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Perpetual Ltd
LEVEL 18, 123 PITT STREET
Phone: +61 292293162p:+61 292293162 SYDNEY, NSW  2000  Australia Ticker: PPTPPT

Business Summary
Perpetual Limited is a financial services company operating in the asset management business, wealth management and trustee services businesses. The Company operates through four segments: Asset Management, Wealth Management, Corporate Trust, and Group Support Services. Asset Management segment is engaged in the global multi-boutique asset management business offering a range of specialist and differentiated investment capabilities through seven boutique brands in key regions globally. Wealth Management business offers a mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organizations, and Indigenous communities throughout Australia. Corporate Trust business is a provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. The business units are supported by Group Support Services comprising group investments, finance, corporate affairs, marketing, and more.
(Source: F-4)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/20236/30/2023Yes----

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Independent Non-Executive Chairman of the Board TonyD'Aloisio 73 5/31/2017 12/1/2016
Chief Executive Officer, Managing Director, Executive Director RobertAdams 57 9/26/2018 9/26/2018
Chief Financial Officer ChristopherGreen 4/8/2020 10/1/2008
11 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
J O Hambro Capital Management Limited Level 3 London United Kingdom
Trillium Asset Management Two Financial Center Boston MA United States
Pendal Group Ltd Level 14 SYDNEY NSW Australia
3 additional Subsidiary records available in full report.

Business Names
Business Name
Australian Trustees Limited
Barrow, Hanley, Mewhinney & Strauss, LLC
Fordham Group
16 additional Business Names available in full report.

General Information
Number of Employees: 1,870 (As of 6/30/2023)
Outstanding Shares: 111,455,620 (As of 12/31/2023)
Shareholders: 47,660
Stock Exchange: ASX
Fax Number: +61 292328936


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Tuesday, April 23, 2024