The Platforum is run by Holly Mackay who has over 10 years’ experience in developing and managing platforms both in Australia and Europe.
The Platforum provides:
Consultancy Services
- We develop business cases for platforms and any product containing an element of third-party mutual funds.
- We guide those developing a platform strategy - should you build, buy, rent or outsource?
- Business case ratification and proposition development.
- We assist distributors in their platform selection – refer to PAT
- For asset managers and product providers, we provide advice on who the key platform players across many European markets are, and also provide input into marketing, communications and negotiations with platforms.
- We run one day workshops to guide and develop thinking about how to engage with platforms
- We also work with our business partner Harrington Cooper to provide distribution services to global asset managers across Europe.
The report is pitched exactly at the level I was hoping and provides an excellent independent perspective on the opportunity. I'm also very grateful for both the comments regarding the proposition's features and the wider global context. Thanks for an excellent piece of work
Adrian Bond, Head of Investment Products, Royal Liver Group
The Platforum’s vast experience and huge range of contacts moved our business swiftly from first base to that of having a significant number of high quality connections across a selection of locations we were targeting in Europe. Holly understood our business needs and put us in touch with the right people in the right businesses. The Platforum provide the first step for a business setting up new distribution channels who don’t want to waste time and money trying to find quality contacts themselves
Steven Brown, Head of Fund Wholesale, Principal Global Investors (Europe) Limited
Research
- We will be publishing quarterly platform research with quantitative and qualitative insights and data from 2010 - contact us about The (plat)Form Guide.
- We conduct specific ‘market intelligence’ – interviewing industry participants and sourcing information on behalf of clients.
- We ‘translate’ our research for clients to make the results specific to them and linked to suggestions to action and improvement
- We co-authored the Lipper FERI UK Fund Platform Report (published October 2007 and January 2009)
- We also work with our business partner CWC Research to conduct bespoke research projects on behalf of financial services clients.
We've seen a number of reports on platforms - the UK Platform Report is the most detailed and informative, and is one I refer to frequently
Simon Bussy, eBusiness Manager, Zurich
Events
- At The Platforum, we hold an annual conference, specific workshops and targeted client seminars. Please refer to our Events page for details.
An excellent broad-based conference with an abundance of industry knowledge and meaningful debates. In crowded space, much the best all-round platform conference at present.
David Moffat, Director, IFDS