Private Wealth

What We Offer

At Wilsons our purpose is to protect, manage and grow the wealth of our private clients. Your advisor takes the time to understand your unique situation and financial ambitions and develop a strategy that best meets your needs. 

Implementing this strategy with the right combination of investment asset classes in the right structures, actively managed by our investment advisors, maximises our clients' wealth over the long-term.

Our firm is committed to putting the interests of our clients first. We understand your situation and ambition are personal so we create a wealth strategy just for you.

Our private wealth team combines industry expertise with extensive research capability across all domestic and global asset classes to ensure we find the right investment opportunities wherever they may be located.

The expertise and research capability embedded in the team means we can deliver real depth of advice to our private wealth clients at all stages of life.

Our Approach

Trust & Integrity

Our team are industry professionals who put clients' interests first. The needs of our private clients are unique and it’s why we invest the time to understand our client's ambition and wealth creation opportunity.

Deep Relationships

Our advisers take the time to get to know our clients and understand their needs and goals so we can develop a robust wealth strategy that delivers for them. 

Expertise

Our investment specialists are seasoned professionals dedicated to the financial success of our private clients and advise across the full spectrum of asset classes including domestic and international equities, fixed interest and cash, and alternative investments.

Research Driven

Wilsons is driven by research and insights. Our investment team access the extensive research capability of our Investment Strategy Group when formulating their client's tailored investment approach.

Investment insights

We understand the key to making the right decision and achieving the best outcome is insightful information. At Wilsons our research underpins decision making firm-wide.

For our private clients, our advisors utilise the extensive research capability of our Investment Strategy Group for both strategic and tactical insights in asset allocation.

Our research uncovers opportunities across the full mix of asset classes based on our client’s risk appetite and is utilised for investment structuring, portfolio construction and ongoing wealth management.

Invested In You

At Wilsons we invest time in understanding your ambitions so we can deliver tailored investment strategies and better outcomes for you.

Research & Insights