Executives

Rob joined Perpetual as Chief Executive Officer and Managing Director in September 2018.

Rob is a proven financial services business leader with 30 years’ experience locally and globally across funds management, financial advice and fiduciary services.

Before Perpetual, Rob was Head of Pan-Asia and a member of the Global Executive Committee of Janus Henderson where he had been for six years.

Throughout his career, he has established, grown and led businesses at Janus Henderson, Challenger and Colonial First State.

Rob holds a Bachelor of Business degree (Accounting). He is married with four children and lives in Sydney.

David joined Perpetual in April 2017 as Group Executive, Perpetual Investments.  In this role, David is responsible for leading the end-to-end business of Perpetual Investments, Perpetual’s specialised asset management division. This includes the investment management team, product, operations and distribution.

David has more than 20 years’ experience in asset management, wealth management and investment banking and a deep understanding of the local and global financial services landscape. Before Perpetual, David spent six years as CEO of Count Financial after initially joining the Commonwealth Bank of Australia in the role of General Manager for Wealth Management and Strategic Development.

Prior to this he held COO positions at both Neuberger Berman and Liberty View Capital where he was responsible for managing a number of multi-billion dollar hedge funds. He has also held roles at Aetos Capital, JP Morgan and Goldman Sachs.

David attended The Wharton School at the University of Pennsylvania, completing a Bachelor of Economics degree in 1989. David has also been a board member for Alzheimer’s Australia NSW since 2015. 

Mark joined Perpetual as Group Executive, Perpetual Private in November 2012. At Perpetual, he leads the Group’s wealth business, which includes the philanthropic, trustee and high net worth advisory businesses, as well as Fordham, a business specialising in accounting and advisory services to business owners.

Mark has over 20 years’ financial services experience, gained predominantly at BT Financial Group, Westpac’s wealth management arm. Most recently at BT Financial Group, he held the role of General Manager of bank distribution and insurance, with responsibility for approximately 1.5 million customers and over $2 billion in gross written premium. Before this, he also held the role of CEO of BT Funds Management New Zealand and headed BT's market platform business.

Mark holds a Bachelor of Economics degree from Macquarie University, and is a recipient of the David William Fellowship Award. He is also an Associate of the AICD and an Associate of Finsia.

Richard joined Perpetual in 2007 as Director Sales and Relationship Management, and has been General Manager Sales & Relationship Management, Product & Strategy and Marketing since 2011.

Richard has more than 23 years’ experience in banking and financial services, with deep sector knowledge in debt capital markets and managed funds.

Prior to joining Perpetual, Richard was the Vice President, Head of Relationship Management at BNY Mellon’s Corporate Trust Division in Sydney and previously spent eight years at JP Morgan in London.

Richard is a Director of the Australian Digital Commerce Association.

Chris was appointed Chief Financial Officer in October 2018. He joined Perpetual in 2006 and has held the roles of General Manager Trust & Fund Services and from 2008-2018, Group Executive Corporate Trust.

Before Perpetual, Chris was with JPMorgan where he spent 9 years in London as Vice President, Account Management & Analytics of Institutional Trust Services and a year as head of that business for the Australasia region.

Chris is Chairman of the Australian Securitisation Forum and a member of the Advice Board of the Financial Services Council. He is currently completing a BA in Philosophy at the University of London.

Sam joined Perpetual as Chief Risk Officer in February 2019.

Sam is an accomplished risk professional with more than 23 years of local and global experience within the financial services sector. She has a proven track record in risk management and delivering strategic business outcomes.

Throughout her career Sam has led risk and compliance, operations and internal audit teams. Most recently, Sam was interim Global Head of Enterprise Risk and Head of Risk and Compliance, Pan Asia at Janus Henderson Investors where she spent more than five years.

Sam also held senior roles at Macquarie Group across 17 years including Head of Deal Management and Head of Compliance and Operational Risk within Macquarie Funds Group.

Sam holds a Bachelor of Commerce degree (Accounting) from University of NSW and a Graduate Diploma in Applied Finance from FINSIA.

Rebecca joined Perpetual as Group Executive, People and Culture in August 2012. Rebecca is responsible for delivering leading people solutions to attract, develop and retain Perpetual’s employees, ensuring the business has the right people and capabilities to deliver its strategy. Her role encompasses the company’s human resources functions including performance, remuneration, talent and succession, recruitment, employee development, culture and leadership in addition to Corporate Social Responsibility and improvement.

Rebecca has extensive experience as a senior executive in the financial services and consulting industries in strategy, HR and general management roles. Before joining Perpetual, she held a number of executive positions at National Australia Bank (NAB) in both functional and operational roles, including human resources, strategy, integration, and direct sales and service. Prior to NAB, Rebecca was a Senior Executive in Accenture’s financial services practice.

Rebecca holds a Bachelor of Business degree from the University of Technology, Sydney, and a change management qualification from the Australian Graduate School of Management at the University of New South Wales, Sydney. Rebecca is also a graduate of the Australian Institute of Company Directors.