Praemium Ltd · ASX:PPS
Praemium — Q4 FY2024 Earnings Presentation
10 slides from Praemium's earnings presentation, Jul 17, 2024
Slide 1: Quarterly Update - 30 June 2024
For personal use only PRESENTED BY Quarterly Update - 30 June 2024 Anthony Wamsteker CEO David Coulter CFO Praemium Limited ACN 098 405 826 17 July 2024
Slide 2: Acknowledgement of Country
For personal use only At Praemium we acknowledge the Traditional Custodians of Country. We pay our respect to their Elders past, present, and emerging for they hold the memories, traditions, and culture of First Nations’ People. 2
Slide 3: Disclaimer
Disclaimer For personal use only The material contained in this document is a presentation of general information Praemium does not undertake any obligation to publicly release the result of any about the Praemium Group’s activities current as at the date of this presentation revisions to these forw
Slide 4: Presenters
Presenters » Strategy Progress Update For personal use only » FUA and Flows » Total incl OneVue » Platforms » Non-custodial » Detailed Tables Anthony Wamsteker David Coulter » Questions CEO CFO 4
Slide 5: Strategy progress update
Strategy progress update For personal use only
Slide 6: Net flows and FUA Comparisons to March 2024
Net flows and FUA Comparisons to March 2024 » FUA $57.4b - up 8%, stable ex OneVue For personal use only » Platform FUA $28.1b – up 16%, down 1% ex OneVue » Total SMA $11.3b - up 1% » Powerwrap $12.7b – down 3% » OneVue $4.0b – down 1% » VMAAS $29.3bn – up 8% » Net Flows Q4 FY24 » Platform $(414m) o
Slide 7: Accounts and FUA – non-custody
Accounts and FUA – non-custody » Reinvigorated growth in non-custodial For personal use only services with 41 new client firms ytd » VMA 65,228, up from 64,149 » VMAAS 9,559, up from 9,297 » VMAAS FUA $29.3b - up 1% in the quarter All comparisons v March 24 » Clear market leader » Platform cross-sel
Slide 8: Detailed tables
Detailed tables Quarterly Platform flows ($m) Jun 23 Sep 23 Dec 23 Mar 24 Jun 24 FUA ($m) Jun 23 Sep 23 Dec 23 Mar 24 Jun 24 Praemium SMA 547 640 593 638 718 Praemium SMA 9,621 9,807 10,403 11,218 11,328 Powerwrap 783 641 520 543 547 Net Flow % of opening FUA 0.9% 2.7% 1.6% 2.4% 1.3% For personal us
Slide 9: Questions
For personal use only Questions 9
Slide 10: Contact us
For personal use only (y) twitter.com/praemium (in) linkedin.com/praemium A preemium contact us Level 19, 367 Collins Street, Melbourne, VIC 3000 Ph: 1800 571 881 E: [email protected] praemium.com.au 10