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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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Intergenerational wealth transfer driving need for advice amongst Australia’s affluent

14/11/2022 - Feature Articles
We look at the latest research on the intergenerational wealth transfer and how advisers can support both beneficiaries and benefactors.
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Delivering a personalised advice service for HNW investors

24/10/2022 - Feature Articles
Praemium's Chief Distribution Officer Martin Morris looks at how to develop a CVP for high-net-worth investors.
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Key insights into the HNW investor

24/10/2022 - Feature Articles
Confident and capable of making their own investment decisions, Australia's high-net-worth investors present both opportunities and challenges for the advice industry. We've summarised the key insights from the Investment Trends HNW Investor Survey 2022.
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Unmet needs of HNW investors highlight opportunity for holistic strategic advice

21/09/2022 - Feature Articles
The latest Investment Trends High Net Worth (HNW) Survey 2022 shows despite a reluctance to seek advice, HNWs have a number of unment advice needs, providing the opportunity for adviser to tailor a service to meet them.
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How managed accounts can meet evolving investor needs

17/05/2022 - Feature Articles
Managed accounts offer many benefits to advisers but they are also catering to the changing needs of investors.
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What managed account firms are doing differently that is driving such success.

02/05/2022 - Feature Articles
Against a challenging backdrop firms using managed accounts are thriving. Praemium's latest research on advice practices identifies some of the things these firms are doing differently to drive success.
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HNW investors highlight the strategic advice opportunity of ESG

16/12/2021 - Feature Articles
Praemium's latest research with Investment Trends indicates that an increasing number of high net worth investors are prioritising ethical investing, but few believe they have the knowledge or understanding of how to meet these needs.
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HNWs seeking a whole of portfolio digital experience

23/11/2021 - Feature Articles
High Net Worth (HNW) investors have increasing access to digital platforms and appreciate the time and reporting burden alleviated from them. However, many struggle to find a solution capable of tracking their entire portfolio.
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Unmet advice needs present opportunity for advisers

22/11/2021 - Feature Articles
The latest research into the HNW investor suggests a large portion have unmet advice needs. Praemium summarises the key findings and outlines the opportunities for advisers to attract and retain this growing investor segment.
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Implementing ESG into your advice process

04/10/2021 - Feature Articles
With increasing investor demand for ESG solutions, the importance and impact ESG considerations are having on portfolio construction is also increasing.  As advice practices work through the many considerations to offering this solution to their clients, one of the most pertinent to ongoing success, is how to implement a tailored approach to a client’s individual ethical considerations in a scalable and efficient manner.
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