Growth through expansion Forsyth Barr has rapidly expanded its office footprint to 25 locations across New Zealand and Australia, signaling ongoing geographic growth and an expanded client base. This presents opportunities to offer scalable technology, training, and advisory services to support multi-office collaboration, client onboarding, and cross-border wealth management.

Strong leadership transition The appointment of Carl Blanchard as CEO in June 2026 suggests a potential strategic shift or renewed focus on capital markets, debt and equity, and institutional services. Sales opportunities may exist for advanced trading platforms, analytics, and capital markets solutions aligned with a refreshed leadership agenda.

Integrated app strategy The launch of an investment app that also provides financial advice indicates Forsyth Barr’s emphasis on digital client engagement and advisory capabilities. This creates a sales path for fintech integrations, CRM enhancements, cybersecurity, compliance tech, and scalable client onboarding for digital-first clients.

ESG emphasis With the hiring of an ESG head in 2021, Forsyth Barr positions itself in responsible investing. There is opportunity to offer ESG data solutions, reporting platforms, and sustainable investing analytics to deepen client engagement and expand advisory services to sustainable portfolios.

Mid-market scale Revenue in the 10–25 million range and mid-sized employee base point to a substantial but agile organization that can benefit from cost-effective enterprise solutions, managed services, and cloud-based platforms. Target opportunities include streamlined operations, portfolio management tooling, and shared services optimization to improve efficiency and client service.