The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda Financial Planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.
As a key member of the Perpetual Private Investment Research team, you will contribute to the management of multi-manager Real Assets and Growth Asset classes strategies, including private markets, while supporting broader growth asset class research. You'll research investment managers and opportunities, contribute to portfolio design and management, and help deliver high-quality investment outcomes and solutions for clients. Experience in other asset classes will also be considered.
