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Investing in Equities

Wilson HTM specialises in direct equities with a clear focus on providing you with investment outperformance or "alpha".

For more about how we look to provide "alpha" please click here. Wilson HTM recognises that everyone is different therefore there are a number of different approaches to accessing investment outperformance. Select the approach that best suits your situation. I am interested in:

• Working in partnership with an investment adviser
• Having an investment adviser customise a portfolio for me 
• Investing via a model portfolio
• Looking for accelerated growth options 
• Looking for protection options 
• Morningstar 5 Star Rated Managed Fund

All equity investment options can be accessed via a Self Managed Super Fund.

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Full Service Stockbroking

Full Service Stockbroking has been our 'cornerstone service' for over 115 years and gives you complete autonomy to manage your own share portfolio with as much professional advice and support as you require.

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Personalised Equity Portfolios

Private Portfolio is our premium discretionary service where one of our authorised investment managers (AIMs) manages your investment portfolio on a day to day basis.

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