Praemium Ltd · ASX:PPS

Praemium — Q3 2025 Earnings Presentation

9 slides from Praemium's earnings presentation, Apr 23, 2025

  1. Slide 1: Q3 FY25 Update

    rsonal use only Q3 FY 25 Update Presented by Anthony Wamsteker – CEO James Edmonds - COO Praemium Limited ACN 098 405 826

  2. Slide 2: Acknowledgement of Country

    rsonal use only At Praemium we acknowledge the Traditional Custodians of Country. We pay our respect to their Elders past and present..

  3. 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 rsonal use only this presentation (24 April 2025) and is supplementary to the Group’s previous ASX filings as applicable. It is provided in summ

  4. Slide 4: Presenters

    Presenters ▶ Strategy progress rsonal use only ▶ Spectrum ▶ FUA and Flows ▶ Platforms ▶ Non-custodial Anthony Wamsteker James Edmonds CEO COO ▶ Detailed tables ▶ Questions 4

  5. Slide 5: Strategy progress

    Strategy progress rsonal use only Product Operations Customer Service Superannuation Inorganic ▶ Upgrade to ▶ Operating model ▶ Initiatives to ▶ Significant ▶ Focus on Mobile App to support improve service improvements completing commenced OneVue clients standards rolled with current OneVue finalise

  6. Slide 6: FUA & net flows - platforms

    FUA & net flows - platforms 35,000 FUA Comparison to December 2024 rsonal use only 30,000 25,000 FUA $30.1b – down 0.3% 20,000 Spectrum $513m - up 615% $m SMA $12.3b – down 1% 15,000 10,000 5,000 Powerwrap $13.3b – down 2% - OneVue $4.0b – down 5% Q3 21 Q3 22 Q3 23 Q3 24 Q3 25 SMA PWL OneVue Spectru

  7. Slide 7: FUA & portfolios - non-custodial

    FUA & portfolios - non-custodial 70,000 Scope Services Comparison to December 2024 rsonal use only 65,000 Scope+ FUA $32.3 b - up 1% 60,000 Portfolios 55,000 50,000 Portfolios 45,000 Scope 65,706 decreased by 806 40,000 Q3 21 Q3 22 Q3 23 Q3 24 Q3 25 Scope+ 9,455 increased by 39 Scope+ 35,000 10,000

  8. Slide 8: Detailed Tables

    Detailed Tables Portfolios Mar-24 Jun-24 Sep-24 Dec-24 Mar-25 FUA ($m) Mar-24 Jun-24 Sep-24 Dec-24 Mar-25 Scope 64,149 65,228 66,217 65,706 64,900 Praemium SMA 11,218 11,328 11,928 12,458 12,338 rsonal use only Scope+ 9,297 9,559 9,605 9,416 9,455 Net Flow % of opening FUA 2.4% 1.3% 1.5% 2.2% 1.0% P

  9. Slide 9: Questions

    rsonal use only Questions

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