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Showing 1 - 10 of 27 results for "Perennial Partners"

Ziller launches Global Fund Active ETF

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... November 2022, the strategy has generated a return of 25.1% p.a. as of January 31, net of fees. The launch follows Perennial Partners' acquisition of 50% stake in the company in August 2025. Ziller Funds Management managing director and founder Joseph ...

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
Perennial Partners has acquired half of Balmoral Investors and chosen it to manage its Australian microcap strategy. Balmoral portfolio managers Wik Farwerck and Tim Canham will manage the combined funds of both asset managers, totaling more than $150 ...

Can IPOs ever recover? Experts aren't sure

MATTHEW WAI  |  WEDNESDAY, 15 OCT 2025
... a panel at the Citi Investment Conference 2025, Pacific Equity Partners head of private equity Tony Duthie, Perennial Partners head of private investments Brendan Lyons, and King & Wood Mallesons partner Amanda Isouard explained the current slump in ...

Perennial Partners takes stake in boutique fund manager

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
Perennial Partners has acquired a 50% stake in Ziller Funds Management, aiming to further develop its flagship Ziller Global Fund, which achieved a 64.1% return in the 12 months to July. The Ziller Global Fund was established in November 2022 and invests ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
Perennial Partners is buying a majority stake in Melior Investment Management and will take over management of its flagship impact fund. Under the agreement, the Melior brand will transition to Perennial, and the Melior investment team will increase ...

Analyst promotions: TCorp, Future Fund, CareSuper, Fidante, First Sentier

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... analyst who sat with the responsible investment team. After three years in superannuation, McCarthy has joined Perennial Partners, a boutique fund manager that houses specialist investment teams. McCarthy will work closely with Damian Cottier who manages ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
Perennial Partners has made three key appointments to bolster its distribution team and better support its institutional and wholesale marketing efforts. Scott Curtis joins as director for private wealth and family office, based in Sydney. Bringing ...

Perennial appoints co-head of private investments

ELIZA BAVIN  |  TUESDAY, 4 FEB 2025
Perennial Partners has appointed Luke Fay as co-head of Perennial Private Investments, as the firm strengthens its private markets capabilities. Fay will commence immediately and be based in Perennial's Melbourne office. Fay joins Perennial from Artesian ...

ART, Perennial back debt collection fintech

MATTHEW WAI  |  TUESDAY, 24 SEP 2024
A local fintech, backed by Australian Retirement Trust and Perennial Partners, has completed a $60 million capital raise. InDebted, a fintech that provides 'personal' debt collection services underpinned by artificial intelligence and machine learning ...

BT outsources to SS&C Technologies

KARREN VERGARA  |  TUESDAY, 10 SEP 2024
... SS&C GIDS has more than 1000 clients globally and processes some 200 million transactions per year. In April, Perennial Partners reappointed SS&C Technologies as its unit registry services provider, which services its exchange-traded funds (ETFs), unlisted ...
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