NewsBite

Perpetual Limited

ASX Announcements

There are no ASX announcements for Perpetual Limited.

February

Perpetual CEO Bernard Reilly is not in a rush to offload its wealth unit.

Perpetual targets debt and cost reduction after shunning KKR

The new chief executive says the sale of its wealth management unit is necessary to lower its debt, as he doubles down on cost-cutting plans.

Australian shares are poised to start the week lower.

Banks lift ASX, CBA up 3pc; WiseTech shares sink on board exodus

Shares in the green; Guzman extends sell-off; Alibaba’s big AI pivot; Domain downgraded; WiseTech shares plummet, four directors exit.

Perpetual boss Bernard Reilly signed up to run an asset manager. He’ll now also oversee a corporate trust business and wealth divestment.

KKR to rue the day it missed out on 139-year-old Australian asset

There is spilt milk everywhere and no one comes out of this $2.175 billion mess looking good.

New Perpetual CEO Bernard Reilly’s job will be bigger than he anticipated.

Perpetual kills off plan to sell trust and wealth unit to KKR

The 139-year-old group had proposed the sale to the private equity giant more than a year ago. It will now try to sell the wealth management unit separately.

xx

WiseTech directors quit; Perpetual snubs KKR bid; Fly private for $3k

Read everything that’s happened in the news so far today.

Advertisement
New Perpetual CEO Bern Reilly (right) was not supposed to inherit a mess. But he has.

Perpetual rejects KKR’s new bid for wealth, corporate trustee units

Street Talk understands the board voted down the new proposal overnight, after a meeting called for Sunday morning.

Perpetual chair Tony D’Aloisio with CEO Bernard Reilly ahead of AGM last year.

Perpetual board meets to deliberate KKR’s new bid

Perpetual’s board is four days out questioning from shareholders and analysts at its half-year results.

Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly. The board is still keen to strike a deal with KKR .

Perpetual confirms renewed KKR interest, terms ‘uncertain’

Perpetual’s response to reports of a revived deal to sell its trust and wealth units to KKR has left shareholders in the dark.

Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly

KKR rolls the dice with bigger Perpetual offer

Shareholders will receive franking credits, which, for some, will take the offer above $11 per share.

Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly prior to the Perpetual AGM in October.

KKR set to rejig $2.2b bid for Perpetual; board calls meeting

Perpetual’s directors have been summoned to a board meeting scheduled for late Tuesday, as KKR prepares to rejig a $2.2 billion bid that was stung by a hefty tax bill.

January

Departures lounge: Perpetual chairman Tony D’Aloisio and chief executive Rob Adams.

The grim truth facing Perpetual

Perpetual’s asset management arm is in outflow, and its rescue deal is all but dead. New CEO Bernard Reilly is running out of options.

Garry Laurence of Profeta has written to the board of Perpetual.

Former Perpetual fundie urges board to kill demerger for good

Former head of global equities Garry Laurence has bought up shares in the struggling firm and told the board to dismantle its funds management empire.

Chook.

10 CEOs under the pump in 2025

Overextended stockmarket valuations equal heightened investor expectations. The market has these 10 chief executives in its sights. 

December 2024

Robin Khuda, Julie Coates, Shayne Elliott, Chris Ellison, Richard White,  Mike Sneesby.

The good, the bad and the ugly of corporate Australia in 2024

Big deals, big names, big disasters. From AirTrunk to Woolies to our own Nine Entertainment, here are the biggest moments of the year.

Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly prior to the Perpetual AGM.

Grant Samuel delivers all but fatal blow to $2.2b Perpetual deal

The corporate advisory firm, assigned as an independent expert on the sale, said it was not in the best interest of investors.

Advertisement
MinRes founder Chris Ellison will still be at the company into 2026.

Drumstick Awards: The five biggest corporate stuff-ups of 2024

From miners to retailers to tech giants, corporate Australia put its foot in it again this year.

New Perpetual Bern Reilly (right) was not supposed to inherit a mess. But he has.

PwC client Perpetual now the ATO’s crash test dummy

It would be funny if it weren’t for Perpetual’s succession of own goals that have already turned it into an Australian funds management laughing stock.

Perpetual’s new chief executive, Bernard Reilly.

Perpetual v ATO: $2.2b deal hangs in the balance

Though the tax office is risking $170 million-odd in the bag, it’s evidently seeking to set a precedent for future demergers.

Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly prior to the Perpetual AGM at the Swissotel Hotel in November.

Bleak prospects for Perpetual’s $2.2b KKR deal after tax bill blowout

The fund manager said it would have to pay up to $529 million to sell two lucrative divisions to the buyout giant, ruining the economics of the transaction.

Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly prior to the Perpetual AGM.

Perpetual’s ATO ruling expected imminently

Perpetual has been seeking relief from the ATO to allow it to reorganise the business.

Original URL: https://www.afr.com/company/ppt-16y