Perpetual Ltd is an Australia-based wealth manager operating in Australia and Singapore. The Company provides a range of financial products and services including asset management, financial advice and trustee services. Its segments include Perpetual Investments, Perpetual Private and Perpetual Corporate Trust. Perpetual Investments segment supplies investment products and services to retail, corporate, superannuation and institutional clients. Perpetual Private segment provides a range of wealth advice services to high net worth individuals, charities, not-for-profit and other philanthropic organizations. Perpetual Corporate Trust provides trustee and fiduciary services to institutional clients, including custodial, trustee responsible entity and other ancillary services to Managed Investment Funds in Australia and Singapore, as well as specialized trust management and accounting services to the debt capital markets and data services to the Australian securitization market.

Finance

Perpetual

This department fosters and manages collaborative relationships with partners to enhance business opportunities.

Partnership Development

This department focuses on providing investment management, financial advisory, and compliance services tailored to clients' wealth needs.

Wealth Management

This department provides guidance and expertise in financial planning and advisory services.

Financial Services

This department focuses on managing and overseeing investment processes, risk analysis, and performance metrics to ensure effective investment strategies and governance.

Investment Operations

This department focuses on analyzing business processes and requirements to drive improvements and support product development.

Business Analysis

This department focuses on managing client relationships and ensuring the delivery of high-quality services to meet client needs.

Client Services

The Financial Advisory Team at Perpetual Ltd specializes in delivering tailored financial advice to high net worth individuals, charities, and philanthropic organizations. They focus on creating personalized wealth management strategies, investment planning, and ensuring compliance with financial regulations, while also leveraging their expertise in investment performance analysis to optimize client portfolios.

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Other teams

Wealth Management

Financial Services

Investment Operations

Business Analysis

Client Services

Financial Advisory Team