Perpetual is an ASX-listed, independent and diversified financial services company with a rich history dating back to 1886. Across our three businesses – Perpetual Investments, Perpetual Private and Perpetual Corporate Trust – our people focus on protecting and growing clients’ wealth, with a relentless focus on consistent delivery over time.
A widely-recognised and respected financial services organisation, Perpetual is one of Australia’s largest independent wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services. We are proud to manage $31.8 billion in funds under management, $12.6 billion in funds under advice and $545.1 billion in funds under administration (as at 31 December 2014).
Perpetual Investments has been awarded Fund Manager of the Year Awards across multiple categories every year for the past decade and Perpetual Private has been rated #1 by Euromoney for our range of advisory services for high net worth clients.
A rich history including the conversion in 1966 of the ‘Widows and Orphans’ fund into a common fund able to accept public investment, later re-named the Perpetual Industrial Share Fund. The Fund has become synonymous with our prudent approach to investing and, nearly 50 years on, remains a popular and true-to-label investment fund.