Perpetual Group is a diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company by a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created in putting clients first – is what makes Perpetual unique.
Over more than 135 years we have supported clients and communities through periods of great change and volatility, continuing to evolve to provide products and services to meet the changing needs of our clients. As a business, we have always had an unparalleled ability to look through the noise of the external environment to see detail and opportunities that others do not.
Today, we are an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, providing asset management, private wealth and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.
The recent acquisition of Pendal Group brings together two of Australia’s most respected active asset management brands to create a global leader in multi-boutique asset management with approximately A$200 billion in assets under management.
At Perpetual, we are, and have always been, committed to acting in the best interests of our clients and the communities we support to ensure a positive impact and help build a sustainable future. We aim to be the most trusted brand in financial services.
We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships – some of which span five generations.
Trust is an essential part of who we are, the way we work and the future we are helping shape – our enduring reputation is built on it.
We are, and have always been, committed to acting in the best interests of our clients and the communities we support to ensure a positive impact and help build a sustainable future.
We are transforming our business, growing our global footprint to bring our expertise, deep market knowledge and an ever-diversifying suite of product solutions to new clients and markets.
Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.
In 2013, Perpetual acquired the Trust Company and in 2018 introduced a transformational growth strategy which focused on building exceptional products and services for clients, empowering its people to deliver high performance through improved process and technology and, building new global capabilities both organically and inorganically.
In 2020, Perpetual completed the acquisition of Trillium Asset Management (Trillium) and acquired a 75% interest in Barrow Hanley Mewhinney & Strauss, LLC (Barrow Hanley) to create a global multi-boutique asset management capability and commenced the build-out of a world-class global distribution team to support their global growth ambitions.
In 2023, we acquired Pendal Group and its boutique brands, J O Hambro, Regnan and TSW, in one of the most defining moments in our more than 135-year history, creating a global leader in multi-boutique asset management with world-class investment capabilities.
Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change.
Our core values – excellence, integrity and partnership – and financial principles have endured through time and will continue to endure today.
Perpetual Limited listed on the Australian Securities Exchange (ASX:PPT) in 1964 and is headquartered in Sydney, New South Wales. With a growing global footprint, underpinned by our recent acquisition of Pendal Group and its boutique brands, J O Hambro, Regnan and TSW, combined with our other specialist offshore asset management boutiques such as Trillium and Barrow Hanley, our operations span Australia, Asia, Europe, the United Kingdom and United States.
Across Perpetual Group’s three specialist businesses - Asset Management, Wealth Management and Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Our clients include Australian and international institutions, not-for-profit organisations, small businesses, financial advisers, individuals and families.
Our global multi-boutique asset management business is a dynamic, active manager, offering an extensive range of specialist investment capabilities designed to meet the evolving needs of our clients across the globe.
One of Australia’s most trusted investment managers through our brands Perpetual and Pendal, we have a growing presence in the US, UK and Europe through our brands Barrow Hanley, J O Hambro, Regnan, Trillium and TSW.
Our specialist ESG-focussed asset management firms, Trillium and Regnan are at the forefront of ESG thought leadership and provide leading sustainable and impact-driven investment strategies.
Perpetual is a global asset manager with a growing international footprint and approximately A$200 billion in assets under management (AUM) across a broad range of investment strategies, managed by world-class teams of investment professionals.
Within Australia, the combined group has a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG and, as one of Australia’s longest serving and most trusted investment managers, our longstanding commitment is to deliver superior outcomes for our clients over the long-term.
Our asset management boutiques
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.
In recent years, Perpetual Private has acquired Jacaranda Financial Planning, a leading financial advice business in Australia providing high quality investment and strategic advice to the high net worth pre-retiree segment of the wealth management market, and Priority Life, a specialist insurance business focused on meeting the needs of medical specialists and other professionals across Australia.
As one of Australia’s largest managers of philanthropic funds, we manage approximately 1000 charitable trusts and endowment funds, which support medical, social, environmental, religious, cultural and educational causes.
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.
Our wealth management brands
Perpetual Corporate Trust’s (PCT) vision is to be the leading fiduciary and digital solutions provider to the banking and financial services industry. Renowned domestic and global financial institutions leverage our unique suite of products across debt markets, managed funds, and digital solutions to support their business strategy, while acting in the best interests of all parties.
Perpetual Digital, PCT’s innovation company, is a professional services business delivering SaaS products and data services. Our mission is to drive the success of our own PCT business as well as our clients by delivering next generation software and data solutions.
Our strategy is simple: enable client success by focusing on helping clients, and the broader eco system, be more effective, efficient, scalable and economical, while managing ever-increasing cyber security risks and maintaining compliance.
PCT has four business divisions with a broad range of products and services.
Debt Market Services includes trustee, document custodian, agency, trust management, accounting, standby servicing and reporting solutions.
Perpetual Digital provides data services, industry roundtables, software-as-a-service products as well as fixed income dealing and advisory through Laminar Capital.
Managed Fund Services offering includes responsible entity, wholesale trustee, custodian, investment management and accounting services.
Our Singapore business provides both debt markets and managed funds products, specialising in Singapore Real Estate Investment Trusts “S-REITS” and cross border capital flows into Australia.
Our Corporate Trust brands
Our team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.
It’s not often you get the chance to be part of taking an iconic Australian organisation global. At Perpetual Group you can.
As we continue to grow our business across the globe, our exceptional people and collegiate culture remain at the heart of our business. Working at Perpetual, you’ll work alongside and learn from the best global talent in the industry.
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