Search ResultsShowing 91 - 100 of 100+ results for "Praemium"
Praemium appoints head of distribution
STAFF WRITER  |  FRIDAY, 6 JUN 2014
Praemium has appointed a head of distribution with over 10 years' experience on platform administration and investment management. Edward Caser was previously at boutique portfolio administration firm Integrated Portfolio Solutions (IPS), a Praemium ...
WB Financial launches SMA service with Praemium
LAURA MILLAN  |  TUESDAY, 27 MAY 2014
Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models ...
Managed accounts take-up jump 63%: survey
STAFF WRITER  |  TUESDAY, 6 MAY 2014
... These advisers also represent almost half of total adviser FUA based on Rainmaker data. Leading the league tables are Praemium and AMP Personal Portfolio Service, which together account for 49% of advisers in adviser groups formally associated with a ...
Praemium upgrades CRM planning software
LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...
Praemium launches SMSF functionality
STAFF WRITER  |  TUESDAY, 18 FEB 2014
Praemium is set to launch its self-managed superannuation fund (SMSF) functionality after beginning a beta trial in mid-2013. The product will allow SMSF administrators to undertake fund compliance tasks, including tax lodgement, from with Praemium's ...
Praemium to launch retail super SMA service
LAURA MILLAN  |  MONDAY, 20 JAN 2014
Praemium will launch a version of its separately managed account (SMA) platform for the retail superannuation space in February 2014. The Praemium SuperSMA will include the offerings of the current Praemium SMA platform within a retail superannuation ...
Praemium strikes deal with RBS
JAMES FERNYHOUGH  |  TUESDAY, 10 DEC 2013
Praemium International Limited, a subsidiary of Australian company Praemium, has cut a deal with the Royal Bank of Scotland (RBS) to provide platform services to RBS International's ex-pat clientele based in the tax haven of Jersey. Under the deal ...
Praemium UK director resigns
LAURA MILLAN  |  TUESDAY, 5 NOV 2013
Praemium United Kingdom managing director John Martin has resigned, effective January 31, 2014. Martin has left the company after six years to "pursue new challenges," according to a Praemium announcement to the Australian Securities Exchange (ASX). ...
Praemium to host 5 more BetaShares ETFs
ALEX DUNNIN  |  WEDNESDAY, 16 OCT 2013
The Praemium SMA platform has agreed to include five more BetaShares exchange traded funds that focus on domestic equities strategies, currencies and commodities. The new inclusions take to 10 the number of BetaShares ETFs the Praemium SMA will host. ...
Praemium adds Easton AM to SMA platform
LAURA MILLAN  |  THURSDAY, 12 SEP 2013
Praemium has added Easton Asset Management Global Tactical Model on its separately managed account (SMA) platform. The Global Tactical model portfolio uses global tactical asset allocation and Australian Securities Exchange (ASX) listed exchange-traded ...
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