Perpetual Limited (ASX: PPT)
Australia flag Australia · Delayed Price · Currency is AUD
19.61
-0.39 (-1.95%)
Dec 20, 2024, 4:10 PM AEST

Perpetual Company Description

Perpetual Limited is a publicly owned investment manager.

The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services.

It offers investment capabilities across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property.

The company also provides specialist direct-to-client financial services for high net worth individuals that include fiduciary services, such as trust advice and services, custodial solutions, estate planning, estate administration, and executorial services; independent financial advice services with specialist and ‘do-it-yourself’ superannuation offerings; and philanthropic services.

In addition, it offers corporate trustee and transaction support services, including trustee services for mortgage backed and other securitisation programs for major banks and non-bank financial institutions; mortgage services, including mortgage preparations, variations and discharges; post settlement servicing; regulatory compliance services for fund managers; custody, unit registry, and accounting services for property and mortgage funds; and trusteeships for corporate debt issues and infrastructure projects.

The company is based in Sydney, Australia.

Perpetual Limited
Perpetual logo
Country Australia
Industry Asset Management
Sector Financials
Employees 1,877
CEO Bernard Reilly

Contact Details

Address:
Angel Place, Level 18
Sydney, 2000
Australia
Phone 61 2 9229 9000
Website perpetual.com.au

Stock Details

Ticker Symbol PPT
Exchange Australian Securities Exchange
Fiscal Year July - June
Reporting Currency AUD
ISIN Number AU000000PPT9
SIC Code 6282

Key Executives

Name Position
Bernard Patrick Reilly CFA Chief Executive Officer, MD and Director
Christopher Green BComm, LLB, MBA Chief Financial Officer
Mark Smith Chief Executive of Wealth Management
Richard Lyn McCarthy Chief Executive of Perpetual Corporate Trust
Sam Mosse Chief Risk and Sustainability Officer
James Keith MacNevin Chief Operating Officer
Susie Reinhardt Head of Investor Relations
Kristen Allen General Manager of Corporate Communications
Paul Chasemore Chief People Officer
Michael Korber B.Ec Managing Director of Credit and Fixed Income