Key People

As Head of Strategy and Marketing, Andrew is accountable for realising Investment Trends strategic priorities and global market positioning.

Irene is our industry expert on investing and trading behaviour research.

Borhan brings more than twenty years of research, academic and statistical consulting experience with different universities and organisations in Australia and overseas.

Paul has over 25 years’ experience, as a Finance and Operations Director in the banking and wealth management industries in Australia, the United Kingdom and Asia.

Lachlan Gartside is responsible for technology strategy, delivery and technical operations at Investment Trends.

Starting in 2015 as Head of Client Services & Sales, Australia at Investment Trends Jeff brings a wealth of experience from inside the financial services industry.

Brian has over 6 years of experience within the wealth management and financial services industry and is currently head of client services for the European and North American regions.

King Loong Choi is a Senior Analyst at Investment Trends’ and leads the research into the self-managed super fund (SMSF), superannuation, retirement and insurance sectors.

Calvin completed his Bachelor of Commerce in Actuarial Studies and Finance with Distinction at the University of New South Wales (UNSW).

Lorenzo oversees the leverage trading and online broking reports in Europe and the United States.

Raymond completed his Bachelor of Commerce and Science at the University of New South Wales in 2013 with a Distinction average.

Bailey currently works on our Platform Benchmarking, Member Communications and Superannuation and Retirement research reports