Experience the difference

Perpetual is one of Australia’s most experienced investment services groups, with an enduring passion for protecting and growing our clients’ wealth.

Founded in Sydney in 1886 as Perpetual Trustees, we’ve helped generations of Australians invest and manage their wealth through all market conditions.

Today we are one of the Top 100 companies listed on the Australian Securities Exchange, and manage investment funds exceeding $29 billion, administer over $222 billion of client funds, and advise clients on over $8.1 billion of investments (as at 31 December 2009).

We provide quality investment products, financial advice and corporate services to individuals, families, financial advisers and organisations. Clients can access our investment products through a broad range of financial advisers, other financial institutions and directly from us.

Investment products

We offer a broad range of investment, superannuation and retirement income products with features including savings plans, tax-effective structures, easy switching between fund options and online servicing.

We also offer a comprehensive range of DIY super products and administration services.

Our choice of investment funds includes all major asset classes, managed by Perpetual or other leading fund managers, as well as multi-manager funds.

Investment management

Our investment teams in Australia and Ireland maintain a prudent and disciplined approach to investing across all major asset classes including shares, fixed interest and property. We make active investment decisions based on our intensive analysis of an investment’s intrinsic quality, value and risk. In stocks, we focus on quality businesses with sustainable earnings, strong balance sheets and resilience through the economic cycle. In fixed income we focus on providing regular income, liquidity and capital stability.

Financial advice and services

Our private client advisers provide strategic advice to help our clients achieve their financial goals. Our dedicated personal service draws on our experience as financial trustee for generations of Australians.  

Our financial advice can include strategic planning, investment strategy, superannuation and retirement income, estate planning, tax, and insurance. 

We also provide trustee and administration services for private trusts, estates, compensation settlements and philanthropic trusts.

All of these services are available through our dedicated business unit – Perpetual Private Clients.

Corporate trust services

We are a leading provider of specialist financial market services including securitisation, trustee, administration and mortgage lending services for a broad range of institutions.

These highly specialised services are provided through our Corporate Trust business.