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Archive for the Perpetual Category

Social Media Intelligence Research – Agreed refinements from Industry Consultation

Following  an intensive period of industry consultation, the structure and inclusions of Fishtank’s Social Media Intelligence (SMI) focused on  Australian Investment Management and Superannuation have now been finalised. The next report containing agreed refinements will be available to subscribers in mid July and cover the period from January

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Dean Winterton appointed new General Manager Distribution, Perpetual Investments

Perpetual has appointed Dean Winterton as general manager distribution for its Perpetual Investments business. Winterton will be responsible for driving inflows via a targeted sales and marketing strategy aimed at reducing redemptions and growing the business from its current base of $26 billion in funds under management.

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Australian Investment Management Regulatory Reforms

We came across this commentary while reading the Perpetual Limited, Management’s Discussion and Analysis of Financial Condition and Results of Operations (MD&A) for the six months ended 31 December 2012, and thought it was a useful summation of how the the Australian regulatory environment continues to be subject to significant

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Perpetual appoints Michael Gordon as Group Executive Perpetual Investments

Perpetual Limited (Perpetual) today announced the appointment of Michael Gordon as Group Executive Perpetual Investments. Michael will lead the end-to-end business of Perpetual Investments, which includes product, distribution, operations and the investment management team with $23.6 billion in funds under management. Perpetual CEO Geoff Lloyd said “We

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Further consolidation in Self-managed super fund (SMSF) segment

Acquisitions in the Self-managed super fund (SMSF) space are proving commonplace as businesses attempt to build client bases during the current market conditions, with SuperIQ previously expressing a desire for growth. In the latest wave of consolidation in the space, SMSF provider SuperIQ has acquired former Perpetual

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Perpetual Transformation 2015 strategy

Over the next three years, Australian investment group Perpetual will embark on a transformation strategy that will significantly simplify its corporate structure, refocus its operational activities and capture new opportunities for growth. The Company will be reshaped as a large independent boutique wealth manager that will best leverage

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