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Our Points of Difference
Wilson HTM offers bespoke wealth management solutions with a clear focus on investment outperformance as the cornerstone to our approach.
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.
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 $11bn of Funds Under Management. A listed company since 2007 Wilson HTM maintains a strong balance sheet with minimal corporate debt and a strategic relationship with Deutsche Bank which has a 19.55% shareholding.
Wilson HTM’s Wealth Management offering is our premium service for busy professionals whose complex financial and investment needs means they require a superior level of personalised advice and support.
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Planning ahead is always the most important factor in succeeding through investment.
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