Released yesterday at the Stockbrokers and Investment Advisers Association (SIAA) Conference, the industry-first study conducted by Praemium in partnership with SIAA and CoreData, surveyed 100 advisers from stockbroking and advice firms.

The findings show firms are building on traditional strengths in execution, direct ownership and investment expertise as they position for the next phase of private wealth advice.

High‑net‑worth advice already core to stockbroking

Nearly 80% of surveyed advisers have a focus on HNW clients, with 64% reporting that these clients represent at least half of their client base. Almost 80% of firms manage individual client portfolios exceeding $6 million, and over a quarter serve client bases that are at least 50% wholesale investors, reflecting the growing scale and sophistication of the sector.

“What’s clear from the data is that firms aren’t pivoting into high‑net‑worth advice, they’re already operating in it. The shift we’re seeing is how they’re broadening their role to support more of the client balance sheet, particularly as portfolios become larger and more complex,” said Denis Orrock, Chief Strategy Officer of Praemium, speaking at the conference.

Structural wealth growth reinforcing the transition

Despite Australia’s high‑net‑worth investable assets pool reaching approximately $4.4 trillion, only around 24% of high‑net‑worth individuals currently have a nominated financial adviser. At the same time, Australia is entering its largest intergenerational wealth transfer on record, with the acceleration of the baby boomer cohort driving increased demand for advice as more investors seek to structure, protect and transition their wealth efficiently in a tightening policy and tax environment.

This creates a widening gap between demand and access, alongside growing client complexity across retirement, succession, tax, alternatives and whole‑of‑wealth oversight.

“The high‑net‑worth segment continues to expand at pace, but advice penetration hasn’t kept up. That imbalance creates a clear runway for firms that can broaden their offering and deliver advice more consistently across a larger client base,” said Andrew Inwood, CEO of CoreData.

A decisive shift toward advice‑led, hybrid models

The research shows the direction of travel is clear. Seventy per cent of surveyed firms now identify as advisory‑led broking businesses, while just 5% believe purely transactional models will grow or remain dominant over time.

This shift is reflected not only in revenue mix, but in how firms position themselves. Almost a quarter of firms no longer use the term “stockbroker” in their marketing, with younger advisers particularly likely to describe their practices as investment‑led or advisory‑first.

“What we’re seeing with hybrid models is a response to two competing client expectations — the need for broader, more structured advice, alongside a continued preference for transparency and direct ownership. Firms that can combine both are creating a model that is more scalable and better aligned to high-net-worth client needs.” Inwood said.

Portfolio construction already broadening beyond equities

Portfolio construction is already evolving. While 95% of advisers continue to access Australian equities on behalf of clients, the investment universe has broadened significantly:

• 88% provide ETF access
• 90% access international equities
• 60% provide access to alternatives, with client demand accelerating

ETFs are expected to drive the strongest growth in client interest over the next three years, cited by 35% of advisers, while alternatives are increasingly used to support income, diversification, and downside resilience in HNW portfolios.

Critically, this expansion is occurring alongside — not instead of — direct ownership, with 79% of advisers citing HIN ownership as important to their clients for transparency, control and tax outcomes.

Younger advisers accelerating the pace of change

The research highlights a clear generational dynamic. Younger advisers are more likely to adopt broader portfolio frameworks, and scalable advice models earlier in the client lifecycle.

They are normalising hybrid advice models, using managed portfolio solutions, where appropriate, and reserving bespoke structuring for higher‑complexity clients, creating a pathway for firms to scale advice quality as portfolios grow.

“What we’re seeing from younger advisers is a different starting point. They’re building advice relationships earlier, using more structured portfolio approaches and thinking about scalability from day one. That is accelerating the adoption of hybrid models and enabling firms to capture a greater share of client wealth as complexity increases.” Orrock said.

An industry evolving with intent

The research presents a picture of an industry that is self‑aware, pragmatic, and already in transition.

As adviser numbers contract — down 48% since 2018 — stockbroking firms are deliberately positioning themselves to deliver greater value per client, through deeper advice, broader portfolios, and more durable revenue models.

