Leadership Overview
Perpetual has 5 executives leading key functions including wealth management, financial oversight, operational scaling, corporate trust, and regional operations.
Committed to long-term financial growth, Perpetual delivers specialized investment products, trustee services, and philanthropic advice to individuals and organizations across the Australian market.
Committed to long-term financial growth, Perpetual delivers specialized investment products, trustee services, and philanthropic advice to individuals and organizations across the Australian market.
Leadership Roles at Perpetual
Mark Smith - Chief Executive Officer, Perpetual Wealth Management
Mark Smith, the Chief Executive Officer, Perpetual Wealth Management at Perpetual, directs the strategic vision for the wealth management division. Overseeing the delivery of financial advice and investment products, the Chief Executive Officer, Perpetual Wealth Management ensures alignment with the needs of families and individual investors. This leadership role involves driving growth across the Australian investment landscape while maintaining the high standards of trustee services. By optimizing client engagement models, Mark Smith directly impacts the competitive positioning of the firm. Smith manages the integration of philanthropic services into the broader wealth management offering, ensuring comprehensive support for clients. Through rigorous oversight of investment performance and advisory quality, the Chief Executive Officer, Perpetual Wealth Management secures the long-term financial health of the division. This executive leadership fosters innovation in service delivery, ultimately strengthening the market presence of the organization within the complex financial services sector.
Suzanne Evans - Chief Financial Officer
Suzanne Evans, the Chief Financial Officer at Perpetual, directs the financial strategy and capital management for the entire investment group. Overseeing fiscal reporting, budgeting, and risk management, the Chief Financial Officer ensures the stability of the balance sheet. This leadership role involves coordinating with the Board to maintain transparency and regulatory compliance across all financial operations. By analyzing market trends and investment performance, Suzanne Evans directly impacts the profitability and growth trajectory of the firm. Evans manages the allocation of capital to support the expansion of trustee services and financial advisory offerings. Through precise financial planning, the Chief Financial Officer supports the long-term sustainability of the organization. This executive leadership maintains the integrity of financial systems, ensuring that the firm remains a trusted partner for individuals, families, and organizations seeking robust investment solutions in the Australian market.
David Manoukian - Chief Financial Officer, Perpetual Corporate Trust
David Manoukian, the Chief Financial Officer, Perpetual Corporate Trust at Perpetual, directs the financial operations specifically for the corporate trust division. Overseeing the fiscal health of trust services, the Chief Financial Officer, Perpetual Corporate Trust ensures accurate reporting and risk mitigation for institutional clients. This leadership role involves managing the financial complexities associated with trustee obligations and corporate service delivery. By optimizing the financial performance of the trust business, David Manoukian directly impacts the reliability and reputation of the firm. Manoukian manages the alignment of financial resources with the specific requirements of corporate organizations and financial advisers. Through detailed analysis of trust-related revenue streams, the Chief Financial Officer, Perpetual Corporate Trust supports the broader financial objectives of the group. This executive leadership ensures that the corporate trust division maintains the highest level of financial integrity and service excellence within the competitive Australian market.
James MacNevin - Chief Operating Officer
James MacNevin, the Chief Operating Officer at Perpetual, directs the internal infrastructure and operational efficiency of the investment group. Overseeing the execution of business processes, the Chief Operating Officer ensures that the firm delivers high-quality trustee and corporate services. This leadership role involves streamlining workflows to support the diverse needs of financial advisers and institutional clients. By implementing scalable technology solutions, James MacNevin directly impacts the operational agility of the organization. MacNevin manages the cross-functional teams responsible for service delivery, ensuring that every client interaction meets the rigorous standards of the firm. Through continuous improvement of internal systems, the Chief Operating Officer supports the overall growth strategy. This executive leadership maintains the operational backbone of the company, allowing the firm to provide consistent, reliable financial products and services to a broad range of stakeholders across the Australian financial landscape.
Daren Donnellan - Chief Operating Officer (Australia)
Daren Donnellan, the Chief Operating Officer (Australia) at Perpetual, directs the regional operational strategy and execution across the Australian market. Overseeing the implementation of local business initiatives, the Chief Operating Officer (Australia) ensures that the firm maintains a strong presence in the domestic financial sector. This leadership role involves coordinating regional resources to support the delivery of investment products and financial advice. By optimizing local service delivery models, Daren Donnellan directly impacts the client experience and operational efficiency within the country. Donnellan manages the alignment of regional operations with the overarching mission of the firm. Through the effective management of local teams, the Chief Operating Officer (Australia) supports the growth of the investment and trustee business. This executive leadership ensures that the organization remains responsive to the unique needs of the Australian market, driving consistent value for individuals, families, and organizations.
Explore Leadership Teams in Finance
360 ONE is a leading financial services provider in India specializing in wealth and asset managementTheir commitment to client service is evidenced by a tailored approach to wealth management, emphasizing long-term performance and personalized solutions. 360 ONE offers innovative products and insights into the Indian economy, ensuring that their strategies align with clients' evolving financial needs.
Company Leadership SM
SK
RY
BTIG LLC operates as a comprehensive financial services firm delivering specialized brokerage, institutional sales, and investment banking solutions to institutional clients and corporations. The company has developed deep expertise across multiple asset classes and market segments, enabling it to serve as a trusted intermediary for complex financial transactions and strategic advisory engagements. The firm's institutional sales division focuses on connecting sophisticated investors with market opportunities through dedicated research and execution capabilities. BTIG's brokerage operations provide clients with access to global markets, leveraging advanced trading technology and market intelligence to facilitate efficient capital deployment. The investment banking practice advises corporations on significant financial decisions, including mergers, acquisitions, and capital structure optimization. BTIG's competitive positioning stems from its ability to combine specialized market knowledge with personalized client service. The firm maintains relationships across institutional investor bases, corporate treasuries, and alternative asset managers, positioning itself as a versatile partner for clients navigating complex financial landscapes. By maintaining focused expertise rather than pursuing broad-based retail operations, BTIG has cultivated a reputation for delivering tailored solutions that address specific client objectives and market conditions.
Company Leadership OS
NE
CF
RBC Wealth Management is a financial services company that provides wealth management and financial advisory solutions to individuals, families, business owners, corporations, and institutional clients. The company offers investment management, wealth planning, retirement planning, estate planning, trust and fiduciary services, insurance, and credit solutions. RBC Wealth Management develops customized financial strategies based on clients' financial goals, risk considerations, and long-term wealth objectives.
Company Leadership BW
JL
BE
CBRE Investment Management is a leading investment firm specializing in sustainable real assets solutions, managing over $155.5 billion in assets. The company focuses on delivering better investment outcomes through extensive data and market insights across various real asset categories and geographies. Their services cater to clients seeking diversified and resilient portfolios in real estate and infrastructure. With a commitment to sustainability, CBRE Investment Management aims to positively impact clients, communities, and the environment.
Company Leadership
IZ
RM
Frequently Asked Questions Regarding Perpetual Top Executives and Leadership Team
