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

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.

  • byClancy Yeates

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

‘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.

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

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.

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

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.

  • byMillie Muroi
Perpetual boss says volatility can help stockpickers as merger closes

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.

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

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?

  • bySimone Fox Koob
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Perpetual takeover hopes fade as court ruling firms up Pendal deal

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.

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

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.

  • byClancy Yeates
Market bets Perpetual’s tie-up with Pendal on the rocks

Market bets Perpetual’s tie-up with Pendal on the rocks

Investors are betting Perpetual’s plan to buy rival fund manager Pendal could fall over,after Regal Partners and a private equity firm raised their bid for Perpetual.

  • byClancy Yeates
‘Throwing a cat among the pigeons’:Perpetual turns from predator to prey

‘Throwing a cat among the pigeons’:Perpetual turns from predator to prey

An opportunistic takeover bid for fund manager Perpetual has raised the possibility of an alternative direction for the business,which has been busy expanding its footprint.

  • bySimone Fox Koob andClancy Yeates
ESG investing to be ‘super central’ to expanded Perpetual as it scoops up rival Pendal

ESG investing to be ‘super central’ to expanded Perpetual as it scoops up rival Pendal

The $2.5 billion deal,which has been negotiated over months,will deliver the asset manager more scale to compete globally.

  • bySimone Fox Koob