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Showing 231 - 240 of 341 results for praemium

Praemium platform passes $3bn milestone

STAFF WRITER  |  TUESDAY, 20 JAN 2015
Praemium's global funds on platform reached $3.1 billion as at 31 December 2014 following a quarter of record inflows to the company's Australian and international separately managed account (SMA) platforms. Gross inflows for the December 2014 quarter ...

Praemium reports strong rise in SMA funds

MARK SMITH  |  MONDAY, 21 JUL 2014
Record inflows of $320 million to Praemium's separately managed account platforms in the June quarter has seen the company post new highs for funds on platform. The group's Australian SMA platform grew $200 million in the three months to end of June ...

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). ...