Wilsons Advisory has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth, institutional sales, corporate finance, research and investment strategy.
We are internationally connected, and our partnership with Craigs unites the Australian and New Zealand advisory businesses with the necessary scale to access great opportunities for our clients and ensure we attract the best people to deliver exceptional outcomes.
Funds under advice
Transactions since 2017
Total deal values
Our Boards and Management lead over 500 professionals managing more than $30Bn in funds under advice (FUA). This scale allows us to research interesting companies and access exciting opportunities across asset classes to formulate market leading solutions for our private wealth, institutional and corporate clients.
We collaborate across borders to exploit the group’s expertise and utilise our collective strengths with the aim to exceed our clients’ expectations.
At Wilsons Advisory, we invest the time to deeply investigate a broad spectrum of opportunities to uncover the right investment solutions for our clients.
Institutional Research and Sales
Wilsons Advisory has been proudly partnered with Craigs Investment Partners since 2015.
Invested in you
At Wilsons Advisory we invest time in understanding your ambitions so we can deliver tailored investment strategies and better outcomes for you.