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Praemium's research with CoreData highlights a compelling connection: HNWs who incorporate alternative investments into their portfolios tend to have stronger relationships with their adviser and increased engagement with their wealth.
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Praemium's Chief Operating Officer James Edmonds, discusses how HNW investment strategies are becoming increasingly aligned with the asset allocations implemented by institutional asset owners. And this shift is not just about returns; but a deliberate move towards diversified portfolios, sustainability, and preserving intergenerational legacies—a convergence that’s reshaping the landscape of modern wealth management.
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