News & Insights

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.

In the latest Advice Leaders Podcast, Invesco's Jacquelyn Mann and Matt van Dijk delve into the art of discussing ESG investing with clients. The episode reveals how using the right language can bridge communication gaps and strengthen adviser-client relationships.

In a recent episode of The IFA Show podcast, Maja Garaca Djurdjevic hosts Praemium's Matt van Dijk for a deep dive into the evolving needs of Australia's high-net-worth investors. Covering topics from tailored financial advice to the looming $1.9 trillion intergenerational wealth transfer, this episode offers advisers critical insights to better serve a growing and financially robust client base.

In this episode of Praemium's Investment Leaders Podcast Series, Damian Cilmi and Samuel Mann of Longreach Alternatives spotlight the investment potential of royalties across sectors like music, pharma, fishing, and resources. Mann leverages his expertise with the Longreach's PG3 Royalties Opportunities Fund to show how these assets can diversify portfolios and stabilise returns. It's a must-listen for financial advisers ready to broaden their investment knowledge.

In the latest episode of our podcast, we assemble an exceptional panel of fund managers: Tim Toohey from Yarra Capital Management, Blake Henricks from Firetrail, and John Mulquiney from Lazard. They offer their expert insights into the key market drivers for the upcoming financial year – demographics, energy transition, and macroeconomic trends. Designed to deliver insights financial advisers can use in their end of year client meetings, this episode is a compact guide to the factors steering tomorrow's markets.

In this insightful podcast episode, guest host Matt Van Dijk, Head of Sales for Premium's northern regions, and Francis Rigby, Director and Head of Advice at Financial Advice Matters, delve into the complexities of intergenerational wealth transfer. They discuss strategies for approaching sensitive inheritance discussions, the importance of early financial education, and understanding clients' life goals for tailored financial advice. Additionally, they tackle the challenge of the technology gap in financial services to meet diverse generational expectations. Listen in for expert insights on one of the most pressing issues in Australian financial advice today.

Praemium is pleased to announce the appointment of Richard Large as Chief Technology Officer (CTO). Richard will join the Executive Leadership team and will be responsible for developing and executing the company's technology strategy, and ensuring the company remains at the forefront of innovation in the platform industry.

In this episode of the Praemium Investment Leaders podcast, host Damian Cilmi talks with Peter Bates, Portfolio Manager of the Global Select Equity Strategy at T. Rowe Price. They delve into the importance of humility in investing and how Peter's early career experiences shaped his investment philosophy. They discuss the role of conviction and acknowledging mistakes, balancing stock picking with macro bets, the case for mid-caps, and the significance of compant management in successful investments. Join them as they explore the lessons Peter has learned from his journey in the world of investing and how humility plays a crucial role in navigating the unpredictable market.

As the popularity of Environmental, Social, and Governance (ESG) investing continues to rise, investors face the challenge of determining whether their investments are genuinely making a positive impact on the world. In a recent interview on the Praemium Investment Leaders Podcast, Andy Raikes, co-portfolio manager for TT International's Environmental Strategy and Head of European Research, delved into how the asset management firm addresses this challenge by focusing on companies that provide solutions to environmental problems.

Praemium has announced its quarterly results for the financial year to 31 March 2023. With year to date inflows exceeding $1.2 billion.