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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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Inflation, interest rates & why fixed income still matters

19/05/2022 - Podcasts
Damian Cilmi, Head of Investment Managers & Governance at Praemium and Anthony Kirkham, Head of Investment Management at Western Asset Management Australia discuss the implications of current inflation rates and their impact on the labour market, where interest rates might be headed, and why fixed income still matters in this shifting environment. Anthony shares how he is positioning his portfolios to deal with the outlook for the year ahead.
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How managed accounts can meet evolving investor needs

17/05/2022 - Feature Articles
Managed accounts offer many benefits to advisers but they are also catering to the changing needs of investors.
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What managed account firms are doing differently that is driving such success.

02/05/2022 - Feature Articles
Against a challenging backdrop firms using managed accounts are thriving. Praemium's latest research on advice practices identifies some of the things these firms are doing differently to drive success.
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Praemium takes most category wins in Investment Trends Platform Report

24/02/2022 - Press Releases
Praemium has consolidated it's top 3 position in the annual Investment Trends Platform Competitive Analysis and Benchmarking Report 2021 with the greatest percentage gain of the top 4 platforms.
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Sale of Praemium’s International business to Morningstar

21/12/2021 - Press Releases
Praemium has announced it has entered into an agreement to sell 100% of its operations in the United Kingdom, Jersey, Hong Kong and Dubai to Morningstar in deal comprising cash of £35 million ($AUD 65.1 million), subject to completion adjustments.
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HNW investors highlight the strategic advice opportunity of ESG

16/12/2021 - Feature Articles
Praemium's latest research with Investment Trends indicates that an increasing number of high net worth investors are prioritising ethical investing, but few believe they have the knowledge or understanding of how to meet these needs.
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ESG – Mythconceptions, Methods and Client Engagement

25/11/2021 - Podcasts
Praemium's Matt van Dijk is joined by Blackrock's Steve Monnier and Nathan Hughes from Perpetual to unpack the different ways ESG is incorporated into portfolio management, and how advisers can use sound financial theory to engage current and future generations of clients.
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HNWs seeking a whole of portfolio digital experience

23/11/2021 - Feature Articles
High Net Worth (HNW) investors have increasing access to digital platforms and appreciate the time and reporting burden alleviated from them. However, many struggle to find a solution capable of tracking their entire portfolio.
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Australia’s HNW investors more numerous, richer & more confident

22/11/2021 - Press Releases
Recent research commissioned by Praemium and undertaken by Investment Trends shows high net worth investors have grown significantly in number over the last year and are more bullish on the future direction of the stock market.
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Unmet advice needs present opportunity for advisers

22/11/2021 - Feature Articles
The latest research into the HNW investor suggests a large portion have unmet advice needs. Praemium summarises the key findings and outlines the opportunities for advisers to attract and retain this growing investor segment.
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