Perpetual Limited

Overview

Perpetual Group serves Australian and international institutions, not-for-profit organisations, small businesses, financial advisers, individuals and families.¹ The company says its operations span Australia, Asia, Europe, the United Kingdom and the United States.¹ Its stated purpose is “to create enduring prosperity.”¹

History

Perpetual Group was established in 1886 as a trustee company by businessmen including Sir Edmund Barton.¹ Perpetual Limited listed on the Australian Securities Exchange in 1964 under ASX:PPT.¹

Timeline

1. 1886Its stated purpose is “to create enduring prosperity.” Perpetual Group was established in 1886 as a trustee company by businessmen including Sir Edmund Barton.
2. 1964Perpetual Limited listed on the Australian Securities Exchange in 1964 under ASX:PPT.

Leadership

Bernard Reilly is Chief Executive Officer and Managing Director, a role he has held since September 2024.² Suzanne Evans is Chief Financial Officer and joined Perpetual Group in July 2025.² Allan Lo Proto is Chief Risk Officer and was promoted to that role on 1 January 2025.² Helen Mediati is General Counsel and joined Perpetual in July 2025.² James MacNevin is Chief Operating Officer and joined Perpetual in November 2024.² Richard “Dickie” McCarthy is Chief Executive, Corporate Trust (PCT).² Mark Smith is Chief Executive, Wealth Management (PP).²

Services

Asset Management offers Australian and global equities, credit, fixed income, multi-asset and ESG capabilities.¹ Wealth Management provides tailored holistic advice for successful individuals, families and community-based organisations.¹ Its advice areas include superannuation, retirement, investments, asset protection, insurance, tax, estate planning, aged care, social security, succession and philanthropy.¹ Corporate Trust services include debt-market trustee, document custody, agency, trust management, accounting, standby servicing and reporting.¹

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Risk and insurance
• Retirement planning
• Cross-border planning

Client focus

Perpetual identifies Australian and international institutions, not-for-profit organisations, small businesses, financial advisers, individuals and families as client types.¹ Its Wealth Management business specifically provides advice for successful individuals, families and community-based organisations.¹

Investment philosophy and approach

Perpetual states that its purpose and culture are client-first, trust-based and focused on protecting and growing client wealth.¹ The company lists excellence, integrity and partnership as core values.²

Assets and minimums

Perpetual reports approximately A$230 billion in assets under management across its investment strategies as of September 23, 2026.¹

FAQs

Related resources

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Sources

1. Perpetual Group About , accessed September 23, 2026.
2. Perpetual Group Executive Team , accessed October 22, 2026.
3. Perpetual Financial Services Licence Numbers , accessed October 9, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.