Personal Investors

Private Wealth Management services for investors requiring access to some of Australia's leading equity investment, research and financial planning professionals.

Our Points of Difference

Wilson HTM offers bespoke wealth management solutions with a clear focus on investment outperformance as the cornerstone to our approach. Our dedication to the highest customer satisfaction has been recently recognised by the December 2009 HIGH NET WORTH REPORT.

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Priority Growth Fund

The Wilson HTM Priority Growth Fund is an actively managed fund of up to 40 primarily small and mid cap Australian companies. It is the No.1 ranked Australian Equity fund based on 3 year returns¹.

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Private Wealth Management

Wilson HTM’s Private Wealth Management offering is our premium service for busy professionals whose complex investment needs means they require a superior level of personalised advice and support.

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Planning Ahead for Success

Planning ahead is the most important factor in investment success. Whether or not you have a particular goal in mind, are providing for your family or retirement, your Wilson HTM adviser can help you.

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Investing in Equities

We provide a range of equity investment options to suit your chosen level of involvement. You can do it yourself, work with an adviser, or have our professionals manage your investments for you.

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