Perpetual Investment Management
Key Managers
Anton Tagliaferro
Daniel Moore
Hugh Giddy
Bertrand Cliquet
John Mulquiney
Matthew Landy
Warryn Robertson
Arvid Streimann
Nikki Thomas
Roger Morley
Ryan P McAllister
Michael O'Dea
Mr. Adam Kibble
Mr. Kellie Wood
Barrow Hanley
Paul Taylor
Andrew Clifford
Clay Smolinski
Nikola Dvornak
Scott Berg
Vanguard Equity Index Group
Paul Xiradis
Vanguard Fixed Income Group
Ownership
KiwiSaver funds
Managed funds
NZ Super funds
Our Coverage
perpetual guardian buys castle point funds management
Estate planning and investment firm Perpetual Guardian Group has acquired Castle Point Funds Management for an undisclosed sum to expand its retail market presence. Signed Tuesday, the acquisition of.
investment adviser saturn portfolio management loses battle with i select over conspiracy allegations
By Sophie Boot Sept. 27 (BusinessDesk) - Investment advisory firm Saturn Portfolio Management has lost a court battle with pension provider i-Select after a judge rejected its allegations of a conspi
pyne gould bath street agree to drop high court claims over perpetual trust sale
By Sophie Boot Sept. 26 (BusinessDesk) - Pyne Gould Corp and Bath Street Capital won't go to court over what's owed in relation to Pyne Gould's sale of Perpetual Trust. In September last year, Guern
budget 2025 du val stat management costs reach 235m more next year
Advances to Du Val statutory managers have topped $2.35 million and are set to rise a further $500,000 in the coming year, Budget documents show. Vote Business, Science and Innovation details the $2.2
pyne gould eyes up return to court room over perpetual trust sale
By Paul McBeth Oct. 2 (BusinessDesk) - Pyne Gould Corp says it's more likely to head back to the courtroom to pursue payments from the sale of Perpetual Trust. The Guernsey, UK-based asset manager a
cba delivers good news for asb perpetual preference shares investors
By Jenny Ruth Feb. 7 (BusinessDesk) - Investors in ASB perpetual preference shares are likely ecstatic that Commonwealth Bank of Australia has decided to redeem them on May 15. CBA says the two tranch
kkr to buy perpetuals corporate trust wealth management units for 23b
By Alice Uribe SYDNEY— Perpetual has agreed to sell its corporate trust and wealth management businesses to buyout firm KKR in a deal worth around A$2.18 billion (NZ$2.3b). The Australian financia
fonterras management reshuffled ahead of consumer divestment
Miles Hurrell has reshuffled Fonterra Co-operative Group’s management as it prepares for its consumer divestment. Richard Allen will continue as the co-op’s president of global ingredients, and hi
pyne gould posts first half loss writes down perpetual receivable by 29 mln
By Paul McBeth Feb. 27 (BusinessDesk) - Pyne Gould Corp, whose 2014 accounts are being looked into by the market regulator, reported a first-half loss as it was hit with foreign exchange adjustments a
capital merchant receivers settle with perpetual trust on eve of court hearing
By Fiona Rotherham Nov. 14 (BusinessDesk) - It’s understood there has been a settlement of a compensation claim brought by the receivers of collapsed finance company Capital + Merchant against trust
update hotchin settles with perpetual before appeal to draw into fma case
(Updates with NZ Guardian's argument, adds more detail to case history throughout, reserve decision) By Suze Metherell March 26 (BusinessDesk) - Mark Hotchin, principal of failed finance company Hano
pyne gould restarts 22m perpetual trust litigation five years after sale
By Paul McBeth Sept. 18 (BusinessDesk) - Pyne Gould Corp is trying to litigate its way into a $22 million windfall over money it says it's owed from the 2013 sale of Perpetual Trust. The investment
nzs tourplan inks investment deal with insight partners
A leading software solution for tour operators and destination management companies announced a strategic investment from global software investor Insight Partners on Tuesday. The investment will en
my net worth patrick gamble ceo perpetual guardian
Patrick Gamble is the chief executive of the Perpetual Guardian Group. He has a storied career, spanning time abroad and as a lawyer. He is married to Simpson Grierson partner Anastasiya Gamble, and t
kiwibank confirms 250m perpetual preference share sale
Kiwibank has confirmed it will sell up to $250 million of perpetual preference shares to New Zealand investors and that the new shares will count as tier 1 capital for regulatory purposes. The PP shar
anz eyeing up 250m perpetual preference share offer
ANZ Bank New Zealand is considering a perpetual preference share offer of up to $250 million. In an announcement to the debt market on Monday, the bank said the shares (PPS) would not have a fixed ter
kiwibank eyes 250m sale of perpetual preference shares
Kiwibank is considering raising more capital by selling up to $250 million of perpetual preference shares to New Zealand investors. The perpetual preference shares will count as tier 1 capital. The ba
kerr and barnes call ceasefire in perpetual battle
The long-running corporate stoush between Pyne Gould Corp and Bath Street Capital has come to an end with Andrew Barnes agreeing to pay $13.5 million to the former owner of Perpetual Trust. The partie
pyne gould says litigation likely over perpetual trust sale
By Paul McBeth Aug. 29 (BusinessDesk) - Pyne Gould Corp says it's more likely to head to court to recover what it claims it's owed on the sale of Perpetual Trust to Bath Street Capital five years ago
perpetual guardian eyes 150 mln ipo by year end
By Paul McBeth Aug. 2 (BusinessDesk) - Perpetual Guardian, which embarked on a series of acquisitions over the past three years, plans to list its shares publicly by the end of 2016 in a $150 million
jp morgan asset management and craigs investment partners sign mou
JP Morgan Asset Management and Craigs Investment Partners announced a strategic partnership with a multi-year memorandum of understanding. The partnership aims to leverage the strengths of both organi
perpetual guardian buys trustees executors private wealth division
Perpetual Guardian Group has bought the private wealth division of Trustees Executors for an undisclosed sum. The deal will give the group a new set of high-wealth clients. The acquisition doesn’t i
pyne goulds kerr finds buyer for perpetual wealth management units
A judgment is expected to be delivered on Thursday. The S&P/NZX 50 index declined 122.94 points or 1.03% to 11,759.15....
my net worth patrick gamble ceo perpetual guardian
Patrick Gamble is the chief executive of the Perpetual Guardian Group. He has a storied career, spanning time abroad and as a lawyer. He is married to Simpson Grierson partner Anastasiya Gamble, and t
responsible investment is swimming against global esg backlash
Harbour Asset Management’s biennial forum on responsible investment couldn’t ignore the strong headwinds pushing back against ESG finance. In 2023, there were strong rumblings of discontent in the
Finance News
Finance
NZ Super ahead of the curb on US equities
New Zealand’s sovereign wealth fund has been overweight in European equities.
Finance
Former Telecom chair Wayne Boyd honoured
Honours recognition for a lifetime of low-key, high-quality leadership.
Finance
Andrew Barclay to leave Goldman Sachs NZ
Andrew Barclay has been one of NZ’s most respected deal-makers.
*All returns are per annum, after fees and before taxes. Data updated at 1:05am 04 June 2025 (NZT)
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