Maria Lykouras, CEO of the Stockbrokers and Investment Advisers Association (SIAA), said the sector is evolving in a measured and deliberate way.

“At SIAA, we’re seeing stockbroking firms broaden their role, while remaining at the frontline of markets, responding to increasingly sophisticated client demand. They continue to help Australians navigate complexity and make decisions that shape long‑term outcomes — the core objectives of stockbroking and investment advice,” Maria said.

“As Australia’s private wealth market grows in scale and sophistication, the industry is well positioned to evolve with it, moving beyond traditional execution, to identifying and managing broader investment opportunities that deliver lasting value for investors and their communities.”

-ENDS-

Media contact:

Adele Welsh

Head of Marketing

+61 424 189606

adele.welsh@praemium.com

About Praemium

Praemium empowers Australia’s leading financial advisers with innovative investment, administration, and retirement solutions designed for Australia’s wealthiest investors. Praemium’s solutions provide seamless access to global markets, alternative assets, and over 360 integrated SMAs. With advanced technology and unrivalled reporting, Praemium enables advisers to manage, report, and administer complex and sophisticated wealth portfolios, with a digitised view of total wealth. From outsourced administration of non-custody assets to superannuation solutions, Praemium delivers a complete wealth management platform that drives superior results.

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^{P 1800 571 881            E support@praemium.com              W www.praemium.com}

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Anthony Wamsteker

raemium Limited has announced the commencement of an organisational restructure within its technology division following the acquisition of Technotia Laboratories in January 2026 –  a strategic investment designed to accelerate platform innovation, strengthen long‑term scalability and enhance technology performance.

The proposed restructure reflects the planned integration of Technotia’s specialist engineering, scientific and user experience capabilities into Praemium’s technology function. As part of this integration, Praemium is removing duplication across development, maintenance and infrastructure roles, enabling a sharper focus on platform capability, automation, reliability and execution velocity.

As announced to the ASX, the Company will be undertaking a consultation process with Australian employees in affected roles. The restructuring, once it has been implemented, is anticipated to reduce headcount by around 15% in Australia and result in the closure of our software development operations in Armenia by the end of the 2026 financial year.

Once implemented, the restructure is expected to deliver a meaningful reduction in the ongoing cost base of the technology division, while maintaining and strengthening Praemium’s overall investment in platform capability and innovation. Key personnel are being retained to ensure continuity of service for clients, while new capabilities are incorporated in a measured manner.

Anthony Wamsteker, CEO of Praemium, commented:

The acquisition of Technotia is a strategic investment in the future of the Praemium platform and a clear signal of our commitment to advanced scientific and technology capabilities. By embracing Technotia’s expertise, we aim to accelerate innovation, improve the speed and quality of delivery, and strengthen the technology foundation that supports advisers and their clients at scale.

This integration enhances our ability to deliver greater automation, reliability and platform enhancements, while ensuring investment is focused where it creates the greatest long‑term value.

While these decisions are difficult and we acknowledge the impact organisational change can have on our people — many of whom have contributed significantly to Praemium’s growth — we are confident this integration positions the business to continue evolving alongside the needs of modern advice practices”

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Anthony Wamsteker

Praemium Limited (Praemium), a leading provider of next-generation wealth management solutions, has today announced to the ASX it has entered into a binding agreement to acquire Technotia Laboratories, a specialist in advanced technology and computing machinery and intelligence (CM&I).

This acquisition marks a significant step in Praemium’s strategy to lead the market in AI-powered wealth management. By integrating Technotia Laboratories’ proprietary technology and scientific expertise, Praemium will deliver a platform that sets a new benchmark for high-net-worth advisers. The combined capability will enable advisers to operate with greater precision, scale and speed, while deepening client engagement and driving superior outcomes.

Scientific expertise meets wealth management innovation

Founded by Chief Scientist Professor James Murray-Parkes, Technotia Laboratories brings world-class capability in applying physics, mathematics, and design-led thinking to solve complex challenges. Established in 2019 after leading Brookfields Scientific Solutions Group, Technotia has a proven track record of delivering scientifically rigorous, practical solutions across multiple industries.

