Search ResultsShowing 1 - 10 of 100+ results for "Praemium"
Cashwerkz, Praemium ink deal
HARRISON WORLEY  |  WEDNESDAY, 5 JUN 2019
Financial advisers using Praemium's integrated managed accounts offering can now access the Cashwerkz platform. The two firms have entered a "data feed partnership" that will allow advisers using Praemium to access Cashwerkz's marketplace offering ...
New AI innovation for Praemium
ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
Praemium announced new platform functionality to provide financial advisers with knowledge and insights to enhance client engagement, using artificial intelligence. The innovation uses data science and technology to examine client behaviour ...
Managed Account Awards finalists revealed
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium Resonant Australian Equities Antares Equities Blackmore Capital Elston Asset Management Perpetual Private Watershed Funds ...
SSGA launches four model portfolios
KARREN VERGARA  |  THURSDAY, 30 MAY 2019
... and where their mindset is heading. SSGA is aiming to bring this type of quality to the adviser market, he said. The ETF model portfolios were made available on managed accounts platform Praemium on June 13. This article was updated on June 14.
Praemium signs new SMA deal
HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
A leading wealth management business has commissioned Praemium to deliver its customised portfolio solution. Pitcher Partners' Brisbane office has selected Praemium to provide a new separately managed account service; with Praemium saying the deal ...
Praemium loses major client
KARREN VERGARA  |  MONDAY, 8 APR 2019
Praemium has lost an Australian institutional client that contributed 8% to its revenue. ANZ Private made $4 million in revenue for Praemium during the 2018 calendar year. It will transition to new platform provider Netwealth from July 2019. While ...
Powerwrap makes a move on IPO
KANIKA SOOD  |  FRIDAY, 5 APR 2019
... the company to prospective suitors. In listing on the ASX, it joins fellow platform providers HUB24, Netwealth, Praemium and Managed Accounts Holdings. Bell Potter and Bailleau are the advisors on Powerwrap's IPO and Deloitte is the ...
Morgan Stanley extends platform partnership
KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... relationship. In a new agreement, MS Wealth Management will add 2,500 portfolios with international assets to Praemium's platform over the next two to three months. Praemium will also provide portfolio administration and taxation reporting ...
Morningstar distribution executive joins fund manager
JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... of having its Australian Absolute Return Growth Fund added to several platforms, including Netwealth, HUB24 and Praemium. The fund is modelled on Milford's Active Growth Fund and targets a return of 5% above the Reserve Bank of Australia cash ...
Praemium to upgrade platform
KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
Next month Praemium will roll out major upgrades to its integrated managed accounts platform for advisers and investors. Praemium has upgraded the technology, the coverage of the managed accounts, coverage of investments and user functionality, the ...
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