Perpetual Guardian

Auckland, New Zealand Founded: 1882 • Age: 144 yrs
Provider of real-estate planning, philanthropy and investment services
Annual revenue $22.1M Latest available
Total funding - 1 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products 5 Services tracked
Competitors 10 Brand Intelligence

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
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name The New Zealand Guardian Trust Company Limited
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $22.08 M (USD)
    -4
    as on Jun 30, 2022
  • Net Profit
    $1.36 M (USD)
    -34
    as on Jun 30, 2022
  • EBITDA
    $2.01 M (USD)
    -29
    as on Jun 30, 2022
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
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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.

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Primary

Service for drafting legal documents to protect assets.

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Tools for managing and safeguarding personal or family assets.

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Appointment of representatives for decision-making in incapacity.

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Handling of estate matters after death or incapacity.

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Support for setting up and managing charitable trusts.

People of Perpetual Guardian

Headcount 200-500
Employee Profiles 22
Board Members and Advisors 3
Employee Profiles
People
Jennifer Tweed
Chief Operations Officer
People
Megan Baker
Investment Adviser
People
Justin Fox
Head Of Perpetual Guardian Platinum
People
David Boyce
Branch Manager

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Board Members and Advisors
people
James Douglas
Independent Non-Executive Director
people
Andrew Barnes
Founder
people
Ben Heap
Chair & Non-Executive Director

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Funding Insights of Perpetual Guardian

Investors in Perpetual Guardian

Perpetual Guardian has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Direct Capital.

All
Venture Fund
Investor Description Founded Year Domain Location
Direct Capital is engaged in private company investments in New Zealand and Australia.
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Investor details for Perpetual Guardian

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Investments & Acquisitions by Perpetual Guardian

Investments
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Investment portfolio details for Perpetual Guardian

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Financial Statements - Perpetual Guardian

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Detailed financials for Perpetual Guardian

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Perpetual Guardian Comparisons

Perpetual Guardian Primary company
Description
Provider of real-estate planning, philanthropy and investmen...
Location
Auckland, New Zealand
Founded Year
1882
Annual Revenue
$22.08 M (USD)
Net Profit
$1.36 M (USD)
EBITDA
$2.01 M (USD)
Employees
Not available
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Peer comparison for Perpetual Guardian

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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 year HQ Location Description
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Wealth management solutions are delivered for asset managers.
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Software suites for banks and financial institutions are provided.
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Front and back-office solutions are delivered for investment managers.
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An investment management firm specializing in diversified funds and portfolios.
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Trade execution and clearing services for global assets are offered.
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Detailed competitors of Perpetual Guardian

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Latest news on Perpetual Guardian

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Complete news archive for Perpetual Guardian

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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's top competitors include FNZ, FIS and SimCorp.

Perpetual Guardian offers Wills, Trusts, Enduring Powers of Attorney, Estate Administration, and Philanthropy Services.

Perpetual Guardian has 1 investor. Key investors include Direct Capital.

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