Search ResultsShowing 81 - 90 of 100+ results for "Praemium"
FEATURE: Managed accounts - more than meets the eye
ALEX BURKE  |  FRIDAY, 4 SEP 2015
... the primary means of determining the growth of managed accounts in general. Offered on major investment platforms from Praemium, Macquarie, AMP and MLC, as well as smaller boutique investment managers, SMAs are the managed account vehicle closest in ...
SMAs ideal for low-touch clients
ALEX BURKE  |  THURSDAY, 27 AUG 2015
... advisers to "outsource" investment management to firms like JBWere, whose SMA products are now available on Macquarie, MLC, Praemium and OneVue platforms. In a statement, JBWere chief investment officer James Wright said that "stock selection, portfolio ...
BGL adds 280 wraps to SMSF software
DARREN SNYDER  |  FRIDAY, 31 JUL 2015
... many of the major wraps and platforms including ANZ/OnePath, ASGARD, AXA, CFS, HUB24, IOOF, MLC, Netwealth, OneVue, Praemium and many more," Lesh said. BGL's Simple Fund software is reported to help administer more than 75% of Australia's 550,000 self-managed ...
Managed accounts boost advice business valuations
ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... aligned advisers nothwithstanding the managed account market is dominated by independent non-aligned platforms such as Praemium, Frontier and Hub24. While traditional brand name recognised fund managers account for 59% of managed account model portfolio ...
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 ...
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