Perpetual Company Overview and Financial Insights

Perpetual is a leading provider of financial services and solutions in Australia and New Zealand. The company was founded in 1895 and has a rich history of innovation and growth.

Perpetual offers a range of services including financial planning, investment management, and superannuation administration. Its expertise spans various sectors, including corporate and institutional clients.

Perpetual has a strong presence in the Australian and New Zealand markets, with a significant client base and a reputation for delivering high-quality services.

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Perpetual is a company that operates in the investment management and fund operators sector. It has a market closed value of $19.32 as of October 24, 2025.

Perpetual's stock price has seen a 5-day change of +0.10% and a 1st January change of -7.56%. The company is in talks with multiple parties for the sale of its wealth management business.

Perpetual's funding and investors are also worth noting. The company has raised funding over 1 round, with a funding amount of $186M in September 2020. This funding round was a post-IPO round, and it gave Perpetual a post-money valuation of $2,126,631.

Perpetual has 2 institutional investors, including Argo Investments and Carlton Investments. The average 5-day change for Perpetual and other companies in the investment management and fund operators sector is +0.97%. The weighted average by capital for these companies is +1.03%.

Here is a table showing the 5-day change and 1-year change for Perpetual and other companies in the sector:

Perpetual's market capitalization is $1.41B, and the average market capitalization for these companies is $72.75B.

Perpetual has consistently delivered strong financial results, with a revenue growth rate of 10% over the past five years. This growth is largely attributed to the company's strategic expansion into new markets and its focus on digital transformation.

The company's net profit has increased from $100 million to $150 million over the same period, a significant improvement of 50%. This increase in profitability is a testament to Perpetual's ability to manage costs and invest in growth initiatives.

Perpetual's strong financial performance has also enabled the company to invest in research and development, with a focus on developing innovative solutions for its customers.

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Sales by Activity was a key area of focus for Perpetual Limited, with Asset Management experiencing significant growth from $606M in 2023 to $913M in 2025.

One notable trend is the increasing revenue from Asset Management, with a notable jump from $606M in 2023 to $913M in 2025.

Wealth Management also saw growth, with revenue increasing from $217M in 2023 to $236M in 2025.

Perpetual Asset Management, International had a strong year in 2022, with revenue reaching $219M.

Group Support Service revenue increased from $8.8M in 2022 to $29.3M in 2025.

The table below highlights the sales by activity for Perpetual Limited:

Perpetual Private's revenue was $184M in 2021 and $211M in 2022.

Let's take a closer look at Perpetual Limited's sales by geography. Australia was the country with the highest sales in 2025, with a total of 737 million dollars.

The United States was a close second, with sales of 459 million dollars in 2025. This represents a significant increase from 315 million dollars in 2023.

The United Kingdom's sales also saw a growth trend, reaching 135 million dollars in 2025, up from 55.3 million dollars in 2023. However, this is still lower than the sales of other countries.

Here's a breakdown of the sales by geography for Perpetual Limited:

Perpetual has a Board of Directors consisting of five members, including Chairman Gregory Cooper, who has been in the role since February 28, 2025, at the age of 54.

Fiona Trafford-Walker, Mona Kanaan, Christopher Jones, and Philip Wagstaff are the other members of the Board, with ages ranging from 57 to 64 years old. Philip Wagstaff and Bernard Reilly are the only two Board members with unknown ages.

The Board members have been appointed at different times, with Fiona Trafford-Walker joining in 2019 and Christopher Jones joining in 2022.

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The leadership team at Perpetual Limited is made up of a diverse group of individuals with a range of skills and experiences.

Gregory Cooper serves as the Chairman of the Board, a position he has held since February 28, 2025.

Fiona Trafford-Walker has been a Director/Board Member since November 30, 2019, bringing over 10 years of experience to the role.

Mona Kanaan, another Director/Board Member, joined the team on June 27, 2021, and has been a valuable addition to the group.

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Christopher Jones, with over 40 years of experience, has been a Director/Board Member since December 31, 2022.

The company's leadership team is rounded out by Philip Wagstaff, Bernard Reilly, and Paul Ruiz, who all joined the Board in 2023 and 2024, respectively.

Here is a list of the current Board of Directors:

Perpetual Limited has several legal entities associated with it, including subsidiaries and holding companies.

Perpetual Limited is the parent company of Perpetual Trustee Co. Ltd., which functions as an investment trust.

One of the subsidiaries is The Trust Company (PTAL) Ltd., which is an Australian company that functions as an investment holding company.

Perpetual Limited also has a subsidiary called Perpetual Investment Management Ltd. (PIML), which provides a broad range of investment strategies and products to Australian and international institutions.

Here are some of the key legal entities associated with Perpetual Limited:

Perpetual Limited has a subsidiary called Perpetual Investment Management Ltd. (PIML) that is headquartered in Sydney and provides a range of investment strategies and products to various clients.

The Trust Company (PTAL) Ltd. is another subsidiary of Perpetual Limited, which functions as an investment holding company.

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Perpetual has a unique position in the market, but let's take a look at its funding and competitors.

Perpetual's competitors are well-established companies with significant resources.

One of its main competitors is Investec, a global banking and investment firm that has received funding from prominent investors like RBS Group and Swedfund.

Goldman Sachs, another top competitor, is a public company with a long history of investment banking expertise.

S&P Global, a platform offering business intelligence solutions, is a public company that has received funding from investors like Temasek and the European Union.

Bank of America, a commercial bank and asset management firm, is a public company that has received funding from investors like Berkshire Hathaway and PSP Investments.

State Street, a financial services company, is a public company that has received funding from investors like Trian Partners and Stonehenge Partners.

Here's a list of the top 5 competitors, ranked by their Tracxn score:

Perpetual has made a significant move in the asset management industry by proposing to acquire Pendal's business.

Perpetual's acquisition proposal involves acquiring 100 percent of Pendal's business.

This acquisition will bring together two firms to create a global leader in multi-boutique asset management.

The combined group will have more than AU$200 billion in Assets Under Management (AUM).

Pendal's culture of investment autonomy and its well-regarded brands will be retained.

The acquisition is subject to shareholder, regulatory and other approvals.

Perpetual's CEO, Rob Adams, has stated that the view of his company is in line with Pendal's that there is strategic value in maintaining each team's investment independence.

Perpetual has a dedicated team of analysts and researchers who work closely with clients to provide expert advice and insights on various business and financial matters.

Perpetual's analysts and researchers have a strong understanding of the Australian and international markets, which enables them to provide informed and unbiased advice to clients.

Perpetual's research team has been recognized for its excellence, with several awards and accolades received in recent years.

Perpetual's analysts and researchers have a proven track record of delivering high-quality research and analysis that helps clients make informed investment decisions.

Perpetual's research is widely followed by the investment community, with many clients relying on their research to inform their investment strategies.

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