News & Insights

Praemium has announced a three-year strategic partnership with leading global research and business consultancy CoreData to deliver exceptional client education and support the evolution of the advice sector.

Praemium has announced a strategic partnership with Complii, to collaborate on improved integration and a more seamless client experience for clients.

In this episode, we delve into the ever-changing landscape of Managed Accounts.  Our guest, Mike Martel, Head of Portfolio Management for the Investor Solutions Group for State Street Global Advisors, brings over three decades of experience in the investment management field to provide expert insights. This episode is a window into the past and future of investment, offering valuable perspectives for both the U.S. and Australian markets.

Praemium and Mercer join forces in a strategic partnership, bringing Praemium's innovative portfolio solutions to Mercer's clients. This collaboration enhances Mercer's wealth management capabilities and signifies a significant milestone for both companies.

What does it take to invest in the stocks that no one else wants? Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund manager that seeks to find diamonds in the rough in places other buyers aren't willing to go.

In our latest episode of the Praemium Advice Leaders Podcast, we delve into the technological challenges and opportunities transforming the wealth management industry. Our General Manager Matt van Dijk is joined by Peter Worn, Managing Director of Technology and Digital Consultancy at Finura Group, for an in-depth discussion that unpacks the intricacies of advice technology in today's landscape.

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.

Australia's affluent are increasingly requiring holistic advice and moving away from advisers they perceive as offering more transactional services. This requires a shift in how private wealth advisers have traditionally supported this investor segment.

The number of Australian investors holding more than $1million of investable assets increased by 10,000 in the past year – from 625,000 to 635,000 – but the number opting not to take advice about their investments remains persistently high, research from independent research company Investment Trends has shown.

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