Perpetuum Wealth Management Limited

Overview

The firm focuses on investment management and tailors its services to client objectives. It says its approach is designed to support diversification across geographies, asset classes and generations.¹²

History

Perpetuum Wealth Management Limited was established in 2008, according to the supplied directory record.³

Leadership

The firm’s website presents Managing Director and Portfolio Manager as management roles. Terrence Stanislaus Annamunthodo is publicly identified as Managing Director.⁴⁵

Services

Core services include investment management, with additional support for property purchase and management, residence and immigration, insurance, wine and art investments, business sales, trusts and succession planning, tax planning, and private equity.⁶

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Risk and insurance
• Private and alternative investments

Client Focus

Perpetuum identifies entrepreneurs, high-level professionals, retired executives and families as client groups. Its LinkedIn profile describes the company as privately held and headquartered in Hong Kong, with a company size of 2 to 10 employees.¹⁷

Approach

The firm describes its services as customized to each client’s objectives, with attention to diversification across regions, asset classes and generations.²

Regulatory Status

The Hong Kong Securities and Futures Commission’s public register lists Perpetuum Wealth Management Limited under CE reference AUI728 for advising on securities and asset management.⁸

FAQs

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Sources

1. Perpetuum Wealth Management Limited on LinkedIn
2. Perpetuum Wealth Management Limited on LinkedIn
3. Supplied directory record for Perpetuum Wealth Management Limited
4. Perpetuum Wealth Management
5. HKU SPACE: Inside Silicon Valley Executive Study Tour
6. Perpetuum Wealth Management
7. Perpetuum Wealth Management Limited on LinkedIn
8. Hong Kong Securities and Futures Commission public register

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.