Hartleys transfers to Praemium’s investment platform

From

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

continue reading

Praemium signs 5-year contract with CMC Markets

From

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

continue reading

Morgan Stanley chooses Praemium’s SMA solution

From

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

continue reading

JBWere extends contract with Praemium

From

Praemium is pleased to announce that JBWere Limited has extended its agreement for Praemium to provide reporting solutions to their wealth management client portfolios for a further 2 years. The

continue reading

Praemium appoints Self-Invested and International Solutions Manager

From

Praemium is pleased to announce that Steve Thomas will be joining Praemium on 7 May as Manager of Self-Invested and International Solutions. With over 30 years’ experience in product management

continue reading

Praemium inflows continue to grow as SMA leads the way

From

Praemium is pleased to report strong platform inflows in the March 2018 quarter, with combined gross inflows of $671 million, the third highest on record. FUA for the March quarter

continue reading

Praemium adds Franklin Templeton portfolio to SMA

From

The Praemium SMA has expanded its list of available international models with the addition of the Franklin Concentrated Global Equity ex Australia Portfolio. The model invests in a concentrated yet

continue reading