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Showing 1 - 10 of 52 results for "HNW investors"

HNW clients value quality over fees: Praemium

VINNY VUCAGO  |  WEDNESDAY, 30 SEP 2026
... managing their wealth alone, new research from Praemium and CoreData found. The Rich Decisions research found 84% of HNW investors receiving ongoing advice are happy with their investments, compared with 64% of those without an adviser. Those receiving ...

Why HNW investors are choosing shopping centres

MATTHEW WAI  |  THURSDAY, 24 SEP 2026
As demand for consistent cash flows continues to rise for wealthy investors, commercial real estate assets, like shopping centres, continue to draw significant interest to fulfil the need, MA Financial said. MA Financial co-head of core real estate ...

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... replace their financial adviser with the technology, new research from Praemium and CoreData has found. Around 80% of HNW investors who work with an adviser have already used AI for financial tasks, including financial education, comparing investment ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... by 10% (or 50,000) to 760,000 in 2025, controlling a record $4 trillion in assets. Surveying some 1191 Australian HNW investors, including 168 ultra-high net worth investors (UHNW) with over $10 million, the report noted that the rising wealth has also ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust as the most important factor in their adviser relationships, before investment performance (22%) and strategic ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025
More distribution executives are seeking careers in the wholesale market as demand for super fund BDMs slow, Kaizen's latest salary report shows. Kaizen's Funds Distribution Salary Guide FY2025-26 found that salaries have remained flat in the ...

Alternatives spark 'real' opportunities for HNW advisers

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
... alternatives. Praemium revealed a surge in appetite for alternatives, showing that just under a quarter of Australia's HNW investors (22%) are already allocating to alternatives, with a significant proportion planning to invest further or enter the market ...

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
... investors with a household income of at least $150,000 to $300,000 or personal income of $100,000 to $150,000 - to HNW investors with portfolios over $1 million, excluding superannuation and the home they live in. In the final quarter of 2024, around ...

Research digs into HNW investment preferences

MATTHEW WAI  |  TUESDAY, 14 JAN 2025
... client demands moving forward. However, only 34% of non-HNWs hold that view. The correlation between alternatives and HNW investors is also displayed through advisers managing client portfolios north of $20 million, which typically have an average 14% ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... assets, platforms are failing to facilitate access to these opportunities, according to Praemium. Nearly one third of HNW investors want to diversify into alternatives but their platforms make it difficult to do so, a survey conducted by CoreData and ...
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