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

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

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A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago