Platforum
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
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
4
tools in use
Monthly traffic
19
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AT
Annalise Toberman
Associate Research Director · Research & Development
EmailPhone - JF
Jeremy Fawcett
Head of Platforum · General Business & Management
EmailPhone - RB
Richard Bradley
Research Director, Deputy Head of Platforum · Research & Development
EmailPhone - CL
Callum Lawson-Gallagher
Analyst · Finance & Accounting
EmailPhone - LB
Lottie Bussell-Ahern
Analyst · Finance & Accounting
EmailPhone - MP
Mariam Pourshoushtari
Analyst · Finance & Accounting
EmailPhone - MB
Millie Bertola
Associate Analyst · Finance & Accounting
EmailPhone - WM
William Moss
Analyst · Finance & Accounting
EmailPhone - AK
Anthony Kimber
Consultant Wealth Management & Investment Platforms · Other
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Platforum
6 distinct titles indexed · top 6 shown.
- 6analyst
- 1associate analyst
- 1associate research director
- 1consultant wealth management & investment platforms
- 1head of platforum
- 1research director, deputy head of platforum
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