{"name":"Perpetual Limited","domain":"perpetual.com.au","url":"https://optimly.ai/brand/perpetual-limited","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Perpetual Limited is an ASX-listed global financial services company providing asset management, private wealth and corporate trustee services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To create enduring prosperity and become the most trusted brand in financial services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://perpetual.com.au","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Trust-focused, client-centric, expert, long-term oriented and professional.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1886","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Sydney, New South Wales, Australia","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Asset management across Australian and global equities, credit, fixed income, multi-asset and ESG strategies\nPrivate wealth management and strategic financial advice\nSuperannuation and retirement planning\nInvestment advice and management\nAsset protection, insurance and tax management\nEstate administration, succession planning and philanthropy services\nCorporate trustee, fiduciary and custodial services\nDebt market, managed fund, fixed income and digital market services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Perpetual and Pendal asset management capabilities\nPerpetual Private wealth management services\nFordham business advisory, tax and accounting services\nPriority Life risk and insurance advice\nJacaranda Financial Planning services\nPerpetual Corporate Trust services\nPerpetual Roundtables\nPerpetual Intelligence","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, including asset management, wealth management, corporate trust, debt markets, managed funds and financial technology.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing and growing personal, family or institutional wealth\nStrategic financial advice and investment management\nSuperannuation and retirement planning\nAsset protection, insurance, tax and estate planning\nSuccession planning and philanthropy\nManaging charitable trusts and endowment funds\nSupporting private business owners and their families with accounting, tax and wealth advice\nProviding trustee, responsible entity, custodial and managed fund services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Protect and grow wealth over the long term\nCreate enduring prosperity\nReceive tailored and holistic financial advice\nImprove retirement outcomes\nProtect assets and manage financial, tax and estate complexity\nSupport philanthropic, social, cultural and environmental causes\nAccess diversified investment and fixed income capabilities\nImprove the effectiveness, efficiency and economy of financial market operations","source_type":"1p_website","source_label":"Brand's website","source_url":"https://perpetual.com.au","updated_at":"2026-11-07T19:38:06.899532+00:00"}]}],"last_refreshed_at":"2026-11-07T19:38:06.907820+00:00","last_changed_at":"2026-11-07T19:38:06.915320+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=42d865b0-4e5f-4fcb-adae-312c8c65bfaf"}