Our regular round-up of the latest insights on investment distribution

Investera i kultur

It's a little known fact that the Swedes lead Europe – and probably the world – when it comes to the proportion of the population that puts their money in equities and other risk based investments. We think the Brits are pretty high up the scale, with some 28% of...

Aegon… who? The brand challenge

Big week in platform world. The industry’s worst kept secret finally became a reality as Aegon confirmed it was buying Cofunds. Experts and their mums took to Twitter, LinkedIn and blogs to share the ‘deets’ and offer their views. Having had a bit of time to...

Swiss funds: life beyond the EU

Aside from great chocolate, stunning ski resorts and high-quality watches, Switzerland is home to a global hub for wealth management. There are 586 banks and more than 3,500 independent wealth managers operating in a country with a population of 8m. Fund groups of...

Life beyond the robos

As from yesterday, Scalable Capital is now fully live in the UK. While it might represent the next generation of robo-adviser from an investment management perspective, the future for ‘independents’ looks challenging as they struggle to achieve scale. Having said...

Sun, yachts and … preferred routes to market

Ah, summer. The Platforum team is bobbing in the Italian med with buckets of gelato back on the beach. OK, not really. In fact, we’re stuck in our offices like you. And it has been a busy week. Between publishing three reports (Consumer Insights update, the Sweden...