About Us
Our rich and distinguished history spans over 125 years. It reflects our enduring commitment to excellence in capital markets and wealth management in Australia.
Underpinning and connecting our private wealth management, corporate, and institutional divisions is our powerful research capability.
From our highly experienced equity research team, to our dedicated Investment Strategy Group and Investment Capability team, we provide unique, compelling insights and access to investment opportunities.
Private Wealth
We guide clients through every stage of their financial journey, providing access to quality investments and tailored portfolio strategies.
Our experienced advisers are backed by our Investment Strategy Group and Investment Capability team, combining market insight, sector research with disciplined asset allocation. We filter out market noise to identify real opportunities, with a strong track record of delivering long-term results.
Corporate Finance
We provide strategic growth planning, corporate advice, and access to capital. Our team brings deep sector expertise across technology, healthcare, food and agriculture, natural resources, financial services, and consumer goods.
Our capabilities span IPOs, capital raisings, M&A, and debt transactions. We work closely with fund managers to navigate capital flows and leverage our extensive experience in both private growth capital and public market equity.
Institutional Research and Sales
Our Research and Institutional Sales division, led by industry experts, is at the forefront of sector discussions. We deliver exceptional results and market-leading execution, driving superior alpha generation for our clients through innovative ideas, while assisting companies with shareholder engagement.
Our equity research team is known for its intellectual rigour and deep sector knowledge that drives value, with actionable strategies across technology, healthcare, food and agriculture, natural resources, financial services, and consumer goods.
Through our Corporate Access program, we establish two-way connectivity between corporates, including Australian listed and unlisted companies, and institutional investors, both domestic and offshore.
Whether you’re a private investor, an emerging growth company, an institutional investor, or a family building a legacy, Wilsons Advisory delivers personalised advice driven by a genuine commitment to understanding each client underpinned by research-led thinking that enables informed decisions and lasting value.
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.