JL
Jeff Louie
Head Of Sales And Service, Australia at Investment Trends
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Work Experience
Head Of Sales And Service, Australia
2015 - Present · 10 years
Chief Executive Officer
2013 - 2014 · 1 years
Publisher, Morningstar Media
2006 - 2012 · 6 years
Company Details
11-50 Employees
Investment Trends is a privately owned financial services industry research company based in Sydney, Australia. We deliver independent, deep insights research on the behaviours, preferences and needs of retail investors and intermediaries for the financial services companies that serve them across Australia, Singapore, Hong Kong, France, Germany, Spain, the UK, the US and the UAE. 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, Spain in 2016 and the UAE in 2022. 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: We aim to be the world’s most trusted industry research and analytics partner.
Year Founded
2003
Social Media
LinkedinFacebookTwitter
Industry
Market Research, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
Level 6, 143 Macquarie Street Sydney, NSW 2000, AU
Keywords
Financial Services Industry ResearchResearch on behavioursbuying preferences and future needs of investors and intermediariesData Scienceand Custom Market Researchlife insurancesales and servicewealth managementstatistical consultingstatistical techniques
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