The high-net-worth (HNW) landscape in Australia is evolving at a remarkable pace, with a growing population now controlling over $3.3 trillion in investable assets. Our exclusive 2024 report dives deep into the latest trends and opportunities for advisers to engage and serve this affluent segment.
High-net-worth investors often manage diverse portfolios with multiple asset types and ownership structures. These may include listed securities, direct property, private investments and superannuation accounts. To serve this segment effectively, advisers require technology that supports consolidated portfolio views and whole-of-wealth reporting.
Praemium’s platform simplifies this complexity. Advisers can manage all assets in one place, across custody and non-custody, helping you deliver a more efficient and transparent service. This capability is essential when managing high-net-worth investments in today’s fast-moving environment.
Strategic Tools for High-Net-Worth Advice
With Spectrum and Scope, advisers gain the tools to support personalised strategies and comprehensive reporting for high-net-worth individuals and enable:
- Integration of custody and non-custody assets on the one platform, including a wealth of managed funds, model portfolios, alternatives and direct shares.
- Custom portfolio construction and real-time monitoring.
- Bespoke performance and tax reporting.
- Alignment with client goals.
Whether advising high-net-worth clients through transitions or helping them build legacy plans, Praemium equips you with the structure and control to deliver meaningful outcomes.
As demand grows for tailored solutions that align with long-term goals, advisers must adopt smarter strategies and technology that support investments for high-net-worth households. A unified view of wealth enables deeper engagement and better outcomes for high-net-worth individuals at every stage of life.
Unlock the latest insights on HNW investors in 2024
Discover how wealth transfer, sophisticated investment strategies, and new opportunities are shaping the future of Australia’s HNW investors. For the fourth year running, we've partnered with Investment Trends to bring you insights to help you stay ahead of the curve in serving this investor segment.
Download 'Australia's High Net Worth Investor' eBook and discover:
- The shifting priorities of HNW investors, especially as more enter retirement and focus on legacy planning.
- How ultra-high-net-worth (UHNW) individuals are driving demand for personalised, growth-oriented investment strategies.
- Key opportunities for advisers to build trust and expand their service offering by providing holistic, collaborative advice.
Praemium’s award-winning platform simplifies complex portfolios and whole-of-wealth reporting, trusted by top firms across Australia. Contact us to discover how Spectrum and Scope can elevate your service for high-net-worth clients.
