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Showing 31 - 40 of 349 results for "Praemium"

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
A new Praemium study found that managed accounts are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and ...

Bell Financial reports 44% slump in profit

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... products and services that will launch in the near term, and an inaugural graduate program. In July, BFG partnered with Praemium to create a wealth management platform and holistic solution across all asset classes for Bell Potter Retail. "Our inhouse ...

Praemium reports FUA increase to $64.3bn

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
Praemium has reported funder under administration (FUA) of $64.3 billion to 30 June 2025, marking an increase of 12%. Praemium's next generation IDPS Spectrum achieved quarterly net inflows of $339 million, resulting in FUA of $2.38 billion for the ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... onboarding. It is also expected to see the acceleration of the Scope+ total FUA by 19% and a 23% increase in Scope+ portfolios. Praemium said the partnership reflects growing adviser demand for high-quality, scalable administration services that enhance ...

Alternatives spark 'real' opportunities for HNW advisers

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
... using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend. The research follows the company's recent report on HNW clients ...

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
The acquisition of OneVue and significant flows into the recently launched Spectrum offering have pushed Praemium's funds under administration (FUA) to $62.3 billion. Praemium's total FUA is up 17% year on year, its most recent quarterly update shows. ...

Apex wins $7bn super admin mandate

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... under management across its subplans at the end of June 2024, APRA figures show. Mason Stevens Super Fund, OneSuper, Praemium SMA Superannuation Fund, and the Tidswell Master Superannuation Plan are some of its subplans. Diversa previously mandated Iress ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
... advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an average of 26% of HNW clients' total portfolio value, the study conducted in partnership with ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
Praemium appointed a chief financial officer to replace Dave Coulter in the interim. Simon Moore is the temporary finance chief as Praemium searches for permanent replacement. Coulter was in the chief financial officer role from March 2022. Prior to ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... annual review meetings. HUB24 continues to top user satisfaction in the latest survey, closely followed by Netwealth and Praemium. Among the features that HUB24 users rate highly its non-custodial service offer to help advisers cost-effectively serve ...