Praemium scores new client

amp/

5 November 2007
| By Sara Rich |

Newly launched investment advisory firm Evans & Partners has selected Praemium to provide it with front and back-office support services.

Based in Melbourne, Evans & Partners is being established by David Evans, the former head of retail and institutional broking at Goldman Sachs JBWere, and will commence operations this Wednesday.

Praemium will supply its market data system p-Desktop and its proprietary online portfolio administration service V-Wrap to the new business.

Evans said the tight integration between the two support systems made Praemium an easy choice, adding that “with the advantage of starting with a clean sheet, we were able to select an IT package that would provide market leading technology, reliability and reporting”.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 14 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo