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Everything from Praemium

Praemium ESG options a platform industry first

In response to growing investor and adviser demand, Praemium has significantly enhanced its approach to Environmental, Social and Governance (ESG) with new ESG screening and customisation platform functionality and the addition of the Australian Ethical Australian Shares Portfolio to the Praemium SMA. In a platform industry first, Praemium has partnered with leading ESG research house […]

11 Mar 2020

Praemium administration service grows to $6billion

From Praemium

Following its launch 18 months ago the Praemium non-custodial VMA Administration service, has grown to over $6 billion in funds under administration (FUA). The service was launched to supplement Praemium’s market-leading non-custodial Virtual Managed Account (VMA) solution, currently managing over $100 billion in assets. Morgan Stanley and Shaw & Partners signed up to the VMA […]

01 Jul 2019

Praemium AI innovation to enhance client adviser engagement

From Praemium

Praemium has developed new platform functionality that provides advisers with knowledge and insights designed to enhance client engagement and strengthen the adviser-client relationship. In a platform industry first, Praemium’s innovation uses data science and technology to examine certain client behavioural patterns that may indicate a need for additional advice or guidance. Whether the behaviour patterns […]

04 Jun 2019

Praemium signs new SMA partnership

From Praemium

Praemium is pleased to announce that it has entered into a partnership with Pitcher Partners Wealth Management Brisbane to utilise Praemium’s integrated Managed Account platform for Pitcher Partners’ Customised Portfolio Solution. This partnership provides the ultimate flexibility to create custodial and non-custodial managed account solutions for many of the firm’s current and future clients. David […]

24 May 2019

Morgan Stanley & Praemium extend partnership

From Praemium

Praemium is delighted to have extended its relationship with Morgan Stanley Wealth Management Australia, to transition 2,500 new portfolios to the Praemium platform, with an incremental contract value of approximately $1 million per annum. The Praemium integrated Managed Accounts Platform, launched earlier this year, offers adviser groups a one-stop-shop to operate multiple investment approaches, by […]

29 Mar 2019

Praemium releases major platform upgrade

From Praemium

Praemium is pleased to announce the launch of a major technology upgrade and new rebrand for its global investment platform. With this upgrade, our addressable market in Australia expands from the $62 billion Managed Accounts segment1 to the $860 billion overall platform market2. Praemium’s unique, integrated platform will deliver the ultimate Unified Managed Accounts (UMA) […]

05 Feb 2019

Praemium launches 3 new SMA partnerships

From Praemium

Leading Managed Accounts provider Praemium is pleased to announce three new SMA partnerships, Thornton Group, Advisory Partners and Providence Wealth. In addition to these new partnerships, Praemium has added a number of new model portfolios to the Praemium SMA. Alliance Bernstein, UBS, Nucleus, Pendal and Legg Mason have all had model portfolios added to the […]

31 Aug 2018

Hartleys transfers to Praemium’s investment platform

From Praemium

Praemium is pleased to announce that national financial services firm Hartleys has signed an agreement to use the Praemium reporting and administration platform to manage its client portfolios. This preeminent Western Australian broking and wealth management firm has in excess of 11,000 retail and wholesale clients with approximately $1.2 billion under management. Hartleys CEO Charlie […]

05 Jul 2018

Praemium signs 5-year contract with CMC Markets

From Praemium

Praemium has announced that it has signed a 5-year contract with CMC Markets Stockbroking Limited (CMC) to provide Tax Tools, Praemium’s advanced tax reporting solution. Praemium has been providing Tax Tools since 2008 to a key institutional client at a previous minimum contract value of $1 million per annum. Under the new Agreement, Praemium will […]

02 Jul 2018

Morgan Stanley chooses Praemium’s SMA solution

From Praemium

Praemium is pleased to advise that it has agreed terms with Morgan Stanley Wealth Management Australia to broaden its longstanding relationship to include Managed Accounts. Praemium’s market-leading SMA technology will provide a completely automated Managed Accounts investment solution, supplementing the existing performance and tax reporting services that Praemium has been providing Morgan Stanley since 2005. […]

06 Jun 2018