Perpetual Ltd - Company Profile

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Perpetual Ltd (Perpetual) is a financial services company, which offers investment management, corporate trustee services, and financial advisory solutions to individuals, businesses, families, local and international institutions, and financial advisors. The investment portfolio of the company encompasses a range of asset classes that consist of Australian and global equities, multi-asset strategies, and credit and fixed income for individuals, advisers, and institutions. Its corporate trustee services comprise fiduciary services, legal, accounting, transactional, investment structuring, and funds management services to local and global institutional investors. Perpetual offers financial advisory in the areas of accounting and tax, corporate finance, business strategy, succession planning and retirement and estate planning. It has operational presence in Australia, the UK, Hong Kong, the Netherlands, the US, and Singapore. Perpetual is headquartered in Sydney, New South Wales, Australia.

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Headquarters Australia

Address Level 18, 123 Pitt Street, Sydney, New South Wales, 2000


Telephone 61 2 92293162

No of Employees 1,870

Industry Financial Services

Ticker Symbol & Exchange PPT (ASX)

Revenue (2023) $709.7M 38.2% (2023 vs 2022)

EPS XYZ

Net Income (2023) XYZ -41.7% (2023 vs 2022)

Market Cap* $1.9B

Net Profit Margin (2023) XYZ -57.8% (2023 vs 2022)

* As of and is in US$
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Perpetual Ltd premium industry data and analytics

3

IT Services Contracts

Improve competitive bidding with insights into all publicly disclosed IT services contracts for Perpetual Ltd (including IT outsourcing, business process outsourcing, systems integration & consulting and more).

1

ICT Spend & Tech Priorities

IT Client Prospector provides intelligence on Perpetual Ltd’s likely spend across technology areas enabling you to understand the digital strategy.

Products and Services

Products Services
Funds: Investment Advice
Investment Funds Wealth Accumulation and Gearing
Retirement Funds Investment Administration
XYZ XYZ
XYZ XYZ
XYZ XYZ
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History

History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.

Year Event Description
2023 Acquisitions/Mergers/Takeovers In January, the company acquired Pendal Group for US$1.7 billion.
2021 New Products/Services In November, the company's Perpetual Asset Management Australia launched one active ETF.
2021 New Products/Services In October, the company launched an Australian Philanthropy Toolkit.
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Competitor Comparison

Key Parameters Perpetual Ltd AMP Ltd Platinum Asset Management Ltd Pacific Current Group Ltd Aberdeen Asset Management Limited
Headquarters Australia Australia Australia Australia Australia
City Sydney Melbourne Sydney Sydney Sydney
State/Province New South Wales Victoria New South Wales New South Wales New South Wales
No. of Employees 1,870 4,300 - 20 -
Entity Type Public Public Public Public Private
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Executives
Name Position Board Since Age
Rob Adams Chief Executive Officer; Director; Chief Executive-Asset Management; Managing Director Executive Board 2018 57
Chris Green Chief Financial Officer Senior Management 2018 -
Amanda Gazal Chief Integration Officer-Temporary; Chief Operating Officer Senior Management 2023 -
Paul Chasemore Chief People Officer Senior Management 2023 -
Sam Mosse Chief Risk & Sustainability Officer Senior Management 2023 -
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
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