Pendal Group

Sydney, Australia Founded: 1969 • Age: 57 yrs Acquired By Perpetual
Diversified investment management firm
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About Pendal Group

Pendal Group is a company based in Sydney (Australia) founded in 1969 was acquired by Perpetual in August 2022.. Pendal Group has completed 2 acquisitions, including J O Hambro Capital Management and TSW. Pendal Group offers products and services including Pendal MidCap Fund, Pendal Global Select Fund, and Pendal Sustainable Australian Fixed Interest Fund. Pendal Group operates in a competitive market with competitors including Investec, FNZ, S&P Global, Bank of America and FIS, among others.

  • Headquarter Sydney, Australia
  • Stage Public
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Pendal Group Limited
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of Pendal Group

Pendal Group offers a comprehensive portfolio of products and services, including Pendal MidCap Fund, Pendal Global Select Fund, and Pendal Sustainable Australian Fixed Interest Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Australian midcap fund targeting growth in ASX-listed companies.

Global equities fund leveraging ideas from various investment managers.

Defensive bond fund focusing on ESG outcomes and performance.

Funding Insights of Pendal Group

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Pendal Group

Pendal Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Perpetual. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Perpetual is engaged in wealth and asset management services.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Pendal Group

Pendal Group has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include J O Hambro Capital Management and TSW. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Long-only equity and multi-asset hedge funds are managed.
1993
Investment management and financial advisory services are offered by TSW.
1969
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Pendal Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Pendal Group Comparisons

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Competitors of Pendal Group

Pendal Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, FNZ, S&P Global, Bank of America and FIS, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Pendal Group

Frequently Asked Questions about Pendal Group

When was Pendal Group founded?

Pendal Group was founded in 1969.

Where is Pendal Group located?

Pendal Group is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.

Who is the current CEO of Pendal Group?

Richard Brandweiner is the current CEO of Pendal Group.

What does Pendal Group do?

Pendal Group diversified investment management firm through offering financial products and advice, managing assets, and diversified. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

Who are the top competitors of Pendal Group?

Pendal Group's top competitors include Investec, Goldman Sachs and S&P Global.

What products or services does Pendal Group offer?

Pendal Group offers Pendal MidCap Fund, Pendal Global Select Fund, and Pendal Sustainable Australian Fixed Interest Fund.

How many acquisitions has Pendal Group made?

Pendal Group has made 2 acquisitions, including J O Hambro Capital Management, and TSW.

Who are Pendal Group's investors?

Pendal Group has 1 investor. Key investors include Perpetual.

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