News & Insights

Praemium’s Damian Cilmi hosted a panel discussion with Brett Lewthwaite from Macquarie, Andrew Dale from ECP Asset Management, and Nick Griffin from Munro Partners to understand what key themes will drive market performance in FY25 for Fixed Income, Australian and Global Equities market and the implications that ‘higher for longer’ interest rates will have across these sectors.

We look at how leveraging technology-driven strategies from the right platform partner can help foster enduring client relationships, strengthen referrals, and propel advice firms towards sustained success.

Praemium's Chief Operating Officer James Edmonds, discusses how HNW investment strategies are becoming increasingly aligned with the asset allocations implemented by institutional asset owners. And this shift is not just about returns; but a deliberate move towards diversified portfolios, sustainability, and preserving intergenerational legacies—a convergence that’s reshaping the landscape of modern wealth management.

In an era of rapid change and digitalisation, high-net-worth (HNW) investors are once again proving to be the pioneers of financial innovation. New findings from Praemium/Investment Trends HNW Investor Research reveal a fundamental shift in their investment focus, emphasising income generation, diversification, and intergenerational wealth transfer, all underpinned by a growing demand for digital advisory services. This article explores how these evolving preferences are not just reshaping the HNW landscape, but offering financial advisers an invaluable opportunity to redefine modern advice.

Australia's affluent are increasingly requiring holistic advice and moving away from advisers they perceive as offering more transactional services. This requires a shift in how private wealth advisers have traditionally supported this investor segment.

In a search for increased diversification HNWs are allocating more of their portfolio to alternatives according to the latest research.

The importance of the intergenerational wealth transfer for the advice industry has been highlighted in the latest Investment Trends research on High Net Worth (HNW) investors. Many HNWs have already commenced the wealth transfer but acknowledge a growing need for guidance.

Praemium's General Manager, QLD Matt van Dijk looks at the true cost of platform fees and how the execution strategy an adviser chooses can have a significant impact on client outcomes.

We look at the latest research on the intergenerational wealth transfer and how advisers can support both beneficiaries and benefactors.

Confident and capable of making their own investment decisions, Australia's high-net-worth investors present both opportunities and challenges for the advice industry. We've summarised the key insights from the Investment Trends HNW Investor Survey 2022.