About Platforum

General contact details

enquiries@platforum.co.uk

T: 020 8075 8127

Jeremy Fawcett, Head of Platforum

jeremy.fawcett@platforum.co.uk

T: 020 8075 8127

Richard Bradley, Deputy Head and Research Director

richard.bradley@platforum.co.uk

T: 020 8075 8123

About Platforum:

Platforum is widely recognised as the key source of valuable insights and data about retail investment in UK and the rest of Europe. Our reports are essential resources for all product and service providers in the core markets of wealth managers, financial advisers and D2C investors.

We are a strategic partner for asset managers, platforms, banks, insurance companies and technology providers. For more than a decade we’ve been helping our clients to understand how the landscape is evolving.

Our research is made available through the periodic publication of reports, accompanying analyst briefings and on a bespoke consultancy basis.

Our Research:

Platforum’s 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.

UK Wealth Management

UK Financial Advisers

UK Adviser Platforms

UK D2C

European Fund Distribution

We also conduct bespoke research projects relating to retail investing channels across the UK and Europe, leveraging our expertise in the sector and proprietary data sets.

Bespoke research and strategic consulting

Clients access Platforum insights via:

  • Online portal access to reports, data and presentations.
  • Analyst briefings on new research – live or on-demand.
  • Telephone support from Platforum analysts.
  • Annual presentation in your UK office or by video conference

Sector

Investments Pensions

Topics

Channels contributed to:

Press releases Knowledge Bank

Details

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