Search Results | Showing 41 - 50 of 353 results for "Praemium" |
| | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | Praemium has announced David Coulter will be stepping down from the role of chief financial officer, effective March 7. Despite resigning from the position, Coulter will continue to provide investor relationship services to Praemium on a consulting ... |
| | | | Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ... |
| | | | Netwealth and Praemium have both reported significant inflows in the December quarter. Netwealth reported record funds under administration (FUA) net inflows of $4.5 billion, 69.8% higher than the prior corresponding period, bringing 12 months inflows ... |
| | | | According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives. The report comes as advisers eye the asset class along with artificial intelligence (AI) and technology as key ... |
| | | | Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients. The agreement will bring advisers new ... |
| | | | ... increasingly demand alternative assets, platforms are failing to facilitate access to these opportunities, according to Praemium. Nearly one third of HNW investors want to diversify into alternatives but their platforms make it difficult to do so, a ... |
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