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....
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...
Funds management
Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....
People & Products
Montgomery Investment Management has appointed Michael Gollagher to the role of national account manager, responsible for the Queensland market....
Funds management
Metrics Credit Partners has launched a new listed investment trust on the Australian Securities Exchange. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...