Perpetual Limited (PPT.AX)

19.90 +0.43 (+2.21%) At close: 05:10PM AEDT

Perpetual Limited

Angel Place, Level 18
123 Pitt Street
Sydney, NSW 2000
Australia
61 2 9229 9000
https://www.perpetual.com.au

Sector(s): Financial Services
Industry: Asset Management
Full-time employees: 1,877

Key executives

Name	Title	Pay	Exercised	Year born
Mr. Christopher Green BComm, LLB, MBA	Chief Financial Officer	1.67M	N/A	N/A
Mr. Craig Squires	Chief Operating Officer	844.44k	N/A	N/A
Mr. Mark Smith	Chief Executive of Wealth Management	2.26M	N/A	N/A
Mr. Richard Lyn McCarthy	Chief Executive of Perpetual Corporate Trust	1.65M	N/A	N/A
Ms. Sam Mosse	Chief Risk & Sustainability Officer	1.3M	N/A	N/A
Mr. Bernard Patrick Reilly CFA	CEO, MD & Director	N/A	N/A	N/A
Ms. Susie Reinhardt	Head of Investor Relations	N/A	N/A	N/A
Ms. Kristen Allen	General Manager of Corporate Communications	N/A	N/A	N/A
Mr. Paul Chasemore	Chief People Officer	52.57k	N/A	N/A
Mr. Michael Korber B.Ec	Managing Director of Credit & Fixed Income	N/A	N/A	N/A

Amounts are as of 31 December 2024, and compensation values are for the last fiscal year ending on that date. Pay includes salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in AUD.

Description

Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services. It offers investment capabilities across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property. 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. In addition, it offers corporate trustee and transaction support services, including trustee services for mortgage backed and other securitisation programs for major banks and non-bank financial institutions; mortgage services, including mortgage preparations, variations and discharges; post settlement servicing; regulatory compliance services for fund managers; custody, unit registry, and accounting services for property and mortgage funds; and trusteeships for corporate debt issues and infrastructure projects. The company is based in Sydney, Australia.

Corporate governance

Perpetual Limited’s ISS governance QualityScore as of 1 October 2024 is 4. The pillar scores are Audit: 2; Board: 2; Shareholder rights: 10; Compensation: 4.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while 10 indicates higher governance risk.