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ROB ADAMS
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 seen another difficult quarter for its asset management division, reporting its largest quarterly outflows for FY24....
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 seen AUM rise 6 per cent in the last quarter but the departure of a longstanding JOHCM fund manager led to outflows of $2.2 billion from his strategy....
Funds management
Perpetual chief executive, Rob Adams, has refuted comments that the acquisition of Pendal has been a failure as the business reports $4.3 billion in outflows in the first...
Funds management
Perpetual saw $4.3 billion in outflows from its asset management division in the last quarter to 31 December, but market movement meant overall AUM increased....
Funds management
Perpetual has ruled out making any further acquisitions while it embeds Pendal, and is seeking at least two board directors as part of a board renewal process....
Funds management
Perpetual has reported its quarterly asset management flows after seeing $8.1 billion in outflows during FY2022–23....
Funds management
Perpetual has announced a shake-up of two funds as part of a strategic review, which is understood to mean two portfolio managers will depart the business. ...
Funds management
The asset manager has posted a 55% decline in net profit after tax as a result of costs associated with the Pendal acquisition....
Funds management
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...
Financial planning
Jacaranda Financial Planning, a Sydney and Melbourne-based boutique wealth advisory firm with almost $1 billion in funds under advice, has been acquired by Perpetual....
Funds management
The move comes as Perpetual sought a new custodian and administrator after RBC decided to leave the Australian market....
Funds management
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
Financial planning
Perpetual Limited has flagged its preparedness to further grow Perpetual Private via bolt-on acquisitions....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....