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About Us

About Us

Wilson HTM Investment Group Ltd is an ASX listed company with over 115 years of investment experience.


Wilson HTM Wealth Management:     

Wealth Management includes Wilson HTM Private Wealth Management, Investment Advisory, Financial Advisory and Speciality Funds businesses.

Wilson HTM Capital Markets:

Capital Markets division services corporate, institutional and private clients. The focus is on growth companies where it’s leading corporate finance, research and institutional stockbroking teams have a tradition of identifying outperforming investment ideas for clients.

Pinnacle Investment Management:

Pinnacle is a house of boutiques institutional funds management business, incorporating Hyperion, Plato, Palisade, Resolution Capital, Solaris, Plenary Investment Management, Pinnacle Private Equity in addition to an Australian distribution agreement for Capital International.

Proven history as a successful investment manager

Wilson HTM Investment Group has $10.1 billion of Funds Under Management (as at 30 June 2010). We look to apply investment management philosophies or 'alpha' across all areas of our business. 'Alpha' refers to investment returns in excess of an appropriate market benchmark and is used as a measure of client investment performance.

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Our Values

Our Values

Our Mission is to create prosperity for our clients, people and community.

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Corporate Governance

Corporate Governance

Wilson HTM Investment Group recognises the importance of good corporate governance.

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Priority Growth Fund Returns 2

31/08/2010 Latest Unit Prices 9.8% p.a. 1 year return 22.2% p.a. 5 year return

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