Wilson HTM is a privately owned financial services house comprised of three main client-focused teams - Private Wealth Management catering to our personal and high net worth clients; Corporate & Institutional catering to our corporate clients and Research team who support both our Private Wealth Management and Corporate & Institutional businesses.
Wilson HTM Private Wealth Management provides a range of tailored, personal financial services. We give you access to some of Australia’s leading investment, financial planning, research and corporate finance professionals.
Our investment advisory team takes the time to clearly understand your goals and needs and provide advice on, or manage on your behalf, investment portfolios tailored and professionally managed in accordance with those goals.
With a 120 year history in stockbroking Wilson HTM is a longstanding specialist in Australian equities and provides expert advice across a range of investments. These include Australian and international shares, bonds and fixed interest, listed and unlisted property, cash, managed funds and alternate assets.
Our financial planners focus on providing clients with bespoke wealth creation, retirement planning and tax minimisation strategies through the selection of tax entities, including self-managed superannuation funds.
Our financial planners and investment advisers are experienced and highly qualified, giving our clients confidence that they are partnering with an adviser who is knowledgeable and acts with the highest ethical standards.
Importantly, we can offer balanced advice on the best investments for you, whatever they may be.
As technology and innovation bring the world economically ever closer, it’s important to take a global view when providing advice.
Wilson HTM has a strategic relationship with major international investment house Deutsche Bank. This relationship gives us access to comprehensive global investment research and exclusive share opportunities including Initial Public Offerings (IPOs), which are made available to clients.
Our investment specialists monitor global markets, identify emerging themes and create asset allocation strategies to enhance returns and manage risk in clients’ portfolios.