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Praemium (ASX:PPS) share price climbs on FY20 result

Cutting-edge investment platform provider Praemium Ltd (ASX: PPS) announced its full-year results this morning, growing profit by 91% to $49 million despite the headwind for volatile market conditions.

The group, which offers financial advisers and investors the ability to outsource the paperwork and administration of portfolios, saw assets under management (AUM) increase 14% to $20.3 billion.

This will be further solidified by the company’s pending acquisition of high net worth-focused Powerwrap Ltd (ASX: PWL), one of the other independent platform challengers with $8 billion in AUM.

One of the key takeaways from Praemium’s report was the 18% fall in the traditional platform assets, but incredible increase (73%) in the Managed Accounts solution.

Managed accounts offer financial advisers huge efficiencies by allowing them to managed client portfolios proactively and with discretion in real-time, rather than the labour-intensive annual or quarterly review process. The unit added $4.8 billion in the financial year.

Praemium shares have jumped more than 6% to 44 cents in midday trade, taking the company’s current market capitalisation to around $180 million.

My take: Excellent year in challenging conditions, adviser tailwind to continue.

For all the latest news and announcements throughout August, check out Rask Media’s reporting season page and ASX reporting season calendar.

This article was written by Drew Meredith, Financial Adviser and Director of Wattle Partners. To get in contact with Drew, click here to visit the Wattle Partners website.

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The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


Disclosure: Drew Meredith is the author of this post. He may maintain positions in the securities mentioned.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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