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Perpetual Ltd
14/123 PITT STREET
Phone: +61 292293162p:+61 292293162 SYDNEY, NSW  2000  Australia Ticker: PPTPPT
Business Summary
Perpetual Limited is an Australia-based company. The Company is a diversified financial services company. Its segments include Asset Management and Corporate Trust. The Asset Management segment provides equities, credit and fixed income, multi-asset, cash, and sustainable investment solutions. It includes over $219.2 billion in Assets Under Management across six investment boutiques in Australia, the United Kingdom and the United States. It offers perpetual investment funds which are designed for individual and wholesale investors, and super fund trustees. The Corporate Trust segment provides fiduciary, custody and digital solutions to the banking and financial services industry in Australia and Singapore. It includes over $1.3 trillion in funds under administration across debt market services and managed funds services; $0.6 trillion in assets under administration in digital and markets. It offers debt market services which include securitization, document custody, agency and trustee.
(Source: Company's Website)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/20256/30/2025Yes----

Industries
SIC Code Description
6282 Investment advice
6719 Offices of holding companies, not elsewhere classified
6091 Nondeposit trust facilities
6726 Unit investment trusts, face-amount certificate offices
8744 Facilities support management services
6722 Management investment offices, open-end
6211 Security brokers, dealers, and flotation companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman of the Board Gregory J.Cooper 55 2/28/2025 9/11/2019
Chief Executive Officer, Managing Director, Executive Director Bernard P.Reilly 56 9/2/2024 9/2/2024
Chief Financial Officer SuzanneEvans 7/1/2025 7/1/2025
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
J O Hambro Capital Management Limited Level 3 London United Kingdom
Trillium Asset Management Two Financial Center Boston MA United States
Pendal Group Ltd Level 14 SYDNEY NSW Australia
3 additional Subsidiary records available in full report.

Business Names
Business Name
Australian Trustees Limited
Barrow, Hanley, Mewhinney & Strauss, LLC
Fordham Group
16 additional Business Names available in full report.

General Information
Number of Employees: 1,789 (As of 6/30/2025)
Outstanding Shares: 113,272,118 (As of 12/31/2025)
Shareholders: 37,561
Stock Exchange: ASX
Fax Number: +61 292328936


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Tuesday, May 12, 2026