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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
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. ...
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
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...
Funds management
Perpetual has been questioned by analysts on whether its KKR deal is best for shareholders and if it can be undone given the lack of growth it has delivered to the compan...
Funds management
Perpetual has appointed a new chief executive to replace Rob Adams, with the new appointment holding a background in leading change programs as the firm moves to complete...
Funds management
Money Management spoke with two brand consultants to how Perpetual can best rebrand its business as the 138-year name is sold to private equity firm KKR....
Funds management
Perpetual has announced the outcome of a six-month strategic review and discussions with private equity giant KKR regarding its corporate trust and wealth management busi...
Funds management
Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses....
Financial planning
Findex has announced private equity firm Mercury Capital will acquire a 40 per cent stake in the company from KKR as it seeks to triple in size in the next five years....
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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...