Perpetual Wealth celebrated its 30th anniversary in 2023, a milestone that marks our journey from the early days of the internet and oversized mobile phones to a leading innovator in financial services. Founded in August 1993, we've navigated through the tech booms, the dot-com bubble, and countless financial trends, evolving with each challenge and opportunity.
By 2015, our journey had led us to the creation of a family of businesses, nine in total, including our networks Best Practice and Evolution, our advisory service Aspect8, the trading platform Fusion, pension specialists Bright Square, a discretionary management firm, and a cutting-edge technology venture. These entities were unified under Benchmark Capital, with the ambition to set industry standards. While perfection remained ever-elusive, our relentless pursuit of excellence never faltered.
The sale of Benchmark Capital to Schroders in 2021 was a pivotal moment, akin to a rite of passage. It signified the culmination of years of hard-earned wisdom and the beginning of a new chapter. Retaining our Family Capital business, we continue to manage the wealth of families, friends, and former colleagues, upholding the trust and personal connections that have been our foundation.
The introduction of the Wealth Portal stands as our latest achievement, encapsulating three decades of innovation, learning, and resilience. This platform is more than just adviser technology; it's a testament to our vision of what financial services can be—more intuitive, more connected, more empowering.
Looking to the future, Perpetual Wealth is committed to breaking new ground in technology and financial services. Our aim is to forge sustainable solutions and partnerships that reflect our core values of honesty, integrity, and innovation. We seek to collaborate with individuals and organisations that share our vision, driven by the belief that together, we can create a more prosperous, transparent, and equitable financial future.
Company Details
- Employees
- 4
- Founded
- -
- Address
- St. Katharines Way, London,england E1w 1lp,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- perpetualwealth.net
- Keywords
- IFA Back-Office Solutions, Client Administration and Support, Suitability Report Generation, Compliance and Regulatory Reporting, Remuneration Reconciliation, Financial Advisor Integration, Family Office Solutions, Multi-Generational Wealth Planning, Legacy Wealth Preservation, Tax Efficiency for High Net Worth Families, Philanthropic Planning and Giving, Family Office Technology Integration, Wealth Reporting and Dashboards, Risk Management for Family Wealth, Chattels and Asset Valuation.
- HQ
- London, England
Perpetual Wealth Questions
Perpetual Wealth's website is perpetualwealth.net
Perpetual Wealth's LinkedIn profile is https://www.linkedin.com/company/perpetual-wealth
Perpetual Wealth has
4 employees.
View email and phone details for 4
employees at Perpetual Wealth.
Perpetual Wealth's industry is
Financial Services
Perpetual Wealth's top competitors are
True Nature Sales Coaching,
Brightware Ltd,
All In Place,
Glui,
Voyant,
Family Capital,
Paul Jeffreys Wealth,
Benchmark Capital,
Twenty Two Consulting,
Schroders.
Perpetual Wealth's categories are Financial Services
Perpetual Wealth's founding year is 1993
