Volatile markets reshaping the way universities invest

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Rising inflation, political instability, recessionary fears and income stability are key issues that will impact how universities invest over the next three years, a report released yesterday by Perpetual Private

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Perpetual Private announces new Lead Partners; creates new national role for Trustee Services

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Perpetual Private has announced the appointment of two new Lead Partners, with Chemere Brown joining as Lead Partner, Victoria, for the group’s Private Client business, and Matthew Le Belenger joining

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Perpetual launches Australian Philanthropy Toolkit with Stanford

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Perpetual Private has launched an Australian Philanthropy Toolkit (the Toolkit) as part of its ongoing partnership with the Stanford Center on Philanthropy and Civil Society (Stanford PACS), based in California,

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Australians not yet prepared for largest intergenerational wealth transfer in history

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New research from Perpetual reveals over half of Australians (56%) do not currently have a will in place and more than half of parents (53%) have not discussed their will and

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Perpetual acquires Priority Life, strengthening its risk advisory capability for private clients

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Perpetual Limited (Perpetual) has announced the acquisition of Priority Life, a Melbourne-based specialist risk advisory business with a strong focus on medical practitioners, professionals and business owners. Commenting on the

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Perpetual Private wins Best Multi Strategy Fund second year in a row

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Perpetual Private Investment Research Team (PPIRT) has for the second year running, won the category for Best Multi Strategy Fund at last week’s Hedge Funds Rock Australian Alternative Investments Awards

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Equity bull run leaves many over exposed and under-diversified

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The bull run in Australia’s equity markets has been a magnet to investors with an appetite for simple, cheap and passive investment products, but this approach has led many to ignore the

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Colin Lewis joins Perpetual Private as Head of Strategic Advice

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High net worth advice firm Perpetual Private has announced the appointment of Colin Lewis as Head of Strategic Advice. Mr Lewis has a strong track record of delivering and implementing strategies

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Perpetual Private makes two key hires in its Investment Research team

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High net worth advice firm Perpetual Private yesterday announced the appointment of two Investment Research Analysts to bolster its Investment Research team. David Blunt and Deana Leong have been appointed as

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New partnership program to empower independent accountants

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Perpetual Private has announced a new partnership program for independent accountants, building on its extensive history with the accounting profession. Perpetual has long partnered with accountants to support their needs

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