Growth through farmland Strategic expansion into agriculture with five new orchard assets indicating appetite for farmland and agricultural yield strategies. Opportunity to propose agribusiness-focused investment products, farmland securitization, or co-investment structures for charitable and institutional investors.

Wholesale leadership Recent hire as head of wholesale signals a push to scale distribution and multi-channel investor access. Potential to engage for pre-emptive partnerships, wholesale fundraising services, and tailored product packaging for wholesale and advisor networks.

Global access Partnership with ClariVest expands Australian access to global small-cap strategies. This opens doors for cross-border product collaborations, co-managed funds, and enhanced multi-strategy offerings for Australian clients seeking global diversification.

Sustainable growth Launch of Warakirri Sustainable Cropping Strategy demonstrates a move into sustainable, impact-oriented investing. Potential to cross-sell ESG compliant funds, impact reporting services, and sustainable agriculture investment vehicles to institutional and high-net-worth clients.

Private wealth momentum Past leadership changes in distribution and private wealth roles suggest ongoing emphasis on client relationship management. Opportunity to offer wealth management tech solutions, client onboarding enhancements, and private wealth advisory services to bolster retention and growth.