The FinTech Report Podcast: Episode 65: Perpetual Corporate Trust: Investing in domestic & global fixed income
Mon Sep 22 2025
Award winning Perpetual SaaS platform offers direct investment in domestic and global bonds
Perpetual Corporate Trust or PCT won “BEST INVESTMENT PLATFORM/APP” at the recent 10th Annual FinTech & Banking Awards 2025.
In this episode, we explore what makes their service so unique, and how they have used technology to deliver an end-to-end service from price discovery, trading, settlement and fund administration.
Perpetual Corporate Trust (PCT) is a leading fiduciary, custody and digital business operating in Australia and Singapore with five business divisions offering a unique range of products and services. PCT is part of the ASX-listed Perpetual Group (ASX:PPT).
Their platform is Australia’s first end-to-end SaaS platform designed specifically to simplify fixed income investing. They enable wealth managers to access global bonds via Euroclear (a market work over $100 Trillion) in parcels as low as $10,000. They integrate research, portfolio construction, execution, settlement, custody, and reporting in one platform – their service is now used by NAB Private Wealth and JBWere.
Since launching 2 years ago they have facilitated over $6 billion in transactions and onboarded 5,300+ investors.
Our podcast guests are: Emily Boden and Heather Gale. Emily is Head of Institutional Sales at Perpetual Digital. Heather is Head of Operations, Procurement & Cash Management.
Key Points:
The platform allows private wealth clients to directly invest in bonds – both domestic and global
Clients don’t have to invest in ETF’s or multi-asset funds to get fixed income exposure to their portfolios
It is a digital solution wrapping up all components needed to invest in fixed income;
· from price discovery on liquid bonds
· trade order and execution
· settlement
· custody
· registry
· all middle office administration
· Trades are executed and settled via Euroclear
Key benefits: allows for parcel sizes to be much smaller then traditional $500k clips. Clients can move into positions, and out of positions if they require in parcel sizes as small as $10k. Smaller parcel sizes allow clients can have a more divers & less risky portfolio. The entire workflow of the solution sits within the same organisation;
Customers: Institutional business who have high Net wealth clients that would like to invest in fixed income directly
Institutional Private Wealth divisions
· NAB private wealth and
· JBWere Shaw
· Advisories firms
· Shaw & Partners
· Boutique funds
· Gramacey
· Clime Investment
Please contact Glen Frost on glen "at" famfi.com.au for podcast queries
More
Award winning Perpetual SaaS platform offers direct investment in domestic and global bonds Perpetual Corporate Trust or PCT won “BEST INVESTMENT PLATFORM/APP” at the recent 10th Annual FinTech & Banking Awards 2025. In this episode, we explore what makes their service so unique, and how they have used technology to deliver an end-to-end service from price discovery, trading, settlement and fund administration. Perpetual Corporate Trust (PCT) is a leading fiduciary, custody and digital business operating in Australia and Singapore with five business divisions offering a unique range of products and services. PCT is part of the ASX-listed Perpetual Group (ASX:PPT). Their platform is Australia’s first end-to-end SaaS platform designed specifically to simplify fixed income investing. They enable wealth managers to access global bonds via Euroclear (a market work over $100 Trillion) in parcels as low as $10,000. They integrate research, portfolio construction, execution, settlement, custody, and reporting in one platform – their service is now used by NAB Private Wealth and JBWere. Since launching 2 years ago they have facilitated over $6 billion in transactions and onboarded 5,300+ investors. Our podcast guests are: Emily Boden and Heather Gale. Emily is Head of Institutional Sales at Perpetual Digital. Heather is Head of Operations, Procurement & Cash Management. Key Points: The platform allows private wealth clients to directly invest in bonds – both domestic and global Clients don’t have to invest in ETF’s or multi-asset funds to get fixed income exposure to their portfolios It is a digital solution wrapping up all components needed to invest in fixed income; · from price discovery on liquid bonds · trade order and execution · settlement · custody · registry · all middle office administration · Trades are executed and settled via Euroclear Key benefits: allows for parcel sizes to be much smaller then traditional $500k clips. Clients can move into positions, and out of positions if they require in parcel sizes as small as $10k. Smaller parcel sizes allow clients can have a more divers & less risky portfolio. The entire workflow of the solution sits within the same organisation; Customers: Institutional business who have high Net wealth clients that would like to invest in fixed income directly Institutional Private Wealth divisions · NAB private wealth and · JBWere Shaw · Advisories firms · Shaw & Partners · Boutique funds · Gramacey · Clime Investment Please contact Glen Frost on glen "at" famfi.com.au for podcast queries