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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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Praemium secures Mercer mandate

02/10/2023 - Press Releases
Praemium and Mercer join forces in a strategic partnership, bringing Praemium's innovative portfolio solutions to Mercer's clients. This collaboration enhances Mercer's wealth management capabilities and signifies a significant milestone for both companies.
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Bucking the Trend: Contrarian Investing in Australia with Dr. Suhas Nayak

28/09/2023 - Podcasts
What does it take to invest in the stocks that no one else wants? Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund manager that seeks to find diamonds in the rough in places other buyers aren't willing to go.
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Better Technology Decisions to Unlock Practice Growth

21/09/2023 - Podcasts
In our latest episode of the Praemium Advice Leaders Podcast, we delve into the technological challenges and opportunities transforming the wealth management industry. Our General Manager Matt van Dijk is joined by Peter Worn, Managing Director of Technology and Digital Consultancy at Finura Group, for an in-depth discussion that unpacks the intricacies of advice technology in today's landscape.
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Reimagining Wealth Advice for Ultra-Affluent Investors

20/09/2023 - Feature Articles
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.
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The Evolution of High Net Worth Investors

20/09/2023 - Feature Articles
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.
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Australia’s High-Net-Worth investors are richer but reluctant to take advice for key financial needs, research shows.

18/09/2023 - Press Releases
The number of Australian investors holding more than $1million of investable assets increased by 10,000 in the past year – from 625,000 to 635,000 – but the number opting not to take advice about their investments remains persistently high, research from independent research company Investment Trends has shown.
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Alternatives meeting HNWs evolving needs

18/09/2023 - Feature Articles
In a search for increased diversification HNWs are allocating more of their portfolio to alternatives according to the latest research.
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Increasing need for wealth transfer advice amongst HNWs

13/09/2023 - Feature Articles
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.
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Enhance your client relationships with clear ESG conversations

23/08/2023 - Podcasts
In the latest Advice Leaders Podcast, Invesco's Jacquelyn Mann and Matt van Dijk delve into the art of discussing ESG investing with clients. The episode reveals how using the right language can bridge communication gaps and strengthen adviser-client relationships.
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How to tackle the unmet advice needs of high-net-worth investors

15/08/2023 - Podcasts
In a recent episode of The IFA Show podcast, Maja Garaca Djurdjevic hosts Praemium's Matt van Dijk for a deep dive into the evolving needs of Australia's high-net-worth investors. Covering topics from tailored financial advice to the looming $1.9 trillion intergenerational wealth transfer, this episode offers advisers critical insights to better serve a growing and financially robust client base.
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