Perpetual Investment Management
A Family Heritage of Preserving Wealth
And Building Opportunities
We Preserve Wealth For Generations
At Perpetual Investment Management, we’re on a mission to create a legacy of growth and abundance with strategically tailored solutions unique to the needs of our family. As a single-family office (SFO) dedicated to safeguarding and growing our family’s financial interests, we uphold rigorous compliance standards, manage assets, and uncover strategic investing opportunities, ensuring sustainable wealth preservation and long-term growth.
Our Investment Approach
Laying Down Roots of Long-Term Growth
Our office knows that every family’s journey to long-term wealth is different. That’s why we utilize a disciplined approach tailored to long-term investment strategies that include multiple types of assets, giving our family the tools it needs to lay down financial roots that continue to grow and expand for generations to come.
Investment Thesis
Perpetual Investment Management employs a disciplined and opportunistic investment approach, focused on generating long-term, sustainable returns across market cycles. We prioritize capital preservation while seeking growth opportunities through diversification across asset classes, sectors, and geographies. Our strategy is guided by macroeconomic trends, rigorous fundamental analysis, and a strong emphasis on risk-adjusted returns. Our investment horizon is long-term, and we are open to investment opportunities that offer substantial value creation over time.
Inside Our Portfolio
Global Perspective
Guided by macroeconomic trends and fundamental analysis, we seek diversification across geographies, sectors, and asset classes to navigate market cycles effectively. Our strategic investments include funds and global banking opportunities in developing markets, all while maintaining stability. In doing so, we strive to stay on the leading edge of developments in today's and tomorrow's most competitive and profitable markets.
Listed Equity & Debt Securities
We aim to target U.S.-based and global companies within the S&P 500, alongside Eurozone sovereign bonds and emerging market corporate debt. These traditional methods of investing ensure maximum stability for our family’s financial activities and safeguard the long-term growth potential of our investments.
Focus on Fixed-Income
Our focus on fixed-income securities is to identify high-quality, income-generating options, primarily in government bonds, corporate bonds, high-yield bonds, and emerging market debt. This strategic allocation provides stability and predictable returns while mitigating risks associated with market volatility.
Diversified Holdings
Our investments strive to balance allocation across equities, fixed income, and alternative investments to optimize risk-adjusted returns. This diverse approach to investing minimizes risk to our family’s financial future and keeps us ahead of fluctuating market trends.
Green Investing
We believe in forging a better future, one strategic financial decision at a time. Our investments are rooted in principles of sustainability and environmentally conscious consumerism, and we’re dedicated to using our means to invest in a greener future for all.
Islatex
Established in 2017, our Spain-based, wholly-owned subsidiary is the backbone of our family’s strategic investments. Focused primarily on retail textile and wholesale operations, Islatex lays the foundation for our SFO’s growing financial interests.
About Our SFO
Perpetual Investment Management is formally established in Singapore and London, with its core management strategically headquartered in Dubai. Key decisions and financial activities are directed from Dubai, allowing us to operate on a global scale while maintaining strong regulatory compliance and financial leadership. Rooted in our family’s core values, which include generational wisdom, resilience, and sustainable growth, our approach ensures that our financial interests are preserved across generations, paving the path toward long-term prosperity.
A Legacy of Prosperity In The Making
Meet Our Leaders
As a single-family office (SFO), Perpetual Investment Management was created to manage and oversee family financial activities and investments, spearheaded by a 50/50 partnership between our founders. Rather than accepting external clients, our mission is to strategically implement long-term growth strategies into our family’s financial activities, protect the stability of our assets, and create a more prosperous future by backing the industries that align with our values.
Tomasz Michał Fiszer
As the CEO of Perpetual Investment Management, Tomasz brings more than two decades of expertise across a range of financial institutions and investment firms. Throughout his career, he’s held positions at DZ Bank Frankfurt, Perpetual Value New York, Swiss Merchant Group Zug, and Strategic Investment Capital Limited DIFC. Tomasz’s greatest strength is his ability to lead diverse grounds toward one unified goal, and his track record of creating growth opportunities in developing businesses speaks for itself.
