Geoff Lloyd - The Investment Series


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Wealth Management

Geoff Lloyd

Geoff Lloyd is managing director and chief executive officer of Perpetual Limited, an ASX-listed, diversified financial services company.

Under Geoff’s leadership, Perpetual continues to grow through initiatives such as the launch of new investment capabilities in Perpetual Investments, a targeted segment strategy in Perpetual Private and innovative extensions in Perpetual Corporate Trust. Geoff also initiated and led Perpetual’s successful ‘Transformation 2015’ strategy designed to simplify, refocus and grow the company.

Prior to joining Perpetual in 2010, Geoff held a number of senior roles at BT Financial Group and St George's Wealth Management business. He is also the chair of the Financial Services Council and is involved in a number of not-for-profit organisations.

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About Perpetual
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Perpetual Limited

Perpetual Limited is a diversified financial services company, with a rich history dating back to 1886. The company has been ASX listed since 1964. Across its three businesses – Perpetual Investments, Perpetual Private and Perpetual Corporate Trust – the unwavering commitment is on protecting and growing clients’ wealth, with a focus on consistent delivery over time.

Perpetual Investments provides a broad range of investment strategies across asset classes to individuals, advisers and institutions. Perpetual Private is a leading provider of financial advice and philanthropic services to high net worth individuals, families and community-based organisations. Perpetual Corporate Trust is a leading provider of corporate trustee services.

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