News & Insights

As high-net-worth (HNW) investors lead the charge in financial innovation, a recent study by Praemium/Investment Trends signals a paradigm shift in their investment priorities. From a renewed focus on income generation amid inflation concerns to a digital-first approach in wealth management, this article delves into the evolving landscape of HNW investing in Australia. For financial advisers, understanding these shifts is not just essential—it's a unique opportunity to enhance service offerings and grow a profitable client base.

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.

In a search for increased diversification HNWs are allocating more of their portfolio to alternatives according to the latest research.

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.

Enjoy some light reading with the articles most read by advisers in 2022. This year, acquiring high net worth investors and practice management using managed accounts were key areas of interest. Read on for some great content to catch up on over your summer break.

We look at the latest research on the intergenerational wealth transfer and how advisers can support both beneficiaries and benefactors.

Confident and capable of making their own investment decisions, Australia's high-net-worth investors present both opportunities and challenges for the advice industry. We've summarised the key insights from the Investment Trends HNW Investor Survey 2022.

Praemium's Chief Distribution Officer Martin Morris looks at how to develop a CVP for high-net-worth investors.

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.

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.