PERPETUAL

Funds management

Perpetual has rejected a $3 billion acquisition bid from Washington H. Soul Pattinson (WHSP) as it announces a strategic review of its company....

People & Products

First Sentier Investors has appointed a new chief operating officer, who departs from Perpetual as the investment manager appoints a replacement....

Funds management

Perpetual has ruled out making any further acquisitions while it embeds Pendal, and is seeking at least two board directors as part of a board renewal process....

Funds management

Morningstar is confident that if Perpetual achieves strong fund performance, it will be able to recover its share price and reassure investors’ doubt over the Pendal merg...

Funds management

Perpetual has reported its quarterly asset management flows after seeing $8.1 billion in outflows during FY2022–23....

Funds management

Acknowledging the national carrier “read the room wrong” in the past, Pendal’s equities head Crispin Murray believes Qantas is a very strong franchise being undervalued b...

Funds management

Perpetual has announced a shake-up of two funds as part of a strategic review, which is understood to mean two portfolio managers will depart the business. ...

Funds management

Perpetual has announced leadership changes to its asset management executive team as it reports FY23 NPAT down 42 per cent thanks to $8.1 billion in net outflows....

People & Products

The $160 billion Aware Super fund has made a series of senior hires, with the new appointments joining from global roles at Pendal and AMP. ...

Editorial

OP-ED With Magellan CEO David George hinting at possible acquisitions, the appointment of Andrew Formica, who pursued an aggressive M&A strategy for Henderson as its form...

Funds management

Since closing the Pendal deal earlier this year, Perpetual AUM has grown by $1.7 billion while it saw $5.1 billion net outflows, mainly in global equities strategies and ...

People & Products

Iress has appointed Cameron Williamson as its new group chief financial officer (CFO), joining from Pendal. ...

People & Products

Aaron Russell has made the move from Perpetual to lead high-net-worth distribution in Australia and New Zealand at J.P. Morgan Asset Management. ...

Funds management

Several months after the departure of abrdn head of Australian equities, Michelle Lopez, her deputy Natalie Tam has joined Perpetual, after both had worked at abrdn for a...

People & Products

The former chief executive of an ASX-listed asset manager and industry veteran has joined the board of online investing platform Stake as chairman....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 2 days ago