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Perpetual consolidates Rolex assets in family office and leans heavily on private markets

Perpetual manages assets in the single-digit billions for about 90 descendants of the Rolex founder and has run a joint family office in Munich since 2015. The firm operates five funds (two liquid multi-asset funds and three private-markets funds for private equity, private credit and infrastructure) and invests roughly 65 percent of capital in illiquid assets following the endowment approach. Unusual investments include aircraft leasing, music rights and rescue helicopters; since 2023 the private-markets funds have also been open to third-party investors from around one million euros. » More on handelsblatt.com
Perpetual manages Rolex family fortune with endowment approach and unconventional assets

The family office Perpetual manages the single-digit-billion fortune of roughly 90 descendants of Hans Wilsdorf and offers five funds: two liquid mixed funds (conservative ~35% equities, riskier ~65% equities) and three private-markets funds for private equity, private credit and infrastructure. About 65% of the assets are in illiquid investments; Perpetual follows an endowment approach and also invests in unusual assets such as aircraft leasing, music rights, cold storage and helicopter projects. Since 2023 the private-markets funds have been open to third-party investors; the long-term return target is around 7% p.a., while short-term fund returns over the past three years have been markedly higher. » More on handelsblatt.com
Perpetual falls about 15% after rejecting EQT takeover offer

Perpetual plunged around 15% in Sydney after the financial services firm rejected EQT's final takeover offer. Overall, stock markets in East Asia were moderately firmer, supported by falling oil prices and positive expectations for the meeting between US and Chinese leadership. Other movers: Telix fell after approval of the ITM acquisition, and Resolute Mining dropped sharply after lowering its gold production forecast. » More on finanzen.net

Historical dividends Dividends

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In 2026, Perpetual has already paid €0.75 in dividends. The last payout was in October.

Financials

In the last quarter, Perpetual had revenue of €271.38M and net profit of €21.2M

(EUR)	June 2026	YoY
Revenue	271.38M	-
Gross profit	190.11M	-
Net profit	21.2M	-
EBITDA	16.96M	-

Fundamentals

Metric	Value
Market capitalization	€1.27B
Number of shares	116.33M
52-week high/low	€12.76 - €9.47
Dividend yield	6.83%
Dividends TTM	€0.74
Beta	0.86
P/E ratio	21.95
PEG ratio	0.02
P/B ratio	1.28
P/S ratio	1.75

Company profile

Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services. It offers investment capabilities across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property. The company also provides specialist direct-to-client financial services for high net worth individuals that include fiduciary services, such as trust advice and services, custodial solutions, estate planning, estate administration, and executorial services; independent financial advice services with specialist and 'do-it-yourself' superannuation offerings; and philanthropic services. In addition, it offers corporate trustee and transaction support services, including trustee services for mortgage backed and other securitization programs for major banks and non-bank financial institutions; mortgage services, including mortgage preparations, variations and discharges; post settlement servicing; regulatory compliance services for fund managers; custody, unit registry, and accounting services for property and mortgage funds; and trusteeships for corporate debt issues and infrastructure projects. The company was founded in 1886 and is based in Sydney, Australia with additional offices in Adelaide, Brisbane, Canberra, Melbourne and Perth.