Julian Cappe

Julian Cappe is Head of Research at Investment Trends, where he leads a team of highly accomplished research analysts and professionals dedicated to delivering world-class insights to the financial services industry. With more than 20 years of experience in financial services, Julian brings a unique blend of executive leadership, strategic advisory, and research expertise. His career includes senior executive roles at BT/Westpac and Citi, as well as extensive experience as a strategy consultant with McKinsey & Company, KPMG, and ICG. In these roles, he advised boards and senior executives across the Australian financial services market on growth, strategy, and transformation. Julian specialises in combining data-driven insights, behavioural research, and strategic clarity to support executive decision-making. His deep understanding of the industry and ability to distil complex trends into actionable strategies make him a trusted adviser to leaders navigating a rapidly evolving financial landscape.