A widely-recognised and respected financial services organisation, Perpetual is one of Australia's largest wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services.
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 its Head Office in Sydney, New South Wales. It also has offices in Canberra, Melbourne, Brisbane, Adelaide, Perth and Singapore, Chicago and Amsterdam. Our subsidiaries are also located in Boston, San Francisco, Portland, London and Edinburgh (Trillium Asset Management), and Dallas and Hong Kong (Barrow Hanley Global Investors).
Our core businesses
Perpetual Asset Management Australia is a dynamic, active manager, offering an extensive range of specialist investment capabilities including Australian and global equities, credit, fixed income, multi-asset as well as environmental, social and governance (ESG), designed to help meet the needs of clients across Australia and New Zealand.
We have recently expanded our offering, by providing further access and exposure to international markets through Barrow Hanley Global Investors, a leader in global value investing, and Trillium Asset Management, an industry pioneer in ESG investing and shareholder advocacy. Both firms are recognised globally as market leaders and bring enhanced scale through a multi-boutique approach.
As one of Australia’s longest serving and most trusted investment managers, our longstanding commitment is to deliver superior outcomes over the long-term for our clients.
Perpetual Asset Management International is a dynamic, multi-boutique asset manager with offices in the United States, UK, Europe, and Asia, operating to meet the needs of the institutional and retail marketplace outside of Australia.
Our two specialist asset management firms are Barrow Hanley Global Investors, a leader in global value investing, and Trillium Asset Management, an industry pioneer in environmental, social and governance (ESG) investing and shareholder advocacy.
Perpetual provides these specialist investment managers with sophisticated distribution capabilities and support services to enable them to focus on delivering investment excellence to their clients.
With the introduction of these two investment managers, we can further extend our range of market leading solutions to clients globally.
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 manage approximately 1,000 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.
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.
We have been part of the Australian securitisation industry since its inception in the 1980s and play a leading role in helping the industry manage regulatory and technological change. Perpetual Corporate Trust’s data services are the crucial link between issuers, the Reserve Bank of Australia and the investment community. Through our ABSPerpetual Business Intelligence platform we harvest insights from 15 years of data across millions of mortgage records to underpin the risk, finance and strategy decisions of Australia’s financial institutions.
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.
Perpetual FY20 ANNUAL REPORT
Our purpose reflects our heritage and culture and underpins everything we do. As one of Australia’s oldest companies with a rich heritage dating back to 1886, we have supported our clients through periods of great change for more than 130 years.