Perpetual Private

Features

Is now time to switch clients from cash to bonds?

Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds. ...

Funds management

Perpetual’s adviser business sees record net flows

Perpetual Private has recorded net flows of $783 million, which includes over $400 million from its adviser growth strategy, but Perpetual Limited’s net profits after tax...

People & Products

Perpetual launches new family office

Perpetual Private is launching a new team dedicated to family office clients, which will be led by Nick Lipscombe....

Financial planning

Perpetual looks for advice growth

Perpetual Limited has flagged its preparedness to further grow Perpetual Private via bolt-on acquisitions....

Financial planning

New advisers keep Perpetual Private inflows positive

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...

Financial planning

Perpetual positions for growth despite profit decline

Perpetual believes its wealth business, Perpetual Private, is positioned for growth despite a full-year decline in profit....

Financial planning

Perpetual looks beyond value investing

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 Private hires adviser

Perpetual Private has appointed Andrew Parker as senior adviser in its Adelaide office. ...

Financial planning

Aussies wanting to balance life and finances need an adviser

Almost all Australians balancing family responsibilities and financial wellbeing believe they’re better off because of financial advice, according to a new Perpetual stud...