Expansion and Growth Opportunities Craigs Investment Partners is actively expanding its physical presence, evidenced by recent office openings in Wānaka and the acquisition of Somerset Smith Partners' assets, indicating potential for further market penetration and client acquisition opportunities.

Strategic Partnerships The firm’s strategic alliances with J.P. Morgan Asset Management and community foundations like the Acorn Foundation showcase avenues for collaboration with global and local financial institutions, presenting opportunities for co-branded initiatives and product integrations.

Technology Adoption Utilization of advanced digital tools such as Google Analytics, Segment, and cloud infrastructure underscores their commitment to tech-driven client engagement and data analytics, providing opportunities to offer tailored technological solutions or enhance digital marketing strategies.

Market Positioning As a leading New Zealand-based advisory firm with a robust regional footprint, Craigs Investment Partners presents a strong platform for expanding wealth management and advisory services to high-net-worth individuals and institutional clients both locally and regionally.

Customer Engagement Recent community involvement through charity fundraisers and collaborations with local sports figures indicate a focus on community engagement, which can be leveraged for targeted marketing, sponsorship, and loyalty programs aimed at socially conscious investors.