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What managed account firms are doing differently that is driving such success.

02/05/2022 - Feature Articles
Against a challenging backdrop firms using managed accounts are thriving. Praemium's latest research on advice practices identifies some of the things these firms are doing differently to drive success.
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Praemium takes most category wins in Investment Trends Platform Report

24/02/2022 - Press Releases
Praemium has consolidated it's top 3 position in the annual Investment Trends Platform Competitive Analysis and Benchmarking Report 2021 with the greatest percentage gain of the top 4 platforms.
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Sale of Praemium’s International business to Morningstar

21/12/2021 - Press Releases
Praemium has announced it has entered into an agreement to sell 100% of its operations in the United Kingdom, Jersey, Hong Kong and Dubai to Morningstar in deal comprising cash of £35 million ($AUD 65.1 million), subject to completion adjustments.
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HNW investors highlight the strategic advice opportunity of ESG

16/12/2021 - Feature Articles
Praemium's latest research with Investment Trends indicates that an increasing number of high net worth investors are prioritising ethical investing, but few believe they have the knowledge or understanding of how to meet these needs.
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ESG – Mythconceptions, Methods and Client Engagement

25/11/2021 - Podcasts
Praemium's Matt van Dijk is joined by Blackrock's Steve Monnier and Nathan Hughes from Perpetual to unpack the different ways ESG is incorporated into portfolio management, and how advisers can use sound financial theory to engage current and future generations of clients.
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HNWs seeking a whole of portfolio digital experience

23/11/2021 - Feature Articles
High Net Worth (HNW) investors have increasing access to digital platforms and appreciate the time and reporting burden alleviated from them. However, many struggle to find a solution capable of tracking their entire portfolio.
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Unmet advice needs present opportunity for advisers

22/11/2021 - Feature Articles
The latest research into the HNW investor suggests a large portion have unmet advice needs. Praemium summarises the key findings and outlines the opportunities for advisers to attract and retain this growing investor segment.
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Australia’s HNW investors more numerous, richer & more confident

22/11/2021 - Press Releases
Recent research commissioned by Praemium and undertaken by Investment Trends shows high net worth investors have grown significantly in number over the last year and are more bullish on the future direction of the stock market.
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Governance & the role it plays in model management

10/11/2021 - Podcasts
We talk to Elston about how the advancement of governance methodologies are enhancing the professionalism and quality of SMA models available to advisers in Australia.
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Implementing ESG into your advice process

04/10/2021 - Feature Articles
With increasing investor demand for ESG solutions, the importance and impact ESG considerations are having on portfolio construction is also increasing.  As advice practices work through the many considerations to offering this solution to their clients, one of the most pertinent to ongoing success, is how to implement a tailored approach to a client’s individual ethical considerations in a scalable and efficient manner.
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