Praemium has collaborated with the firm since late 2024 to enhance its superannuation solution, demonstrating measurable improvements in efficiency and scalability. Building on this success, Praemium identified the opportunity to leverage Technotia Laboratories’ expertise across its entire platform.

By leveraging their proprietary IP and CM&I expertise, Praemium will accelerate innovation, enhance automation, and unlock data-driven insights that enable tailored strategies at scale. Advisers will benefit from seamless access to market-leading capabilities from a trusted platform partner.

Driving the future of advice and building long-term value

Praemium CEO Anthony Wamsteker said: “The rapid expansion of AI in financial services demands more than speed, it requires trust and proven capability. Through the acquisition of Technotia Laboratories, Praemium will embed specialist expertise directly into our platform, ensuring innovation is delivered with scientific rigour and reliability. This cements Praemium’s leadership in the high-net-worth advice segment, combining trusted wealth management experience with advanced AI technologies, to set the standard for smart efficient advice and exceptional client outcomes.”

Under the terms of the acquisition, Praemium will acquire Technotia Laboratories for 9,047,045 ordinary shares at $0.829 per share, equivalent to $7.5 million. Completion is targeted for January 2026, with key employees incentivised for a successful acquisition outcome including cost savings gained and revenue earned.

Praemium non-executive director Daniel Lipshut has been appointed CEO of Technotia Laboratories. Lipshut commented: “My decision to step into an operational leadership role reflects the strategic significance of this acquisition and a commitment to realise the full commercial potential of this acquisition. This partnership gives Praemium proprietary AI capability that will transform wealth management technology. Together, we’ll unlock new growth opportunities and create lasting value for advisers and shareholders. It’s a bold step that positions Praemium ahead of the curve in driving intelligent solutions for the advice market.”

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Denis Orrock

Praemium’s latest research in conjunction with CoreData reveals that the “Bank of Mum and Dad” continues to play a pivotal role in the generational wealth of Australians, with high-net-worth families providing significant support to the next generation, often well before inheritance.

Key statistics from the research:

• 96% of high-net-worth investors have already provided financial support to loved ones, most commonly for education (58%), ongoing financial support (56%), direct cash gifts (49%), covering major life events (48%) and gifted or transferred property (34%).
• Nearly a third who have provided financial support to loved ones have given between $250,000-$500,000 to family members, with 26% contributing between $500,000 and $1 million.
• 96% intend to pass on assets, of these 85% plan to transfer at least some wealth while still alive.
• 89% report a strong understanding of legal wills, 80% of trusts, and 81% of self-managed super funds as vehicles for wealth transfer.
• Only 41% of those intending to pass on assets have formalised and documented their plans, and just 63% have made any kind of plan with their adviser to reduce tax on wealth transfers.

While the research shows a high level of awareness and understanding of wealth transfer structures, it also highlights that many families are still in the process of formalising their plans. Challenges such as managing family dynamics, understanding tax implications, and ensuring responsible stewardship remain front of mind for many.

These findings present an opportunity for advisers to support clients in planning and documenting their giving strategies, and to encourage early conversations with beneficiaries. By helping clients navigate the complexities of gifting – whether through trusts, superannuation, or direct support – advisers can add value and help ensure that generosity aligns with both family values and financial goals.

Denis Orrock, Chief Strategy Officer at Praemium, comments: “We’re seeing families take a much more active role in supporting the next generation, with significant value being transferred well before inheritance. Advisers can play a key role in helping clients formalise their plans, manage tax, and involve beneficiaries in the conversation early. They can also help address some of the challenges investors face with transferring wealth now and in the future.”

“With most high-net-worth investors already supporting loved ones in substantial ways, and a high level of awareness of the available structures, the research underscores the need for expert, personalised advice. Praemium is committed to helping advisers and their clients manage these decisions with clarity, confidence, and care.

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Anthony Wamsteker

Praemium is pleased to announce that its flagship wealth solution, Praemium Spectrum, has surpassed $1 billion in organic inflows, with total funds under administration (FUA) now reaching $3.2 billion^[1] including the successful transition of assets from the OneVue acquisition.

