Praemium Advice Leaders

Unlock the potential of corporate credit investments as we join forces with Samantha from Ares Credit Group in a fascinating conversation that promises to shift your perspective on personal finance. We're not just talking government bonds here – imagine a portfolio enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs. These aren't your average investment vehicles; they're the financial world's high-performance sports cars, offering the thrill of significant...

Samantha Hawkins, General Manager at Praemium hosted Siobhan Blewitt CEO of Frais Capital and Jaimee Desai, Partner and portfolio manager at Sempre Investment Managers for a conversation inspired by International Women's Day. In this candid and insightful exchange, Siobhan and Jaimee share the challenges and successes of building a successful career in financial advice and building a business that will resonate with anyone who has ever dared to dream of entrepreneurship. Highlighting th...

In this episode, Praemium's General Manager Distribution talks to Rebecca Fahey, Managing Partner and Theresa Elhage, Senior Associate at SLF Lawyers a leading law firm about estate planning. The discussion covers the importance of estate planning for high net worth individuals and strategies for navigating complexities in family structures, blended families, and estranged relationships. Rebecca and Theresa also discuss the role of trusts, tax planning, and philanthropic goals in estate plann...

In this episode of the Praemium Advice Leaders podcast, Samantha Hawkins interviews Bob Neill, the founder and director of Seaview Consulting, about succession planning for advice businesses.Bob discusses why succession planning is important, even for young businesses, and shares his advice on how to create a succession plan that works for you and your business.This episode is a must-listen for any financial planner who is serious about planning for future business transitions. For more ...

In the rapidly changing landscape of wealth management, technology is no longer just a tool — it's the engine driving future growth. In this episode, Praemium's General Manager Matt van Dijk will be joined by Peter Worn, Managing Director of Technology and Digital Consultancy, Finura Group, for an engaging and interactive session on the critical market themes and prevailing challenges advisers face with existing tech solutions.Topics include:Role of advice technology in driving fut...

Dive in with Invesco's expert, Jacquelyn Mann, as we navigate the intricate nuances of ESG investing communication. Ever felt a disconnect when discussing ESG with clients? Jacqueline sheds light on the linguistic barriers and offers crystal-clear alternatives to better connect with your clients. Discover startling insights about high net worth investors' ESG preferences and gain actionable strategies to make your conversations truly resonate. This episode is designed for advisors eager to el...

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 un...

Join us as we venture into the world of wealth management with Francis Rigby, Director at Financial Advice Matters and the firm's Head of Advice. He shares valuable insights on handling inheritance and enabling smooth intergenerational wealth transfers, crucial knowledge for financial advisers.This episode sheds light on the critical role of financial education in wealth accumulation, especially for young clients. Learn how actively engaging with the financial system and the marvel of c...

Celebrating International Women's Day 2023, we bring to you an enlightening Celebrating International Women's Day 2023, we bring to you an enlightening conversation with industry veterans. Samantha Hawkins, Praemium's Head of Sales for Southern Regions, engages in a rich dialogue with Katerina Nicolakopoulos, the driving force behind Eikon Financial, and Widiana Setiawan, a seasoned Senior Private Wealth Advisor at Shaw & Partners.They delve into their unique journeys navigating the finan...

Originally delivered as a webinar in November 2021, this straightforward discussion on ESG investing with guests Steve Monnier from BlackRock and Nathan Hughes from Perpetual Ethical remains relevant. They demystify ESG investing, discuss how it is explained to clients, and its pivotal role in the shifting financial environment.The conversation touches on climate risk costs, the uptick in socially conscious investments post-Covid-19, and stewardship activities of index investors. We als...