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.

Sarah is widely known in the Financial Services Industry in Australia having worked in CEO and Senior executive and non executive roles for more than 30 Years.

Suzie joined Investment Trends in 2017 and heads the client service and sales team globally.

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

Minh has over 4 years of experience in the retail banking industry as a Credit Risk Policy & Portfolio Analyst in HSBC Vietnam.

Ramin Marzbani is regarded as a leading technology, internet and financial services analyst and researcher in Australia and Asia.

Ian has a long established interest in the use of digital technology. He has 20 years experience as a social research analyst with 7 years working on financial services research/analysis projects.
