Praemium Advice Leaders

How to tackle the unmet advice needs of high-net-worth investors


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On a recent episode of The IFA Show, Matt van Dijk, General Manager Distribution Queensland/Northern Territory at Praemium, joined host Maja Garaca Djurdjevic to delve into the  world of high-net-worth (HNW) investors.

Recent Praemium research revealed a surprising statistic: a staggering 53% of HNW investors desire better tailored advice. As the number of HNW investors and their combined investable assets (currently exceeding $2.8 trillion) continue to climb, Matt sheds light on these unmet needs and how advisers can effectively address them.

With a hefty $1.9 trillion projected to be transferred from HNW investors to their children, and over half of these investors are currently managing inheritances themselves, there's a clear need that advisers can position themselves to meet. 

Tune in now for more great insights.

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Praemium Advice LeadersBy Praemium