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Showing 1 - 10 of 49 results for "HNW investors"

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 ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... unique requirements" of HNW clients. According to Praemium and Investment Trends' HNW Investor report, the number of HNW investors now sits at 690,000 in Australia, controlling $3.3 trillion in investable assets. As a result, the group is hunting for ...

HUB24 takes stake in Reach Alternatives

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
... audience. Together, we are focused on delivering solutions that remove the barriers to private markets while offering HNW investors access to some of the most proven asset managers globally," he said. Reach Alternatives has existing partnerships with ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... strategy, the report shows there has been a marked increase in interest in private market investments. Some 146,000 HNW investors are currently invested in the space, while a further 32,000 plan to make an investment within the next year. "This trend ...
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