News & Insights

Praemium has entered into a strategic partnership with Complii Fintech Solutions provider of Australia’s first fully integrated capital markets platform for financial advisers and brokers to collaborate on offers and cross-selling, opening up new opportunities for both companies.

In this episode, we delve into the ever-changing landscape of Managed Accounts.  Our guest, Mike Martel, Head of Portfolio Management for the Investor Solutions Group for State Street Global Advisors, brings over three decades of experience in the investment management field to provide expert insights. This episode is a window into the past and future of investment, offering valuable perspectives for both the U.S. and Australian markets.

Praemium and Mercer join forces in a strategic partnership, bringing Praemium's innovative portfolio solutions to Mercer's clients. This collaboration enhances Mercer's wealth management capabilities and signifies a significant milestone for both companies.

What does it take to invest in the stocks that no one else wants? Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund manager that seeks to find diamonds in the rough in places other buyers aren't willing to go.

In our latest episode of the Praemium Advice Leaders Podcast, we delve into the technological challenges and opportunities transforming the wealth management industry. Our General Manager Matt van Dijk is joined by Peter Worn, Managing Director of Technology and Digital Consultancy at Finura Group, for an in-depth discussion that unpacks the intricacies of advice technology in today's landscape.

In an era of rapid change and digitalisation, high-net-worth (HNW) investors are once again proving to be the pioneers of financial innovation. New findings from Praemium/Investment Trends HNW Investor Research reveal a fundamental shift in their investment focus, emphasising income generation, diversification, and intergenerational wealth transfer, all underpinned by a growing demand for digital advisory services. This article explores how these evolving preferences are not just reshaping the HNW landscape, but offering financial advisers an invaluable opportunity to redefine modern advice.

Australia's affluent are increasingly requiring holistic advice and moving away from advisers they perceive as offering more transactional services. This requires a shift in how private wealth advisers have traditionally supported this investor segment.

The number of Australian investors holding more than $1million of investable assets increased by 10,000 in the past year – from 625,000 to 635,000 – but the number opting not to take advice about their investments remains persistently high, research from independent research company Investment Trends has shown.

The importance of the intergenerational wealth transfer for the advice industry has been highlighted in the latest Investment Trends research on High Net Worth (HNW) investors. Many HNWs have already commenced the wealth transfer but acknowledge a growing need for guidance.

In the latest Advice Leaders Podcast, Invesco's Jacquelyn Mann and Matt van Dijk delve into the art of discussing ESG investing with clients. The episode reveals how using the right language can bridge communication gaps and strengthen adviser-client relationships.