17.57
-0.57%
Close of 9 Nov 2026, in AUD
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About Perpetual
Its shares trade on ASX under the ticker PPT.AX. It has been listed since 3 August 1982. In the fiscal year to 30 June 2026, it reported revenue before interest expense of A$1.15bn and net income of A$88.9m. At that date it held total assets of A$3.28bn and shareholders' equity of A$1.54bn.
Perpetual Ltd. operates as an independent and diversified financial services group, which provides specialized investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions. The company is headquartered in Sydney, New South Wales. The firm provides a range of financial products and services including asset management, financial advice and trustee services. Its segments include Perpetual Investments, Perpetual Private and Perpetual Corporate Trust. Perpetual Investments segment supplies investment products and services to retail, corporate, superannuation and institutional clients. Perpetual Private segment provides a range of wealth advice services to high net worth individuals, charities, not-for-profit and other philanthropic organizations. Perpetual Corporate Trust provides trustee and fiduciary services to institutional clients, including custodial, trustee responsible entity and other ancillary services to Managed Investment Funds in Australia and Singapore, as well as specialized trust management and accounting services to the debt capital markets and data services to the Australian securitization market.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 3 Aug 1982
- Employees
- 1,000
- Website
- perpetual.com.au ↗
Leadership
Pay as last reported
- Mr. Bernard ReillyChief Executive Officer, Managing Director, Executive Director, since 2024
- Mr. Gregory CooperIndependent Non-Executive Deputy Chairman of the BoardA$242,871
- Mr. Christopher GreenChief Financial OfficerA$1.8m
- Mr. Richard MccarthyChief Executive - Corporate TrustA$1.8m
- Mr. Mark SmithChief Executive - Wealth ManagementA$2.4m
- Mr. James MacNevinChief Operating Officer
- Ms. Sam MosseChief Risk and Sustainability OfficerA$1.4m
- Mr. Craig SquiresExecutive - Transitional ServicesA$780,155
- Ms. Sylvie DimarcoCompany Secretary
- Mr. Paul RuizNon-Executive Director
- Mr. Christopher JonesIndependent Non-Executive DirectorA$350,876
- Ms. Mona KanaanIndependent Non-Executive DirectorA$349,495
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 84
- Environment
- 99
- Social
- 99
- Governance
- 54
- Direct emissions (scope 1)
- 3 t
- Energy emissions (scope 2)
- 1,537 t
- Value chain emissions (scope 3)
- 13,419 t
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Perpetual Ltd has a strong brand reputation and a long history of providing excellent financial services.
- The company has a diverse range of investment products and services, allowing for multiple revenue streams.
- Perpetual Ltd has a large and loyal client base, providing a stable source of income.
Weaknesses
- The company is heavily dependent on market conditions, which can impact its profitability.
- Perpetual Ltd faces intense competition from other financial institutions, potentially affecting its market share.
- There may be limitations in Perpetual Ltd's technology infrastructure, hindering its ability to adapt to changing market needs.
Opportunities
- The company can expand its product and service offerings to cater to emerging market trends.
- Perpetual Ltd can capitalize on the growing demand for sustainable and socially responsible investments.
- There are opportunities for geographic expansion into new markets, both domestically and internationally.
Threats
- Changes in government regulations and policies can have a significant impact on Perpetual Ltd's operations.
- Fluctuations in economic conditions, such as recessions or downturns, may negatively affect the company's financial performance.
- Perpetual Ltd is exposed to risks associated with cybersecurity and data breaches, which can damage its reputation and client trust.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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