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PERPETUAL
Funds management
The global asset manager has recorded 4% growth in its total AUM in the three months to 31 December, with positive market movements offsetting subdued inflows and currenc...
People & Products
The closure of BlackRock’s Australian ‘high conviction’ fund range is among a series of confirmed changes to the global investment manager’s Australian equities business....
Funds management
The ASX-listed investment manager has netted multibillion-dollar FUM growth across its global portfolio over the last quarter of its operation as an independent entity. ...
People & Products
Perpetual Asset Management Australia (PAMA) has appointed Anthony Aboud as deputy head of equities....
Funds management
From infringement notices to interim stop orders, Money Management reviews the biggest companies that were put under the microscope by the corporate regulator....
Funds management
Only half of the cost synergies proposed by the Pendal/Perpetual acquisition are likely to be achieved, according to Morningstar, but combined FUM could reach $283 billio...
People & Products
Perpetual has announced the notional appointment of the executive committee that will lead the combined group following the proposed acquisition of Pendal....
Financial planning
There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....
Funds management
The acquisition of Pendal by Perpetual will bring client and staff attrition risk as it creates a $201 billion fund manager, according to research house IBISWorld, but th...
Funds management
Perpetual, which is in talks to acquire Pendal, has seen a “change in the mix of AUM” with strong inflows coming from its intermediary channel in Perpetual Asset Manageme...
Funds management
Perpetual and Pendal have confirmed they are in discussion about a potential acquisition after Pendal rejected a bid earlier this year....
People & Products
Perpetual Asset Management has launched a global active exchange traded managed fund, its third since last November....
Financial planning
Pendal has delivered solid earnings for the half year, following its rejection of Perpetual’s acquisition bid in April....
Funds management
Pendal’s Australian funds under management have declined by 3.8% in the March quarter as a result of portfolio adjustments and investment performance. ...
Funds management
Pendal has rejected a bid from Perpetual as it believes it is not in members’ best interest and significantly undervalues the company....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...