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Showing 1 - 10 of 14 results for "Powerwrap platform"

OneVue adviser exits dents Praemium's FUA

KARREN VERGARA  |  MONDAY, 23 FEB 2026
Praemium has lost $827 million in gross outflows mostly related to financial advisers from OneVue exiting after it finalised the acquisition of the platform last December. The group reported a total of $70.5 billion in funds under administration (FUA) ...

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
Damian Cilmi has left his position as head of investment managers and governance at Praemium to set up a new business at MST Financial. Cilmi, formerly head of investment managers and governance at Praemium, joins MST as a partner responsible for building ...

Praemium extends partnership with largest client

CHLOE WALKER  |  TUESDAY, 14 FEB 2023
... Escala Partners is Praemium's largest client, with approximately $7 billion of funds under administration on the Powerwrap platform. As part of the new services agreement, Powerwrap and Escala will work collaboratively to continue improving longer term ...

Powerwrap launches new adviser service

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 MAR 2019
... businesses in Australia." The features of Tickr include modern CBD offices with 24 hour access, access to the Powerwrap platform which features a broad range of investments and products as well as administration and reporting, a full service DMA/intermediary ...

Powerwrap names new chief executive

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
... bringing together the best in class technology, customer service and institutional grade investment product the Powerwrap platform can lead the expansion into global SMAs," he said. "All Australian investors, particularly SMSF investors, are significantly ...

Boutique investment manager continues retail trend

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
A Sydney-based boutique investment manager is joining the shift towards an increasingly sophisticated retail market, launching a retail class of its flagship concentrated global equities fund. Avenir Capital will make the Avenir Global Fund accessible ...

Cooper Investors opens door to retail

ALEX BURKE  |  TUESDAY, 5 SEP 2017
With its first rating from Lonsec and a responsible entity mandate from Equity Trustees, $12 billion fund manager Cooper Investors is ready for the retail market. Lonsec has rated both the Cooper Investors Global Equities Fund (Hedged) and Cooper Investors ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... generating returns, preserving capital and effectively managing tax outcomes. "Launching SMA strategies on the Powerwrap platform allows us to extend the options available for financial advisers and investors to access our investment strategies," PPM ...

Lonsec upgrades Flinders fund

EMMA RAPAPORT  |  THURSDAY, 16 MAR 2017
Ratings house Lonsec has upgraded the Flinders Emerging Companies Fund from 'Investment Grade' to 'Recommended'. In its research report, Lonsec noted an increased conviction in Flinders Investment Partners investment team and process. They consider ...

SQM upgrades Trilogy Monthly Income Trust

EMMA RAPAPORT  |  TUESDAY, 7 FEB 2017
... able to live their ideal lifestyle," he added. Trilogy Monthly Income Trust was approved for inclusion on the Powerwrap platform last year, and is paying a current net rate of 8.00% per annum. Commenting on the result, Ryan said that the company has ...
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