About Us

About Wilsons

Wilsons has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth management, corporate finance, investment strategy, and institutional sales and research.

We are domestically and globally connected, hand-picking partnerships that expand and evolve the calibre of opportunities for our clients and that ensure we attract the most accomplished people in the market to deliver these solutions. We work collaboratively, drawing on our collective strengths to exceed our clients’ expectations.

Our private wealth team combines industry expertise with an extensive research capability across all domestic and global asset classes to provide sophisticated wealth strategies for clients.

Our corporate finance team specialises in advising emerging and mid-cap companies to realise their growth potential through strategic planning, corporate advisory and capital markets requirements. Our corporate team has significant experience advising on IPOs, capital raisings and M&A transactions with specific expertise and capability in the technology, health care, financial services, consumer, and food and agriculture sectors.

Of major significance is the partnership of Wilsons and Craigs that brings two outstanding firms across Australia and New Zealand together. Craigs is a leading advisory business in New Zealand and together the firms are advisers to leading companies and institutions with expertise in research and access to capital.

Wilsons has been proudly partnered with Craigs Investment Partners since 2015.

Funds under management (FUM)

Total advisers

Our culture and investment capability is built on deep relationships with both our clients and industry-leading organisations. These strategic alliances enable us to access the most effective solutions.

At Wilsons, we think differently and delve deeper to uncover a broad range of interesting investment opportunities for our clients.

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