Expansion momentum Forsyth Barr is actively expanding its footprint with new offices in New Zealand, Australia, and Oceania, including a recent branch opening in Pukekohe. This presents sales opportunities in regional and cross-border wealth management, technology integration, and advisory services to support multi-region operations.

Leadership transition A new CEO for capital markets signals strategic shifts and potential changes in client outreach, product prioritization, and investment banking services. This could open dialogue for executive-level engagement, bespoke advisory capabilities, and expanded coverage of debt and equity solutions.

Acquisition synergies The acquisition of Hobson Wealth in 2023 suggests a track record of consolidation and scale. This may create cross-sell opportunities in investment funds, KiwiSaver, and research, as well as integration needs for technology platforms and client onboarding processes.

Tech-enabled advice Launched an investment app that delivers financial advice indicates a strong emphasis on digital client experiences. Potential upsell opportunities exist for advanced analytics, robo-advisory features, CRM optimization, and secure collaboration tools to support digital wealth management.

Capital markets focus Capital markets leadership and substantial revenue in a mid-market range imply demand for wealth management technology, portfolio analytics, and risk management solutions. Engage on cloud-based platforms, data integrations, and scalable compliance or reporting services to support growth.