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Showing 141 - 150 of 296 results for %22Praemium%22

Praemium data feeds added to BGL platform

KANIKA SOOD  |  MONDAY, 19 MAR 2018
Praemium's automated data feed for financial advisers is now available on BGL's Simple Fund 360 platform. The new data feed will use BGL SmartPost II to automatically move money to ledger accounts. BGL managing director Ron Lesh said his team has been ...

Former Bennelong chair joins Copia

KANIKA SOOD  |  THURSDAY, 15 MAR 2018
... business. From 2012 to 2016, Loveday served as an independent non-executive director and later as a non-executive chair at Praemium. He was the chair of Bennelong Funds Management from 2010 to 2014. Loveday is fellow of the Australian Institution of ...

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Praemium is introducing paperless applications and digital acceptance, simplifying the financial advice process for both adviser and client. The platform said the addition of new features means Praemium is now offering a completely online solution. ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
Praemium has added international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment ...

Praemium chief flags UK pensions investments after record inflows

ALEX BURKE  |  WEDNESDAY, 10 JAN 2018
Praemium chief executive Michael Ohanessian said the firm is looking to invest further in the UK pensions market following record inflows for the December quarter. With combined gross inflows of $764 million, $216 million of which came from international ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
A wealth advice firm is the first to outsource its portfolio administration functions to a new Praemium offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates ...

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... international separately managed accounts business of a $7 billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer international SMAs through the J.P. Morgan platform. Under the deal, Praemium will ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... Funds BT Colonial First State Copia and Ralton Elston Financial Express IOOF IRESS Lonsec Macquarie Morningstar Netwealth Praemium

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... what investors are looking for within the increasingly popular SMA structure," Martin said. XTB also has two SMAs on Praemium platforms and Macquarie's Investment Wrap; and are available on AMP North Super and Allocated Pension.

Praemium grows SMA options

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Praemium expanded its separately managed accounts offering, adding 16 new model portfolios. The $4.3 billion platform has added eight models with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners model. This ...