News & Insights

How might open-ended property fund proposals affect platforms?

29/06/2022 - Feature articles

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..

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Building an enjoyable digital experience

29/06/2022 - Feature articles

Integration. Four syllables that encapsulate where industry focus needs to be directed, at the same time as highlighting (by its absence) one of the most persistent blockers to reaping the efficiency and time-saving benefits digital adoption has long promised. With a growing number of providers – fund groups, life cos, platforms, CRMs, and fintech support..

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Morningstar to acquire Praemium’s UK & International Business

29/06/2022 - Press releases

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..

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Enhance Group partners with Praemium

29/06/2022 - Feature articles

The platform will now be available to Enhance Portfolio customers Global investment platform Praemium has signed a partnership with London and Jersey-based Enhance Group that will enable its clients to access the Australian firm’s technology. The partnership involves the Enhance Portfolio, which is described as an investment manager selection service that uses platform technology to..

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Why time is the new currency

29/06/2022 - Feature articles

In a recent poll which asked what clients really value from their financial advisers, one of the leading answers, by some distance, was relationship management. Navra believes that in almost all cases the administrative work to onboard and service a client is what takes up the bulk of an adviser’s time. This is because many..

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How to protect your capital for a prosperous retirement

29/06/2022 - Feature articles

Volatility is a blessing and a curse Rising equity markets in recent years have given investors growth in their portfolios, but as we enter a period of higher volatility and lower economic growth these same investors can see their hard-earned profits evaporate. Periods of volatility can be great when investors are in the early stages..

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Do your models float?

29/06/2022 - Feature articles

The biggest advantage of discretionary management is the ability to put clients with the same risk profile and goals in the same professionally managed model portfolio. This is a major boon to advisers, as they are freed from the burden of researching, selecting and monitoring investments for each individual client. But platforms that call themselves..

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Praemium CEO presentation at Nextwealth Conference

29/06/2022 - Feature articles
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Meeting the needs of the globally mobile client

29/06/2022 - Feature articles

This may broaden people’s horizons, but it can introduce considerable complexity into their financial affairs. Not only must they interact with multiple tax authorities, but they also need to navigate different investment structures and reporting requirements. As many will want to return to their home country one day, they may also need to keep their..

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Sovereign Group partners with Praemium

29/06/2022 - Feature articles

New and existing personal and corporate pension schemes will be moved onto the platform International pensions provider Sovereign Group has signed terms with Praemium to offer platform services to its pension scheme members and private clients of Sovereign Wealth. The global trust and company services provider will transition existing and new personal and corporate pension..

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