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Wilson HTM Investment Group is one of Australia's leading financial services businesses with over 115 years of investment management experience. We provide personalised Wealth Management services for clients who want access to some of Australia's leading financial planners, fund managers and research analysts.
Wilson HTM's Wealth Management service offers clients:
- Tailored investment strategies focused on performance and integrity;
- Access to over 100 highly qualified and experienced advisers, fund managers and investment management professionals;
- A solid reputation of creating wealth for clients since 1895;
- Access to our Australian Equity Funds, the Wilson HTM Priority Growth Fund and the Wilson HTM Priority Core Fund;
- An ability to recommend investments across every asset class; and
- The option to retain beneficial ownership of the underlying investments.
Wilson HTM is also a keen supporter of community and charitable events, particularly sporting activities which encourage the health and wellbeing of employees and the general community.
Through the independent Wilson HTM Foundation we have also donated just under $2 million to a wide range of charitable causes. These are linked to the interests of employees and clients, and reflect the Wilson HTM Investment Group’s core philosophy of backing small, start up entities with sound business models and helping them grow and develop. |
