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 Annalise has spent her working life intensively researching B2B and B2C audiences in the financial sector. A keen qualitative researcher, she has conducted hundreds of interviews across advisers, DFMs, fund houses, platforms, pension providers and consumers. Her particular area of expertise is fund selection and distribution, on which she has written and presented extensively.

Annalise previously worked at Platforum, where she was lead researcher and author on UK and European fund distribution reports. Before this, she was at Bright Blue Research (formerly branded Consensus), conducting qualitative interviews and co-authoring reports for clients such as DWP and the FCA. Annalise holds a Government degree from the London School of Economics and the Market Research Society’s Advanced Certificate.

T: +44 (0) 20 7104 2238
E: annalisetoberman@researchinfinance.co.uk

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