Client: Managing Director, Wealth Management Company – Australia
Industry
Financial Services & Asset Management
Challenge
The company wanted to increase its client base and enhance portfolio performance but did not have current information on asset allocation trends, high-growth investment classes, and competitive positioning in the Australian asset management sector.
Solution
The Australia Asset Management Market Report provided comprehensive market size information, growth projections, dominant asset classes, and regulatory insights. It comprised competitive benchmarking of major players and information on investor behaviour in retail, institutional, and high-net-worth segments.
Outcome
The company diversified client portfolios by integrating ESG-focused and alternative assets, which improved resilience and alignment with evolving investor values. At the same time, the adoption of digital advisory platforms strengthened engagement and attracted younger clients, helping the firm expand its reach and enhance competitiveness.
"The Australia Asset Management Report provided us with the clarity we required on what direction the market is taking." – Investment Manager, Wealth Advisory Firm
Client: Regional Head, International Asset Management Firm – Australia
Industry
Investment Management
Challenge
The firm planned to enter the Australian market but had limited knowledge about the local demand patterns, competitive environments, and distribution channels for asset management products.
Solution
The Australia Asset Management Market Report offered detailed information on market segmentation, most rapidly growing asset classes, investor profiles, and most favored product structures. It also outlined possible alliances with financial advisors and institutional clients.
Outcome
The fund implemented regulatory compliance more smoothly while reducing unnecessary operational strain. It also introduced a digital-first engagement platform, which strengthened transparency, improved member satisfaction, and attracted greater interest from younger contributors, helping the fund reinforce its competitive position in a changing market.
"The market report provided us with the strategic guidance we needed to move into Australia's asset management industry with confidence. We got the right product mix and partnerships, resulting in instant market acceptance." – Regional Head, Global Asset Management Firm
Australia
63 Fiona Drive, Tamworth, NSW
+61-448-061-727
India
C130 Sector 2 Noida, Uttar Pradesh 201301
+91-723-689-1189
Philippines
40th Floor, PBCom Tower, 6795 Ayala Avenue Cor V.A Rufino St. Makati City,1226.
+63-287-899-028, +63-967-048-3306
United Kingdom
6 Gardner Place, Becketts Close, Feltham TW14 0BX, Greater London
+44-753-713-2163
United States
30 North Gould Street, Sheridan, WY 82801
+1-415-325-5166
Vietnam
193/26/4 St.no.6, Ward Binh Hung Hoa, Binh Tan District, Ho Chi Minh City
+84-865-399-124
United States (Head Office)
30 North Gould Street, Sheridan, WY 82801
+1-415-325-5166
Australia
63 Fiona Drive, Tamworth, NSW
+61-448-061-727
India
C130 Sector 2 Noida, Uttar Pradesh 201301
+91-723-689-1189
Philippines
40th Floor, PBCom Tower, 6795 Ayala Avenue Cor V.A Rufino St. Makati City, 1226.
+63-287-899-028, +63-967-048-3306
United Kingdom
6 Gardner Place, Becketts Close, Feltham TW14 0BX, Greater London
+44-753-713-2163
Vietnam
193/26/4 St.no.6, Ward Binh Hung Hoa, Binh Tan District, Ho Chi Minh City
+84-865-399-124