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
Website
platforum.co.uk
Keywords
Research, Consultancy, Events, Financial Services, UK Adviser Platforms, Direct-to-consumer, Fund Distribution, Retirement, Workplace Savings.
HQ
London
Competitors
the lang cat, P1 Investment Services, Taxbriefs, Fundscape, Money Marketing, Parmenion, NextWealth, AAG Wealth Management, Schroders Personal Wealth, Research in Finance.
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