Australia Future of Wealth & Investment Management:

A Market Dominated by Retail Banks & Superannuation Funds

Recently Released!!!
Date Published: January 4, 2024
Summary PowerPoint Deck: 88 Slides
Reference PowerPoint Deck: 510 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the future of wealth & investment management in Australia, which often provides one of the initial entry points for the international strategies of many United States wealth & investment management firms. In short, this research defines the future of wealth & investment management in Australia and compares these findings to those of the United States in order to provide readers with some perspective. Australia has trends parallel to those in the United States, but also some fundamental market differences. This research is part of Tiburon's coverage of the English Speaking Countries Markets and its even broader coverage of the International (Non-United States) Markets.

This research addresses the key historical phases of wealth & investment management in Australia, including:
  • Early Phase
  • British Rule Phase
  • Independent Phase
This research defines the core financial services businesses in Australia, including:
  • Retail Banks
  • Insurance Companies
  • Brokerage Firms
  • Investment Management Firms
And this research makes several future predictions for wealth & investment management in Australia, including:
  • Substantial Australia Financial Services Industry Growth
  • Continued Domination of Retail Banks
  • Continuing Growth of Superannuation Funds
  • Emergence of Online Financial Services & Independent Financial Advisor Channels
  • Increased Foreign Entry Strategies from Chinese Financial Services Firms

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