On-demand webinar: see Perpetual's Michael Korber explain why financial innovation brings opportunity, but how time-tested investing tactics still trump chasing the newest thing: https://lnkd.in/gKmUcv2g #assetmanagement #perpetual #fixedincome #webinar
About us
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.
- Website
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perpetual.com.au
External link for Perpetual Limited
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Sydney, NSW
- Type
- Public Company
- Founded
- 1886
- Specialties
- wealth funds management, investment products, financial advice, philanthropic services, asset management, managed funds, investment management, Australian equities, global equities, fixed income, trustee services, securitisation, superannuation, retirement planning, and wealth management
Locations
Employees at Perpetual Limited
Updates
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What does volatility mean for investors? The Aussie equities team says it sets the scene for value-investing opportunities, making it "an opportunity to pick up some bargains." Read more: https://lnkd.in/gyzjWK6v #Perpetual #equities #ASX #assetallocation
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It's a stock picker’s market, but which sectors of the ASX could offer value? Here's a snapshot from the Perpetual Aussie equities team: https://lnkd.in/guA7DkXX #Perpetual #assetallocation #ASX
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Perpetual Private have been named as finalists in the 2024 IMAP Managed Account Awards. Congratulations to the team, who are represented across three categories • Licensee Managed Account • Australian Equities • Innovation (in partnership with Ethos ESG) Amanda Chow, CFA Alan Logan Kyle Lidbury, CFA CAIA Daniel Nelson, CFA Emily Barlow, CFA Lydia Kav Stephen Kench IMAP - Institute of Managed Account Professionals
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Perpetual is proud to have achieved the WGEA Employer of Choice for Gender Equality citation, which recognises employer's efforts to tackle the deep-rooted causes of gender equality in the workplace. Although we know that there is more work to be done to achieve gender equality, the rigorous standards of this citation help accelerate progress and we are proud to have maintained the citation since 2018. #EmployerofChoiceforGenderEquality #WGEA
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Congratulations to Roxanne Gorman, Partner and Carolyn O'Reilly, Partner who are both finalists in the WiBF Award for Achievement in Private Wealth & Superannuation. This distinguished award celebrates individuals that have demonstrated exceptional expertise, innovation, and dedication in the management and stewardship of private wealth and superannuation funds. It recognises outstanding contributions to the financial well-being and prosperity of individuals, families, and retirees through tailored wealth management solutions and strategic planning for retirement with an emphasis on supporting gender diversity & inclusion. Winners will be announced at the WiBF National Industry Awards in September. #wibfawards #2024finalists
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Perpetual Private is delighted to help celebrate, share and inspire women’s philanthropy as a Founding Major Supporting Partner of the She Gives movement.
About last night... A room filled with energy, inspiration, and connections at the launch of the She Gives campaign. Celebrating the pivotal role women play in philanthropy, sharing empowering stories, and inspiring each other to lift women up. Women-led giving: bold, unflinching, and occasionally filled with outrage. Let's amplify these stories and create a movement to honor past women philanthropists' legacies. Perpetual, with a 140-year history of supporting women philanthropists in Australia, is the Major Partner for this campaign. Congratulations to Melissa Smith and the Noble Ambition team for the successful launch. Big thanks to Tanya Hosch, Tania Austin, and Carol Schwartz for sharing their stories. An incredible gathering in Melbourne last night. My cup overflowed with joy. Looking forward to the next event in Sydney. 🌟 #SheGives #WomenInPhilanthropy Jane Magor Emily Wellard-Baring Stevie McGregor Carolyn O'Reilly Lucy Salaris Chemere Brown GAICD Belinda Le Claire Crethar
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'Sticky' inflation, high interest rates and the U.S. Election In this report we consider the robust returns generated across the quarter and year, before delving into pockets of imbalance that could derail economies and markets into the end of the year. Will these ‘pockets’ prove to be headwinds or tailwinds? You can watch the video below, download our full report, or read our concise overview below. https://lnkd.in/gFfnBDBY Andrew Garrett, CFA CAIA, Hugo Goode, CFA, Renée Condylis #Investmentupdate #USelection
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As he reaches 20 years with Perpetual, Michael Korber – managing director, credit and fixed income – joins Livewire to share the important lessons he’s learned after 40 years in the market. Tune in: https://lnkd.in/gnEpjVDD #Perpetual #LivewireMarkets #fixedincome
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Perpetual Limited reposted this
Perpetual's clients collectively gave away more than $120M to charities in FY24. We’re thrilled to share that more than $30 million of those funds were distributed through our grant round, the IMPACT Philanthropy Application Program (IPAP). So it’s a fitting time to also share that over the last 12 months we've been making our best-practice grantmaking model accessible to the entire philanthropy, family office, accounting and nonprofit sector. The trial has been an enormous success and so we're expanding. Our consulting service is designed to provide expert guidance and proven processes to enhance the impact of your grantmaking program – whether that’s by tapping into our IPAP process or working with our specialists to design a bespoke end-end-end grantmaking strategy. We're currently working with philanthropists who are looking for global best practice approaches to giving, advisers who are supporting family offices, not-for-profits and corporate foundations who want to align their brand and giving. Please reach out if you’d like to hear more. #Grantmaking #Philanthropy #NFP #IPAP Emily Wellard-Baring Drew Bourgeois Mark Smith Julie Reilly OAM Andrew Baker Tania Cecconi Daniel Tomé Stevie McGregor
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