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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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Assessing the impact your business model & technology partner has on profit

10/09/2019 - Feature Articles
Constant demands on advisers time all have the ability to impact business profitability and success. We look at some of the factors that can impact a planning practice’s business model and outline why platform choice will be more of a strategic decision in the future, rather than just a business transaction.
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Making a successful transition to managed accounts

05/09/2019 - Feature Articles
If you have identified the benefits of managed accounts and are considering them as a solution for your business, you will need to plan and manage the changes required to implement this new advice model. In our experience, businesses that are most successful in making the transition have embraced managed accounts and the technology that supports them as a strategic solution for their whole practice.
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Key considerations for choosing a platform partner

01/09/2019 - Feature Articles
Understanding the differences between platforms and how they can assist in supporting planning practices with client engagement, risk management and business efficiency is increasingly important. Platform selection shouldn't just be a financial transaction but rather a strategic decision to find the right technology partner to support your business, potentially for the next decade and beyond.
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AI to help advisers with client need

26/06/2019 - Feature Articles
For nearly two years, a select team of developers at Praemium has been building an artificial intelligence/machine learning application to help advisers better engage with clients. The release is particularly timely in the wake of the Royal Banking Commission.
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