News & Insights

In the rapidly evolving landscape of financial advice, high-net-worth (HNW) focused firms are emerging as the clear leaders in technology adoption. With ambitious growth plans and a firm understanding of technology’s transformative power, these firms are setting the benchmark for others in the industry. By prioritising digital integration and embracing artificial intelligence (AI), they are achieving significant efficiencies, redefining client engagement, and positioning themselves to meet the increasingly sophisticated expectations of HNW clients.

With high-net-worth (HNW) clients demanding bespoke, relationship-driven services that align with their sophisticated financial needs, the significance of high-touch customer service has never been more pronounced. Our latest research reveals that 95% of HNW-focused advisers consider a high-touch approach critical to meeting client expectations. This underscores the essential role of personalised, proactive engagement in fostering trust, satisfaction, and long-term loyalty among this elite clientele.

The wealth management industry is undergoing a significant transformation, with technology emerging as the cornerstone of growth and success. Firms with a focus on high-net-worth clients are shaping the future of wealth management, as the sophisticated strategies and exclusive investment opportunities they champion increasingly set the standard for the broader advice market. High-net-worth (HNW) clients increasingly demand seamless digital experiences, real-time insights, and personalised advice tailored to their complex financial needs.

Praemium a preeminent HNW wealth management platform and Stropro a leading alternative investment platform, have entered into a strategic partnership to expand financial advisers' access to structured products.

An additional 32,000 high net worth (HNW) investors are expected to invest in private markets over the next year.

Uncover the opportunity of the overlooked equities in the Australian market with Dion Hershen from Yarra Capital Management, as he offers unparalleled insights into the ASX200's not-so magnificent seven - the big four banks and iron ore miners. We'll explore how these banks are experiencing stagnant earnings and dissect the implications of the market's dependence on such few sectors. Are these trends sustainable amidst Australia's slow economic growth and competitive pressures?

Praemium Spectrum, designed specifically for financial advisers who serve high-net-worth clients.

Praemium in conjunction with Investment Trends has released the 2024 HNW Investor Report

Advisers remain optimistic active management can deliver outperformance despite rising inflation, interest rates and ongoing market volatility.

Ever wonder how water can become a tradable asset like gold or stocks? Euan Friday, Chair and CIO of Kilter Rural, shares his expert insights into the groundbreaking Australian water rights market on the Investment Leaders Podcast.