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Perpetual Ltd (PPT) - Financial and Strategic SWOT Analysis Review

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    SWOT Analysis

  • 40 Pages
  • October 2023
  • GlobalData
  • ID: 3053108
Perpetual Ltd (PPT) - Financial and Strategic SWOT Analysis Review provides you an in-depth strategic SWOT analysis of the company’s businesses and operations. The profile has been compiled to bring to you a clear and an unbiased view of the company’s key strengths and weaknesses and the potential opportunities and threats. The profile helps you formulate strategies that augment your business by enabling you to understand your partners, customers and competitors better.

The profile contains critical company information including:

  • Business description - A detailed description of the company’s operations and business divisions.
  • Corporate strategy - Analyst’s summarization of the company’s business strategy.
  • SWOT Analysis - A detailed analysis of the company’s strengths, weakness, opportunities and threats.
  • Company history - Progression of key events associated with the company.
  • Major products and services - A list of major products, services and brands of the company.
  • Key competitors - A list of key competitors to the company.
  • Key employees - A list of the key executives of the company.
  • Executive biographies - A brief summary of the executives’ employment history.
  • Key operational heads - A list of personnel heading key departments/functions.
  • Important locations and subsidiaries - A list and contact details of key locations and subsidiaries of the company.
  • Detailed financial ratios for the past five years - The latest financial ratios derived from the annual financial statements published by the company with 5 years history.
  • Interim ratios for the last five interim periods - The latest financial ratios derived from the quarterly/semi-annual financial statements published by the company for 5 interims history.


Perpetual Ltd (Perpetual) is a financial services company, which offers investment management, corporate trustee services, and financial advisory solutions to individuals, businesses, families, local and international institutions, and financial advisors. The investment portfolio of the company encompasses a range of asset classes that consist of Australian and global equities, multi-asset strategies, and credit and fixed income for individuals, advisers, and institutions. Its corporate trustee services comprise fiduciary services, legal, accounting, transactional, investment structuring, and funds management services to local and global institutional investors. Perpetual offers financial advisory in the areas of accounting and tax, corporate finance, business strategy, succession planning and retirement and estate planning. It has operational presence in Australia, the UK, Hong Kong, the Netherlands, the US, and Singapore. Perpetual is headquartered in Sydney, New South Wales, Australia.

Key benefits of buying this profile include:

You get detailed information about the company and its operations to identify potential customers and suppliers.
  • The profile analyzes the company’s business structure, operations, major products and services, prospects, locations and subsidiaries, key executives and their biographies and key competitors.
Understand and respond to your competitors’ business structure and strategies, and capitalize on their weaknesses. Stay up to date on the major developments affecting the company.
  • The company’s core strengths and weaknesses and areas of development or decline are analyzed and presented in the profile objectively. Recent developments in the company covered in the profile help you track important events.
Equip yourself with information that enables you to sharpen your strategies and transform your operations profitably.
  • Opportunities that the company can explore and exploit are sized up and its growth potential assessed in the profile. Competitive and/or technological threats are highlighted.
Scout for potential investments and acquisition targets, with detailed insight into the companies’ strategic, financial and operational performance.
  • Financial ratio presented for major public companies in the profile include the revenue trends, profitability, growth, margins and returns, liquidity and leverage, financial position and efficiency ratios.
Gain key insights into the company for academic or business research.
  • Key elements such as SWOT analysis, corporate strategy and financial ratios and charts are incorporated in the profile to assist your academic or business research needs.
Note: Some sections may be missing if data is unavailable for the company

Table of Contents

Section 1 - About the Company
  • Perpetual Ltd - Key Facts
  • Perpetual Ltd - Key Employees
  • Perpetual Ltd - Key Employee Biographies
  • Perpetual Ltd - Major Products and Services
  • Perpetual Ltd - History
  • Perpetual Ltd - Company Statement
  • Perpetual Ltd - Locations And Subsidiaries
  • Head Office
  • Other Locations & Subsidiaries
Section 2 - Company Analysis
  • Company Overview
  • Perpetual Ltd - Business Description
  • Business Segment: Asset Management
  • Overview
  • Performance
  • Key Stats
  • Business Segment: Corporate Trust
  • Overview
  • Performance
  • Key Stats
  • Business Segment: Group Support Services
  • Overview
  • Performance
  • Key Stats
  • Business Segment: Wealth Management
  • Overview
  • Performance
  • Key Stats
  • Geographical Segment: Australia
  • Performance
  • Geographical Segment: Other countries
  • Performance
  • Geographical Segment: United Kingdom
  • Performance
  • Geographical Segment: United States
  • Performance
  • Perpetual Ltd - Corporate Strategy
  • Perpetual Ltd - SWOT Analysis
  • SWOT Analysis - Overview
  • Perpetual Ltd - Strengths
  • Perpetual Ltd - Weaknesses
  • Perpetual Ltd - Opportunities
  • Perpetual Ltd - Threats
  • Perpetual Ltd - Key Competitors
Section 3 - Company Financial Ratios
  • Financial Ratios - Capital Market Ratios
  • Financial Ratios - Annual Ratios
  • Performance Chart
  • Financial Performance
  • Financial Ratios - Interim Ratios
  • Financial Ratios - Ratio Charts
Section 4 - Appendix
  • Methodology
  • Ratio Definitions
  • Contact Us
  • Disclaimer
List of Tables
  • Perpetual Ltd, Key Facts
  • Perpetual Ltd, Key Employees
  • Perpetual Ltd, Key Employee Biographies
  • Perpetual Ltd, Major Products and Services
  • Perpetual Ltd, History
  • Perpetual Ltd, Other Locations
  • Perpetual Ltd, Subsidiaries
  • Perpetual Ltd, Key Competitors
  • Perpetual Ltd, Ratios based on current share price
  • Perpetual Ltd, Annual Ratios
  • Perpetual Ltd, Interim Ratios
  • Currency Codes
  • Capital Market Ratios
  • Equity Ratios
  • Profitability Ratios
  • Cost Ratios
  • Liquidity Ratios
  • Leverage Ratios
  • Efficiency Ratios
List of Figures
  • Perpetual Ltd, Performance Chart (2019 - 2023)
  • Perpetual Ltd, Ratio Charts



Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Hyperion Asset Management
  • AMP Ltd
  • Pacific Current Group Ltd
  • Aberdeen Asset Management Limited
  • Platinum Asset Management Ltd
  • Hyperion Asset Management
  • Aberdeen Asset Management Limited
  • Pendal Group Ltd
  • Pacific Current Group Ltd
  • Platinum Asset Management Ltd