Pendal Group Limited
Overview
Pendal Group Limited is an Australian-based global asset manager with a history of creating wealth for clients for more than 50 years. The business was originally established in 1969 as Ord-BT Ltd, backed by Ord Minnett and Bankers Trust Company (New York). In 1978, Ord-BT became fully owned by Bankers Trust Company (New York) and changed its name to BT Australia Ltd. BT Australia became known as a progressive, innovative and successful organisation offering investment banking, equities and fund management services to domestic and overseas clients. In 1998, Deutsche Bank acquired Bankers Trust Company (New York) and with it BT Australia. In 2018, Pendal changed its company name from BT Investment Management to Pendal Group Limited, following approval from its shareholders. These sell-downs provided increased size and diversity of the company’s shareholder base, an increased free float resulting in greater liquidity of the shares and eligibility for consideration in key market indices. In 2023, Pendal became part of Perpetual Limited (ASX:PPT), bringing together two of Australia’s most respected active asset management brands to create a global leader in multi-boutique asset management with autonomous, world-class investment capabilities and a growing leadership position in ESG. Through the Perpetual and Pendal brands, Barrow Hanley, J O Hambro, Regnan, Trillium and TSW, we now have a growing presence in the US, UK and Europe. Our specialist ESG-focused asset management firms, Trillium and Regnan are at the forefront of ESG thought leadership and provide leading sustainable and impact-driven investment strategies. Pendal remains focused on delivering superior investment returns for clients through active management. Our experienced, long-tenured fund managers have the autonomy to offer a broad range of investment strategies with high conviction based on an investment philosophy that fosters success from a diversity of insights and investment approaches.
Investment Focus
- Accredited investor status required
- Compliance with local regulations and laws
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Pendal Group Limited
What sectors does Pendal Group Limited invest in?
Pendal Group Limited invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New South Wales, Australia. Pendal Group Limited is listed as a institutional investor in the ConnectSafely investor database.
What stage does Pendal Group Limited invest at?
Pendal Group Limited backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Pendal Group Limited invest in?
Pendal Group Limited invests across United States, United Kingdom, Australia, Europe and Asia.
What companies has Pendal Group Limited invested in?
Pendal Group Limited's portfolio includes Barrow Hanley, J O Hambro Capital Management, Regnan, Trillium Asset Management and TSW.
Last updated · Source: ConnectSafely investor database