Strategic partnerships Investment Trends has a track record of collaborating with major financial services players (e.g., CommSec, Vanguard, Praemium) and partners on major reports. This points to opportunities for co-branded research, syndicated studies, or custom analytics services with leading brokers, asset managers, and fintech platforms seeking credibility and market reach.

Global expansion With active research coverage across Australia, Singapore, Hong Kong, France, Germany, Spain, the UK, the US and the UAE, there is potential to upsell regional market intelligence, cross-border surveys, and localization services to multinational financial institutions looking for multi-market insights.

Digital analytics Recent digital wealth and online investing reports indicate growing importance of digital channels. This presents sales opportunities for technology-enabled research offerings, data dashboards, and integration-ready analytics for robo-advisors, digital wealth platforms, and fintechs seeking user behavior insights.

High Net Worth focus Regular HNW investor research and partnerships with Praemium and TAL demonstrate strong demand for affluent client insights. Prospects include premium advisory firms, private banks, and wealth managers seeking tailored HNW segmentation, buying behavior, and retirement income analyses.

Leadership and content credibility A long-standing profitable track record, CEO appointment changes in 2022, and a history of milestone reports (retirement income, online investing, digital wealth) signal reliability and thought leadership. This can facilitate outbound campaigns targeting institutions seeking trusted, ongoing research relationships and bespoke advisory services.