Perpetual (AU:PPT) — Company Overview, News & Financial Data
Perpetual is a leading Australian financial services company providing investment management and wealth management solutions.
About Perpetual
Perpetual (ASX:PPT) is a leading Australian financial services company that provides a range of investment and wealth management solutions to individuals, families, and institutions. The company offers a variety of products and services, including investment management, superannuation, financial planning, and retirement solutions. Perpetual's operations are focused on providing its clients with high-quality financial services and investment solutions. The company has a team of experienced investment professionals who manage a range of investment portfolios across a variety of asset classes. Perpetual also has a strong focus on customer service and provides its clients with personalised advice and support.
Snapshot
Operations
Products and/or services of Perpetual
- Investment Management: Perpetual offers a range of investment management products and services, including managed funds, listed investment companies (LICs), and superannuation.
- Financial Planning: Perpetual provides financial planning services to help individuals and families achieve their financial goals.
- Private Wealth: Perpetual offers private wealth management services to high-net-worth individuals and families.
- Estate Planning: Perpetual provides estate planning services to help individuals and families plan for their death and the transfer of their assets.
- Custodian Services: Perpetual provides custodian services to institutional investors, including asset managers and superannuation funds.
- Corporate Trust Services: Perpetual provides corporate trust services to companies, including acting as trustee for debentures and bonds.
Perpetual executive team
- Mr. Bernard Patrick Reilly CFACEO, MD & Director
- Mr. Mark SmithChief Executive of Wealth Management - Perpetual Private
- Mr. Richard Lyn McCarthyChief Executive of Perpetual Corporate Trust
- Mr. Craig SquiresChief Executive of Transitional Services
- Ms. Suzanne Clare EvansChief Financial Officer
- Ms. Susie ReinhardtHead of Investor Relations
- Ms. Helen Mediati L.L.B.General Counsel
- Mr. Michael Korber B.EcManaging Director of Credit & Fixed Income
- Mr. Michael O'Dea BBus (Ec, Fin)Head of Multi Asset
- Mr. Vince Pezzullo BComHead of Equities & Portfolio Manager