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Perpetual Investments operates as an expert advisor in wealth management, offering a comprehensive suite of investment products, financial advice, and corporate trustee services. The firm specializes in fund management and portfolio management, leveraging its deep expertise to serve various client segments. Through its multi-boutique structure, it aims to provide tailored solutions and robust investment strategies across different asset classes.
The company's origins trace back to September 28, 1886, when it was established as the Perpetual Trustee Company (Limited) by a consortium of leading Sydney businessmen, including James Reading Fairfax. Their foundational insight was the critical need for continuity and integrity in estate management, leading to the creation of a trusted entity to manage, grow, and protect Australians' wealth over generations.
Perpetual serves a diverse clientele, including high-net-worth individuals, families, businesses, and institutional clients. The firm is dedicated to the stewardship of capital, focusing on continually evolving its offerings to meet the dynamic needs of its clients. Its long-term vision centers on empowering clients to build and secure their financial futures through enduring and reliable investment partnerships.
Key people at Perpetual Investments.
Perpetual Investments has 1 tracked investment across 1 company. The latest tracked deal is $11.4M Series B in Horizn Studios in January 2019.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jan 7, 2019 | Horizn Studios | $11.4M Series B | — | Astutia Ventures, Milano Investment Partners, Thies Sander, Tarsadia Investments, Vorwerk Ventures |
Key people at Perpetual Investments.