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Perpetual Limited
Perpetual Limited is a Public Company that generates the majority of its income from the Funds Management Services industry. In 2025 the company generated total revenue of $1,406,500,000 including sales and other revenue. In 2025 Perpetual Limited had 1,877 employees including employees from all subsidiaries under the company's control. The Chief Executive of Perpetual Limited is Mr Bernard Reilly whose official title is Chief Executive Officer & Managing Director. The Chairman of Perpetual Limited is Mr Tony D'Aloisio whose official title is Chairman & Independent Non-Executive Director. Perpetual offers a range of financial products and services that include investment products, investment management services, financial advice, philanthropic and corporate services. Perpetual divides its operations across three business divisions: Perpetual Wealth Management: Provision of a range of investment management, superannuation and retirement income products and services to the retail, wholesale and institutional markets. Perpetual Asset Management: Provision of advisory and financial services that cover strategic planning, portfolio management, superannuation and retirement income, estate planning, tax and personal insurance. Perpetual Corporate Trust: Provision of securitisation, trust and responsible entity services. This includes acting as a trustee for a broad range of investment funds, securitisation of mortgages, mortgage processing and administration.
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What's included in this industry analysis
IBISWorld's research coverage on the Perpetual Limited includes market sizing, forecasting, data and analysis. The most recent publication will be as current as of March 2026.
Company Details
What’s this enterprise profile about?
Perpetual Limited, trading as Perpetual Limited, operates under the ABN 86 000 431 827 and was incorporated on 31 July 1963. Perpetual Limited trades on the Australian Securities Exchange under the ticker code ASX:PPT. Perpetual Limited primarily operates in the Financial Asset Investing industry in Australia.
Key Personnel
What’s included in the Key Personnel chapter?
The Key Personnel chapter outlines the principal leadership positions within Perpetual Limited, including the Chairman, Board members, Chief Executive Officer, and other key management personnel. It provides an overview of the company’s governance and executive structure, along with a breakdown of gender diversity across leadership roles, offering insight into the composition of the organisation’s senior team.
Financials
What’s included in the Financials chapter?
The Financials chapter presents Perpetual Limited’s historical financial performance, including detailed profit and loss statements outlining sales revenue, cost of sales, and profitability. It also incorporates balance sheet data, providing a breakdown of assets and liabilities, as well as additional financial metrics such as the number of shares on issue. Together, these disclosures offer a comprehensive view of the company’s financial position and performance over time.
Growth & Ratios
What’s included in the Growth & Rations chapter?
The Growth & Ratios chapter provides historical data on key financial performance indicators, enabling an assessment of the company’s operational efficiency, profitability, and financial structure over time. Metrics covered include return on equity, return on assets, profit margins, revenue per employee, as well as gearing and leverage ratios, offering a comprehensive view of performance trends and capital management.
Operating Segments
What’s included in the Operating Segments chapter?
The Operating Segments chapter provides an overview of the revenue composition and asset allocation across the various industries in which Perpetual Limited operates. It offers insights into how the company’s financial performance is distributed among its core business segments, highlighting the relative contribution of each industry to total revenue.
Competitor Benchmarking
What’s included in the Competitor Benchmarking chapter?
The Competitor Benchmarking chapter includes a comparative assessment of Perpetual Limited’s key financial, growth, and valuation ratios against industry averages to evaluate its competitive position. It analyses valuation metrics such as price-to-earnings, price-to-book, enterprise value to EBITDA, and enterprise value to sales, alongside core financial indicators including liquidity ratios and profitability measures.
Industries of Operation
What’s included in the Industries of Operation chapter?
The Industries of Operation chapter outlines Perpetual Limited’s market share across the industries in which it operates. Each industry profile includes a comprehensive overview featuring data on total market size, the number of enterprises, industry concentration levels, and overall turnover. This analysis provides context for the company’s competitive position and scale within each relevant market.
Shareholders
What’s included in the Shareholders chapter?
The Shareholders chapter provides a breakdown of the ownership structure of Perpetual Limited, identifying key shareholders and outlining their respective ownership interests. This section offers insight into the concentration of shareholdings, the presence of institutional or strategic investors, and the overall distribution of equity within the company.
Subsidiaries
What’s included in the Subsidiaries chapter?
The Subsidiaries chapter provides an overview of the companies and business entities that are wholly or partially owned by Perpetual Limited. It outlines the ownership structure of each subsidiary, offering insight into the broader corporate group and how these entities contribute to the company’s overall activities and performance.
History
What’s included in the History chapter?
The History chapter presents a overview of Perpetual Limited’s development, highlighting key milestones and significant corporate events since its incorporation. It includes the company’s incorporation date and outlines major strategic, operational, and structural developments, providing context for its evolution and current market position.
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Frequently Asked Questions
What is Perpetual Limited?
Perpetual offers a range of financial products and services that include investment products, investment management services, financial advice, philanthropic and corporate services. Perpetual divides its operations across three business divisions: Perpetual Wealth Management: Provision of a range of investment management, superannuation and retirement income products and services to the retail, wholesale and institutional markets. Perpetual Asset Management: Provision of advisory and financial services that cover strategic planning, portfolio management, superannuation and retirement income, estate planning, tax and personal insurance. Perpetual Corporate Trust: Provision of securitisation, trust and responsible entity services. This includes acting as a trustee for a broad range of investment funds, securitisation of mortgages, mortgage processing and administration.
What industry does Perpetual Limited operate in?
Perpetual Limited, trading as Perpetual Limited, is a Public Company that generates the majority of its income from the Financial Asset Investing industry in Australia.
Where is Perpetual Limited located?
Murray Cod Australia Limited company is based at 123 Pitt Street, Sydney, New South Wales, Australia.
Who is the CEO of Perpetual Limited?
The Chief Executive Officer & Managing Director of Perpetual Limited is Tony D'Aloisio and the Chief Executive Officer & Managing Director is Bernard Reilly.
What was Perpetual Limited’s revenue in 2025?
In 2025, Perpetual Limited generated total revenue of approximately $1.4 billion.
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