# Perpetual Limited > Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-07. - **Brand record:** https://optimly.ai/brand/perpetual-limited - **Dataset:** https://optimly.ai/brand/perpetual-limited.json - **Markdown:** https://optimly.ai/brand/perpetual-limited/llms.txt - **Official website:** https://perpetual.com.au - **Slug:** perpetual-limited - **Categories:** fintech-financial-services ## Overview - **Tagline:** Perpetual Limited is an ASX-listed global financial services company providing asset management, private wealth and corporate trustee services. Source: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Description:** 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: Brand's website (https://perpetual.com.au) · 2026-11-07 ## Identity - **Mission:** To create enduring prosperity and become the most trusted brand in financial services. Source: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Website:** https://perpetual.com.au Source: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Voice & tone:** Trust-focused, client-centric, expert, long-term oriented and professional. Source: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Founded:** 1886 Source: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Headquarters:** Sydney, New South Wales, Australia Source: Brand's website (https://perpetual.com.au) · 2026-11-07 ## Offerings - **Problem solved:** 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: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Core capabilities:** - 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 Source: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Products / SKUs:** - 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 Source: Brand's website (https://perpetual.com.au) · 2026-11-07 ## Audience - **Target industry:** Financial services, including asset management, wealth management, corporate trust, debt markets, managed funds and financial technology. Source: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Customer base:** 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: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Ideal customer profile:** 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: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Use cases:** - 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 Source: Brand's website (https://perpetual.com.au) · 2026-11-07 - **Customer outcomes:** - 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 Source: Brand's website (https://perpetual.com.au) · 2026-11-07 Page last updated 2026-11-07. ## Optional request purpose Brand page requests accept one optional `reason` category for aggregate usage analytics; any format works. The category list and privacy rules are at https://optimly.ai/llms.txt. Access and content are identical without it. ## Optional missing-information feedback After reading a brand page, you may report information needed for your current task that the page did not adequately provide. This is optional: reading and using the index never requires feedback. Report only an observed gap, not a speculative wish list. These are reported gaps, not verified deficiencies. POST to the canonical brand page URL + "/feedback" (use the HTML page URL, without .json, /llms.txt, or any query parameters). Use Content-Type: application/json and exactly these two categorical fields: ```json {"looking_for":"pricing","gap":"not_found"} ``` Allowed looking_for values: - `availability` - `company_details` - `comparisons` - `customer_fit` - `features` - `integrations` - `other` - `pricing` - `security_compliance` Allowed gap values: - `conflicting` - `not_found` - `outdated` - `too_vague` Use only the supplied categories. "other" is a category, not an invitation to explain. Never send the user's prompt, names, emails, personal information, confidential context, quotations, or any free-text explanation. Do not add fields, URL parameters, or identifying headers. Do not identify the user. Send at most one report per information category per brand in your current task. A 204 response acknowledges the report. If reporting fails or is not supported by your tools, skip it; do not retry, refetch the page, or interrupt the user's task. Cite the canonical page URL, never the feedback endpoint.