Perpetual Limited

Tagline Brand's website · 2026-11-07

Perpetual Limited is an ASX-listed global financial services company providing asset management, private wealth and corporate trustee services.

Description Brand's website · 2026-11-07

Perpetual Group is a diversified financial services company established in Australia in 1886. It provides asset management, wealth management and corporate trustee services to local and international clients across Australia, Asia, Europe, the United Kingdom and the United States.

Mission Brand's website · 2026-11-07

To create enduring prosperity and become the most trusted brand in financial services.

Website Brand's website · 2026-11-07

https://perpetual.com.au

Voice & tone Brand's website · 2026-11-07

Trust-focused, client-centric, expert, long-term oriented and professional.

Founded Brand's website · 2026-11-07

1886

Headquarters Brand's website · 2026-11-07

Sydney, New South Wales, Australia

Problem solved Brand's website · 2026-11-07

Perpetual helps individuals, families, businesses, institutions and communities protect, manage and grow wealth; access investment expertise; manage fiduciary and trustee responsibilities; and address complex financial, estate, retirement, philanthropic and corporate trust needs.

Core capabilities Brand's website · 2026-11-07

• Asset management across Australian and global equities, credit, fixed income, multi-asset and ESG strategies
• Private wealth management and strategic financial advice
• Superannuation and retirement planning
• Investment advice and management
• Asset protection, insurance and tax management
• Estate administration, succession planning and philanthropy services
• Corporate trustee, fiduciary and custodial services
• Debt market, managed fund, fixed income and digital market services

Products / SKUs Brand's website · 2026-11-07

• Perpetual and Pendal asset management capabilities
• Perpetual Private wealth management services
• Fordham business advisory, tax and accounting services
• Priority Life risk and insurance advice
• Jacaranda Financial Planning services
• Perpetual Corporate Trust services
• Perpetual Roundtables
• Perpetual Intelligence

Target industry Brand's website · 2026-11-07

Financial services, including asset management, wealth management, corporate trust, debt markets, managed funds and financial technology.

Customer base Brand's website · 2026-11-07

Australian and international institutions, not-for-profit organisations, small businesses, financial advisers, individuals, families, domestic and global financial institutions, fund managers, private business owners, philanthropists and community-based organisations.

Ideal customer profile Brand's website · 2026-11-07

High-net-worth individuals and families, pre-retirees and retirees, private business owners, institutional investors, financial advisers, not-for-profit organisations, fund managers, financial institutions and organisations requiring trustee, fiduciary, custody, debt market or managed fund services.

Use cases Brand's website · 2026-11-07

• Managing and growing personal, family or institutional wealth
• Strategic financial advice and investment management
• Superannuation and retirement planning
• Asset protection, insurance, tax and estate planning
• Succession planning and philanthropy
• Managing charitable trusts and endowment funds
• Supporting private business owners and their families with accounting, tax and wealth advice
• Providing trustee, responsible entity, custodial and managed fund services

Customer outcomes Brand's website · 2026-11-07

• Protect and grow wealth over the long term
• Create enduring prosperity
• Receive tailored and holistic financial advice
• Improve retirement outcomes
• Protect assets and manage financial, tax and estate complexity
• Support philanthropic, social, cultural and environmental causes
• Access diversified investment and fixed income capabilities
• Improve the effectiveness, efficiency and economy of financial market operations