Institutional

What We Offer

Wilsons is widely recognised as the pre-eminent emerging companies and mid-cap institutional sales and research house in Australia. This stems from our proven history of deep fundamental research teamed with a high touch personalised sales relationship.

Our clients value our market-leading execution and liquidity services which require reliable and in-depth knowledge.

To further our industry commitment and client service we bring interesting companies and institutional investors together at our annual Rapid Insights conferences and facilitate Corporate Access meetings so selected company executives and institutional investors can have direct dialogue.

Our Approach

Trust & Integrity

Our research is valued because of the intellectual rigour we apply to the companies and sectors we cover. Our sales team are trusted by institutional investors because our people have extensive experience in this space, allowing them to advise the right opportunities for our clients.

Deep Relationships

We pride ourselves on the long-standing and deep relationships we have developed with our institutional clients and with the companies we research. It’s a highly personal service as we believe this delivers the best outcomes for our clients over the long-term.

Expertise

Emerging and mid-cap companies offer great investment opportunities but it’s a crowded environment. To home in on the best opportunities Wilsons has an institutional research team known for its intellectual rigour and a sales team with the experience to provide the most relevant investment options to our clients.

Research Driven

Wilsons is driven by research and insights. Our research team applies deep fundamental research to the companies and sectors it actively follows so our institutional clients can rely on the intelligence it provides.

Research Overview

To uncover the investment opportunity in emerging and mid-cap markets requires expertise, with our leadership team having extensive experience in this space. We marry this with ongoing rigorous research principles so we provide a clear investment picture to our clients.

The sectors we most actively cover are technology, health care, financial services, consumer, food and agriculture.

Invested in you

At Wilsons we invest time in understanding your ambitions so we can deliver tailored investment strategies and better outcomes for you.