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PERPETUAL
People & Products
Australian Unity chief investment officer, David Bryant, has been appointed as the Australian chief executive of Mercer....
Funds management
A boutique fund manager has been the best performing Australian equity fund during the 2010s....
Financial planning
Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....
Funds management
Australian Foundation Investment Company has reduced the number of its total holdings from 85 to 71, selling out of Perpetual and AMP due to ‘sustainable competitive adva...
Financial planning
Perpetual Limited has acquired Priority Life to strength its knowledge and proposition to established wealthy business owners, and medical specialists....
Funds management
Perpetual has awarded Colchester Global Investors a global sovereign bond mandate as well as inclusion in its private wealth models....
Funds management
The common theme of the worst performing Australian equity funds was a focus on financial services holdings and little in property....
People & Products
Karyn Jones has been appointed by Pengana Capital Group to its distribution and marketing team as business development manager for Victoria and Tasmania....
Financial planning
Perpetual believes its wealth business, Perpetual Private, is positioned for growth despite a full-year decline in profit....
Funds management
Mainstream Group has reported initial commitments of more than $150 million from clients as its platform becomes fully operational....
Features
Planning for the times beyond your own existence is always a grim prospect, but Chris Dastoor writes that being organised will help reduce unnecessary heartache and hassl...
Funds management
Perpetual has announced the opening of the initial public offering for its new Credit Income Trust....
Financial planning
Perpetual, which has posted weaker results for 1H19, has announced its readiness to expand its focus beyond value investing and adopt a boutique-like management style....
Funds management
Money Management looked at the performance of the funds with the most funds under management for the 12 months to 2018 to see which funds hit the bottom quartile....
People & Products
Perpetual has announced changes to its leadership on the back of an internal promotion and the creation of a Chief Risk Officer role....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...