Perpetual Guardians Strategic Growth Plans in Funds Management and Financial Advice

Perpetual Guardian (PG) aims to expand its $2.8 billion wholesale funds management business into the retail market. CEO Patrick Gamble discussed on Good Returns TV that PG manages 12 funds, including multi-asset, single-sector, and specialist funds like a high conviction fund and a climate fund based on a FTSE index. Recently, PG acquired Trustee Executors’ wealth business, indicating its commitment to financial advice growth. Although no acquisitions are currently planned, PG seeks expansion opportunities. Gamble notes that legislative changes have increased the value of professional trustees, benefiting the trust business. PG's recent acquisition of Castlepoint Funds Management is also promising, with a stable investment approach and a focus on delivering better returns.

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