Perpetual Ltd - Company Profile
Powered by 
All the sales intelligence you need on Perpetual Ltd in one solution.
- Save hours of research time with a comprehensive
Sales Intelligence Solution.
- Understand how Perpetual Ltd fits into your total
addressable market and Ideal Customer Profile.
- Gain competitive edge with triggers that tell you
when and how to engage with Perpetual Ltd.
Get in touch about GlobalData Company reports
Contact the team or request a demo to find out how our data can drive your business forward
Perpetual Ltd (Perpetual) is a diversified financial services company that provides asset management, wealth management, and trustee services. The company's main activities include offering investment management through six investment boutiques, fiduciary and digital solutions, and a range of wealth management services. Perpetual's major services encompass equities, credit and fixed income, multi-asset, cash, sustainable investment solutions, and strategic financial advice. The brands associated with Perpetual include Fordham, Jacaranda Financial Planning, and Priority Life. The company's clients include Australian and international institutions, not-for-profit organizations, private businesses, financial advisers, individuals, and families. Perpetual operates in Australia, the UK, and the US. Perpetual is headquartered in Sydney, New South Wales, Australia.
Headquarters
Australia
Address
14/123 Pitt Street, Sydney, New South Wales, 2000
Website
www.perpetual.com.au
Telephone
61 2 92299000
No of Employees
1,789
Industry
Financial Services
Ticker Symbol & Exchange
PPT (ASX)
Revenue (2024)
$917.2M
3.3%
(2024 vs 2023)
EPS
XYZ
Net Income (2024)
XYZ
87.7%
(2024 vs 2023)
Market Cap*
$1.5B
Net Profit Margin (2024)
XYZ
88.1%
(2024 vs 2023)
* As of and is in US$
Perpetual Ltd premium industry data and analytics
Products and Services
| Products | Services |
|---|---|
| Perpetual Investment Funds | Advisory |
| Superannuation Funds | Wealth Accumulation and Gearing |
| Retirement Funds | Investment Administration |
| XYZ | XYZ |
| XYZ | XYZ |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2026 | Others | In July, the company rejected a takeover proposal from Windflower. |
| 2026 | Contracts/Agreements | In June, the company entered into an agreement to acquire 70% stake in Interfi Systems Pty Ltd. |
| 2026 | Contracts/Agreements | In March, the company entered into an agreement to sell the Wealth Management business to Bain Capital Private Equity LP. |
Competitor Comparison
| Key Parameters | Perpetual Ltd | AMP Ltd | L1 Group Ltd | Pacific Current Group Ltd | Aberdeen Asset Management Limited |
|---|---|---|---|---|---|
| Headquarters | Australia | Australia | Australia | Australia | Australia |
| City | Sydney | Melbourne | Melbourne | Melbourne | Sydney |
| State/Province | New South Wales | New South Wales | New South Wales | Victoria | New South Wales |
| No. of Employees | 1,789 | 4,300 | - | 5 | - |
| Entity Type | Public | Public | Public | Public | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Bernard Reilly | Managing Director; Chief Executive Officer | Senior Management | 2024 | - |
| Sam Mosse | Chief Risk & Sustainability Officer | Senior Management | 2023 | - |
| Suzanne Evans | Chief Financial Officer | Senior Management | 2025 | - |
| James MacNevin | Chief Operating Officer | Senior Management | 2024 | - |
| Allan Lo Proto | Chief Risk Officer | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
Still looking?
Have you found what you were looking for? From start-ups to market leaders, uncover what they do and how they do it.
Explorer
Access more premium companies when you subscribe to Explorer