PERPETUAL

People & Products

The closure of BlackRock’s Australian ‘high conviction’ fund range is among a series of confirmed changes to the global investment manager’s Australian equities business....

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Funds management

The ASX-listed investment manager has netted multibillion-dollar FUM growth across its global portfolio over the last quarter of its operation as an independent entity. ...

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People & Products

Perpetual Asset Management Australia (PAMA) has appointed Anthony Aboud as deputy head of equities....

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Funds management

From infringement notices to interim stop orders, Money Management reviews the biggest companies that were put under the microscope by the corporate regulator....

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Funds management

Only half of the cost synergies proposed by the Pendal/Perpetual acquisition are likely to be achieved, according to Morningstar, but combined FUM could reach $283 billio...

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People & Products

Perpetual has announced the notional appointment of the executive committee that will lead the combined group following the proposed acquisition of Pendal....

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Financial planning

There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....

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Funds management

The acquisition of Pendal by Perpetual will bring client and staff attrition risk as it creates a $201 billion fund manager, according to research house IBISWorld, but th...

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Funds management

Perpetual, which is in talks to acquire Pendal, has seen a “change in the mix of AUM” with strong inflows coming from its intermediary channel in Perpetual Asset Manageme...

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Funds management

Perpetual and Pendal have confirmed they are in discussion about a potential acquisition after Pendal rejected a bid earlier this year....

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People & Products

Perpetual Asset Management has launched a global active exchange traded managed fund, its third since last November....

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Financial planning

Pendal has delivered solid earnings for the half year, following its rejection of Perpetual’s acquisition bid in April....

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Funds management

Pendal’s Australian funds under management have declined by 3.8% in the March quarter as a result of portfolio adjustments and investment performance. ...

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Funds management

Pendal has rejected a bid from Perpetual as it believes it is not in members’ best interest and significantly undervalues the company....

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Features

With the traditional demographic of ETF investors changing to include more young and female investors, providers are changing the type of products they are launching, wri...

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Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

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JOHN GILLIES

iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

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

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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. ...

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

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