Perpetual Portfolio Management Ltd (Henley On Thames (England))

Name: Perpetual Portfolio Management Ltd
Address: Invesco Park, Henley On Thames (England), Rg9 1 Hh
Telephone: +44-1491-417000

Perpetual Portfolio Management Ltd is a large advisory firm based in Henley On Thames (England). It manages $8.05 billion of regulatory assets for 925,161 client accounts. It has been registered with the SEC as an adviser since 2001.

Perpetual Portfolio Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Perpetual Portfolio Management: assets under management

The assets under management (AUM) of Perpetual Portfolio Management Ltd is $8.05 billion. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $80.39 million in discretionary accounts and $7.97 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.62 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Perpetual Portfolio Management Ltd for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Perpetual Portfolio Management Ltd

Roger Courtenay Cornick has been acting as President since 1 Jun 1983. Michael Stephen Perman joined the executive team most recently as the Company Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Perpetual Plc	Parent company	1 Feb 1974	75% - 100%	foreign
Roger Courtenay Cornick	Director	1 Jun 1983	Other	4390267
Robert John Yerbury	Director	1 Jun 1983	Other	4392766
Peter Jeremy Gardner	Head of compliance and risk	1 Feb 2000	Other	4393182
Ian Robert White	Company secretary	1 Feb 2000	Other	4393183
Jeremy Charles Lambourne	Director	1 Jan 2001	Other	4392774
Hugh Roderick Ward	Director	1 Jan 2001	Other	4354604
Michael Mark Webb	Director	1 Jan 2001	Other	4354607
Michael Stephen Perman	Company secretary	1 Sep 2001	Other	4354615

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Amvescap Plc	Ultimate parent company	1 Dec 2000	75% - 100%	foreign

Based in Henley On Thames (England)

The principal office where Perpetual Portfolio Management Ltd performs its advisory services is located at Invesco Park, Henley On Thames (England), Rg9 1 Hh, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44-1491-417000 or by fax +44-1491-417309. The normal business hours are 09:00 - 17:30 on Monday - Friday. You can find more information about the New York firm at www.perpetual.co.uk.