About Perpetual
Perpetual is a publicly listed company based in Sydney (Australia) founded in 1886. Perpetual is engaged in wealth and asset management services. It operates on a Professional Services and Subscription Services model. The company has 1,790 employees. Perpetual has completed 6 acquisitions, including Barrow Hanley, Fintuition and Jacaranda Financial Planning. Its chief executive, as recorded, is GEOFF LLOYD. Its website perpetual.com.au draws about 46 thousand monthly visits. Perpetual offers products and services including Wealth Management, Asset Management, and Corporate Trust. Its focus areas include Financials, Asset Management, Wealth Management and Investment Services. Its legal entity is Perpetual Limited.
Company details
Perpetual is involved in providing wealth management, asset management, and corporate trust services. Operations are conducted across multiple sectors including financial advisory for high net worth individuals, investment management for institutional and individual clients, and trustee services for various entities. Solutions are offered in areas such as Australian and global shares, credit and fixed income, and multi-asset investments. The company is committed to responsible investing and sustainability, supporting clients and communities since 1886.
- Headquarters Sydney, Australia
- Employees 1,790
- Stage Public
- SectorsFinancial Services
- Phone•••• ••••
- Website perpetual.com.au
- Social LinkedIn Facebook
- Legal Name Perpetual Limited
- Annual Revenue$792.02 M (USD)-1.56as on Jun 30, 2026
- Net Profit$61.23 M (USD)as on Jun 30, 2026
- EBITDA$160.47 M (USD)-9.69as on Jun 30, 2026
- Latest Funding Round$186M (USD), Post-IPO
Sep 2020
- Employee Count1,790
- Investments & AcquisitionsBarrow Hanley
& 5 more
Products & Services of Perpetual
Perpetual offers a comprehensive portfolio of products and services, including Wealth Management, Asset Management, and Corporate Trust.
Holistic financial advice is provided for private clients.
Investment strategies are offered for various asset classes.
Trustee and fiduciary services are delivered to institutions.
Funding Insights of Perpetual
- Total Rounds 1
- Last Round Post-IPO — $186M
- First Round $186M
(Sep 2020)
All 1 funding rounds of Perpetual 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 |
|---|---|---|---|---|---|
| Sep 2020 | $186M | Post-IPO | – | – | – |
People of Perpetual
88 people are tracked at Perpetual (18 in leadership, 4 in board & advisors, 66 in team); the tracked headcount is 1,790.
| Name | Role | Group |
|---|---|---|
GEOFF LLOYD | CEO & MD | Leadership |
Chris Fernandes | Head Of Engineering - Digital | Leadership |
Peter Goode | Head Of People And Culture - Northern Hemisphere | Leadership |
Claudia Dumond | Head Of People And Culture, Perpetual Americas | Leadership |
Kerry Rossborough | Head Of People - Operations And Technology | Leadership |
Paul Chasemore | Chief People Officer | Leadership |
Rachel Sheehan | Global Head Of HR Strategy And People Experience | Leadership |
Jason Purvis | Chief Information Security Officer | Leadership |
Edward Ted Giuliani | Head Of Cyber Defence | Leadership |
Brett Clucas | Head Of Cloud, Infrastructure And Operations | Leadership |
Wendy Antaw | Chief Technology Officer | Leadership |
James Thompson | Head Of Investment Analytics & Risk | Leadership |
Vivien Chan | Personal Assistant To CTO | Leadership |
Nikola G. | Global Head Of Internal Audit | Leadership |
William Emerton | Global Head Of Enterprise Risk | Leadership |
Suzanne Heylbut | Head Of Technology Portfolio | Leadership |
Chris Luthaus | Head Of Enterprise Risk, Compliance & Sustainability | Leadership |
Rene Brauwers | Head Of Enterprise Architecture | Leadership |
Greg Cooper | Non Executive Director | Board & advisors |
Fiona Trafford-Walker | Independent Director | Board & advisors |
68 more people are available in the full profile.
