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Showing 1 - 10 of 114 results for "Perpetual Private"

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... travelling as their key goals and seek financial advice to maintain a level of prosperity, a new survey from Perpetual Private found. Canvassing its female client base to understand their priorities in the later stages of their lives, the survey found ...

IMAP names award winners for 2024

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... The awards recognised companies across nine categories, with a few standing out for their consecutive wins. Perpetual Private once again claimed the Licensee Managed Account award, while Alvia Asset Partners emerged victorious in the highly competitive ...

Perpetual seeds Kapstream fund

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... Investment Fund (KPIF) is now seeking further investor interest from high-net-worths and family offices following Perpetual Private's seeding commitment. KPIF charges a management fee of 0.89% and is overseen by Kapstream portfolio managers Dylan Bourke ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... work towards achieving their financial goals. IMAP recently unveiled its 2023 Managed Account Awards winners. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... quality and number of entries has continued to grow with each year as managed accounts mature in Australia. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee ...

Perpetual names planned post-acquisition executive lineup

CHLOE WALKER  |  WEDNESDAY, 30 NOV 2022
... people officer, and Sam Mosse will be chief risk and sustainability officer. Mark Smith will continue to lead Perpetual Private and Richard McCarthy will remain as Perpetual's Corporate Trust head, as well as joining current chief financial officer Chris ...

Perpetual takeover of Pendal progresses

ANDREW MCKEAN  |  WEDNESDAY, 19 OCT 2022
... mandate form a large auto lender as well as MFS and Laminar combining to win a large wealth management mandate. Perpetual Private total funds under advice (FUA) were $17.2 billion, down 1% in the quarter due to negative market movement but supported ...

Perpetual Private hires from MLC, MetLife

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUL 2022
Perpetual Private has two new lead partners, including a former head of advice from MLC. It has also welcomed a national manager of trustee services. Chemere Brown and Matthew Le Belenger have joined, with Brown overseeing Victoria while Le Belenger ...

Perpetual funds down amid market decline

ANDREW MCKEAN  |  MONDAY, 25 JUL 2022
... funds under advice (FUA) was $17.4 billion, 7% lower than the $18.7 billion reported in March 2022. Although, Perpetual Private experienced a $0.3 billion increase in positive net flows during the quarter. As previously reported by the Financial Standard ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... MLC Asset Management, Morgan Stanley Wealth Management, Oreana Financoal Services Portfolio Advisory Service, Perpetual Private and State Street Global Advisors will vie for the title. Meanwhile, DNR, Elston Asset Management, Infinity Asset Management ...
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