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Showing 161 - 170 of 341 results for praemium

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 ...

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 ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
Praemium and Asgard Capital Management have extended their 11-year portfolio administration partnership for at least another three years. The current contract was due to expire in November 2019, however both businesses have agreed to extend the relationship ...

Managed accounts provider replaces Praemium

KANIKA SOOD  |  FRIDAY, 2 NOV 2018
A managed accounts provider is replacing its Praemium-powered separately managed accounts (SMA) with a new solution, lowering fees. InvestSMART is transitioning about $100 million of client money from its Praemium SMAs to a new professionally managed ...

Platform providers crack S&P/ASX 300

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
... 300 after the index provider executed a quarterly rebalance of its Australian indices at the close of reporting season. Praemium and HUB24 are now both in the S&P/ASX 300 which represents the largest 300 companies by float-adjusted market cap listed ...

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
A senior Netwealth investment research analyst is moving to Praemium. Damian Cilmi joins the managed accounts provider as its new head of investment managers and governance, starting his tenure on Monday, September 3. With the Praemium SMA already holding ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
Three advisory groups have partnered with Praemium, moving to its integrated managed accounts solution. Thornton Group, Advisory Partners and Providence Wealth have partnered with Praemium for separately managed accounts. It continues the firm's recent ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
... claiming it was independent. According to the regulator, Morgan Stanley made a claim in an ASX announcement released by Praemium in June that its services included an independent advice offering. However, MSWMA accepts volume-based payments and commissions ...

Praemium revenues inching towards $50m mark

KANIKA SOOD  |  MONDAY, 13 AUG 2018
Praemium's revenue grew by 22% over the previous year, buoyed by new client wins and funds pouring in from its Australian and international businesses. The managed accounts provider generated $43 million in revenues for the year ending June 2018, up ...