Wilson Htm Investment Group (WIG)

Shares / Stock Code

WIG

Stock Exchange / Sharemarket

ax

Wilson Htm Investment Group (WIG) is an integrated investment management house. The company operates across two business lines, Investment Management and Capital Markets. Investment Management includes Pinnacle - a funds management group, Specialty Funds Management, Private Wealth Management and Investment Management. The capital markets business provides corporate finance, equity capital markets, institutional sales and research for mid-market growth companies. WIG operates in Brisbane, Sydney, Melbourne and other regional areas.

The Investment Management segment of WIG is focused on developing a recurring revenue stream through growth in funds under management and investment performance. The Investment Management segment is structured across five separate units: pinnacle investment management, specialty funds management, private wealth management-funds management and financial planning, next financial and funds management services. The Capital Markets segment services corporate, institutional and private clients and provides research, corporate finance and equity capital markets and stockbroking services.

Wilson Htm Investment Group (WIG) differs from other domestic wealth managers in the breadth of its operations, which, in addition to funds management, include financial planning, equities research, stockbroking and a capital markets group. The capital markets group enables WIG to offer its Private Wealth clients preferential access to IPOs and proprietary research to support their advisor network. WIG has expertise in providing corporate finance advice and research in relation to mid-market companies.

Wilson HTM Investment Group has an extensive client base comprising mid-market corporations, which are serviced by its Capital Markets division, and high net worth individuals, who are managed by its advisor network in the Investment Management division. Wealth Management competitors include other diversified wealth managers such as AMP and IOOF. WIG also competes with mid-tier and large investment banks for stockbroking and capital market mandates.

Wilson HTM Investment Group History

WIG is an integrated investment house built from predecessor firms dating back to 1895. The Investment Management business was established in 1997 with the creation of Hyperion, primary targeted towards retail clients and extended to wholesale clients in 2001. WIG launched Pinnacle in 2006 to support the development of wholesale funds. In 2005, WIG entered into a strategic relationship with Deutsche Bank. WIG was listed on the Australian share market on 19 June 2007.