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, Singapore, Hong Kong, France, Germany, Spain, the UK and the USA.
Founded in Dec 2003 by Executive Chairman Mark Johnston, we signed Australia’s leading broker, CommSec, as our first client within days of launching the business. We’ve been profitable and successful ever since. By the end of 2004 we had four syndicated studies delivered or underway and 26 Australian financial services clients including the “Big Four” banks and AMP. In the years since 2004 Investment Trends has grown significantly, despite massive challenges like industry consolidation and the global financial crisis.
In 2009 our first overseas syndicated reports were produced for the UK, followed in subsequent years by Singapore, Germany, France, the US, and most recently Hong Kong in 2015 and Spain in 2016. In 2016 we brought our Advisory Board member (and first client!), Michael Blomfield, into the role of CEO to lead the business through its next phase of growth.
As a tight knit team we aim to constantly improve ourselves and our business by driving forward with energy and optimism. Since day one, and for as long as it takes, we continue to invest in the business towards our singular vision and goal: