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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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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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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.
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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.
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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
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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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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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Navigating the Path to Growth

20/01/2025 - Feature Articles
Demographic shifts, technological advancements, and changing client expectations are rapidly reshaping the wealth management sector. For advisers serving high-net-worth (HNW) clients, adapting to these shifts isn’t just important, it’s essential for staying competitive. In our latest research, ‘The Future of Private Wealth’, we delved into what HNW-focused advisers were prioritising for their business and what they deemed would have the biggest impact on their business success over the next five years.
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HNW advisers leading the way in AI adoption

04/12/2024 - Feature Articles
In the rapidly evolving landscape of financial advice, high-net-worth (HNW) focused firms are emerging as the clear leaders in technology adoption. With ambitious growth plans and a firm understanding of technology’s transformative power, these firms are setting the benchmark for others in the industry. By prioritising digital integration and embracing artificial intelligence (AI), they are achieving significant efficiencies, redefining client engagement, and positioning themselves to meet the increasingly sophisticated expectations of HNW clients.
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