Taking client meetings online The coronavirus may be the catalyst for the move to virtual meetings, but there are many additional benefits to this mode of communication. Clients less able to travel to physical locations, such as time-poor or elderly clients, can make face-to-face meetings difficult to schedule. Skype and Zoom are two well-known telecommunication applications that can be..
The ratings are designed to give an insight into how advisers are using platforms and how well their needs are being served. This marked the first time Praemium had been included in the report. Advisers rated 19 platforms on key criteria and could rate up to five platforms. Praemium placed second overall, second in support..
Just as Amazon, Netflix and Spotify harness data to curate new recommendations based on your previous history, advisers can also leverage the wealth of data already available to them today, to help pre-empt client needs and provide valuable business insights. In an industry that is under the constant pressure of regulatory change, robo-competitors and compressed..
If you run an advice firm, you will be only too well aware of the challenges posed by the various degrees of lockdown restrictions imposed over the course of this year. Juggling temporary office closures, enforced remote working, Zoom and Teams meetings, while reassuring clients about the impact volatile markets were having on their portfolios,..
Back at the start of December 2019, the Bank of England, Prudential Regulation Authority and Financial Conduct Authority published a collaborative consultation paper proposing new requirements to strengthen operational resilience in financial services firms. At the time, the FCA’s chief executive, Andrew Bailey, said of the consultation: “It is in the public interest that a..
The past 12 months have unquestionably been dominated by Covid-19, but within the platform space, developments unrelated to the pandemic could have both short and long-term implications for the sector. M&A has been a recurring theme over the past few years, with many industry experts and commentators predicting a spike in activity. Recently such forecasts..
The service will include five fund-of-fund portfolios and four direct equity portfolios covering a range of risk levels, from Cautious to Adventurous, and are ethically screened from Light Green to Dark Green. Wayne Bishop, King & Shaxson CEO of Ethical Investing, commented, “Ethical investing is at the heart of everything we do, this is our..
Further to its announcement on 20 May 2021, Praemium Limited has finalised the strategic review of its international operations (the Business) which recommended divestment of the Business through a formal sale process. The Praemium Board has met and supports this recommendation. The proposed divestment will allow Praemium to focus its financial and leadership resources on..
Melbourne and London (21 December 2021) – Morningstar (Nasdaq: MORN) and Praemium Limited (ASX: PPS) have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to completion adjustments. “Praemium has a fast-growing..
For almost five years now, investors in open-ended property funds have experienced a rough ride. Problems first surfaced in summer 2016 with property fund managers forced to suspend trading in response to floods of redemption requests after the UK’s vote to leave the EU. Despite most funds reopening their doors over the following year, just..
