Xcout Intel
Perpetual Limited competitors & alternatives
The 12 closest competitors and alternatives to Perpetual Limited among financial services companies — ranked by similarity to what Perpetual Limited actually does, not by market-cap band.
Subscribe to see Perpetual Limited’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
About Perpetual Limited
Perpetual Limited is a diversified financial services company and one of Australia's largest wealth managers, founded in 1886. Headquartered in Sydney, the ASX-listed company operates across multiple brands providing specialized investment and financial services.
Perpetual Limited at a glance
Perpetual Limited is a financial services company headquartered in Sydney, Australia. It is publicly listed (PPT) with a market capitalisation of $1.6B. Xcout tracks 13 named people at Perpetual Limited, including Janet C. Smith (Principal Accounting Officer, Vice President and Assistant Treasurer).
Perpetual Limited leadership
- Janet C. SmithPrincipal Accounting Officer, Vice President and Assistant Treasurer
- Brett S. KozlowskiPortfolio Manager
- Robert L. DavisPortfolio Manager
- B Charles CurtisDirector
- Catharine B HillDirector
- Gregory McGreeveyDirector
7 more named people on record for Perpetual Limited, with roles, board committees and tenure — see the full roster →
Recent Perpetual Limited news
- Leadership changePerpetual appoints new CEO
Top 12 Perpetual Limited competitors
Ranked by semantic similarity — how close each company is to Perpetual Limited by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
Based in Sydney, Australia, and established in 1996, Fiducian Group Ltd, along with its subsidiaries, offers a comprehensive suite of financial services. The company's operations are structured across four main segments: Funds Management, Financial Planning, Corporate Services, and Platform Administration. Fiducian provides various investment solutions, including investor-directed portfolios and separately managed accounts, and acts as the trustee for Fiducian Superannuation Services. It also manages its own Fiducian funds and develops specialized IT software systems designed for financial planning. The company delivers extensive financial advisory services to clients, covering areas such as cash flow management, debt reduction, retirement and estate planning, and aged care. Additionally, it offers robust administration platforms for client accounts, including wrap platform and SMSF administration services. Its investment options further include diversified, sector, and specialist funds, as well as managed portfolios and manager system services.
Similar financial services company
Established in Perth, Australia, in 1961, Euroz Hartleys Group Limited is a diversified financial services firm, known as Euroz Limited until its name change in November 2021. The company delivers a broad spectrum of financial solutions, including stockbroking, corporate finance, fund management, investment services, and financial and wealth advisory, primarily catering to private, institutional, and corporate clients throughout Australia. Its operations are structured across Retail, Wholesale, and Funds Management segments. Among its extensive services, the group provides equities research, institutional dealing, and private wealth management. Additionally, it offers corporate advisory on equity capital raising initiatives such as initial public offerings, placements, and rights issues, as well as underwriting, mergers and acquisitions, strategic planning, privatization, and corporate restructurings. Clients also benefit from strategic investment and superannuation advice, along with comprehensive investment management and portfolio administration services.
Similar financial services company
Insignia Financial Ltd. is an ASX 200 wealth management company headquartered in Docklands, Melbourne, Australia. The firm provides financial advice, superannuation services, and retirement planning solutions to help clients reach their financial goals.
Similar financial services company
Bell Potter is a full-service Australian stockbroking and financial advisory firm providing investment, corporate, and institutional services.
Similar financial services company
Colonial First State is an Australian financial services company providing superannuation, retirement, and investment products to individuals and employers.
Similar financial services company
Pengana Holdings Pty Ltd. operates as a publicly accessible investment management firm, dedicating its efforts to worldwide public equity and fixed income markets. The company develops and implements investment solutions that utilize dynamic, actively managed strategies, consciously opting not to align with standard market benchmarks. Founded in Sydney, Australia, in 2003, Pengana Holdings also has operational branches in Melbourne and Brisbane.
Similar financial services company
Income Asset Management Group Limited (IAM.AX) is an Australian financial services firm specializing in providing a comprehensive suite of fixed income investment solutions. These offerings encompass treasury oversight, cash management, bonds, debt capital markets, and broader asset management strategies. The company operates an intuitive online platform designed to streamline investments in term deposits and at-call savings. Additionally, it facilitates direct fixed income investments, manages various investment funds, and provides diverse cash and term deposit products. IAM.AX also supports fund managers by offering asset management incubator services to help them establish and expand their portfolio management capabilities, alongside delivering specialized treasury management services. Its clientele spans self-managed super funds, financial planners, institutional fund managers, wholesale investors, custodians, and large superannuation funds. Established in 1986 and headquartered in Sydney, Australia, the company was formerly known as Cashwerkz Limited before rebranding to Income Asset Management Group Limited in August 2021.
Similar financial services company
PhillipCapital is an integrated financial institution headquartered in Singapore that provides a wide range of services including securities and futures broking, funds management, banking, insurance, and corporate finance. Operating globally across multiple countries, the company serves retail and institutional clients with financial products such as equities, foreign exchange, and unit trusts.
Similar financial services company
Navigator Global Investments Limited, headquartered in Sydney, Australia, operates as an investment management firm. Through its various subsidiaries, the company provides a diverse array of financial instruments, including both open-ended and structured products. These offerings are designed to serve a broad client base, spanning individual retail investors, wholesale partners, and large institutional clients across Australia.
Similar financial services company
Milford Asset Management provides KiwiSaver, investment funds, wealth management, and advisory services to clients in New Zealand and Australia.
Similar financial services company
InvestSMART Group Limited provides financial services and products to retail investors in Australia. It offers fund management, wealth management, and personal insurance products. The company was formerly known as Australasian Wealth Investments Limited and changed its name to InvestSMART Group Limited in May 2016. The company was founded in 1999 and is based in Sydney, Australia.
Similar financial services company
Wilson Asset Management is an independently owned investment manager based in Sydney, Australia, established in 1997 to invest billions on behalf of shareholders in undervalued Australian and global growth companies.
Analyze another company
Search any company we track to see its competitive set.
Or describe a company
Paste a short paragraph describing a company or product — we'll find the most similar companies we track, scored 1–100.
See the full profile of Perpetual Limited and its market
Funding, investors, tech stack, hiring signals, leadership and corporate events — for Perpetual Limitedand every competitor above — in one live dashboard.
Subscribe to Xcout Intel →