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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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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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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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APRA's AT1 hybrid phase-out sends ripples through income focused portfolios

16/06/2025 - Feature Articles
AT1 hybrids — long favoured by private wealth clients for their consistent, franked income — have played a central role in income-focused portfolios, particularly in a low-yield environment. With approximately $44 billion currently on issue, the phase-out signals a significant shift in how banks fund their regulatory capital and how investors may need to rethink their income allocation.
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Mind the Gap: Aligning recommendations with expectations on Alternatives

16/06/2025 - Feature Articles
Alternative investments are increasingly viewed by HNW clients as a core part of their portfolio strategy. Yet recent research reveals a disconnect between what many investors are pursuing and what they’re being offered.
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Strategies for retaining wealth transfer recipients

21/03/2025 - Feature Articles
By the end of this year, an estimated $3.5 trillion in assets will change hands between generations. This transition, involving substantial transfers of residential property, superannuation funds, and other investments from the Silent Generation and Baby Boomers to younger generations, presents a unique opportunity for financial advisers.
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