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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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Advice in 2035: A decade of transformation ahead

09/10/2025 - Feature Articles
The way we deliver advice is changing fast. In the next decade, smarter technology and better data will reshape how advisers work, helping them spend less time on admin and more time understanding and supporting their clients.
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Bridging the advice gap: empowering advisers to meet growing demand

09/10/2025 - Feature Articles
There’s never been a greater need for quality financial advice — yet there are fewer advisers to provide it. As demand grows, technology is stepping in to help advisers do more with less, streamline their work, and focus on what matters most: their clients.
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Philanthropy’s growing role in HNW advice

22/09/2025 - Feature Articles
As the largest generational wealth transfer in history unfolds, philanthropy is moving from the margins to the mainstream. With more HNW individuals choosing purpose-driven giving, advisers have a unique opportunity to guide clients through meaningful, strategic legacy planning.
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Personalisation at scale: rethinking client engagement for HNW growth

19/09/2025 - Feature Articles
As advice firms look to scale their operations while maintaining the quality of service that defines premium wealth management, one of the most pressing challenges is how to deliver meaningful personalisation without losing efficiency.
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Praemium Spectrum surpasses $1b in funds under administration ahead of target

17/09/2025 - Press Releases
Praemium is pleased to announce that its flagship wealth solution, Praemium Spectrum, has surpassed $1 billion in organic inflows, with total funds under administration (FUA) now reaching $3.2 billion including the successful transition of assets from the OneVue acquisition.
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Managed accounts and the future of scalable strategic advice

17/09/2025 - Feature Articles
Australia’s financial advice sector is undergoing a strategic transformation. With adviser numbers halved since the 2019 Royal Commission and demand surging amid mass retirement and wealth transfer, managed accounts are emerging as a key solution.
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Empowering digital transformation with Praemium’s seamless CRM integration

09/09/2025 - Feature Articles
How a leading wealth management firm streamlined operations and enhanced client engagement
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Praemium expands global fund access with Clearstream’s Vestima platform

02/09/2025 - Press Releases
Praemium has strengthened its custodial offering by integrating Clearstream’s Vestima platform into Praemium Spectrum - delivering a new level of global fund access and operational efficiency for financial advisers.
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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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