Leadership Overview
Perpetual has 5 executives leading key functions including wealth management, corporate operations, financial oversight, trust services, and regional execution.
Focused on delivering comprehensive financial solutions, Perpetual empowers individuals and organizations through expert investment products, philanthropic guidance, and corporate trustee services across the Australian market.
Focused on delivering comprehensive financial solutions, Perpetual empowers individuals and organizations through expert investment products, philanthropic guidance, and corporate trustee services 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 trajectory of the wealth management division. Smith architects high-level investment strategies tailored for families and individual clients seeking long-term capital growth. By overseeing the delivery of financial advice and investment products, the Chief Executive Officer, Perpetual Wealth Management ensures alignment with the broader organizational mission of providing robust trustee services. Mark Smith maintains rigorous standards for client engagement, driving the expansion of service offerings across the Australian landscape. This leadership role involves constant collaboration with the board to refine market positioning and enhance service quality. Through the optimization of wealth management workflows, the Chief Executive Officer, Perpetual Wealth Management secures sustainable growth for the firm. Smith prioritizes the integration of philanthropic services into the core wealth offering, thereby strengthening the value proposition for diverse client segments while maintaining operational excellence.
Suzanne Evans - Chief Financial Officer
Suzanne Evans, the Chief Financial Officer at Perpetual, governs the financial health and fiscal strategy of the organization. Evans directs capital management, financial reporting, and investment analysis to ensure the firm meets its growth targets. By overseeing the balance sheet and liquidity requirements, the Chief Financial Officer provides the necessary foundation for the company's investment products and trustee services. Suzanne Evans collaborates with the board to manage investor relations and maintain transparency in all fiscal disclosures. This leadership role involves the rigorous assessment of market trends to inform long-term financial planning and risk mitigation strategies. Through the precise management of corporate assets, the Chief Financial Officer supports the expansion of financial advice services across the Australian market. Evans drives the implementation of robust financial controls, ensuring that the firm remains well-positioned to navigate complex economic environments while delivering consistent value to shareholders and clients alike.
David Manoukian - Chief Financial Officer, Perpetual Corporate Trust
David Manoukian, the Chief Financial Officer, Perpetual Corporate Trust at Perpetual, manages the fiscal integrity of the corporate trust division. Manoukian architects financial frameworks specifically designed for the complex requirements of corporate trustee services and institutional clients. By overseeing the financial performance of trust assets, the Chief Financial Officer, Perpetual Corporate Trust ensures compliance with regulatory standards and internal fiscal policies. David Manoukian coordinates with the broader finance team to align trust-specific revenue goals with the firm's overarching financial strategy. This role involves the detailed analysis of trust-related market opportunities, driving efficiency in the management of corporate service portfolios. Through the optimization of financial reporting for trust operations, the Chief Financial Officer, Perpetual Corporate Trust supports the firm's reputation for reliability and expertise. Manoukian maintains a focus on fiscal discipline, ensuring that the corporate trust division contributes effectively to the overall profitability and stability of the organization.
James MacNevin - Chief Operating Officer
James MacNevin, the Chief Operating Officer at Perpetual, manages the internal infrastructure and operational efficiency of the entire investment group. MacNevin drives the execution of enterprise-wide initiatives, ensuring that all business units function with maximum productivity. Overseeing the integration of technology and human capital, the Chief Operating Officer optimizes the delivery of financial advice and corporate services. James MacNevin coordinates with other C-suite leaders to streamline cross-departmental workflows, fostering a culture of operational agility. This role involves the implementation of scalable systems that support the firm's diverse investment products and trustee obligations. By monitoring performance metrics and resource allocation, the Chief Operating Officer maintains the stability of the firm's internal processes. MacNevin focuses on mitigating operational risks while simultaneously enhancing the quality of service provided to financial advisers and institutional clients, ultimately supporting the long-term strategic objectives of the organization.
Daren Donnellan - Chief Operating Officer (Australia)
Daren Donnellan, the Chief Operating Officer (Australia) at Perpetual, directs the operational execution of all business activities within the Australian market. Donnellan architects localized strategies to enhance the delivery of investment products and financial advice to domestic clients. By overseeing regional service delivery, the Chief Operating Officer (Australia) ensures that the firm's operational standards remain consistent across all Australian offices. Daren Donnellan collaborates with local teams to refine client-facing processes and improve the efficiency of service provision. This leadership role involves the management of regional resources to support the firm's growth objectives and market penetration. Through the implementation of localized operational improvements, the Chief Operating Officer (Australia) drives the success of the firm's philanthropic and corporate service initiatives. Donnellan focuses on maintaining high levels of client satisfaction by streamlining regional workflows and ensuring that the firm's operational capabilities remain responsive to the specific needs of the Australian market.
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