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Our Points of Difference
Wilson HTM ranked number one on overall client satisfaction, of all advisory networks examined in Investment Trends December 2009 HNW Report.*
Putting you first
At Wilson HTM we have been putting clients first since 1895. We value each and every relationship and look to provide a level of personalised service that is not available from much larger organisations. As a result Wilson HTM has recently received an award for "highest customer satisfaction" in Investment Trends December 09 High Net Worth Report.*
Clear focus on investment outperformance
Wilson HTM has a clear focus on investment outperformance (versus a relative benchmark) or "alpha" as the cornerstone of its approach. We believe in clear accountability for the performance of your investments and measure the performance of our key client offerings. Click on the link below to see how each has performed.
Direct Equities Specialists
We provide a range of equity investment options to suit your preferred method of investment. From direct equities via our traditional stockbroking service or our managed accounts options, to managed funds and structured product solutions. To learn more click here
History, Experience and Deutsche Bank Relationship
Wilson HTM has been managing client monies for 115 years and has over $10.1bn of Funds Under Management (as at 30 June 2010). A listed company since 2007 Wilson HTM maintains a strong balance sheet with minimal corporate debt, has a market capitalisation of circa $150m and a strategic relationship with Deutsche Bank which has a 19.9% shareholding.
*Based on ratings given by over 7,000 investors.
Planning ahead is always the most important factor in succeeding through investment.
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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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