For Advisers

Wilson HTM provides a range of direct equity solutions to assist financial planners in creating innovative investment strategies for their clients. 

Personalised Portfolios

Personalised Portfolios

Private Portfolio is our premium service where one of our investment managers can actively manage your clients’ investment portfolio. All advisers have 24hour online access to their client’s holdings.

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For Advisers

Model Portfolios

Wilson HTM provides a number of options for advisers wishing to provide their clients with a direct equities investment portfolio from one of a hand-picked list of professional investment managers.

Online Reporting

Online Reporting

We are commited to making sure you remain fully informed about your clients' affairs 24 hours a day.

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