High-Net-Worth (HNW) & Sophisticated Investment Market Trend

Understanding current HNW market trend and identifying the types of investments that are most attractive to High-Net-Worth (HNW) and Sophisticated investors.

HNW Investment Market Trend

Researching the current market trends and identifying the types of investments most attractive to High-Net-Worth Investors in Australia is essential in catering to HNW and Sophisticated investors’ needs.

According to recent market trends, alternative investments such as private equity, real estate, private credit, and infrastructure have been gaining popularity among HNW investors in Australia. These types of investments offer the potential for higher returns and diversification benefits, which are particularly attractive to HNW investors.

In addition, renewable energy projects have been gaining interest from HNW investors. The Australian government’s commitment to reach net-zero emissions by 2050 has created opportunities for clean energy investments.

Investments in technology, healthcare, and biotechnology also have been gaining traction.

It’s also worth noting that many HNW investors in Australia are looking to diversify their portfolios globally, with a focus on investments in the Asia-Pacific region.

It’s important to note that this is the trend, but the final decision of what and when to invest should come after going through a robust structured advice and asset allocation process. B. Moses Private Wealth can assist you with these services before making investment decisions.


At B. Moses Private Wealth, we take a comprehensive approach to your advice, financial planning, and asset allocation needs. First, we analyse these trends and their associated investment opportunities with you and assist in making an informed decision.

Comprehensive planning is the key to financial success for our clients. We look at all aspects of your financial picture, from investments and retirement planning to taxes, insurance, and estate planning. Our goal is to provide clients with personalised strategies, asset allocation optimised to current market conditions, and advice to help them achieve their financial goals and objectives.

Quick Links


Stay up to date with our latest news, receive exclusive deals, and more.

understand the market

Our core services and depth of experience extend to securities and derivatives, international portfolios, equity capital markets, alternative assets, private debt, and capital advisory services.

Build People's Dreams

Our broader service offerings have been designed after testing strategies, not products. As a client, we’ll provide 24/7 access and regular reporting.

Understand Asset Classes

Exposure to the major asset classes, including equities, fixed interest, ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed funds), private credit investments, and portfolio management.