Launched in October 2024, Spectrum was designed to meet the evolving needs of financial advisers serving high-net-worth (HNW) clients. Its rapid growth reflects strong adviser demand for a platform that delivers sophisticated investment access, operational efficiency, and total wealth visibility – all within a seamless digital experience.

“We’re incredibly proud of our teams who have helped to make Spectrum such a success,” said Anthony Wamsteker, CEO of Praemium. We set ourselves an internal target of $1bn in organic inflows by 12 months and to have achieved this within 10 months, not only validates our strategic direction but also confirms that Spectrum is the right product for this market. The demand we’re seeing reflects the strength of our offering and the opportunity to strengthen our market share in the HNW segment. We’re encouraged by our strong pipeline and the interest and momentum behind this product.”

Meeting the demand for Sophisticated Investment Solutions

This achievement comes amid a surge in adviser and investor interest in sophisticated investment strategies, particularly alternative assets. Praemium has seen a 15% year-on-year growth in FUA for alternatives, with total alternative FUA now exceeding $7.4 billion, representing approximately 11% of total FUA².

This growth is being driven by HNW investors seeking diversification, inflation protection, and returns less correlated with public markets. Spectrum’s architecture is designed to support this shift, offering advisers access to a broad universe of alternative assets.

Spectrum enables advisers to deliver a premium experience to HNW clients through:

• Comprehensive investment access: Including listed securities, managed accounts, alternatives, private assets, and structured products.
• Advanced execution services: Via Praemium’s in-house intermediary desk, supporting FX, fixed income, derivatives, and corporate actions.
• Total wealth visibility: Consolidated reporting across custody and non-custody assets, with ESG filters and multi-entity structures.
• Digital-first onboarding and compliance: Streamlined processes for AML, CRS-FATCA, fee consent, and client classification.

Commenting further CEO Anthony Wamsteker said “Praemium’s achievement with Spectrum is more than a milestone, it’s a signal of sustained momentum and market alignment. With strong adviser engagement, increasing flows into sophisticated investment solutions, and a robust pipeline of opportunities, Praemium is well-positioned to lead the next phase of innovation and growth in the HNW advice segment.”

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Notes:
[1] Source Praemium as at 12 September 2025 2 Source Praemium 30 June 2025 includes platform, Scope and Scope+

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Denis Orrock

Australian financial advisers using managed accounts are reporting unprecedented client outcome improvements, with 88% experiencing positive results according to comprehensive new research from platform provider Praemium.

The research, surveying advisers across Australia, reveals that three in five advisers have adopted  managed accounts and 81% have a strong understanding of them, positioning Australia as an emerging global leader in the solution.

According to the research, Separately Managed Accounts (SMAs) are the most popular structure (used by 88% of managed accounts users). The primary drivers for adoption, are operational efficiency (72% of managed account users cite this) and access to professional investment management (67%), benefits that translate directly into scalability and time savings.

The research quantifies significant efficiency gains, with 25% of managed account users reclaiming a full working day per week on portfolio management activities, and an additional 28% report saving 4-6 hours weekly through operational efficiency gains. Over half of those using the solution noted that adopting managed accounts has made it easier to scale their business, with 35% stating it allowed them to take on more clients.

“Managed accounts are enabling advisers to shift their focus from portfolio construction to strategic advice and client relationship management,” said Praemium’s Chief Strategy Officer, Denis Orrock. “This evolution is critical as practices look to scale and differentiate in a competitive environment.”

The report also highlights the importance of platform integration. Portfolio reporting tools and seamless connectivity with financial planning software were cited as essential by 69% and 61% of users respectively, followed by tax reporting tools (55%).

“These integrations are not just nice-to-haves, they’re foundational to delivering a streamlined experience for both advisers and clients. Our continued investment in reporting and connectivity reflects our belief that advisers deserve tools that work together seamlessly, saving time, reducing complexity, and enhancing client outcomes. As the managed account space evolves, so too does our platform, with a clear focus on scalability, transparency, and adviser efficiency.” Orrock adds.

Despite some lingering concerns among non-users, such as perceived loss of control and uncertainty around value – 63% of those not currently using managed accounts are considering adoption in the future. This signals a significant opportunity for future market growth, as the solution evolves from an operational tool to an integral component of a holistic advice model.

