Slide 1: Q1 FY25 Update
For personal use only Q1 FY 25 Update Presented by Anthony Wamsteker – CEO David Coulter - CFO Praemium Limited ACN 098 405 826
Slide 2: Acknowledgement of Traditional Custodians
For personal use only At Praemium we acknowledge the Traditional Custodians of Country. We pay our respect to their Elders past, present, and emerging.
Slide 3: Disclaimer
Disclaimer The material contained in this document is a presentation of general information about the Praemium Group’s activities current as at the date of For personal use only this presentation (22 October 2024) and is supplementary to the Group’s previous ASX filings as applicable. It is provided
Slide 4: Presenters and agenda
Presenters ▶ Strategy progress update For personal use only ▶ Spectrum ▶ FUA and Flows ▶ Platforms ▶ Non-custodial Anthony Wamsteker David Coulter ▶ Detailed tables CEO CFO ▶ Questions 4
Slide 5: Strategy progress update
Strategy progress update For personal use only Spectrum and Operational Service Superannuation Acquisition Scope+ transformation enhancements advances opportunities » Spectrum » #1 platform » All service teams » Enhanced » OneVue launched and for Security, brought service with integration first clie
Slide 6: The ultimate HNW solution
The ultimate HNW solution For personal use only We support whatever investment strategy you want to create & provide the trading & execution, administration and reporting to implement it.
Slide 7: FUA & net flows - platforms
FUA & net flows - platforms 35,000 SMA PWL OneVue FUA Comparison to June 2024 For personal use only 30,000 25,000 FUA $29.0b - up 3% 20,000 $m 15,000 SMA $11.9b – up 5% Powerwrap $12.9b – up 2% 10,000 5,000 - OneVue $4.2b – up 4% Q1 20 Q1 22 Q1 23 Q1 24 Q1 25 Net Flows by Quarter Net inflows $139m –
Slide 8: FUA & portfolios - non-custodial
FUA & portfolios - non-custodial Scope Services Comparison to June 2024 For personal use only 70,000 65,000 Scope+ FUA $30.4 b - up 4% 60,000 Portfolios 55,000 50,000 Portfolios 45,000 Scope 66,217, increased by 989 40,000 Q1 20 Q1 22 Q1 23 Q1 24 Q1 25 Scope+ 9,605, increased by 46 Scope Scope+ 35,0
Slide 9: Detailed Tables
Detailed Tables Quarterly Platform flows ($m) Sep 23 Dec 23 Mar 24 Jun 24 Sep 24 FUA ($m) Sep 23 Dec 23 Mar 24 Jun 24 Sep 24 Praemium SMA 640 593 638 718 645 Praemium SMA 9,807 10,403 11,218 11,328 11,928 For personal use only Powerwrap 641 520 543 547 716 Net Flow % of opening FUA 2.7% 1.6% 2.4% 1.
Slide 10: Questions
For personal use only Questions