Perpetual Limited
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Perpetual Limited - Company Capsule
Reference Code: FS0446CC
Published Date: April 2011
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Perpetual Limited - Company Capsule Page 1
Perpetual Limited
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Perpetual Limited - Company Overview
Perpetual Limited (Perpetual) is a financial institution based in Australia. Perpetual provides a variety of financial products
and services to its individual and corporate clients. The company provides wealth management, corporate trust services
as well as fiduciary services. The business operations of the company are conducted through three reportable segments
namely, Perpetual Investments, Perpetual Private Wealth and Perpetual Corporate Trust. The company also provides
specialist direct-to-client financial services for high net worth individuals that include fiduciary services, such as trust
advice and services, custodial solutions, estate planning, estate administration, and executorial services; independent
financial advice services with specialist and ‘do-it-yourself’ superannuation offerings; and philanthropic services The
operations of the company are carried out through three business segments namely, Perpetual Investments, Perpetual
Private Wealth and Perpetual Corporate Trust. The company is headquartered in Sydney city, New South Wales,
Australia.
Financial Performance
The company reported revenues of AUD505.94 million during the fiscal year ended June 30, 2009. Thecompany's
revenue declined at a compounded rate of 9.17% during the period 2008-2010 with a year on year growth of 4.85% over
fiscal year 2009. During the fiscal year 2010, its operating margin was 26.39% as against the operating margin of 12.25%
in fiscal year 2009. During the fiscal year 2010, the company registered a net margin of 17.89% as against the net margin
of 7.82% in the fiscal year 2009.
Perpetual Limited - Key Facts
Perpetual Limited, Key Facts
Level 12, Sydney, New South
Ticker Symbol, Stock PPT (Australian Stock
Corporate Address: Wales (NSW), 2000, Australia Exchange Exchange)
Telephone + 61 2 92299000 No. of Employees 1,550
Fax + 61 2 82561461 Financial Year End June
URL www.perpetual.com.au Revenue (in AUD Million) 505.94
Industry Financial Services Revenue (in USD Million) 395.27
Locations Australia
Source: Annual Report, Company Website, Primary and Secondary Research
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Perpetual Limited - Company Capsule Page 2
Perpetual Limited
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Perpetual Limited - Major Products and Services
Perpetual Limited is a financial services company that offers a range of financial products and services. Key products and
services offered by the company include the following:
Perpetual Limited, Major Products and Services
Products:
Investments:
Investment Funds
Superannuation Funds
Retirement Funds
Services :
Wealth management services to the Perpetual Private Clients
Personal wealth management:
Investment advice
Wealth accumulation and gearing
Investment administration
Superannuation
Tax-effective investing
Retirement planning
Redundancy advice
Insurance advice
Managing compensation trusts
Small business advice
Capital gains tax management
Expatriate services
Advice and Services for Estates & Trusts:
Wills and Estate Planning
Estate Administration
Executorial Services
Trust Services
Perpetual philanthropic solutions
DIY Super Advice
Perpetual Trustee Service
The Perpetual Portfolio Administration Service
Source: Annual Report, Company Website, Primary and Secondary Research
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Perpetual Limited - Company Capsule Page 3
Perpetual Limited
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Perpetual Limited - Key Competitors
The following companies are the major competitors of Perpetual Limited:
AllianceBernstein Holding L.P.
Equity Trustees Limited
Commonwealth Bank of Australia
Prime financial group ltd.
FMR Corp.
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Perpetual Limited - Company Capsule Page 4
Perpetual Limited
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Perpetual Limited - Key Employees
Perpetual Limited, Key Employees
Name Job Title Board Level Since Age
Cathy Doyle Group Executive, Equities Senior Management 2008
Group Executive, Perpetual Corporate
Christopher Green Senior Management 2008
Trust
Elizabeth M Proust Director Non Executive Board 2006 59
Eric McClintock Director Non Executive Board 2004
Glenda Charles Assistant Company Secretary Senior Management 1999
Ivan Holyman Chief Risk Officer Senior Management 2004 54
Janine Stewart Group Executive, People and Culture Senior Management 2008
Joanne Hawkins Company Secretary Senior Management 2003
Meredith J Brooks Director Non Executive Board 2004 48
Group Executive - Superannuation and
Michael Miller Senior Management 2010
Operations
Paul Brasher Director Non Executive Board 2009 60
Peter B Scott Director Non Executive Board 2010 56
Philip Bullock Director Non Executive Board 2010 57
Philip J Twyman Director Non Executive Board 2004 66
Group Executive, Income and Multi
Richard Brandweiner Senior Management 2001
Sector
Roger Burrows Chief Financial Officer Senior Management 2008 46
Rory MacIntyre Group Executive - Global Equities Senior Management 2009
Source: Annual Report, Company Website, Primary and Secondary Research
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Perpetual Limited - Company Capsule Page 5
Perpetual Limited
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Perpetual Limited - Locations and Subsidiaries
Head Office
Perpetual Limited
Level 12
Sydney
New South Wales (NSW)
Zip: 2000
Australia
Tel: + 61 2 92299000
Fax: + 61 2 82561461
Other Locations & Subsidiaries
Perpetual Limited, Subsidiarie