Stay ahead in a rapidly evolving advice landscape with Praemium’s Adviser Research & Insights hub. Explore in-depth analysis, market trends, and practical strategies designed to help financial advisers deliver scalable, personalised, and high-value advice. From managed accounts and alternative investments to digital engagement and customised reporting, our research empowers you to meet the expectations of high-net-worth clients and navigate industry challenges with confidence.
Building Value for HNW Investors
High-net-worth investors' expectations for advice continue to evolve and Praemium’s latest research reveals the growing demand for trust, transparency, and holistic advice that goes beyond investment returns.
Managed Accounts
Gain practical strategies to streamline portfolio management, reduce admin time, and enhance client engagement. Praemium's Managed Accounts eBook shares key insights to help you implement SMAs effectively and transform the way you deliver advice.
Wealth Across Generations
With $3.3tn set to transfer across generations over the next decade, we look at how investors are planning for the wealth transfer and the advice support they are seeking, from education, SMSF structures to philanthropy.
The Alternative Advantage
Close the gap between investor demand and adviser action. With 22% of HNW individuals already incorporating alternatives, wealth advisers must be prepared to meet the rising demand from sophisticated clients seeking access.
Non-custodial assets
75% of their clients now hold non-custody assets. But what are the opportunities and the risks? How does the shift away from traditional custody solutions impact portfolio management, client experience and control?
Australian HNW Advice
Discover the emerging trends shaping the HNW advice sector and what advisers servicing high-net-worth clients see as the key drivers for business success in the coming five years.
AI and Integrations
Are you ready to enhance efficiency, improve client interactions, and drive sustainable growth? Our comprehensive eBook, "AI and Advice Tech - Leveraging technology for smarter advice," is your essential guide to making it happen
Australia's HNW Investor
The high-net-worth landscape in Australia is evolving at a remarkable pace, with a growing population now controlling over $3.3 trillion in investable assets. Our exclusive 2024 report dives deep into the latest trends and opportunities for advisers.
The Hunt for Alpha
Alpha generation remains a crucial goal for advisers aiming to provide superior returns for their clients. For many, proactive wealth management a crucial way to deliver this with a considerable portion of time dedicated to managing investments.
Alternative Assets Insights
In recent years, the landscape of wealth management has witnessed a remarkable shift, with High Net Worth (HNW) investors leading the charge towards alternative investment assets.