Tenzin Yangzom Fiszer
The Director at Perpetual Investment Management, Tenzin, brings over 10 years of experience navigating the complexities of legal compliance in the investing space.
During her time at law firms like Pannone and Russell Jones & Walkern in Manchester, as well as investing operations like Perpetual Value and Hampton Global Investment in New York,
Tenzin has effectively implemented diverse strategies that improved regulatory compliance and streamlined operations.
Today, she manages operations for the family office and oversees the subsidiary firm, Islatex, helping to lay the foundation of Perpetual Investment Management’s long-term financial goals.
Jil Yildirim
Perpetual Investment Management’s top portfolio manager, Jil Yildrim, excels at bridging the gap between traditional investment strategies and cutting-edge AI technology.
With Bachelor’s Degree in Cognitive Informatics and a consistent work history in both data collection and technology consulting, Jil brings a unique perspective to portfolio management that keeps Perpetual Investment Management one step ahead of modern industry trends. Her expertise ranges from machine learning to programming and advanced teamwork and communication strategies.
Fund Structure
Perpetual Investment Management operates a unified portfolio managed through Perpetual asset management entities in Singapore, the UK, and the UAE, each serving as an independent booking point.
- Each Perpetual Investment Management firm acts as an intermediary, asset allocator, and manager of our family’s proprietary financial affairs.
- Our back-office operations and custody services are managed from London, where we maintain a dedicated Euroclear account with the Bank of New York.
- The Perpetual structure allows our family to retain a high degree of control over its financial dealings while ensuring a confidential and strategic approach to wealth management.
Our Value-Driven Investment Philosophy
As a family-driven operation, we create investment strategies that align with our long-term goals both financially and for the well-being of future generations.
Fewer Risks, More Wealth
We safeguard our assets through prudent investment strategies and careful risk management, ensuring financial stability across generations.
Diversification
We spread investments across multiple asset classes, global markets, and industries, creating a well-balanced portfolio that minimizes volatility and enhances long-term growth potential.
Regular Portfolio Rebalancing
By continuously evaluating and rebalancing our portfolio, we ensure that our investments remain aligned with our financial goals, market trends, and risk appetite, maximizing opportunities while maintaining stability.
Currency Hedging
We proactively hedge currency risks to protect our portfolio from fluctuations in foreign exchange markets, preserving capital efficiency across global investments.
Sustainable Growth
We believe in investing in high-quality businesses and sustainable initiatives that not only drive long-term financial returns but also contribute to a better future for the next generations.
Future-Proof Flexibility
Our approach is agile and forward-thinking—we adapt to changing market dynamics, leveraging data-driven insights and innovative strategies to ensure continued growth and stability.
Compliance & Governance
At Perpetual Investment Management, upholding the highest standards of financial governance, regulatory adherence, and operational integrity is at the core of everything we do.
Here’s how we ensure compliance in our investments:
- Regulatory Compliance – We operate in alignment with applicable financial regulations and reporting requirements, ensuring transparency and legal adherence in all jurisdictions where we invest.
- Risk Management – We implement a comprehensive risk framework that guides our decision-making, balancing growth objectives with rigorous financial controls.
- AML & KYC Compliance – Perpetual has a robust Anti-Money Laundering (AML) policy in place and adheres to Know Your Customer (KYC) requirements, similar to leading financial institutions. We conduct thorough verification of counterparties to ensure compliance and to mitigate risks associated with illegal financial activities.
- External Audits – Perpetual undergoes annual external audits to ensure compliance with the relevant regulations and maintain the integrity of our financial operations.
- Ethical Standards – We uphold ethical investment principles, prioritizing responsible investing and alignment with long-term financial sustainability.
- Operational Security – Our back-office operations, custodial services, and compliance oversight are managed in-house, ensuring secure and efficient execution.
Perpetual Investment
Management (DIFC) Ltd
Telefon: +971 553 72 87 72
E-Mail: contact@perpetual-inv.com
Unit S2408, Level 24, Emirates Financial Towers, Dubai International Financial Centre, Dubai, United Arab Emirates