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HNW advisers leading the way in AI adoption

04/12/2024 - Feature Articles

In the rapidly evolving landscape of financial advice, high-net-worth (HNW) focused firms are emerging as the clear leaders in technology adoption. With ambitious growth plans and a firm understanding of technology’s transformative power, these firms are setting the benchmark for others in the industry. By prioritising digital integration and embracing artificial intelligence (AI), they are achieving significant efficiencies, redefining client engagement, and positioning themselves to meet the increasingly sophisticated expectations of HNW clients.

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Private Credit Secondaries: Inside the $140 Billion Market

27/03/2025 - Podcasts
The private credit secondaries market is experiencing explosive growth, on track to match the $140 billion private equity secondaries market by 2030. Martins Marnauza, Investment Partner at Coller Capital, walks us through this fascinating yet often overlooked corner of the alternative investments landscape.
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Retaining and Attaining the Disengaged Recipients of the Wealth Transfer

21/03/2025 - Feature Articles
By the end of this year, an estimated $3.5 trillion in assets will change hands between generations. This transition, involving substantial transfers of residential property, superannuation funds, and other investments from the Silent Generation and Baby Boomers to younger generations, presents a unique opportunity for financial advisers.
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Growing your HNW client base with customised wealth solutions

21/03/2025 - Feature Articles
High-net-worth (HNW) clients increasingly seek investment solutions that reflect their unique preferences, financial goals, and desire for direct access to a broader range of assets. As competition for HNW clients intensifies, advisers who provide truly personalised investment strategies, incorporating both custodial and non-custodial assets, have a distinct advantage. Expanding portfolio options to include exclusive investment opportunities not only strengthens client relationships but also enhances an adviser’s ability to attract and retain affluent investors.
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Wealth in motion: five key steps to capturing Australia’s wealth transfer

19/03/2025 - Feature Articles
It is no secret Australia is in the midst of a strategic shift in wealth distribution, with the $3.5 trillion intergenerational wealth transfer presenting both significant opportunities and pressing needs for financial advisers. To help facilitate the transfer, retain assets, and capture more of the immense opportunity, advisers need to remain relevant and effective and have a clear strategy to deal with the wealth transfer.
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Non-custody assets to play an increasing role in HNW portfolios

12/03/2025 - Press Releases
Praemium's research with CoreData has revealed a significant trend among financial advisers serving high-net-worth (HNW) clients: the increasing adoption of non-custodial assets.
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Praemium wins best-in-category for Reporting and Data, Integration and Security

19/02/2025 - Feature Articles
Praemium has been rated the no. 1 platform, for the all-important Reporting and Data, Integration and Security categories in the latest Investment Trends Platform Competitive Analysis and Benchmarking Report
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Navigating the Path to Growth

20/01/2025 - Feature Articles
Demographic shifts, technological advancements, and changing client expectations are rapidly reshaping the wealth management sector. For advisers serving high-net-worth (HNW) clients, adapting to these shifts isn’t just important, it’s essential for staying competitive. In our latest research, ‘The Future of Private Wealth’, we delved into what HNW-focused advisers were prioritising for their business and what they deemed would have the biggest impact on their business success over the next five years.
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Alternatives, AI and technology key drivers for business success

13/01/2025 - Press Releases
High-net-worth advisers are leading the charge in business growth through alternative investments and AI adoption, with research revealing they are more likely to have robust expansion plans than their counterparts serving other market segments.
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High touch service driving future success

04/12/2024 - Feature Articles
With high-net-worth (HNW) clients demanding bespoke, relationship-driven services that align with their sophisticated financial needs, the significance of high-touch customer service has never been more pronounced. Our latest research reveals that 95% of HNW-focused advisers consider a high-touch approach critical to meeting client expectations. This underscores the essential role of personalised, proactive engagement in fostering trust, satisfaction, and long-term loyalty among this elite clientele.
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Advisers cite technology as critical for growth

04/12/2024 - Feature Articles
The wealth management industry is undergoing a significant transformation, with technology emerging as the cornerstone of growth and success. Firms with a focus on high-net-worth clients are shaping the future of wealth management, as the sophisticated strategies and exclusive investment opportunities they champion increasingly set the standard for the broader advice market. High-net-worth (HNW) clients increasingly demand seamless digital experiences, real-time insights, and personalised advice tailored to their complex financial needs.
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