Wilson Htm Investment Group

At Wilsons Advisory, we strive to understand more than your personal and company goals. We go deeper to the motivations, so we can better understand your ambitions and help you realise them. As a leading financial services firm with a distinguished history spanning over 125 years, we have significant capabilities in private wealth, institutional sales, corporate finance, research, and investment strategy. Our partnership with Craigs Investment Partners unites the Australian and New Zealand advisory businesses, providing us with the necessary scale to access great opportunities for our clients and attract the best people to deliver exceptional outcomes.

Our Purpose

Our purpose is to understand your ambitions so we can deliver expert investment strategies and valuable outcomes for you. For our private wealth clients, our advisory specialists draw on their depth of industry experience backed by our extensive research capability across all domestic and global asset classes to deliver tailored wealth strategies and advice. Our investment strategy and investment capability groups look at the big picture to reveal the economic drivers, both macro and market specific, of domestic and international markets. This analysis underpins our asset allocation strategies and identifies innovative investment opportunities for the benefit of all our clients.

Our Services

We offer a range of services to our clients, including:

Private Wealth: Our private wealth team combines industry expertise with extensive research capability across all domestic and global asset classes to ensure we find the right investment opportunities for our clients. Our advisors take the time to understand our client's unique situation and financial ambitions and develop a strategy that best meets their needs.

Corporate: Our corporate clients come to us at a crucial time in their growth cycle. They are typically emerging companies driving strong growth in their business trajectory and who require advice and capital solutions that fuel them to achieve their full value potential.

Institutional: Our institutional sales team delivers the advice and access to liquidity to capitalise on opportunities as they present. We have a trusted expertise in emerging small and mid-cap markets backed by our rigorous research principles.

Research & Insights: Our research team provides the insights and analysis that underpin our investment strategies and identifies innovative investment opportunities for the benefit of all our clients.