Perpetual Limited

Perpetual Limited is a diversified financial services company based in Sydney, Australia, founded in 1886. It offers a comprehensive range of services including funds management, portfolio management, financial planning, trustee services, and compliance support. The company specializes in investment capabilities across various asset classes, such as Australian and global equities, fixed income, and listed property. Additionally, Perpetual provides tailored financial services for high net worth individuals, encompassing fiduciary services, estate planning, and independent financial advice. Its corporate trustee services extend to mortgage-backed and securitization programs for both major banks and non-bank financial institutions. Perpetual also delivers investment administration and custody services, as well as specialized trust management and accounting for the debt capital markets. With a focus on integrity and client impact, the firm has established a significant presence in the Australian financial landscape.

Perpetual Limited operates through several business segments, including Asset Management, Wealth Management, Corporate Trust, and Group Support Services. The Asset Management segment is engaged in the multi-boutique asset management business, offering a range of specialist and differentiated investment capabilities through six boutiques and seven brands in key regions globally. The Wealth Management business offers a mix of wealth management, advice, and trustee services to individuals, families, businesses, not-for-profit organizations, and Indigenous communities throughout Australia. The Corporate Trust business is a provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. The business units are supported by Group Support Services comprising group investments, finance, corporate affairs, marketing, and more. Perpetual Limited is listed on the Australian Securities Exchange under the ticker symbol PPT and has a market capitalization of approximately $2.5 billion. The company's CEO is Bernard Reilly, and it employs around 1,789 people. Perpetual Limited's diverse service offerings and long-standing history make it a prominent player in the Australian financial services industry.