How We Work

Partnerships are highly important to us, here at Wilson Bennett Associates, both within our organisation, and with each of our clients. Each of our private, corporate or institutional clients is assigned a dedicated account manager, who will also have a team of specialist research analysts working in tandem with them. Our independence means our advice remains impartial and objective.

We also provide individual investors with bespoke portfolio management services. This practice includes building or re-aligning their investment portfolios based upon the risk tolerance, income needs, and growth objectives of clients on an individual basis.

In order for our clients to make informed investment decisions, we prepare proprietary equity research with a bias towards 'value investing'. Stocks for investment, generally, are chosen on the basis of low price-to-sales ratio, low debt, high return on equity ratio, and strong product demand in addition to shares that pay large annual dividends.