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Showing 1 - 10 of 1268 results for "Perpetual"

UBS institutional client coverage lead departs

ELIZABETH FRY  |  MONDAY, 24 JUN 2024
... Australian asset management business as a national sales manager in 2007. He started his career as an account director at Perpetual back in 2002. It is understood that UBS country head Alison Telfer has now expanded her role and will also lead the institutional ...

Smaller super funds eye AustralianSuper, ART dominance

KARREN VERGARA  |  FRIDAY, 21 JUN 2024
... with 30 members, which will be wound up on July 31, had $1 million, putting it in first place. In second place, the Perpetual Super Wrap with 3330 members had $848,434 on average, while the Commonwealth Superannuation Scheme's (CSS) 97,100 members ...

Koda Capital poaches five JBWere advisers

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
... Koda since it launched in 2014, prior to which she held senior roles at BNY Mellon, AllianceBernstein, AMP Capital, Perpetual, and BNP Paribas.

Retail funds drive down admin fees: KPMG

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... (excluding SMSFs). Fiducian Portfolio Services was the most expensive product on a per member basis of $1931, followed by Perpetual at $1427, FES Super at $1391 and Goldman Sachs & JBWere Superannuation Fund that costs $1326. ANZ Staff Super was the ...

Morningstar unsure if KKR's Perpetual bid benefits shareholders

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
Morningstar has maintained its fair value estimate of $26 per share for Perpetual stock, even after KKR confirmed it will buy its wealth management and corporate trust businesses yesterday. Morningstar analyst Shaun Ler said KKR's proposed acquisition ...

Perpetual seals $2.18bn deal with KKR, chief to retire

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
Perpetual has agreed to divest its wealth management and corporate trust businesses to Kohlberg Kravis Roberts (KKR) for $2.18 billion, pending shareholder approval. The deal will see the departure of Perpetual chief executive Rob Adams. The net proceeds ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... years before its merger with Count in March. Before that, he led Paragem and spent more than a decade in senior roles at Perpetual. "Nathan is a highly respected financial services executive, and we are extremely fortunate to have him on board to lead ...

Perpetual confirms KKR acquisition talk

JAMIE WILLIAMSON  |  MONDAY, 29 APR 2024
Following media reports and a short trading halt, Perpetual this morning confirmed it is in exclusive discussions with KKR over the acquisition of its Corporate Trust and Wealth Management arms. Over the weekend, the AFR reported KKR is set to acquire ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... earnings faster. On average, we expect the traditional active managers we cover to be in outflows." Morningstar highlighted Perpetual as a top pick in the financial services sector, the research house said the market may be overlooking the company's ...

Perpetual awards State Street subsidiary a major mandate

ANDREW MCKEAN  |  MONDAY, 25 MAR 2024
Perpetual has appointed State Street subsidiary Charles River to manage front office operations for its Australian asset management business. Perpetual's Australian asset management business will use Charles River's Investment Management Solution (Charles ...
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