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Perennial Value Management

Excellence in boutique fund management

Perennial Value Management is a boutique funds manager, with offices in Sydney and Melbourne. Founded in 2000, they manage a $5 billion plus portfolio for retail and institutional investors.

With a portfolio that large, they needed a digital presence that was worthy of their trusted name and brand. Checkpoint was approached to help align the work they do, with an intuitive, user-centric, digital platform that gives their clients the information they need at a glance.

Not only did they need their front-end to reflect their brand correctly, they also required a user friendly CMS, that wouldn’t cost an-arm-and-a-leg in licensing, so they had the ability to manage their content internally.

Brand Collateral, UI/UX Design, Web Design, Development, SEO, Cloud Services, Cloud Consultancy, Cloud Hosting, Cloud Management, Support

Website

Perennial’s clients aren’t just investing in a brand, they’re investing in the people they trust. Which is why Perennial puts an emphasis on their ‘Client First Philosophy’ and the core values of ‘Integrity’, ‘Building deep client relationships’, and ‘Equity ownership’. This is part of their brand’s story and was always front-of-mind while designing the way their customers interacted with Perennial’s new site.

Perennial Value Management Homepage
Perennial Mobile Website Design
Perennial Mobile Website Design

Results

With visuals and a user experience that now aligns perfectly with Perennial Value Management ideals, there is a seamless connection with the trust that their customers have always had in them, and the trust they will build with new potential investors.