Our Business

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).

Our clients include Australian and international institutions, not-for-profit organisations, small businesses, financial advisers, individuals and families.

Perpetual Limited listed on the Australian Securities Exchange (ASX.PPT) in 1964 and has offices in Sydney, Canberra, Melbourne, Brisbane, Adelaide and Perth.

Our three core businesses

Perpetual Investments

Award-winning asset management

Perpetual Investments is one of Australia’s most highly regarded and awarded investment managers, providing a broad range of investment strategies and products to individuals, advisers and institutions. We manage money across a range of asset classes, including Australian and global equities, multi-sector strategies as well as credit and fixed income.

Our disciplined investment process has been tested and proven for nearly 50 years. We actively manage investments based on fundamental research and analysis of quality, value and risk. Our aim is to choose the best quality investments at prices that represent good value, based on their potential risk and return.

To further strengthen our investment process, we constantly invest in the quality and depth of our investment team. Today we have one of the most experienced and highly regarded investment teams in Australia.

Consistent delivery has seen Perpetual Investments receive significant industry recognition:

  • Winner of the SMA Portfolio Award at 2015 Money Management/Lonsec Fund Manager of the Year Awards
  • 2014 Morningstar Australian Fund Manager of the Year, for the second consecutive year
  • Overall Fund Manager of the Year and Australian Large-cap Manager of the Year, 2013 Zenith/Professional Planner Awards
  • Winner of the Responsible Investments category, 2014 Money Management/Lonsec Fund Manager of the Year, for the second consecutive year

Perpetual Private

Personal wealth advisory and trustee services

Perpetual Private provides tailored, holistic financial advice and solutions for successful individuals, families and community-based organisations. Fordham, which is part of Perpetual Private, acts exclusively for private business owners and their families to manage their businesses and build and protect their wealth.

Perpetual Private’s hallmark is the breadth of services available to clients as we seek to meet their often-complex needs at various life stages, and often across generations. Our advisers provide strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy.

As one of Australia’s largest managers of philanthropic funds, we advise more than 960 charitable trusts and endowment funds, which support medical, social, environmental, religious, cultural and educational causes. We are proud to be Australia’s largest independent distributor of funds to Australia’s not‑for-profit sector.

The unique combination of professional trustee management experience, fiduciary heritage and investment management capability has seen Perpetual Private become a key partner in the prudent and effective management of Native Title trusts, a new and growing part of our business.

One of Perpetual Private’s strengths is our expertise in protecting and growing wealth over the very long term – reflected in the fact that many of our advisers have client relationships spanning generations of the same family. We have been awarded the highest rank by Euromoney for a range of advisory services, and have $12.6 billion in funds under advice (as at 31 December 2014).

Perpetual Corporate Trust

Corporate Fiduciary Services

Perpetual Corporate Trust is the leading provider of corporate trustee services to the funds management sector and debt capital markets in Australia. In debt capital markets our clients include banks, large financial institutions, non-bank lenders and loan originators.

Having been involved in the Australian securitisation industry since its inception in the 1980s, we play a leading role in growing the industry and managing regulatory and technological change. For example, our enhanced data services, such as ABSPerpetual, provide the link between issuers, the Reserve Bank of Australia and the investment community.

The acquisition of The Trust Company in late 2013 has cemented Perpetual Corporate Trust’s position as the leading provider of fiduciary solutions to the funds management sector, and we service a broad range of clients across multiple asset classes including property, infrastructure, equities, fixed income and alternatives.

Having expanded our service offering and geographical footprint, Perpetual is now the only trustee with licences to provide corporate trustee services in Australia and Singapore.

Our extensive knowledge of financial markets, our trustee heritage and the expertise and experience of our team allow us to be the trusted partner of some of the world’s largest financial institutions. We have more than $480 billion in funds under administration (as at 31 December 2014).

Awards and recognition


Annual Report 2015

2015 was a milestone for Perpetual – the bridge between T15, a three-year program to reshape the business and Lead & Grow – a new strategy that builds on our strengths to further grow the business.