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Perpetual Limited

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Stockpickers face growing competition and pressure on fees from lower-cost investment managers.

Australia’s rock star stock pickers need a better 2025, they might not get one

As billions flow into superannuation giants and exchange-traded funds, the ASX-listed homes to rock star stock-pickers will need to evolve or perish.

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KKR’s $2 billion-plus acquisition of Perpetual is the largest private equity deal of the year.

The tax bill that could sink a blockbuster takeover of Australian wealth powerhouse

A hefty $500 million tax bill has threatened to scupper a multibillion-dollar deal between 138-year-old Perpetual and a private equity firm.

  • Sumeyya Ilanbey
Wealth icon Perpetual may be split up.

Decline of 138-year-old wealth icon shows bigger isn’t always better

Gobbling up other fund managers wasn’t enough to shield Perpetual from the headwind buffeting stock pickers.

  • Clancy Yeates
Rob Adams, CEO of Perpetual defends selling assets to KKR

‘A joke’: The $2.2b deal with no detail that has left investors fuming

Hostilities have broken out over wealth powerhouse Perpetual’s deal to sell two of its major divisions and brand to private equity giant KKR.

  • Elizabeth Knight
Robert Millner chairman of Washington H. Soul Pattinson.

Perpetual board’s ‘not going to be the master of their own destiny’

Perpetual’s board and management have come under fire from former star employees who say strategic and financial decisions have made the diversified financial group an attractive takeover target.

  • Anne Hyland
Perpetual has been under pressure to generate value for investors.

Soul Pattinson in $3 billion bid for Perpetual as split on the cards

Fund manager Perpetual could spin off its corporate trust and wealth management divisions as the company looks to focus on its flagship asset management business.

  • Millie Muroi
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Perpetual chief executive Rob Adams.

Perpetual boss says volatility can help stockpickers as merger closes

Perpetual started a new chapter through its merger with Pendal on Monday, in a deal that has faced scepticism from some in financial markets.

  • Clancy Yeates
Perpetual chief executive Rob Adams.

Can a dramatic $201b merger keep fund manager Perpetual in motion?

With Perpetual’s share price being buffeted by recent events, is the historic fund manager a good investment?

  • Simone Fox Koob
Perpetual has agreed to new terms in its merger with Pendal.

Perpetual takeover hopes fade as court ruling firms up Pendal deal

A NSW Supreme Court ruling has made it harder for potential bidders to make a play for Perpetual.

  • Clancy Yeates
Perpetual chief executive Rob Adams says the deal with Pendal remains “compelling.”

Perpetual says Pendal deal ‘compelling’ but it has an out

Perpetual boss Rob Adams insists the fund manager’s planned merger with Pendal is still a goer, despite growing market scepticism that the tie-up is in trouble.

  • Clancy Yeates

Original URL: https://www.brisbanetimes.com.au/topic/ppt-16y