Key Statistics:

• 62% of advisers currently use managed accounts.
• 25% save over 7 hours per week; another 28% save 4–6 hours.
• 88% of users report improved client outcomes.
• 69% cite portfolio reporting tools as essential; 61% cite planning software integration.
• 67% of users achieved more consistency in their client offering
• For more information or to access the full report, please contact Praemium’s media team.

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Anthony Wamsteker

Praemium is pleased to announce that following a comprehensive selection process, Bell Financial Group (BFG) has chosen Scope+, Praemium’s administration solution, to support its business. Praemium will partner with the leading stockbroking and investment management firm to administer over 2,200 client portfolios by the end of 2025.

The transition represents:

• $6bn in funds under administration (FUA)
• a 19% increase in total FUA for the Scope+ solution^[1]
• a 23% increase in total Scope+ portfolios¹
• a 10% uplift in overall platform FUA to approx.$68bn post onboarding^[1].

“This is a major milestone for our administration solution and a clear validation of our market-leading proposition,” said Anthony Wamsteker, CEO at Praemium. “We are delighted to form this partnership with Bell Financial Group and proud to support advice businesses striving for greater efficiency and scale by partnering with a specialist administration provider, so they can dedicate more time to helping their clients achieve their goals.”

The appointment underscores the growing demand for premium, scalable administration services that enable wealth management firms to focus on delivering strategic, client-facing advice.

Recent research conducted by Praemium and CoreData shows that 50% of HNW advisers predict non-custody solutions will have either a growing or essential role in wealth management over the next 3-5 years, outlining the increasing importance of non-custody investment solutions, as well as the need for expert support in administering and reporting on these assets.

Praemium is uniquely positioned to meet this growing demand and their new partnership with Bell Financial Group cements Praemium as Australia’s largest provider of Professional Administration and Reporting Services (PARS). Praemium ranked 1^st for non-custody solutions and was rated Australia’s #1 platform for Security, Data and Integration in the latest Investment Trends Competitor Analysis and Platform Benchmarking Survey – critical areas for advisers managing complex portfolios and delivering high-touch service.

The partnership with Praemium highlights BFG’s continued investment in scalable non-custody solutions and high-value adviser partnerships, aligning with its strategy to lead in premium wealth solutions and capitalise on a growing high net worth investor segment.

Co-CEO Arnie Selvarajah commented “Our business is built on delivering high-value, client-centric advice. By partnering with Praemium, we’re able to focus more on our core proposition, time with clients and strategic growth. Our decision to use Praemium was centred around their specialist expertise in non-custody and HIN based assets, comprehensive reporting, and proven service model.”

The announcement adds to a growing list of stockbroking firms partnering with Praemium over the last year, opening up opportunities to leverage additional platform capabilities through Praemium’s SMA solution and the recently launched Spectrum product to gain access to a broader range of investment options and technology-driven efficiencies.

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1. Based on results for the quarter ended 31 March 2025.

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The research reveals that six in ten advisers cite U.S. President Trump related events as having a moderate to major effect on portfolio construction and client conversations, with 60% of advisers stating they have made changes to their investment strategy in response to recent market volatility.  This uncertainty has also intensified client engagement, with 47% of advisers reporting increased communication volumes and a heightened need for reassurance.

While 73% of advisers remain “cautiously optimistic” about risk and long-term investing, those advisers servicing larger portfolios are spending more time reassessing investment strategies, with 35% of high-net-worth advisers dedicating four or more hours per client in the last six months to strategy reviews.

The data also highlights a growing need for agility. “Navigating volatile markets” was cited as the top challenge (36%) for advice businesses, followed closely by the burden of managing increased client communication (33%). Advisers describe the need for rapid, informed decision-making, noting “speed in execution and trading” and “timely data” as critical to navigating today’s increasingly fast-changing markets.

Commenting on the findings, Praemium Chief Strategy Officer Denis Orrock said: “As global dynamics shift, advisers are having to respond rapidly and spend more time educating and reassuring clients. In order to keep delivering this value for their clients, advisers have a growing need for platforms and tools that can support more frequent reviews, scenario modelling, and timely reporting in volatile markets.”

