon UK to invest up to £80m a year in its platform Money Marketing

James Hay platform upgrade likely by end of 2022 - Money Marketing

James Hay platform upgrade likely by end of 2022 Money Marketing

NHS Federated Data Platform - NHS England

NHS Federated Data Platform NHS England

Aegon snubs UK platform sale speculation - Money Marketing

Aegon snubs UK platform sale speculation Money Marketing

Twitter CEO Jack Dorsey admits platform not a place for 'nuanced or thoughtful discussion' - The Independent

Twitter CEO Jack Dorsey admits platform not a place for 'nuanced or thoughtful discussion' The Independent

The Big Interview: Standard Life’s David Tiller on why platforms are misunderstood - Money Marketing

The Big Interview: Standard Life’s David Tiller on why platforms are misunderstood Money Marketing

Paying for platforms: Who picks up the tab? - Money Marketing

Paying for platforms: Who picks up the tab? Money Marketing

The big interview: Aegon chief on the shift away from being a life company - Money Marketing

The big interview: Aegon chief on the shift away from being a life company Money Marketing

UK’s youngest certified and chartered planner on bringing in new blood - Money Marketing

UK’s youngest certified and chartered planner on bringing in new blood Money Marketing

Head to head: Should advisers or clients pay for platforms? - Money Marketing

Head to head: Should advisers or clients pay for platforms? Money Marketing

Fidelity International pays £29m to operate Bravura’s Sonata platform - Money Marketing

Fidelity International pays £29m to operate Bravura’s Sonata platform Money Marketing

Almost half of advisers are using MPS run by DFMs, Platforum finds - Money Marketing

Almost half of advisers are using MPS run by DFMs, Platforum finds Money Marketing

Platform One to launch its own on-platform Sipp after Gaudi acquisition - Money Marketing

Platform One to launch its own on-platform Sipp after Gaudi acquisition Money Marketing

Quilter tops Defaqto’s 2024 adviser platform ranking - Money Marketing

Quilter tops Defaqto’s 2024 adviser platform ranking Money Marketing

Defaqto: The state of the UK D2C investment platform market - Money Marketing

Defaqto: The state of the UK D2C investment platform market Money Marketing

The Big Interview: Parmenion boss on how low platform fees can go - Money Marketing

The Big Interview: Parmenion boss on how low platform fees can go Money Marketing

Can the UK become a nation of co-operators? - Co-op unveils bold new brand platform - Co-operative.coop

Can the UK become a nation of co-operators? - Co-op unveils bold new brand platform Co-operative.coop

Under the bonnet of fund research agencies: Morningstar - Money Marketing

Under the bonnet of fund research agencies: Morningstar Money Marketing

The Big Interview: James Hay boss on why ‘you can’t put a price on platforms’ - Money Marketing

The Big Interview: James Hay boss on why ‘you can’t put a price on platforms’ Money Marketing

Co-op launches in-app Member-price deals for its Member-owners on Uber Eats - Co-operative.coop

Co-op launches in-app Member-price deals for its Member-owners on Uber Eats Co-operative.coop

Under the bonnet of fund research agencies: RSMR - Money Marketing

Under the bonnet of fund research agencies: RSMR Money Marketing

Under the bonnet of fund research agencies: FE - Money Marketing

Under the bonnet of fund research agencies: FE Money Marketing

Co-op Bank completes mortgage migration from Platform - Mortgage Strategy

Co-op Bank completes mortgage migration from Platform Mortgage Strategy

Platform, Leeds | Tech & Science Offices in Leeds - Bruntwood

Platform, Leeds | Tech & Science Offices in Leeds Bruntwood

LEVC to break into electric car space with new SOA platform - EV Fleet World

LEVC to break into electric car space with new SOA platform EV Fleet World

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