Key People
Executive Chairman and Founder
Director of Statistical Consulting
Research Director
Research Director
Deep insights research on the behaviours, buying preferences and future needs of investors and intermediaries for the financial services industry
Proving deep insights for the Financial Services industry across Australia, Asia, Europe, the US and the UK
The largest data sets, the strongest statistical methods and the deepest industry expert overlay all combine to create our deep insights
Deep insights built without fear, favour or conflicts
We aim to improve the lives of millions of investors by making the whole financial services industry better
Deep insights research on the behaviours, buying preferences and future needs of investors and intermediaries for the financial services industry
A team built around deep industry experience combined with exceptional statistical and data capabilities
Drawing on our thirteen years of deep insights, industry data sets and constantly refined statistical methodologies
Investment Trends give voice to the financial services industry's investors and intermediaries for many of the leading firms across the globe. These companies leverage our deep insights to develop market-leading products and services that help them stay ahead of the curve.
Our deep insights into market dynamics and industry trends help our clients pinpoint winning strategies and tactics that create and cement competitive edge.
Our highly qualified analyst team and our propriety research methods ensure we address our client’s – and their clients’ – most pressing questions.
Our clients are market leaders and innovative challengers across Australia, Asia, Europe, the US and the UK, served from our offices in Sydney, London and Singapore.
We are a long-term client of Investment Trends and have found insights to be very useful in prioritisation and market consensus. Widely accepted industry research and insights are an important component for all participants.
IG Markets been using Investment Trends since 2008, they have provided us with very useful quantitative and qualitative data about our clients. Also importantly the research reports provide valuable insights into clients within the sector and broader industry which we may not normally have direct contact with…
We have had a good relationship with Investment Trends for a number of years now. The information they provide us with is invaluable for our policy and advocacy work.
I have used a number of research firms across Financial Services over the years. I have found the analysis and insight from Investment Trends to be of the highest quality and invaluable to us in assessing our performance and making strategic decisions…
For many years we have relied on Investment Trends to gain insights into our markets and specific customer segments. This information influences strategic decisions, product development and market positioning…
CommSec has long been a satisfied client of Investment Trends’ syndicated and custom research services. Investment Trends’ analysis has been invaluable to our business and has been used to support both tactical and strategic decisions…
I endorse Investment Trends’ research services. They offer a unique level of market insight. This is combined with a strong customer service orientation, with their research always driven first and foremost by customer needs…
I really value the research that Investment Trends provides and our management team often refer to it. I believe that the report more than pays for itself as it allows us to make informed decisions which is vital to the future success of our business.
The Investment Trends research is the most detailed available on the online broking industry. As a former broking CEO, Mchael has a deep understanding of the key issues both from the clients and brokers perspectives. This helps us to get the right answers and to keep our strategy focused on achieving our targets.
We have derived enormous value from the Investment Trends research into spread betting and CFDs, in both Australia and the UK. The reports give us deep insights into the nuances and trends in the markets covered. We have also been very impressed with the knowledge of the team and level of service we have received…
We have used Investment Trends research data over the last few years for several of our main regions, including Europe, Australasia and Asia… Indeed we look forward to the annual reports and often we will determine our following years strategy around the results…
…The detailed information and insights in the financial industry in Germany enable us to better understand and serve the needs of our clients.
We work with many of the globe's leading financial services companies to help them achieve a deep understanding of their competitive position and their customers' needs. We also work with industry regulators and peak industry bodies to help them shape policy and regulation that works for everyone. And perhaps our most important role is to give voice to the industry's end users - individual investors and intermediaries alike.
Investment Trends is a privately owned financial services industry research company based in Sydney, Australia. We develop and deliver independent, deep insights research on the behaviours, buying preferences and future needs of investors and intermediaries for the financial services companies that serve them across Australia, Hong Kong, Singapore, France, Germany, Spain, the UK and the USA.
Mark has been managing research in the wealth management space since 1999, and over that time has been widely quoted in the media on trends in the industry.
Michael commenced as CEO of Investment Trends in 2016, having been our first client in 2004, and having served on our Advisory Board since 2014.
Borhan brings more than twenty years of research, academic and statistical consulting experience with different universities and organisations in Australia and overseas.
Recep Peker leads the Investment Trends Wealth Management research team, which identifies and evaluates emerging trends relating to consumers, investors, SMSFs, financial planners and investment technology in Australia and the UK.
Irene is our industry expert on investing and trading behaviour research.