Perpetual clients value professional, specialised advice on managing, protecting and growing their wealth. With relationships that often span generations, Perpetual advisers are here to help you
Protect and grow your wealth with strategic advice from Perpetual Private
Medical Specialists can enjoy expert financial planning advice from Perpetual's dedicated medical financial advisers
Specialist accounting, business and financial advice for private business owners
Estate and trustee services to protect your wealth, your family and future generations
Have your own personal concierge to help with everyday affairs so you can spend more time doing the things you love
Our team can help you if you've suffered serious injury, offering expert advice, investment management and arranging care services
Family life can be complicated. Complex relationships, combined with family wealth and business interests, can be difficult to navigate. That’s where we can help
Perpetual Philanthropic services helps with everything from community funding grants, capability-building, governance and investment management
Not-for-Profit (NFP) organisations enrich every aspect of our community. From education and social services, from sport to the arts and medical research, they make Australia a better place
Working with Aboriginal communities to ensure their Native Title Trusts benefit the community now and into the future
Perpetual can help you grow your practice and deliver value to your clients with solutions tailored to your needs
We offer investors a broad range of investment options across Australian and global shares, multi asset, and credit and fixed income funds
Unit price and performance information, including monthly fund profiles
Invest with one of Australia’s largest and most experienced share investors
Gain exposure to the word’s best companies and industries
Access a range of credit and fixed income solutions across industries, maturities and the capital structure
Diversify risk by investing across a broad range of strategies, managers and markets
Solutions that offer investors simplicity, flexibility and a wide choice of investment options
Products and expertise that help investors build their retirement capital
Access Perpetual’s investment expertise in equities, credit and fixed income through our listed investment vehicles
Investment strategies including wholesale funds, individual mandates and bespoke portfolios
Trillium Asset Management is an impact-driven, ESG-focused firm, a pioneer in responsible investing
Corporate trustee services for the funds management and debt capital markets
The leading provider of Responsible Entity (RE) services in Australia and acts for over 90 Australian and international investment managers.
As your wholesale trustee, we’ll be responsible for the compliance and governance of your unregistered wholesale trust.
Perpetual Corporate Trust can hold, safeguard and administer assets including cash, property, mortgages, private equity, infrastructure and debt protecting interests of investors.
End to end solutions for banks, credit unions, major institutions and non-banks issuing debt
A trusted intermediary for clients seeking a range of agency and escrow services
Supporting a comparable and transparent securitisation market
A service delivering automation and efficiency through scalable risk management.
Perpetual’s latest thinking on investing, financial advice, philanthropy, corporate trustee services and much more.
The latest video news from Perpetual – our clients, fund managers, staff and management on our services, company news and the issues of the day.
Stay up-to-date with economic and investment market developments with the latest insights from Perpetual’s experts.
Perpetual’s specialists in financial advice and trustee services share their thinking on issues ranging from investing to philanthropy.
Perpetual’s investment experts share their insights on a range of topics – from portfolio construction to stock picking and risk management.
A selection of research and reports developed or commissioned across Perpetual’s investment, advice and corporate trust businesses.
Philanthropy is a major part of Perpetual’s culture. We’re trustee for nearly a thousand charitable trusts and endowments and work every day with philanthropists and NFPs in this crucial part of Australian life.
Catch up on news about Perpetual – learn about our people, our business, our work in the community and recent developments in our organisation.
A comprehensive range of Australian share funds managed by one of the country’s largest and most experienced sharemarket investor
For investors seeking the growth potential of quality companies from around the world
A range of credit and fixed income funds for investors seeking regular income and stable returns
Investment funds that offer investors the benefits of wide diversification combined with expert asset allocation
Perpetual Wholesale Funds feature Perpetual’s leading investment management capabilities
Perpetual WealthFocus Investment Advantage is designed for investors who want broad investment choice and greater flexibility when managing a general investment portfolio
Perpetual’s Select funds are multi-manager funds. They combine a wide range of asset classes and the specialist investment expertise of managers from across the globe - within a single fund
Perpetual's Select funds make it easy for you to create and manage a portfolio that meets your investment objectives whether you are investing within super, for income in retirement, or to achieve a specific financial goal
Compare managed fund performance and see unit fund prices here
When a lender’s business experiences difficulties, things can escalate quickly. When the time came, we prepared to step in as warm standby servicer. We supported all parties (lender, financier and administrator) to reach the best resolution and minimise the financial risk.
With the new EU Securitisation Regulation 2017/2402 expected to be passed into the law by European Parliament in Q4 this year, European investors are expecting Australian issuers to align with some of the EU Securitisation Regulations. How Perpetual is helping Australian issuers.
Following Perpetual Corporate Trust’s appointment as the Responsible Entity (RE) of global fund administrator Mainstream Group’s Separately Managed Account (SMA), the platform has been fully operational and delivering benefits to clients since May 2019 with initial commitments greater than $150 million.
Ophir Asset Management (Ophir) has announced the listing of the Ophir High Conviction Fund (ASX:OPH) (the Fund) on the Australian Stock Exchange. Perpetual Corporate Trust is the independent provider of Responsible Entity (RE) services to the Fund.
“It’s only when the tide flow out, that you see who’s been swimming naked,” Now that volatility and geopolitical risk have resurfaced, it’s time to remember the value of a large, expert, impartial trustee – one who can respect the interest of stakeholders while putting the needs of investors first.
The Asia Region Funds Passport that is expected to go live later this year. What lessons have been learned from the European experience and what it mean for the Australian and Global managed funds industry.
The Federal Budget was handed down in May, and while the headline focus has been on income tax cuts for Australian workers, there are several other announcements that may be of interest to global and domestic investment managers.
Perpetual Corporate Trust receives the Best Corporate Trust, Australia The Asset Triple A Asset Servicing, Institutional Investor and Insurance Award 2018.
With a large and growing asset base and a proven regulatory framework Australia presents a unique opportunity for global investors. Here’s why…
Since the GFC the growth in Exchange Traded Funds (ETFs) has been staggering, we look at why - and why - the next big trend is active management of assets in the ETF space.
How did Donald Trump pull off his surprise election win? What does it mean for the markets and the US economy? Perpetual’s Matt Sherwood looks at the implications of a major political upset.
On the eve of the US election, Clinton is ahead in the polls but markets have long underestimated the risk of a Trump win. Perpetual’s James Holt looks at the investment market implications of an upset election result.