Wholesale Clients

Tailored funds and a dedicated team


Perpetual offers a dedicated team of professionals to serve our Institutional and Masterfunds/IDPS clients. We recognise the specialised needs of these wholesale investors and provide quick access online to our people, our processes and our investment products.

With divisions in Wholesale Services (including research & analysis), Intermediary Relationships and Institutional Sales, we can efficiently respond to your scope of requirements. Here you can:  

News and Research


Timely reports on our funds, market conditions and the teams at Perpetual are updated here regularly. You'll find clear, concise presentation of portfolio characteristics and performance, bulletins and reports on industry and economic environments. We will also announce any changes in team or management responsibilities when relevant to our client services.

Read our recent News and Research articles

 


 

Meet the Institutional Sales & Services team

Your day-to-day requirements are supported by dedicated account managers from the Institutional Services Team who are part of our larger Institutional Sales and Services team. As our client, you receive commentary and performance data from the team – a critical service to keep you up to date. We encourage your feedback on any of our services.