Praemium Ltd · ASX:PPS
Praemium — Q1 2025 Earnings Presentation
11 slides from Praemium's earnings presentation, Oct 22, 2024
Slide 1: Q1 FY2025 Update Presentation
Q1 FY2025 Update Presentation ASX Release: 22 October 2024, Melbourne Praemium Limited (ASX:PPS) attaches the revised Q1 FY2025 Update Presentation. Outflows for the SMA for the quarter to September 2024 were $480m and total $1,449m, not $380m and $1,349m respectively. This has been corrected. All o
Slide 2: Q1 FY25 Update
Q1 FY 25 Update Presented by Anthony Wamsteker – CEO David Coulter - CFO Praemium Limited ACN 098 405 826
Slide 3: Acknowledgement of Traditional Custodians of Country
At Praemium we acknowledge the Traditional Custodians of Country. We pay our respect to their Elders past, present, and emerging.
Slide 4: 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 this presentation (22 October 2024) and is supplementary to the Group’s previous ASX filings as applicable. It is provided in summary and does n
Slide 5: Presenters
Presenters ▶ Strategy progress update ▶ Spectrum ▶ FUA and Flows ▶ Platforms ▶ Non-custodial Anthony Wamsteker David Coulter ▶ Detailed tables CEO CFO ▶ Questions 4
Slide 6: Strategy progress update
Strategy progress update 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 clients Data and together
Slide 7: The ultimate HNW solution
The ultimate HNW solution We support whatever investment strategy you want to create & provide the trading & execution, administration and reporting to implement it.
Slide 8: FUA & net flows - platforms
FUA & net flows - platforms 35,000 SMA PWL OneVue FUA 30,000 Comparison to June 2024 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 – up $553m SMA $165m –
Slide 9: FUA & portfolios - non-custodial
FUA & portfolios - non-custodial 70,000 Scope Services Comparison to June 2024 65,000 Scope+ FUA $30.4 b - up 4% 60,000 Portfolios 55,000 50,000 Portfolios 45,000 Scope 66,217, increased by 989 40,000 Q1 20 Q1 22 Q1 23 Q1 24 Q1 25 Scope+ 9,605, increased by 46 Scope Scope+ 35,000 16,000 5 new client
Slide 10: Detailed Tables
Detailed Tables Quarterly Platform Flows ($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 Powerwrap 641 520 543 547 716 Net Flow % of opening FUA 2.7% 1.6% 2.4% 1.3% 1.5% OneVue 131 227
Slide 11: Questions
Questions