Complete people profiles for Perpetual
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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IPO & Listings of Perpetual
Perpetual is a publicly listed company on the ASX with ticker symbol PPT in Australia, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date24 Jun 1964
- Listed onASX: PPT
- Listed entityPERPETUAL LIMITED
- Exchange sectorFinance
- ISINAU000000PPT9
- Share price17.10 AUD (-0.98% on the day) · 2026-10-14
- Market capitalisation1,989,257,478.00 AUD
- Price to earnings22.4
- EPS (diluted, trailing year)0.76 AUD
- Dividend yield7.07%
- Volume (last session)222,571
Financials of Perpetual
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2026 | 1.15B AUD | 88.9M AUD | 233.0M AUD |
| 2025 | 1.17B AUD | -58.2M AUD | 258.0M AUD |
| 2024 | 1.33B AUD | -472.2M AUD | 281.6M AUD |
| 2023 | 1.00B AUD | 59.0M AUD | 244.1M AUD |
| 2022 | 773.5M AUD | 101.2M AUD | 212.2M AUD |
Detailed financial statements for Perpetual
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by Perpetual
Perpetual has strategically engaged in corporate development activities, having acquired 6 companies. Notable acquisitions include Barrow Hanley, Fintuition and Jacaranda Financial Planning.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment management firm | pendalgroup.com | Sydney, Australia | 1969 | Aug 2022 | $1.73B | |
Diversified investment management services are provided in Australia. | laminarcapital.com.au | Melbourne, Australia | 2009 | Oct 2021 | •••• | |
Financial advice services are provided to clients in Australia. | jacarandafp.com.au | Sydney, Australia | 0 | Aug 2021 | •••• | |
Diversified investment management services are offered to clients globally. | barrowhanley.com | Dallas, United States | 1979 | Jul 2020 | $319M | |
Diversified investment management services are provided across asset classes. | trilliuminvest.com | Boston, United States | 1982 | Feb 2020 | •••• | |
Financial services are provided to the investment industry. | fintuition.com.au | Sydney, Australia | 1990 | Dec 2015 | •••• |
Complete acquisition details for Perpetual
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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Timeline of Perpetual
9 dated milestones of Perpetual across 136 years, from founding to its latest funding, stage changes and deals.
- Founded Perpetual is founded.
- IPO Lists on the stock exchange (IPO).
- Acquisition Acquires Fintuition.
- Acquisition Acquires Trillium Asset Management.
- Acquisition Acquires Barrow Hanley.
- Funding First funding round of $186.0M.
- Acquisition Acquires Jacaranda Financial Planning.
- Acquisition Acquires Laminar Capital.
- Acquisition Acquires Pendal Group.
Web traffic of Perpetual
The website of Perpetual (perpetual.com.au) receives about 46.4K visits a month.
- Monthly visits46.4K
▲ 4.8% vs previous month
Websites whose visitors overlap most with Perpetual. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| jbwere.com.au | 100% | 680.7K | #615,140 | View details | |
| ioof.com.au | 98% | 72.6K | #483,056 | View details | |
| equipsuper.com.au | 88% | 43K | #766,329 | View details | |
ssfs.com.au | ssfs.com.au | 88% | – | ||
| latrobefinancial.com.au | 86% | 74.7K | #319,931 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Perpetual
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Frequently Asked Questions about Perpetual
Perpetual was founded in 1886 and raised its 1st funding round 134 years after it was founded.
Perpetual is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
GEOFF LLOYD is the CEO of Perpetual, as recorded in our data.
Perpetual has 1,790 employees.
Annual revenue of Perpetual is $792.02M as on Jun 30, 2026.
Perpetual is involved in providing wealth management, asset management, and corporate trust services. Operations are conducted across multiple sectors including financial advisory for high net worth individuals, investment management for institutional and individual clients, and trustee services for various entities. Solutions are offered in areas such as Australian and global shares, credit and fixed income, and multi-asset investments. The company is committed to responsible investing and sustainability, supporting clients and communities since 1886.
Perpetual offers Wealth Management, Asset Management, and Corporate Trust.
Yes, Perpetual is publicly traded on ASX under the ticker symbol PPT.
Perpetual has made 6 acquisitions, including Barrow Hanley, Fintuition, and Jacaranda Financial Planning.
Perpetual operates through Perpetual Limited.