Heading up Platforum’s research programme: analysing trends within the advice and wealth management markets, platforms, non-advised investing and fund distribution across the UK and Europe. I also work on bespoke research and consultancy, present at events and comment on industry developments.

Researching fund distribution across Europe as well as trends within the UK financial advice market, including advisers’ use of platforms.

Conducted global research on asset managers’ relationships with the retail and institutional markets; whether that be with financial advisers, discretionary managers, pension funds, investment consultants or other fund selectors. The work looked at various areas, including market research, brand perception and media use.

I researched the UK retail investment market, with a focus on adviser and direct to consumer platforms. In addition to our published research, I also worked on a number of bespoke projects for private equity firms looking at potential acquisitions in the UK platform market, non-UK asset managers analysing UK retail distribution, large advisory firms conducting platform due diligence projects and platforms developing their strategy.

In addition to my research interests, during my PhD I was involved with lecturing postgraduate masters students, supervising practical work and tutoring.