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Private client advisory / private bank / family office

Stay ahead of evolving client expectations

Research to help you track how HNW, SMSF, and retirement-focused clients are changing, giving you the foresight to adjust strategies, advice models, and services before client needs shift.

Engage and retain high-value clients

Leverage insights to reveal what drives engagement, loyalty, and switching behaviour, helping you build stronger relationships and reduce attrition among your most valuable clients.

Improve advice efficiency to grow inflows and scale service

Be guided by research to deliver more efficient, productive, and effective solutions, enabling your advisers to serve more clients, deliver stronger outcomes, and increase funds under management.

Benchmark your solutions to enhance client value

Use data to assess and improve your product, advice, and service models to lift satisfaction, increase effectiveness, and reduce the risk of asset loss across key client segments.

Adapt to emerging trends and future-proof our strategy

We equip you with the insights to stay relevant, respond to changing investor behaviour, and position your business for long-term growth.

Learn How We Can Help

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why choose us

The leading researcher chosen by private client advisory, firms, private banks and family offices

About us

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in Australia

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years

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DEGREE COVERAGE

Deep expertise

Analytical rigor and strategic thinking, paired with advanced social science and statistical techniques to help you gain competitive advantage

Global perspective

We pride ourselves on providing the best research in the across retail trading, wealth management and investing industries

Unmatched insights

Delivering comprehensive coverage of market trends, analysis and customer behaviour to inform strategic decisions

Delivering the research
you need to succeed

High net worth

Better align your services and strategies with the needs of High Net Worth investors by understanding their investment behaviours, preferences, and attitudes toward advisers and Private Banks. This research uncovers key trends in asset allocation—current and intended—revealing where opportunity lies in serving this influential segment.

Managed accounts

Gain a thorough understanding of financial advisers’ use of and attitudes towards direct equities and managed accounts—two intrinsically linked and highly topical areas for financial planners and investors alike. Discover practical insights to better align your products, support services, and engagement strategies.

Platform benchmarking competitor analysis

Discover how to better support advisers in servicing the growing pre- and post-retiree market—aligning platform and pension solutions with adviser needs to unlock new growth opportunities in this expanding segment.

Retirement income

Deliver more effective retirement income solutions by understanding how prepared Australians are for retirement and where their greatest unmet needs lie. Discover key insights across preparedness, advice access, satisfaction with super funds, product preferences, and estate planning—equipping providers to better support Australians in achieving their retirement outcomes.

Cryptocurrency

Access detailed insights into cryptocurrency adoption, market dynamics, and key trader profiles. Understand customer experience, trading behaviour, research and education needs, media consumption habits, and awareness of regulation and tax—helping you better engage with crypto investors and navigate this fast-evolving market.

Financial advice

This research reveals how Australians want to receive financial advice—highlighting unmet needs, preferred delivery models, and willingness to pay. By uncovering evolving client expectations and engagement preferences, it equips advisers and providers to design more relevant, accessible, and valued advice experiences.

Want to learn more about our research and insights?

Gain a 360 degree view of your market across a range of topics

Insights and data to help you gain a complete understanding of the private client advisory, private bank and family office market spanning a broad range of verticals including:

Engagement

Choice drivers

Client acquisition
and retention

Communication
and educations

Industry dynamics

Market penetration

Media and demographics

SMSF market (including financial advice, management of, investment options)

Switching activity

Retirement readiness

Retirement advice, products,
tools, strategies

Value proposition

A commitment to collaboration

A seamless and effective project management experience, with clear communication, global reach, and a tailored approach to help you achieve your goals.

Executive briefings

Engage directly with our industry experts in high-impact sessions that transform complex data and analysis into clear, high-value, actionable insights that help you move from insight to decision with confidence.

Detailed reporting

Gain in-depth, actionable insights powered by advanced analytics, world-class data security, GDPR-compliant privacy standards, and sophisticated visualisation, giving you absolute clarity on the metrics and trends that matter most.

Expert guidance and methodology

Work with a dedicated team that blends deep industry research expertise with rigorous, proven research methods to ensure your decisions are grounded in insights you can trust and strategies that deliver measurable results.

Personalised support

Benefit from ongoing support from our research experts through a tailored, collaborative approach with flexible insight solutions designed to address your industries unique challenges as they evolve. We create industry research packages designed to meet your specific business needs, ensuring maximum impact.

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Want to learn more
about our research?

If you're a financial services provider keen to learn more about our research reports, want to join our survey panel community, or are a journalist looking to discuss media opportunities, we’d love to hear from you.

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