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Showing 1 - 10 of 12 results for "Perpetual Wealth Management"

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion in funds under advice, in a deal worth roughly $550 million. Lloyd, a high-profile figure in ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... agreement that will see Perpetual license its Perpetual Wealth and Perpetual Private brands to the Perpetual Wealth Management Group for a period of 15 years. Perpetual will continue to own all rights to the Perpetual brand. Bain Capital Private Equity ...

Perpetual names interim investment chief

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... years' experience managing client capital in fiduciary environments, including over 10 years with Perpetual Wealth Management, including in his most recent role of head of growth assets. He has more than 11 years' experience in fiduciary investing ...

Perpetual wealth hires sustainability manager

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
Perpetual Wealth Management has recruited a manager to help support the business's responsible investment products and policies. Rachel Phillips brings years of experience in sustainability practices, working most recently with JP Morgan Asset Management ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
Perpetual Wealth Management has recruited five senior financial advisers to its team. Michael Innes and Antony Pupovac will join the private clients team in Queensland as partners in May, while Sandra Kent and Laura Bosman will join the team in Western ...

Papendieck to leave Skandia

MICHAEL HOBBS  |  THURSDAY, 27 SEP 2007
... chief operating officer in November 2005. Prior to joining Skandia, he worked as head of platform at Perpetual Wealth Management. Papendieck has also been credited for transforming wholesale wrap platform Avanteos from a loss making business into a successful ...

Bravura hits the ASX on the up

HAMISH MADDEN  |  THURSDAY, 29 JUN 2006
... Bravura's flagship product Sonata, which is being developed in collaboration with two key clients, Perpetual Wealth Management and State Super Financial Services," Dunstan said. Bravura has forecast a financial year 2007 net profit of $8,429 million ...

Bravura IPO closes over-subscribed

HAMISH MADDEN  |  FRIDAY, 23 JUN 2006
... in the final stages of the development of its Sonata wrap platform, which is a collaboration with Perpetual Wealth Management and State Super Financial Services. Bravura's applications currently administer over 10 million accounts worth more than $300 ...

Skandia appoints COO

Platform provider Skandia has appointed Mark Papendieck, formerly head of platform at Perpetual Wealth Management, as its chief operating officer (COO). Papendieck, who will start with Skandia in mid November, brings with him over 15 years of experience ...

Rating agencies back Perpetual's new business

... believe the right ingredients are in place for this experienced group to outperform over the long term. Perpetual Wealth Management group executive Gerard Doherty says the recent succession of strong ratings and supportive comments is confirmation Perpetual ...
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