Praemium Ltd · ASX:PPS
Praemium — Australian Microcap Investment Conference (October 2018)
11 slides from Praemium's conference presentation, Oct 17, 2018
Slide 1: Australian Microcap Investment Conference
For personal use only Australian Microcap Investment Conference Presented by Michael Ohanessian, CEO 17 October 2018 Praemium Limited ACN: 098 405 826
Slide 2: Disclaimer
Disclaimer 2 For 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 (17 October 2018) and is supplementary to the Group’s financial results released to the ASX on 13 Augu
Slide 3: A global investment platform
A global investment platform For personal use only Established in 2006 THE LEADER IN MANAGED ACCOUNTS Investment platform uniquely serving Australia, UK and international markets. Our mission: To assist wealth advisers to deliver great investor experiences and outcomes. Founded in 2001 We offer soph
Slide 4: Praemium platform, the next-gen
Praemium platform, the next-gen 4 For personal use only Why Managed Accounts? Platform progression Lower cost Tailored Integrated Managed strategies Accounts Platform SMAs Viewable (SMAs, IMAs, transactions SMA VMAs, UMAs) Wrap Wrap Master Platforms Platform Platforms Trusts Custody & Easy to switch
Slide 5: Integrated technology
Integrated technology 5 A global player in investment platform For personal use only services and technology Managed Accounts with its best-in-class Custodial platform managed accounts capability. Performance analytics Client portal Asset CRM & Investment allocation Financial Management Market-leadi
Slide 6: Sustained growth
Sustained growth 6 For personal use only Group revenue Group earnings 50.0 Product Revenue EBITDA by Half* 9.0 ($m) ($m) 40.0 Portfolio services 4.6 SMA 30.0 Planning software H1 Other H2 3.5 4.0 20.0 2.2 1.4 4.2 10.0 2.8 2.0 1.2 0.0 FY14 FY15 FY16 FY17 FY18 (1.0) FY14 FY15 FY16 FY17 FY18 Strong rev
Slide 7: Managed Accounts driving growth
Managed Accounts driving growth 7 For personal use only Increasing inflow momentum Accelerating FUA Gross Inflows FUA, platform & funds 3,000 ($m) 9,000 ($m) 2,000 Aust Aust Int Int 4,500 1,000 - - 14, 14, 14, 14, 15, 15, 15, 15, 16, 16, 16, 16, 17, 17, 17, 17, 18, 18, 18, FY14 FY15 FY16 FY17 FY18 Q
Slide 8: Australia platform industry disrupters
Australia platform industry disrupters 8 AUS Platform market (2016-2020) For personal use only Market growth Already $62 billionat at SMA was forecast SMA $57bn 30 as at1 Jun 2018 Managed 31 Dec 20171 to grow from $18b Accounts market Wrap up 30% in FY20181 to $60bn by 20205 Adviser changes Jul ’17
Slide 9: International division close to inflexion
International division close to inflexion 9 For personal use only Segment EBITDA ($m) 14.0 Growth drivers FY15 FY16 Increasing use of model portfolios in 9.0 FY17 the UK: has grown 25x over the last FY18 7 years1. 4.0 UK market growing due to pension freedoms introduced in 2015, with SIPPs generatin
Slide 10: Leveraging our global pensions expertise
Leveraging our global pensions expertise 10 Expat pensions: a big market For personal use only 5.5 million UK expats, 1.3 million in Australia 1.0 million Aussie expats, 0.3 million in the UK Both groups struggle to maximise benefits from “stranded” pension pots Praemium UK Pensions 700 (# sch
Slide 11: Looking forward
Looking forward 11 Platform evolution For personal use only Praemium’s UMA platform to provide a modern whole-of-market solution Australia Managed Accounts Ride the wave of industry disruption in the Australia platform market International profitability Accelerate top-line and bottom- line growth Ex
Praemium — Australian Microcap Investment Conference (October 2018) on 6ix