All Articles tagged with 'Denis Orrock'

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Trump-related uncertainty sparks strategic portfolio shifts

Advisers are recalibrating client portfolios and communications strategies in response to global political volatility, according to the latest quarterly research conducted by Praemium in partnership with CoreData. The research reveals

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18 Jun 2025

Advice critical to support HNW investors’ appetite for alternatives

New research from Praemium has revealed a surge in appetite for alternative assets. Just under a quarter of Australia’s high-net-worth (HNW) investors (22%) are already allocating to the asset class

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20 May 2025

HNW clients demanding more access to Alternative Assets – but a third of advisers find it hard to give them what they want

High New Worth (HNW) investors increasingly seek the diversification and return advantages of Alternative Assets. Yet one-third of advisers find it difficult to give them access to those assets according

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15 Nov 2024

High-net-worth investor landscape evolves with rising numbers, growing wealth, and expanding needs for expert advice

The high-net-worth (HNW) investor landscape is undergoing significant transformation, driven by unprecedented growth in both the number of investors and the total wealth they control. Praemium in conjunction with Investment

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16 Sep 2024

Latest research highlights need for adviser support on alternatives.

Recent research conducted by Praemium and CoreData highlights the compelling opportunity available to advisers as High Net Worth (HNW) investors increasingly embrace alternative investments. Over the last year Praemium has

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03 May 2024

Praemium announces 3-year strategic partnership with CoreData

Praemium, one of Australia’s leading technology platforms is pleased to announce a three-year strategic partnership with CoreData, a renowned global research and business consultancy firm at the forefront of financial

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15 Nov 2023

Complii and Praemium announce strategic partnership to provide Australian capital markets participants an expanded suite of services

From Complii Fintech Solutions

Complii Fintech Solutions Ltd (ASX:CF1), provider of Australia’s first fully integrated capital markets platform for financial advisers and brokers, has announced a strategic partnership with leading investment platform Praemium Ltd (ASX:PPS)

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13 Nov 2023

Praemium appoints Denis Orrock to Chief Strategy Officer

Praemium has announced the appointment of Denis Orrock to the newly created position of Chief Strategy Officer (CSO). Denis will join the Executive Leadership Team reporting to CEO Anthony Wamsteker.

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16 Nov 2022

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CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]