News & Insights

Praemium's research with CoreData highlights a compelling connection: HNWs who incorporate alternative investments into their portfolios tend to have stronger relationships with their adviser and increased engagement with their wealth.

We look at how leveraging technology-driven strategies from the right platform partner can help foster enduring client relationships, strengthen referrals, and propel advice firms towards sustained success.

Damian Cilmi interviews Samantha Milner, Partner, Portfolio Manager the Managing Director of Ares Credit Group. The episode covers enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs.

Samantha Hawkins, General Manager at Praemium hosted Siobhan Blewitt CEO of Frais Capital and Jaimee Desai, Partner and portfolio manager at Sempre Investment Managers for a conversation inspired by International Women's Day.

Praemium today announced it has entered into a conditional agreement to acquire 100% of the Iress OneVue Platform Business (IOPB) from Iress Limited, marking a significant milestone in Praemium’s strategic growth plans.

Damian Cilmi interviews José Luis González Pastor, the Managing Director of Neuberger Berman's Private Equity Team. The episode covers the growing interest in private equity investments, the benefits of co-investments for investors, and the evolving dynamics of the private equity market.

Praemium's General Manager Samantha Hawkins, hosts SLF Lawyers on the Praemium Advice Leaders Podcast. Rebecca Fahey, and Theresa Elhage discuss the importance of estate planning, especially for high net worth individuals. The conversation covers topics such as the significance of estate planning, initiating discussions with clients, key documents, complexities of family structures, tax planning, charitable giving, and the importance of collaboration between financial planners and legal professionals.

Praemium's Chief Operating Officer James Edmonds, discusses how HNW investment strategies are becoming increasingly aligned with the asset allocations implemented by institutional asset owners. And this shift is not just about returns; but a deliberate move towards diversified portfolios, sustainability, and preserving intergenerational legacies—a convergence that’s reshaping the landscape of modern wealth management.

Bond-market veteran Charlie Jamieson returns to share his insights on today's radically transformed fixed income sphere. We first had Charlie on the show in 2020, but since there have been seismic economic shifts, from inflation's ascent to the impact of swift rate hikes, Charlie dissects the complex factors influencing markets.

Building a successful advice business takes dedication and passion. But what happens next? Don't leave your legacy to chance! In this podcast, Bob Neill, founder of Seaview Consulting, shares his insights on ensuring your business's smooth transition and continued success. Learn about different succession plans, key steps for a seamless transfer, and valuable tips for choosing the right successor.