Audience & Data

The audience behind the engagement

Panacea connects providers with a highly engaged, opted-in community of UK financial professionals. It gives partners access to advisers who are actively researching, evaluating and selecting solutions across wealth, investment and protection.


Core adviser segments

Holistic Financial Planners

Wealth Managers

Wealth & Investment Advisers

DFMs & Discretionary Managers

Protection Advisers

AR’s

Engaged audience

Advisers that choose to hear from providers

Panacea reaches advisers who have opted in to provider content and are actively researching, planning and selecting products — often at the point of client decision-making.

Targeting & market alignment

Built on real adviser behaviour

Our understanding of adviser buying behaviour — how they research, evaluate and select solutions — enables more precise targeting and more relevant engagement across key product areas.


Market coverage

Representing a significant share of on-platform distribution

Intermediated distribution

73%

Of all on-platform intermediated distribution represented by firms within the Panacea community.

Client assets

£349bn

Client assets represented across advice firms within the Panacea community.

Market assets represented

73%

Of total market client assets represented by the Panacea community.

Finscape data — Jan to Jun 2026.


Wrapper distribution

Distribution of Wrappers by segment (on platform)

Panacea’s audience reflects real on-platform activity across key adviser segments.

SegmentPanacea gross flows (£)Panacea ShareLive USers
AR of Holistic Financial Planner£3.08 Bn60%2,135
AR of Wealth Manager£0.31 Bn72%173
AR of Wealth/Investment Adviser£0.14 Bn53%256
DFM / Stockbroker£6.40 Bn98%1,091
Holistic Financial Planner£9.43 Bn76%3,954
Wealth Manager£4.29 Bn90%1,971
Wealth/Investment Adviser£7.63 Bn69%2,384
Total wrapper new business£31.27 Bn77%11,964

Data is independently sourced from Finscape and cleansed quarterly against the FCA Register.


IA sector distribution

Distribution of all IA Sectors by segment (on platform)

Panacea’s audience also reflects significant market representation across IA gross flows and AUM.

SegmentPanacea gross flows (£)Panacea sharePanacea AUM (£)Market shareLive users
AR of Holistic Financial Planner£7.12 Bn60%£35.86 Bn60%1,066
AR of Wealth Manager£0.68 Bn72%£6.35 Bn80%119
AR of Wealth/Investment Adviser£0.29 Bn48%£1.36 Bn45%102
DFM / Stockbroker£7.25 Bn99%£29.38 Bn96%636
Holistic Financial Planner£23.31 Bn76%£130.94 Bn76%3,892
Wealth Manager£9.45 Bn90%£56.24 Bn92%1,607
Wealth/Investment Adviser£17.03 Bn64%£99.65 Bn67%2,041
Total IA flows£65.14 Bn73%£359.78 Bn74%9,463

Data is independently sourced from Finscape and cleansed quarterly against the FCA Register.


Next step

View how we target firms

See how we can build highly targeted adviser audiences using hundreds of data points for your precise audiences.