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.

Australia is about to add nearly 10,000 ultra-high-net-worth individuals in five years — a 59% jump that ranks it among the world's fastest-growing wealth markets. But the opportunity won't go to the advisers who simply win the most new clients. It will go to those built to handle the complexity coming with them.