PERPETUAL

People & Products

Perpetual small-cap manager, Jack Collopy, is to depart the asset manager after more than 20 years and the firm has appointed two co-portfolio managers to take over....

Funds management

Positive market movements have propelled a multibillion-dollar boost to the group’s wealth management business....

Funds management

The asset manager has posted a 55% decline in net profit after tax as a result of costs associated with the Pendal acquisition....

People & Products

The retirement income solutions provider’s latest appointments include a chief financial officer, head of marketing, and head of human resources....

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Funds management

The ASX-listed asset management firm has announced a number of changes to its board after finalising its acquisition of Pendal Group....

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Funds management

Perpetual has confirmed it has completed the acquisition with Pendal, creating a fund manager with $200 billion in assets under management....

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Funds management

The global asset manager has recorded 4% growth in its total AUM in the three months to 31 December, with positive market movements offsetting subdued inflows and currenc...

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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 7 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago