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Wilsons Advisory

Wilsons Advisory has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales. 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 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 across: • The technology which underpins our execution, administration and business management. • Research across domestic, global and multi asset class inputs to drive client outcomes. • Operational connectivity for balance sheet strength, clearing and settlement. Since 2015, Craigs Investment Partners has been our business partner. At Wilsons Advisory, we think differently and delve deeper to uncover a broad range of interesting investment opportunities for our clients.

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Verified contacts

162

available on Kipplo

LinkedIn employees

189

51 to 200 range

Open roles

no listings

Distinct roles

103

indexed titles

Tech stack

1

tools in use

Monthly traffic

41

organic / mo

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Top roles at Wilsons Advisory

103 distinct titles indexed · top 10 shown.

  • 9private wealth advisor
  • 5financial adviser
  • 5investment advisor
  • 5private wealth adviser
  • 4associate adviser
  • 4investment adviser
  • 4portfolio administrator
  • 4team assistant
  • 3private wealth advisory
  • 3senior investment adviser
  • +93more titles

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