Perpetual Private
- Level 18, 123 Pitt Street, Sydney 2000, NSW
- https://www.perpetual.com.au/financial-advice/investing-with-perpetual-private
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Head of Investments ResearchKyle LidburyHead of Managed AccountsAmanda Chow
Who We Are
Perpetual Private is among Australia’s largest and most respected wealth managers.
With dedicated investment teams focused on managing direct Australian equities and multi-manager portfolios covering all asset classes, we have been offering Managed Accounts solutions to clients for over ten years.
Our experience as an investment manager and an adviser licensee means we understand and can support the ongoing investment needs of advisers and their clients
IMAP Managed Account Awards 2024
Winner in the Licensee Category
IMAP Managed Account Awards 2024
Finalist in the Innovation Category
IMAP Managed Account Awards 2023
Winner in the Licensee Category
IMAP Managed Account Awards 2023 Finalist
in the Innovation Category
IMAP Managed Account Awards 2022 Finalist
in the Multi Asset Investment Category
IMAP Awards FInalist 2021
IMAP Awards FInalist 2019
At Perpetual Private, our investment philosophy is simple: to first protect and then grow the wealth of your clients. We believe markets are often inefficient and as a result active management, asset allocation and intelligent diversification across asset classes, strategies and managers can deliver superior risk-adjusted returns over time.
Perpetual Private have two dedicated in-house specialist investment teams: one managing direct Australian equities and one focused on multi-manager portfolios covering all asset classes.
Our Direct Equities Team of five specialist equity analysts construct three model portfolios – Core, Wealth Accumulator, Responsible Investment – through a disciplined approach based on Quality, Value and Active Management.
Our Multi-Manager Team allows us to offer advisers and their clients access to best-of-breed asset management skills from around the globe and across a whole range of asset classes, including alternatives, real estate, fixed income, and equities.
For more information on our Managed Accounts portfolio options, please contact us.
| Phone 0414 443 236 |