Understanding the Australian HNW investor with $5m - $70m of investable assets
As the leading platform for the private wealth market, Praemium has commissioned research into the Australian High Net Worth investors in conjunction with leading financial services market research firm Investment Trends. The research analyses where the HNW investor invests their portfolio, their views on the stock market, the advice they are looking for, who they seek advice from and what they are looking for from a digital service.
The HNW investor segment controls over $2.77 trillion in wealth and the research provides an invaluable insight into Australia's wealthiest investors as well as useful intelligence on how to better serve this investor group and deliver a valued and relevant advice service.
Gain greater insights into the HNW research via our recorded webinar
The HNW investor & their expectations for private wealth management
Praemium’s National Manager Private Wealth Distribution, Matt Walsh and senior researcher Kurt Mayell of Investment Trends discuss the HNW investor's investment preferences, attitudes to advice and what they are looking for from a private wealth adviser. Kurt also outlines some of the areas where advisers can enhance their service to this investor segment to better meet their advice needs.
Subject to approval this webinar will be CPD accredited for 1 CPD point.View webinar
Praemium - the market leader in private wealth solutions
Praemium’s award-winning platform has been crafted in collaboration with large institutional groups, private wealth managers and advice businesses to deliver a next-generation integrated platform that can cater to any advice strategy you develop and allow you to deliver an exceptional wealth management experience for your clients.
Praemium includes the ability to manage individual investments and custodial and non-custodial managed accounts for super and non-super, and wholesale and retail clients for IFA and Private Wealth advice businesses. Only a platform that offers such a breadth of investment classes can provide clients with their total wealth position for families and individuals.
Praemium’s Platform of Everything allows you to deliver tailored solutions for evolving client needs including intergenerational wealth transfer considerations, total wealth reporting and ESG investing preferences with comprehensive, accurate and engaging reporting to enhance the adviser-client relationship.
We understand this market segment like no other platform and we’ve collaborated closely with all areas of wealth management to build a platform that ticks all the boxes for the HNW and UHNW investor and their advisers.
Contact one of our team today to find out how we can support your business.