Praemium

03/05/2023

We are looking forward to attending the Futuro Financial Services and Insight Investment Services Pty Ltd National Annual Conference next week in Fiji where Praemium's Samantha Hawkins will be sharing some fascinating insights from our managed account research. In support of the local community, we will be donating $500 to Fiji Book Drive in the name of one lucky delegate who stops by our booth at the event. So, come and talk to Samantha, discover our cutting-edge platform and managed account solutions, and participate for a chance to make a meaningful difference.

23/03/2023

Don't miss our latest Praemium Investment Leaders podcast. Katie Hudson, of Yarra Capital Management, shares her insights from the recent reporting season and over 200 CEO meetings. Learn more about the likely impact of inflation and interest rates on the Australian equity landscape and why volatility creates excellent conditions for active fund management. Listen now on your preferred podcast app or at https://bit.ly/3Jqf6vL

08/03/2023

International Women's Day remains significant for ensuring continued progress on gender equality and celebrating the expertise and talent of the fantastic women in the advice profession. Praemium's Samantha Hawkins hosted Katerina Nicolakopoulos of Eikon Financial and Widiana Setiawan of Shaw and Partners for an important and insightful discussion on the importance of embracing gender equity in financial services and attracting more women to the industry. Listen to the full podcast. http://bit.ly/41V0kV6

27/02/2023

Ensuring we have accurate reliable data in the platform is paramount to us and our clients. Meet Tom O'Brien Investment Operations Analyst at Praemium who talks about the impact of his role in supporting advisers and shares his thoughts about working at Praemium.

Investment Analyst Tom O'Brien takes us through the importance of the Reconciliations team in supporting data integrity on the Praemium platform and what he ...

15/02/2023

We are delighted to have strengthened our strategic partnership with Escala Partners for a further 6-year term with a New Services Agreement. Escala is a highly valued client of Praemium and we look forward to continuing our collaborative partnership with them. Our institutional-grade technology is designed to support the needs of emerging and established affluent investors. It is a testament to our platform that one of Australia’s leading private wealth firms recognises Praemium as “the best platform available in the market, offering geographic exposure, product diversification, seamless ex*****on and reporting”. https://bit.ly/3lrTQfo

15/02/2023

We were delighted to host Areg Hovhannisyan, the Ambassador of Armenia to Australia, at our Melbourne headquarters. Our colleagues in Armenia have become a critical part of our business and a key component of our agile approach, helping us to meet our technology objectives and provide service to our clients round-the-clock. It was a great honour to have the Ambassador recognise the significance of our Armenian team to our overall success.

05/02/2023

Our Client Support team are dedicated to ensuring all adviser and investor queries are resolved promptly. Praemium's Kevin Jin talks about the value the team add and his passion for the role. https://lnkd.in/gKGGvM33

Kevin discusses the value Praemium's client service team adds for advisers and what he enjoys about his role.

31/01/2023

Meet Louise Paroissien our Senior Business Implementation Manager. She is an expert on our platform and in understanding an advice practice's needs. If you’ve had Lou run a training session for you on using the Praemium platform, you’ll know just how fantastic and passionate she is about helping advisers get the most from our technology. Our Business Implementation team really get to know an advice practice, offering ongoing support to help them achieve their client outcomes and business goals.
https://lnkd.in/ggCYb7qx

Lou describes what the Business Implementation team does for Praemium's clients as well as what her role means to her.

08/01/2023

We had an incredible lineup of guests on the Praemium podcast last year. Our listeners' top 5 podcasts covered a wide range of topics from energy, agriculture, beating market volatility, taking clients on the managed account journey and key factors for practice success. Take a listen here https://bit.ly/3XdnRxk.

Thanks to Terry Bell, Hugh Robertson CFP, MBA, L1 Capital, Warakirri Asset Management, Ausbil Investment Management Limited for joining us.

We've got a fantastic schedule of episodes in 2023, so follow Praemium Podcasts on all podcast channels to stay up to date.

04/01/2023

Catch up on some summer reading with Praemium's top 5 most-read articles in 2022. We researched what firms using managed accounts were doing differently to drive success in their firms. Our article outlines 4 key things that set these advice practices apart, providing practical strategies that can be applied to your advice business. http://bit.ly/3VJHwUf