Praemium Ltd · ASX:PPS
Praemium — Q3 FY2024 Earnings Presentation
10 slides from Praemium's earnings presentation, Apr 18, 2024
Slide 1: Quarterly Results to 31 March 2024 Financial Results Presentation
For personal use only PRESENTED BY Quarterly Results to 31 March 2024 Anthony Wamsteker CEO Financial Results Presentation David Coulter CFO Praemium Limited ACN 098 405 826 18 April 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 and agenda
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 5
Slide 6: Net flows and FUA
Net flows and FUA » FUA $53.3b - up 22% vs March 23 800 Net Flows by Quarter 600 » Addition of $4.1b OneVue FUA in April For personal use only SMA PWL 400 brings total to $57.4b $m 200 - (200) 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 » Platform FUA $24.3b – up 22% (400) » Total SMA $11.2b - up 19% FU
Slide 7: Accounts and FUA – non-custody
Accounts and FUA – non-custody VMA Services (# portfolios) 65,000 » Reinvigorated growth in non-custodial For personal use only 64,000 services with 36 new client firms ytd 63,000 62,000 » VMA 64,149, up from 59,880 61,000 » VMAAS 9,267, up from 7,397 60,000 59,000 » VMAAS FUA $29.0b - up 32% 58,000
Slide 8: Detailed tables
Detailed tables Quarterly Platform flows ($m) Mar 23 Jun 23 Sep 23 Dec 23 Mar 24 Platform FUA Movement ($m) Mar 23 Jun 23 Sep 23 Dec 23 Mar 24 Opening Platform FUA 20,918 21,722 22,201 22,284 22,928 Praemium SMA 470 547 640 593 638 For personal use only Praemium SMA 115 80 257 159 254 Powerwrap 679
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