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When private credit goes mainstream, implementation matters

26/03/2026 - Feature Articles
As private credit becomes embedded in high‑net‑worth portfolios, adviser value is increasingly defined by implementation rather than selection. Rising allocations, multiple structures and growing operational complexity are exposing the limits of traditional portfolio frameworks. In this environment, advisers need infrastructure that delivers consolidated visibility, consistent reporting and clear portfolio context as private assets move from exception to norm.
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Fee transparency isn’t about price. It’s about confidence.

23/03/2026 - Feature Articles
Fee transparency is often framed as a question of cost. But for high net worth clients, it’s really about confidence. New research shows that while satisfaction with advisers remains high, confidence in fees lags behind—creating a trust gap that can quietly weaken even strong advice relationships.
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Whole of wealth reporting the defining test for non-custody advice

21/03/2026 - Feature Articles
For many advisers, non‑custodial assets have quietly become a material part of client portfolios, particularly in high net worth advice. What has not always kept pace is the infrastructure required to see, report on and explain these assets alongside the rest of a client’s wealth. As expectations rise and portfolios become more complex, whole‑of‑wealth reporting is moving from a nice‑to‑have to a core requirement.
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The new alpha in wealth management

10/12/2025 - Feature Articles
Trust, not returns, is the new alpha, discover why HNW clients now value partnership and personal understanding above all else. Research reveals 36% of wealthy investors rank trust as their top priority, are advisers ready to meet this shift?
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Redefining your HNW value proposition with managed accounts

10/12/2025 - Feature Articles
Managed accounts are transforming HNW advice, discover how they deliver personalisation, efficiency, and strategic flexibility beyond traditional portfolio management. From cost concerns to customisation, here’s how advisers can position managed accounts as a compelling value proposition for high-net-worth clients.
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The bank of Mum and Dad a key component of the intergenerational wealth transfer

26/11/2025 - Press Releases
Praemium’s latest research in conjunction with CoreData reveals that the “Bank of Mum and Dad” continues to play a pivotal role in the generational wealth of Australians, with high-net-worth families providing significant support to the next generation, often well before inheritance.
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Trust and human connection key drivers of satisfaction with HNW advice

18/11/2025 - Press Releases
Despite the rise of AI and digital tools, new research reveals that trust and personal connection remain the cornerstone of satisfaction for Australia’s high-net-worth investors seeking financial advice.
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Advice in 2035: A decade of transformation ahead

09/10/2025 - Feature Articles
The way we deliver advice is changing fast. In the next decade, smarter technology and better data will reshape how advisers work, helping them spend less time on admin and more time understanding and supporting their clients.
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Bridging the advice gap: empowering advisers to meet growing demand

09/10/2025 - Feature Articles
There’s never been a greater need for quality financial advice — yet there are fewer advisers to provide it. As demand grows, technology is stepping in to help advisers do more with less, streamline their work, and focus on what matters most: their clients.
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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.
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