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PERPETUAL
Financial planning
Wealth advisory firm JBWere has hired two individuals from Perpetual, focused on high-net-worth advisory clients....
Funds management
Perpetual has shared it is keen to expand into active ETFs, especially in the US, as it resets its asset management distribution strategy....
Funds management
Perpetual CEO Bernard Reilly says there has been “extensive interest” in the firm’s wealth management division following the termination of the KKR deal with Morningstar ...
Funds management
Costs associated with the failed KKR deal have caused Perpetual’s statutory net profit after tax to more than halve to $12 million for the first half of FY25. ...
Funds management
Perpetual has made a major announcement about its deal with KKR after an independent expert ruled it would not be in the best interest of shareholders....
Funds management
Investment group Future Generation has appointed its first chief investment officer who joins the team from Perpetual Asset Management. ...
Funds management
Perpetual’s board is considering a revised proposal from private equity firm KKR following unwelcome ATO tax guidance at the end of 2024....
Funds management
Perpetual has released its Q2 fund flows showing a fall back into outflows after a positive Q1, as well as an update on its planned deal with KKR. ...
Funds management
Morningstar research of seven active Australian asset managers has found they are expected to see client redemptions averaging 3.1 per cent of their FUM per annum through...
Features
With numerous private equity firms taking an interest in Australia, Money Management explores their backgrounds and the leading players who could take a stake....
Funds management
An independent expert has ruled the Perpetual deal with KKR is no longer in the best interest of shareholders in light of the increased tax liabilities. ...
Funds management
The deal between Perpetual and KKR is in doubt after the ATO significantly reduced the estimated cash proceeds for shareholders due to a $488 million primary tax liabilit...
Funds management
Former Pendal chief executive Emilio Gonzalez will be joining the board of boutique fund manager DNR Capital in February 2025....
Funds management
Perpetual has announced new global leadership appointments to its asset management division, including a hire from State Street Global Advisors, as it prepares to separat...
Features
Money Management explores what is needed for a successful fund manager succession plan as a generation of managers approach retirement and how firms can mitigate the risk...
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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...