ROB ADAMS
Financial planning
The most senior executives and members of the board have announced a belt-tightening in the face of COVID-19 but the company’s recruitment of new advisers has kept Perpet...
Funds management
Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch new ESG offerings in Australia in 2021. ...
Funds management
Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....
Financial planning
Perpetual believes its wealth business, Perpetual Private, is positioned for growth despite a full-year decline in profit....
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....
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....
People & Products
Perpetual has announced the internal appointment of Chris Green to the position of chief financial officer....
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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...