Perpetual (ASX: PPT) — Stock Profile

Perpetual Limited is a publicly owned investment manager offering a broad range of financial products and services across Australia. The firm operates across funds management, portfolio management, financial planning, trustee and responsible entity services, compliance, executor services, investment administration and custody, and mortgage processing. Its investment capabilities span Australian and global equities, mortgages, cash and fixed interest, and Australian listed property.

For high net worth individuals, Perpetual provides specialist direct-to-client financial services covering fiduciary services such as trust advice, custodial solutions, estate planning and administration, and executorial services, alongside independent financial advice, specialist superannuation offerings, and philanthropic services. The firm also delivers corporate trustee and transaction support services to major banks and non-bank financial institutions, including trustee services for mortgage-backed and other securitisation programs, mortgage preparation, variations and discharges, post-settlement servicing, regulatory compliance services for fund managers, and custody, unit registry and accounting services for property and mortgage funds. Perpetual is headquartered in Sydney, Australia.