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Personalised Portfolios
Private Portfolio Service is our premium equity offer where one of our authorised investment managers (AIMs) can actively manage your clients’ investment portfolio.
Private Portfolio Service is a highly effective personalised form of investment that combines the advantages of a professionally managed portfolio of shares, cash and other financial assets with the flexibility and advantages of knowing your client retains beneficial ownership of the underlying investments at all times.
Proven track record of investment outperformance
All AIM's are senior investment professionals with extensive equities experience and have collectively 'outperformed' their investment benchmark over 3, 5 and 10 year periods. To view the Aim Australian Equities (AEQ) Index please click here.
Private Portfolio Service Benefits;
- Potential Superior investment performance from a dedicated Investment Manager
- Investment Manager utilises Wilson HTM direct equities and research capabilities
- Clients retain beneficial ownership of the underlying investments at all times
- Advisers can access all administration and reporting 24 hours a day online
- Performance Fee Option, whereby fees are tied to investment performance, is available
This service is best suited for individuals with $500,000 to invest.
To learn more complete our online enquiry form or call 1300 720 479.
Wilson HTM provides a number of model portfolio solutions for advisers wishing to provide their clients with a direct equities solution.
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By packaging protection, gearing and equity exposure into a single financial product, investors may be able to access risk return profiles that would otherwise be difficult for individual investors to access.
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