Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

Praemium (ASX:PPS) sells international division to Morningstar for $65 million

Specialist wealth platform Praemium Ltd (ASX: PPS) has announced it will sell its international business to Morningstar for $65.1 million.

Specialist wealth platform Praemium Ltd (ASX: PPS) has announced it will sell its international business to Morningstar for $65.1 million (£35.0 million) in cash.

The market has reacted positively to the news, sending Praemium shares 1.42% higher to $1.43.

PPS share price

Rask Media PPS 5-year share price
Source: Rask Media PPS 5-year share price

Morningstar pounces

Morningstar will acquire 100% of Praemium’s operations in the UK, Jersey, Hong Kong and Dubai.

The sale will unlock capital for Praemium and free up its leadership resources from the sub-scale international division.

“While enjoying strong sales momentum and technology leadership, the International Business has been operating at a scale disadvantage to its key competitors. Morningstar will bring its global footprint and investment scale to better serve the interests of international clients and better advance the career opportunities of our international employees”

The deal remains subject to regulatory approval and other customary conditions. It is expected to be completed in the second or third quarter of 2022.

Commenting on the deal, president of wealth management solutions for Morningstar Daniel Needham said:

“Praemium has a fast-growing UK and international business and a talented team we look forward to welcoming to Morningstar”

Surplus proceeds from the sales are expected to be returned to shareholders.

The Board also noted given the underlying profitability and international division sale that it introduce a dividend policy from FY23 onwards.

All chips in on Australia

The sale will enable Praemium to focus on its core Australian wealth platform, which has recently been under the eye of competitor Netwealth Group Ltd (ASX: NWL).

“It is a significant milestone in our journey to becoming one of Australia’s largest independent specialist platform providers”

The company noted it continues to see a solid pipeline of inflows into its core market after recording a record quarterly inflow of $1.66 billion in the last quarterly update.

Source: PPS September 2021 Quarterly Report
Source: PPS September 2021 Quarterly Report

My take

The sale, which has been flagged for some time, is a dint in Netwealth’s plan to buy Praemium.

Netwealth had wanted to use excess proceeds from the sale to sweeten its $1.50 per share deal for Praemium shareholders.

However, with the Board specifically noting that it will return excess proceeds, it’s nullified Netwealth using Praemium’s own assets against them.

Overall, it’s a smart move by Praemium and enables it to better compete within Australia.

To keep up to date on all the latest news regarding Praemium and the ASX, be sure to bookmark the Rask Media home page.

$50,000 per year in passive income from shares? Yes, please!

With interest rates UP, now could be one of the best times to start earning passive income from a portfolio. Imagine earning 4%, 5% — or more — in dividend passive income from the best shares, LICs, or ETFs… it’s like magic.

So how do the best investors do it?

Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

You can INSTANTLY access Owen’s report for FREE by CLICKING HERE NOW and creating a 100% FREE Rask Account.

(Psst. By creating a free Rask account, you’ll also get access to 15+ online courses, 1,000+ podcasts, invites to events, a weekly value investing newsletter and more!)

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.

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.

At the time of publishing, Lachlan does not have a financial or commercial interest in any of the companies or funds mentioned.
Skip to content