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Showing 191 - 200 of 341 results for praemium

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 ...

Praemium continues record inflow streak

ALEX BURKE  |  TUESDAY, 10 OCT 2017
Praemium reported global inflows of $749 million for the September quarter - a new record, following on from the previous record quarter which followed Michael Ohanessian's reappointment as chief executive after a board spill in May. Australian inflows ...

Former Centrepoint executive joins Praemium

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
Praemium appointed a former Centrepoint Alliance executive to lead its product and marketing division. Mat Walker will join the investment administration and financial planning technology platform as the new head of product and marketing in November. ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... the technical aspects. It also gives the reader the most complete view of incorporating managed accounts." Meanwhile, Praemium was also recognised for its entry with its head of distribution Martin Morris receiving the 'Highly Commended' accolade for ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... the goals and strategies your clients are looking for, will greatly benefit you in the long run," he said. Meanwhile, Praemium was also recognised for its entry with its head of distribution Martin Morris receiving the 'Highly Commended' accolade for ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... was $100,000 in virtual money, participants from HUB24, netwealth, Mason Stevens, managedaccounts.com.au, Macquarie and Praemium fought it out tooth and nail. Presentations can be viewed here. The next forum will be held in September next year in Mel ...