Search Result: praemium

Jun
05

Cashwerkz announces partnership with Praemium

Cashwerkz announces its digital cash investment platform is available for thousands of wealth advisers in Australia using the Praemium integrated platform.

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May
24

Praemium signs new SMA deal

Leading wealth management business Pitcher Partners has commissioned fintech company Praemium to deliver its customised portfolio solution.

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Feb
14

Praemium upgrades and rebrands platform

Praemium has announced a major technology upgrade and a new rebrand for its global investment platform. In a statement, Praemium said the upgrade will expand its addressable market from the $62 billion managed accounts segment to the $860 billion overall platform market. Praemium said it will deliver its Unified Managed Accounts (UMA) solution, through the combination of: its existing Separately Managed Accounts (SMA) solution; the expansion of its Individually Managed Account (IMA) solution across a wide range of investment assets; and its Virtual Managed Account (VMA) reporting solution for non-custodial holdings. As a result, financial advisers will have an expanded investment universe of 1,300 domestic and international model portfolios and […]

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Praemium doubles profit, SMA hits $5.6bn

Australian and UK domiciled SMA provider Praemium has posted a net profit after tax of $1.4 million, up 106 per cent on 2016-17 figure of $688,000. The company’s core service, namely SMA administration, has grown well in the past year. Praemium’s Australian SMA is up 45 per cent to $5.61 billion, and the international SMA is up 20 per cent to $2.68 billion. Praemium has also added 23 new fund managers and a further 88 model portfolios, for a total of 72 managers and 336 managed models. The company recorded gross asset inflows of $3 billion, an increase of 50 per cent on the previous financial year. Overall funds under […]

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Jul
04

Praemium inks deal with WA-based wealth manager

A West Australian wealth manager with about $1.2 billion in funds under management is Praemium’s newest client. Broking and wealth management firm Hartleys will manage its client portfolios using Praemium’s reporting and administration platform, with the deal set to increase cost efficiencies in Hartleys’ administration process. With Hartleys looking to enhance its value proposition, Praemium’s investor portal served as a key in the decision to award the mandate. Hartleys chief executive Charlie Ransom said Praemium stood out for its strengths in corporate action processing and performance analysis and reporting. “This allows us, most importantly, to have a consolidated view of our clients’ overall portfolio, provide timely and accurate reports to […]

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May
16

Macrovue thematic global share portfolios available as SMAs via Praemium

Thematic global share investing business Macrovue announce the first 3 of its 22 managed portfolios are available as SMAs via the industry-leading managed accounts platform, Praemium. Thematic portfolios are becoming more and more important for advisers to consider when thinking about a client’s overall portfolio.  Having the Macrovue thematic global share portfolios available for advisers delivers leading investment solutions and global diversification for advisers managing clients’ investments.  Macrovue’s investment management fee of 80bps with no performance fees provides access to global markets at reasonable cost for clients. Leveraging the more than 50-years’ global stock-picking experience of the Macrovue Investment Team, Macrovue’s portfolio construction process combines inputs from a proprietary quantitative […]

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Praemium expands SMA model options

Platform provider Praemium has added 16 new multi-asset model portfolios to its separately managed account offering, expanding the investment options available to users. The listed fintech company announced today that it has struck deals with a number of investment managers, including the introduction of eight new models from Shaw and Partners, four from Joseph Palmer & Sons, three from State Street and one from Evans and Partners. An additional 27 managed funds and 14 exchanged-traded products have also been added to the SMA, bringing the total number of managed funds available to 301. “The addition of these new models and managed funds to the Praemium SMA is part of our […]

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Praemium

The platform for where you’re going next.

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