About Perpetual Guardian
Perpetual Guardian is a company based in Auckland (New Zealand) founded in 1882 by Andrew Barnes. Perpetual Guardian offers products and services including Wills, Trusts, Enduring Powers of Attorney, Estate Administration, and Philanthropy Services. Perpetual Guardian operates in a competitive market with competitors including FNZ, FIS, SimCorp, Sundaram Asset Management and StoneX, among others.
- Headquarter Auckland, New Zealand
- Founders Andrew Barnes
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website perpetualguardian.co.nz
- Social LinkedIn X Facebook
- Legal Name The New Zealand Guardian Trust Company Limited
- Annual Revenue$22.08 M (USD)-4as on Jun 30, 2022
- Net Profit$1.36 M (USD)-34as on Jun 30, 2022
- EBITDA$2.01 M (USD)-29as on Jun 30, 2022
- Investors
Products & Services of Perpetual Guardian
Perpetual Guardian offers a comprehensive portfolio of products and services, including Wills, Trusts, Enduring Powers of Attorney, Estate Administration, and Philanthropy Services.
Service for drafting legal documents to protect assets.
Tools for managing and safeguarding personal or family assets.
Appointment of representatives for decision-making in incapacity.
Handling of estate matters after death or incapacity.
Support for setting up and managing charitable trusts.
Funding Insights of Perpetual Guardian
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Perpetual Guardian with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2017 | – | Private Equity Round | – | Direct Capital | – |
1 investors in total: 1 institutional.
Investors in Perpetual Guardian
Perpetual Guardian has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Direct Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Direct Capital is engaged in private company investments in New Zealand and Australia. | 1994 | directcapital.co.nz | Auckland, New Zealand |
Investor details for Perpetual Guardian
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Perpetual Guardian
25 people are tracked at Perpetual Guardian (7 in leadership, 2 in board & advisors, 16 in team).
| Name | Role | Group |
|---|---|---|
Andrew Barnes | Founder | Leadership |
Jennifer Tweed | Chief Operations Officer | Leadership |
Justin Fox | Head Of Perpetual Guardian Platinum | Leadership |
Mark Perrow | Group Finance Director | Leadership |
Patrick Gamble | CEO | Leadership |
Michael Walker | Head Of Client Accounting And Tax | Leadership |
Parul Arora | Head Of People And Capability | Leadership |
James Douglas | Independent Non-Executive Director | Board & advisors |
Ben Heap | Chair & Non-Executive Director | Board & advisors |
Megan Baker | Investment Adviser | Team |
David Boyce | Branch Manager | Team |
Brendan Reidy | Branch Manager | Team |
Henry Stokes | General Counsel, Perpetual Guardian | Team |
Kevin Thompson | Investment Adviser | Team |
Jason Bayliss | Branch Manager | Team |
Yunus Hanif | Branch Manager | Team |
Aaron Hing | Branch Manager | Team |
Ian Parkes | Branch Manager | Team |
Craig Roebuck | Client Manager | Team |
Chris Blincoe | Philanthropy Manager | Team |
5 more people are available in the full profile.
Complete people profiles for Perpetual Guardian
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Perpetual Guardian
2 dated milestones of Perpetual Guardian across 135 years, from founding to its latest funding, stage changes and deals.
- Founded Perpetual Guardian is founded.
- Funding First funding round.
Competitors of Perpetual Guardian
Perpetual Guardian 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 FNZ, FIS, SimCorp, Sundaram Asset Management and StoneX, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| simcorp.com | 1971 | Copenhagen, Denmark | – | 1,906 | Front and back-office solutions are delivered for investment managers. | |
| sundarammutual.com | 1996 | Chennai, India | – | 363 | An investment management firm specializing in diversified funds and portfolios. | |
| stonex.com | 1924 | New York, United States | – | 1,843 | Trade execution and clearing services for global assets are offered. | |
| sundaramholdings.in | 1993 | Chennai, India | – | – | Investments are managed by Sundaram Finance Holdings in India. | |
| nzfunds.co.nz | 1988 | Auckland, New Zealand | – | – | Delivers investment management services focused on portfolio construction and risk assessment. | |
| cdlinvestments.co.nz | 1984 | Auckland, New Zealand | – | – | Property investment and development company | |
| mfl.in | 1995 | Hyderabad, India | $51,613 | – | Asset management services are provided to financial clients. |
Detailed competitors of Perpetual Guardian
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Perpetual Guardian
The website of Perpetual Guardian (perpetualguardian.co.nz) receives about 14.8K visits a month.
- Monthly visits14.8K
▲ 91.6% vs previous month
Websites whose visitors overlap most with Perpetual Guardian. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
carliledowling.co.nz | carliledowling.co.nz | 100% | – | #8,717,129 | – |
mcveaghfleming.co.nz | mcveaghfleming.co.nz | 93% | – | #2,682,608 | – |
smithpartners.co.nz | smithpartners.co.nz | 92% | – | #2,248,478 | – |
lawsociety.org.nz | lawsociety.org.nz | 74% | – | #310,079 | – |
wellington.govt.nz | wellington.govt.nz | 45% | – | #88,040 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Perpetual Guardian
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Perpetual Guardian
Complete news archive for Perpetual Guardian
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Perpetual Guardian
10 companies that operate in the same segment as Perpetual Guardian (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Perpetual Guardian
Perpetual Guardian was founded in 1882 and raised its 1st funding round 135 years after it was founded.
Perpetual Guardian is headquartered in Auckland, New Zealand.
Annual revenue of Perpetual Guardian is $22.08M as on Jun 30, 2022.
Perpetual Guardian, based in Auckland, focuses on offering financial products and advice, managing assets, and diversified. Provider of real-estate planning, philanthropy and investment services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Perpetual Guardian offers Wills, Trusts, Enduring Powers of Attorney, Estate Administration, and Philanthropy Services.
Perpetual Guardian has 1 investor. Key investors include Direct Capital.
Perpetual Guardian operates through The New Zealand Guardian Trust Company Limited.