Delivering Insights
Wealth Insights is Australia’s leading
provider of syndicated (industry-wide) market research to both fund managers and
platform providers. We are a boutique strategic market research
consultancy focussed exclusively on the wealth management industry. Our clients include the majority of Australia’s
largest and most prestigious fund managers and
platform providers.
Our breadth and depth of experience in
the wealth management industry means that we speak the language of financial
advisers and other industry professionals allowing us to frame research that
uncovers real insights and delivers practical, actionable strategies to our
clients.
Our tool kit of surveys, questionnaires, focus group
and ethnographic guides reflect what we have learned in conducting over
15,000 interviews and interactions with financial advisers and investors
covering all segments of the Australian funds management market.
Wealth Insights has pioneered a unique syndicated reporting model that
not only provides clients with industry-wide intelligence but also
provides proprietary (client-specific) market and brand intelligence to
individual companies. Leveraging the insights gleaned from
syndicated research, we also provide the full-service offering of
customised research.