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Keep up to date with the latest articles, technology and product insights from the team at Praemium with our quarterly updates.

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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Private Credit Through Market Cycles: Lessons from Three Decades

25/08/2025 - Podcasts
Private credit continues to draw interest as markets evolve. In this episode, Oaktree Capital’s Clark Koury reflects on three decades in the asset class, sharing perspectives on where investors are focusing today, the factors driving returns and volatility, and the challenges managers face through different cycles.
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Do managed accounts have a place in your HNW portfolios?

25/08/2025 - Feature Articles
If you’re still weighing the managed accounts question, you’re not alone. Many advisers hesitate, torn between efficiency and control. But while some hold back, others are finding ways to have both. The real question is: can you?
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Managed accounts continue to gain momentum as advisers prioritise efficiency and integration

20/08/2025 - Press Releases
Australian financial advisers using managed accounts are reporting unprecedented client outcome improvements, with 88% experiencing positive results according to comprehensive new research from platform provider Praemium.
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Praemium announces major client deal to strengthen market-leadership in administration

10/07/2025 - Press Releases
Praemium is pleased to announce that following a comprehensive selection process, Bell Financial Group (BFG) has chosen Scope+, Praemium’s administration solution, to support its business. Praemium will partner with the leading stockbroking and investment management firm to administer over 2,200 client portfolios by the end of 2025.
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Breaking the Deflation Curse: How Corporate Governance is Renewing Japanese Equities

19/06/2025 - Podcasts
Often seen as just a checkbox in global ETFs, Japan’s equity market is hiding in plain sight. In this episode of the Investment Leaders Podcast, June-Yon Kim, Head of Japanese Equities at Lazard Asset Management, reveals why savvy investors are starting to look beyond the index and uncover real opportunities in one of the world’s most undervalued and reforming markets.
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Trump-related uncertainty sparks strategic portfolio shifts

17/06/2025 - Press Releases
Advisers are recalibrating client portfolios and communications strategies in response to global political volatility, according to the latest quarterly research conducted by Praemium in partnership with CoreData.
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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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Private Credit Secondaries: Inside the $140 Billion Market

27/03/2025 - Podcasts
The private credit secondaries market is experiencing explosive growth, on track to match the $140 billion private equity secondaries market by 2030. Martins Marnauza, Investment Partner at Coller Capital, walks us through this fascinating yet often overlooked corner of the alternative investments landscape.
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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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