Perpetual Limited - Company Capsule

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					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
				
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