Business Summary

Perpetual Limited is a financial services company operating in the asset management business, wealth management and trustee services businesses. The Company operates through four segments: Asset Management, Wealth Management, Corporate Trust, and Group Support Services. Asset Management segment is engaged in the global multi-boutique asset management business offering a range of specialist and differentiated investment capabilities through seven boutique brands in key regions globally. Wealth Management business offers a mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organizations, and Indigenous communities throughout Australia. Corporate Trust business is a provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. The business units are supported by Group Support Services comprising group investments, finance, corporate affairs, marketing, and more.

Number of employees: 1,870

Sales per Business

AUD in Million2022Weight2023Weight Delta
Asset Management
59.8 %
- - 605 59.8 % -
Wealth Management
21.5 %
- - 217 21.5 % -
Corporate Trust
17.6 %
159 20.5 % 178 17.6 % +12.30%
Group Support Services
1.7 %
17 2.2 % 17 1.7 % +1.18%
Significant Items
-0.6 %
-1 -0.2 % -6 -0.6 % +391.67%

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
60.0 %
539 69.7 % 620 60.0 % +15.07%
United States
30.5 %
-- 315 30.5 % -
United Kingdom
5.3 %
-- 55 5.3 % -
Other Countries
4.2 %
-- 44 4.2 % -

Managers

Managers TitleAgeSince
Chief Executive Officer - 05-12-31
Chief Executive Officer 58 18-09-23
Chief Operating Officer - 22-02-28
Chief Investment Officer - 21-10-31
Human Resources Officer - 22-12-31
Corporate Officer/Principal - 22-11-28
Corporate Officer/Principal - 18-03-31
Corporate Officer/Principal - 19-02-17
Corporate Officer/Principal - -
Corporate Officer/Principal - 14-05-01

Members of the board

Members of the board TitleAgeSince
Chief Executive Officer 58 18-09-23
Director/Board Member - Oct. 31
Director/Board Member 67 15-08-31
Chairman 74 16-12-12
Director/Board Member 56 21-06-27
Director/Board Member 53 19-09-10
Director/Board Member 66 15-03-23
Director/Board Member 57 19-11-30
Director/Board Member 63 22-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 113,434,546 107,538,093 ( 94.80 %) 1,978,926 ( 1.745 %) 94.80 %

Shareholders

NameEquities%Valuation
13,214,115 11.65 % 216 M $
Goldman Sachs & Co. LLC (Private Banking)
1.923 %
2,181,809 1.923 % 36 M $
BlackRock Fund Advisors
1.611 %
1,827,702 1.611 % 30 M $
BlackRock Investment Management (UK) Ltd.
1.489 %
1,688,566 1.489 % 28 M $
Mutual Trust Pty Ltd.
1.455 %
1,650,852 1.455 % 27 M $
Macquarie Bank Ltd. (Private Banking)
1.245 %
1,411,912 1.245 % 23 M $
Milton Corp. Ltd. (Investment Management)
1.237 %
1,403,520 1.237 % 23 M $
First Sentier Investors Realindex Pty Ltd.
1.116 %
1,266,098 1.116 % 21 M $
Diversified United Investment Ltd. (Investment Management)
1.058 %
1,200,000 1.058 % 20 M $
BlackRock Investment Management (Australia) Ltd.
1.030 %
1,168,368 1.030 % 19 M $

Holdings

NameEquities%Valuation
59,109,211 8.18% 239,715,041 $
77,184,757 10.68% 192,357,536 $
3,363,206 2.97% 88,990,431 $
84,682,625 5.19% 71,544,963 $
26,982,859 5.14% 52,282,797 $
6,598,093 0.68% 39,641,475 $
25,767,735 4.99% 37,488,189 $
74,450,844 11.26% 28,900,329 $
22,753,369 5.45% 28,872,205 $
12,283,059 4.21% 16,347,523 $

Company contact information

Perpetual Ltd.

Angel Place 123 Pitt Street

2000, Sydney

+61 2 9229 9000

http://www.perpetual.com.au
address Perpetual Limited(PPT)

Group companies

NameCategory and Sector
Investment Managers
Investment Managers
Perpetual Trustee Co. Ltd.
Investment Trusts/Mutual Funds
Investment Managers
Investment Managers
Regional Banks
Engineering & Construction
Finance/Rental/Leasing
Investment Trusts/Mutual Funds
  1. Stock Market
  2. Equities
  3. PPT Stock
  4. Company Perpetual Limited