PERPETUAL LIMITED

Funds management

Perpetual Limited has made a conditional, non-binding indicative proposal to acquire Pendal Group Limited by way of a scheme of arrangement for $6.23 a share....

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Funds management

Perpetual Private has recorded net flows of $783 million, which includes over $400 million from its adviser growth strategy, but Perpetual Limited’s net profits after tax...

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Funds management

Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....

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People & Products

Montgomery Investment Management has appointed Michael Gollagher to the role of national account manager, responsible for the Queensland market....

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Funds management

Metrics Credit Partners has launched a new listed investment trust on the Australian Securities Exchange. ...

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

1 day 6 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

1 day 6 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 1 hour ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago