The FinTech Report Podcast: Episode 65: Perpetual Corporate Trust: Investing in domestic & global fixed income

22/09/2025 26 min
The FinTech Report Podcast: Episode 65: Perpetual Corporate Trust: Investing in domestic & global fixed income

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Episode Synopsis

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 globalClients don’t have to invest in ETF’s or multi-asset funds to get fixed income exposure to their portfoliosIt 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

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