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According to the nationwide study, many are using them to access diversification, inflation protection and returns less correlated with public markets. Amid a cautious economic climate, investors are moving beyond traditional asset classes to build broader more resilient portfolios. While private equity remains a common alternative holding, growing interest is emerging in areas such as infrastructure, water rights, venture capital and hedge funds. For those already holding alternative assets, 85% plan to increase their allocation in the next 12 months. Notably, 46% of HNW investors who do not currently invest in alternatives are considering doing so in the next 12 months.

The research highlights that HNWs are becoming more proactive in sourcing these investments, with many leveraging a diverse mix of professionals and digital platforms. HNW investors are not navigating this shift alone. Around 70% of respondents had engaged with financial professionals in the past year, with 84% of those engaged opting to work with financial advisers.

For advisers, this growing demand comes with significant opportunity. Many HNW clients are looking for help navigating risks, understanding liquidity and return profiles, and integrating alternatives into their broader portfolio strategy.

“While private markets have faced renewed scrutiny and valuation resets in recent months, wealthy investors continue to see alternatives as a strategic component of their portfolios,” said Denis Orrock, Chief Strategy Officer at Praemium. “Platforms play a key role in helping advisers access the growing range of alternative assets while providing the administration, reporting, and execution support to implement them effectively. The significant growth in funds allocated to alternatives on the Praemium platform, coupled with growing interest in our Spectrum solution, clearly signals that advisers are actively seeking platform partners with specialised expertise to support this dynamic asset class.”

The research also points to an ongoing education gap. Nearly half of respondents reported that they lacked familiarity with the range of alternative investments available. This signals a clear opportunity for advisers and platforms to step in with accessible insights, better transparency, and more structured access pathways.

“There’s a real opportunity for advisers to lead the conversation, particularly now,” added Denis Orrock. “Clients want to understand how these assets perform in different market cycles, and they’re looking to their advisers to filter opportunities and provide clarity. Advisers who can bridge the access and education gap on alternatives will be well positioned to add value and differentiate their offer.”

While current conditions may test investor conviction, the longer-term trend is clear: alternatives are becoming a core pillar of wealth portfolios. Advisers who engage early and guide clients through the volatility will be best placed to build trust and differentiate their offering.

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James Edmonds

Praemium a preeminent HNW wealth management platform and Stropro a leading alternative investment platform, have entered into a strategic partnership to expand financial advisers’ access to structured products.

This collaboration integrates Stropro’s structured product expertise into Praemium’s platform, enabling advisers to better meet the evolving needs of high-net-worth (HNW) clients.

Empowering financial advisers with new capabilities

This partnership equips financial advisers with advanced tools and resources, including:

• Access to structured product education: Comprehensive resources to improve understanding and application of structured products in client portfolios.
• Enhanced product design: Tailored investment solutions that align with specific client objectives.
• Seamless integration: Simplified management, reporting, and analytics for structured products through Praemium’s platform.

Strategic impact for advisers

By leveraging Stropro’s expertise and strong relationships with major investment banks, financial advisers gain:

• More effective tools to diversify and de-risk client portfolios.
• The ability to offer precise, customised investment solutions.
• Improved pricing and product outcomes via Stropro’s market leading panel of 10 global investment banks.
• Integrated functionality within Praemium’s platform to streamline operations.

“Structured products are an increasingly important tool for financial advisers to deliver customised solutions and meet the complex needs of HNW clients,” said James Edmonds, Chief Operating Officer at Praemium. “This partnership enhances our proposition by incorporating Stropro’s market-leading structured product capabilities within our new Spectrum product, enabling advisers to expand their offering and engage with their clients on new investment opportunities.

Ben Streater, COO of Stropro: “Praemium’s advisers will have the unique opportunity to work directly with Stropro’s Investment Desk. Our approach provides advisers with tailored education for themselves and their clients, enhanced product solutioning, competitive structured product pricing, and advanced reporting tools to support better decision-making and investment outcomes.”

This strategic collaboration highlights Praemium and Stropro’s commitment to innovation in financial services, delivering best-in-class solutions to empower advisers and help them drive superior outcomes for their clients.

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