Large FUM base Australian Wealth Management holds substantial assets under management and supervision across multiple divisions, indicating high potential for cross-selling wealth solutions, investment products, and advisory services to existing clients and corporate clients.

Diverse service lines With divisions spanning Wealth Management, Private Client, Corporate Trust, Superannuation and Investment Management, there are multiple touchpoints for upsell opportunities such as estate planning, retirement solutions, custodian services, and tailored investment mandates.

Private client needs The Private Client division focuses on wills administration and deceased estates, suggesting demand for advanced estate planning, succession services, and wealth transfer strategies among high-net-worth individuals.

Corporate and wholesale focus Corporate Trust and Note Issuance/Securitisation programs imply opportunities to offer custody, fund administration, SPV management, and securitisation services to wholesale clients and corporates.

Strategic alignment potential As a subsidiary of IOOF Holdings with a broad FUM footprint, there is potential for partnership-based product integrations, co-branded offerings, and leveraging IOOF distribution channels to accelerate growth and expand market reach.