ROB ADAMS

Financial planning

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...

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Funds management

Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch new ESG offerings in Australia in 2021. ...

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Funds management

Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....

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Financial planning

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

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Financial planning

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....

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People & Products

Perpetual has announced changes to its leadership on the back of an internal promotion and the creation of a Chief Risk Officer role....

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People & Products

Perpetual has announced the internal appointment of Chris Green to the position of chief financial officer....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 5 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 4 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 3 days ago