Anthony Wamsteker

Praemium and Euroz Hartleys are pleased to announce the strengthening of their partnership, marking a significant milestone in their collaborative journey towards excellence in wealth management. Since initiating an alliance with Hartleys in December 2017 with the adoption of Praemium’s Scope reporting and administration service, the partnership has strengthened since Euroz acquired Hartleys Limited in 2020.

Building upon their successful history, Euroz Hartleys has made the strategic decision to adopt the full suite of Praemium’s products, signalling a transformative shift in their operational strategy. Over the next 18 months, Euroz Hartleys plan to onboard over 1,000 portfolios to the Praemium non-custody solution (Scope) and transition approximately ~$2 billion in funds under administration across Praemium’s private wealth solutions, including its newly launched Spectrum solution.

By integrating Praemium’s comprehensive suite of products, Euroz Hartleys aims to streamline processes, enhance efficiency, and elevate the customer experience.

“We are delighted to deepen our partnership with Praemium by integrating the breadth of their product offering into our operations,” said Andrew McKenzie Euroz Hartleys’ Executive Chairman. “This strategic decision aligns with our vision to continuously innovate and deliver a tailored solution to our clients leveraging Praemium’s consolidated reporting to offer a seamless adviser and client experience.”

Praemium’s CEO, Anthony Wamsteker commented “Praemium is delighted to continue supporting Euroz Hartleys growth and innovation journey. Embracing the power of our full product suite is a vote of confidence in what our offering can deliver wealth management firms and their clients. This partnership reaffirms our shared commitment to delivering exceptional value for investors and we look forward to the continued success of this strengthened partnership.”

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