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Showing 1 - 10 of 26 results for "Trillium"

Nearly $9bn leaves Perpetual

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
Nearly $9 billion of investor money exited Perpetual in the March quarter, leaving its total assets under management (AUM) at $221.2 billion. The fund manager was hit hard by net outflows of $8.9 billion and negative currency movements of $0.9 billion ...

Perpetual profits dented after KKR deal goes up in smoke

ANDREW MCKEAN  |  THURSDAY, 27 FEB 2025
... movements which underpinned higher revenue, along with higher performance fees and improved contributions from Barrow Hanley, Trillium, and Pendal..." Reilly said. "The wealth management business continued to grow, delivering organic growth across both ...

Positives remain at Perpetual, says Morningstar

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
... accounted for $3.4 billion of the losses, with Barrow Hanley, J O Hambro Capital Management, Perpetual Asset Management, Trillium and TSW making up the balance. Perpetual chief executive Rob Adams said it was the result of a combination of factors, including ...

Perpetual net outflows top nearly $9bn

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... of $20.8 billion suffered outflows of $0.3 billion mainly from Australian equities, multi-asset, and cash strategies. Trillium ended up with $9.4 billion, which was lower thanks to its global equity strategy outflows of $1.4 billion that stemmed from ...

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

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
... potential," he said. "The combination of Perpetual's Australian asset management business and the acquisitions of Trillium, Barrow Hanley and Pendal, has created a high-quality global firm. As a standalone business, it will be leaner, more agile ...

Perpetual explores split following review

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... particularly where M&A is involved can, and do, take time to deliver full benefits," D'Aloisio said. Through the purchase of Trillium in 2020, Perpetual said it substantially increased assets from $5.6 billion to $9.7 billion, with a noteworthy $2.3 ...

Perpetual restructures asset management leadership, regional chiefs exit

ANDREW MCKEAN  |  THURSDAY, 24 AUG 2023
... head of investment strategy role to oversee its international investment capabilities and safeguard boutique autonomy. Trillium chair Graham Kitchen will temporarily fill the role in London. Meanwhile, asset management chief Amanda Gillespie and global ...

Perpetual to acquire Pendal

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2022
... billion and $1.4 billion in revenue. The Pendal brand will be retained, it said, sitting alongside Barrow Hanley and Trillium. Current Perpetual chair Tony D'Aloisio will be chair of the combined group and Perpetual chief executive and managing director ...

AMP North bolsters managed portfolio offering

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... Ausbil, Dimensional, Investors Mutual, Lazard, Melior Investment Management, Perpetual, Ruffer Investment Management, and Trillium. AMP director of platforms Edwina Maloney said managed portfolios continue to surge in popularity given the many benefits ...

Perpetual holds steady

ELIZABETH MCARTHUR  |  FRIDAY, 28 JAN 2022
... strategies continue to attract new flows and we have a strong pipeline of interest from clients globally. As we saw with Trillium, we anticipate continued investment in Barrow Hanley's distribution capability will improve the flows profile over time." ...
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