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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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Rise of the validator highlights advice gap for Australia’s High-Net-Worth Investors

19/09/2022 - Press Releases
Australia’s High Net-Worth investors (HNWs) have many unmet advice needs, yet rising numbers of them are not seeking advice from financial advisers, preferring to go it alone or only use advisers to validate their own investment decisions, according to new research from Investment Trends.
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Investment trends and advice needs: catering to the HNW sector

23/08/2022 - Feature Articles
We share some of the key trends we are seeing on the platform from HNW advice firms into investment preferences and advice needs for the HNW investor.
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RG97 upcoming changes

17/08/2022 - Product News
RG97 regulations have been updated and the way in which fees are disclosed in Product Disclosure Statements will change effective 30 September 2022. Find out what you need to know.
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A new era for resources: energy security, decarbonisation & going nuclear

05/08/2022 - Podcasts
Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors might expect to see in the months and years ahead in resource investment. James lays out current trends in supply and demand considering increasing activity in China, global action on decarbonisation, and increasing geopolitical tensions.
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Praemium completes divestment of International Business to Morningstar

30/06/2022 - Press Releases
Praemium has successfully completed the divestment of the International Business to Morningstar and announces payment of a special dividend.
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Key Market Drivers for 2022

08/06/2022 - Podcasts
The latest market insights for your upcoming end of year client meetings. Damian Cilmi hosted this live webinar panel with Nikki Thomas, CFA of Magellan Financial Group, Paul Parsons of Northcape Capital and Charles Jamieson of Jamieson Coote Bonds to discuss the key market drivers for bonds, domestic and global equities over the remainder of this year and into 2023. Looking at inflation, interest rates and how to position a portfolio in these market conditions.
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Shifting to a managed accounts business mindset

06/06/2022 - Podcasts
Praemium's Chief Distribution Officer Martin Morris talks to Paul Forbes, CEO of the Australian Advice Network and RFS Advice about the journey to becoming a Managed Accounts focused advice firm. Martin and Paul discuss building a client value proposition, introducing clients to managed accounts, selecting models, business efficiencies and choosing the right technology partner. It's a fascinating insight into a successful advice practice.
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Natural Capital: agriculture as a resilient asset class

01/06/2022 - Podcasts
Praemium's Damian Cilmi speaks with Steve Jarrott, a portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversified portfolio.
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Inflation, interest rates & why fixed income still matters

19/05/2022 - Podcasts
Damian Cilmi, Head of Investment Managers & Governance at Praemium and Anthony Kirkham, Head of Investment Management at Western Asset Management Australia discuss the implications of current inflation rates and their impact on the labour market, where interest rates might be headed, and why fixed income still matters in this shifting environment. Anthony shares how he is positioning his portfolios to deal with the outlook for the year ahead.
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