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
Capture the growth and income potential of Australian shares by investing with one of Australia’s largest and most experienced share investors
Global shares provide diversification in an investment portfolio, as well as exposure to the world's best companies and industries under represented in Australia
Benefit from investments that can deliver capital stability, income and liquidity by investing with one of Australia’s leading credit and fixed income managers
Perpetual’s Multi Asset funds invest across a diverse range of investment opportunities, which can include domestic and global shares, credit and fixed income, cash, property, infrastructure and a range of other investments all combined within a single fund
Products and platforms that offer investors simplicity, flexibility and a wide choice of investment options
Products and expertise that help investors build their retirement capital
You can access Perpetual’s investment expertise in equities and credit and fixed income investing through the our listed investment vehicles
Investment strategies for institutional investors – including wholesale funds, individual mandates and bespoke portfolios
Corporate trustee services for the funds management and debt capital markets
The leading provider of independent 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.
Stories that explore the talent and drive behind some of Australia’s highest achievers, brought to you through Perpetual partnerships.
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
Qualitas an Australian real estate financier and investment manager, established in 2008, has been a long-standing client of Perpetual. We speak to Kathleen Yeung, Chief Financial Officer of Qualitas about choosing a service provider who not only understands what they do, but are also able to help them deliver on service outcomes for their clients.
Ophir Asset Management is a specialist small and mid-cap equities investment manager, who manage over 1bn in capital on behalf of their investors. Rob Saunders from Ophir Asset Management, discusses why, when seeking a responsible entity for their Ophir High Conviction Fund, it was important for them to choose a partner, not just a service provider.
Intermediate Capital Group (ICG) brought alternative asset management strategy to Australian investors. Managing Director of ICG, Greg Fendler talks about Australia as a well-established and growing economy and their success down under.
This year has seen a range of proposed changes to the MIT landscape. In this video Phillip Blackmore, Head of Wholesale Trustee at Perpetual Corporate Trust, speaks with Josh Cardwell, Head of Real-Estate Tax, PWC Australia, about what these changes mean to investors.
Vicki Riggio was recently appointed as General Manager, Managed Fund Services within Perpetual Corporate Trust. Responsible for Custody, Wholesale Trustee, Responsible Entity Services, Investment Management for Managed Investment Trusts and for Perpetual’s Singapore business, she bring more than two decades’ experience in corporate trust.
Perpetual’s Head of Multi Asset, Michael O’Dea believes that with interest rates at historic lows and equity valuations stretched, investors are having to take more risk to achieve the same returns.
Perpetual’s Head of Investment Strategy, Matt Sherwood, takes a detailed look at the market outlook for 2017 – will it be another year of weak growth, why is the 10 year bond rate the ‘great unknown’ and how should investors respond?
Perpetual’s Head of Equities Paul Skamvougeras runs the rule over the recent reporting season and discusses some major market themes – including the outlook for some big companies currently ‘priced for perfection’ at a time of record low rates.
Perpetual’s Matt Sherwood looks at the big economic and market issues – earnings, interest rates and the (low) risks of recession and inflation. He also looks at the effect the three D’s – demography, debt and disruptive technology are having on world growth…
Rod Ellwood, General Manager - Capital Markets Fiduciary Services - emphasises the importance of continued global investment for the growth of Australia’s mortgage market.
Perpetual's Industrial Share Fund is now in its 50th year. Portfolio Managers Vince Pezzullo and Anthony Cay discuss their investment philosophy and how this thinking is being applied to current market opportunities.
Reporting season is when companies have to hang out their dirty laundry – or their pristine balance sheets. Paul Skamvougeras talks about what we learned from the published numbers and recent meetings with company management.
Invest in the Australian sharemarket for 50 years and you learn valuable lessons. Download our new eBook for the crucial insights we’ve learned along the way.