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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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Breaking the Deflation Curse: How Corporate Governance is Renewing Japanese Equities

19/06/2025 - Podcasts
Often seen as just a checkbox in global ETFs, Japan’s equity market is hiding in plain sight. In this episode of the Investment Leaders Podcast, June-Yon Kim, Head of Japanese Equities at Lazard Asset Management, reveals why savvy investors are starting to look beyond the index and uncover real opportunities in one of the world’s most undervalued and reforming markets.
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Trump-related uncertainty sparks strategic portfolio shifts

17/06/2025 - Press Releases
Advisers are recalibrating client portfolios and communications strategies in response to global political volatility, according to the latest quarterly research conducted by Praemium in partnership with CoreData.
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APRA's AT1 hybrid phase-out sends ripples through income focused portfolios

16/06/2025 - Feature Articles
AT1 hybrids — long favoured by private wealth clients for their consistent, franked income — have played a central role in income-focused portfolios, particularly in a low-yield environment. With approximately $44 billion currently on issue, the phase-out signals a significant shift in how banks fund their regulatory capital and how investors may need to rethink their income allocation.
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Mind the Gap: Aligning recommendations with expectations on Alternatives

16/06/2025 - Feature Articles
Alternative investments are increasingly viewed by HNW clients as a core part of their portfolio strategy. Yet recent research reveals a disconnect between what many investors are pursuing and what they’re being offered.
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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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Strategies for retaining wealth transfer recipients

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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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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Accelerate and Elevate

04/03/2025 - Podcasts
This year's International Women's Day theme is Accelerate Action. We talk to two leading women in advice on their views of progressing a career in advice and how to accelerate action for improved gender equality and balance.
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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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