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Showing 161 - 170 of 349 results for "Praemium"

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's efforts in improving managed accounts saw them take out the innovation category, while Australian equities was awarded Elston ...

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 from ...

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 patterns ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Prime 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
... 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 gives ...

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 "it ...

Powerwrap makes a move on IPO

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... selling 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 investigative ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... existing 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 for ...

Morningstar distribution executive joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... process 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 ...