Strong Client Relationships Perpetual Limited boasts over 135 years of trust and long-standing client relationships, including multi-generational connections. This indicates opportunities to offer bespoke and high-value financial solutions to loyal, high-net-worth clients seeking continuity and personalized services.
Expanding Asset Management The company's recent investments in diverse assets such as Cboe Global Markets, Shift4 Payments, and Chart Industries suggest an active expansion into dynamic sectors. This growth signals potential for sales of advanced financial products, strategic partnerships, or integrated asset management services.
International Growth With operations spanning Australia, Asia, Europe, the UK, and the US, Perpetual has a global footprint that offers access to a broad client base and emerging markets. This presents opportunities to introduce international compliance solutions, cross-border investment platforms, and localized financial planning services.
Tech-Enabled Innovation Utilizing a sophisticated tech stack including Salesforce, Azure, and Apache Spark, Perpetual emphasizes digital and data-driven solutions. This focus on technology indicates potential for selling advanced fintech integrations, data analytics services, and digital transformation tools to enhance client engagement and operational efficiency.
Recognition and Leadership Winning accolades such as the Best Investment Platform at industry awards highlights Perpetual's leadership in fintech innovation. Opportunities exist to collaborate on cutting-edge projects, offer complementary digital solutions, or provide consultancy on maintaining industry-leading digital platforms.