Praemium Ltd · ASX:PPS
Praemium — Q2 FY2025 Earnings Presentation
10 slides from Praemium's earnings presentation, Jan 23, 2025
Slide 1: Q2 FY25 Update
r personal use only Q2 FY 25 Update Presented by Anthony Wamsteker – CEO David Coulter - CFO Praemium Limited ACN 098 405 826
Slide 2: Acknowledgement of Country
r personal use only At Praemium we acknowledge the Traditional Custodians of Country. We pay our respect to their Elders past and present.
Slide 3: Disclaimer
Disclaimer r personal use only The material contained in this document is a presentation of general information about the Praemium Group’s activities current as at the date of this presentation (23 January 2025) and is supplementary to the Group’s previous ASX filings as applicable. It is provided i
Slide 4: Presenters and agenda
Presenters r personal use only ▶ Strategy progress update ▶ 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 r personal use only Spectrum and Operational Service Superannuation Acquisition Scope+ transformation enhancements advances opportunities » Spectrum » #1 platform » Improved » Enhanced » OneVue launched with for Security, adviser service with integration onboarded Data and o
Slide 6: The ultimate HNW solution
The ultimate HNW solution r 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 r personal use only Comparison to September 2024 ▶ FUA $30.2b - up 4% ▶ Spectrum $72m ▶ SMA $12.5b – up 4% ▶ Powerwrap $13.5b – up 4% ▶ OneVue $4.2b – stable ▶ Net inflows $371m – up $232m ▶ Spectrum $69m – strong pipeline with Euroz Hartley clients to be added in future
Slide 8: FUA & portfolios - non-custodial
FUA & portfolios - non-custodial r personal use only Comparison to September 2024 ▶ Scope+ FUA $31.9 b - up 5% ▶ Portfolios ▶ Scope 65,706, decreased by 511 ▶ Scope+ 9,416, decreased by 189 ▶ Portfolio numbers affected by service rationalisation for low balance accounts at a major client ▶ 7 new cli
Slide 9: Detailed Tables
Detailed Tables r personal use only Portfolios Dec 23 Mar 24 Jun 24 Sep 24 Dec 24 FUA ($m) Dec 23 Mar 24 Jun 24 Sep 24 Dec 24 Scope 64,384 64,149 65,228 66,217 65,706 Praemium SMA 10,403 11,218 11,328 11,928 12,458 Scope+ 8,493 9,297 9,559 9,605 9,416 Net Flow % of opening FUA 1.6% 2.4% 1.3% 1.5% 2.
Slide 10: Questions
r personal use only Questions