Home / News & Insights

News & Insights

Get the latest thinking from the experts at Praemium

Subscribe for updates

Keep up to date with the latest articles, technology and product insights from the team at Praemium with our quarterly updates.

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.

Read article

Philanthropy’s growing role in HNW advice

22/09/2025 - Feature Articles
As the largest generational wealth transfer in history unfolds, philanthropy is moving from the margins to the mainstream. With more HNW individuals choosing purpose-driven giving, advisers have a unique opportunity to guide clients through meaningful, strategic legacy planning.
Read article

Personalisation at scale: rethinking client engagement for HNW growth

19/09/2025 - Feature Articles
As advice firms look to scale their operations while maintaining the quality of service that defines premium wealth management, one of the most pressing challenges is how to deliver meaningful personalisation without losing efficiency.
Read article

Praemium Spectrum surpasses $1b in funds under administration ahead of target

17/09/2025 - Press Releases
Praemium is pleased to announce that its flagship wealth solution, Praemium Spectrum, has surpassed $1 billion in organic inflows, with total funds under administration (FUA) now reaching $3.2 billion including the successful transition of assets from the OneVue acquisition.
Read article

Managed accounts and the future of scalable strategic advice

17/09/2025 - Feature Articles
Australia’s financial advice sector is undergoing a strategic transformation. With adviser numbers halved since the 2019 Royal Commission and demand surging amid mass retirement and wealth transfer, managed accounts are emerging as a key solution.
Read article

Empowering digital transformation with Praemium’s seamless CRM integration

09/09/2025 - Feature Articles
How a leading wealth management firm streamlined operations and enhanced client engagement
Read article

Praemium expands global fund access with Clearstream’s Vestima platform

02/09/2025 - Press Releases
Praemium has strengthened its custodial offering by integrating Clearstream’s Vestima platform into Praemium Spectrum - delivering a new level of global fund access and operational efficiency for financial advisers.
Read article

Private Credit Through Market Cycles: Lessons from Three Decades

25/08/2025 - Podcasts
Private credit continues to draw interest as markets evolve. In this episode, Oaktree Capital’s Clark Koury reflects on three decades in the asset class, sharing perspectives on where investors are focusing today, the factors driving returns and volatility, and the challenges managers face through different cycles.
Listen now

Do managed accounts have a place in your HNW portfolios?

25/08/2025 - Feature Articles
If you’re still weighing the managed accounts question, you’re not alone. Many advisers hesitate, torn between efficiency and control. But while some hold back, others are finding ways to have both. The real question is: can you?
Read article

Managed accounts continue to gain momentum as advisers prioritise efficiency and integration

20/08/2025 - Press Releases
Australian financial advisers using managed accounts are reporting unprecedented client outcome improvements, with 88% experiencing positive results according to comprehensive new research from platform provider Praemium.
Read article

Praemium announces major client deal to strengthen market-leadership in administration

10/07/2025 - Press Releases
Praemium is pleased to announce that following a comprehensive selection process, Bell Financial Group (BFG) has chosen Scope+, Praemium’s administration solution, to support its business.
Read article
Page 1 of 12
Next Page

Sophisticated Wealth

Ask our expert team about the ways Praemium can transform your business.

Get in Touch