2015 Media Releases

June 26, 2015

Wilson HTM secures shareholder approval for new ownership structure

Employees of Wilson HTM, alongside Craigs Investment Partners and Deutsche Bank, have today received shareholder approval to acquire the private wealth, corporate advisory, institutional equities and research business from its listed parent Wilson Investment Group (WIG).

Wilson HTM will continue to be led by current CEO Brad Gale and will be overseen by a board chaired by Craigs Investment Partners’ Managing Director Frank Aldridge. The board will comprise Wilson HTM employees as well as representatives from Craigs Investment Partners and Deutsche Bank.

Mr Gale said: “The new independent Wilson HTM, in partnership with these leading financial services firms, provides a structure that allows us to achieve employee alignment while also harnessing the expertise and infrastructure of two strong business partners.

Commitment to building long-term trusted advisory relationships with our private wealth and corporate clients and enhancing our coverage of Australian small to mid cap companies for our institutional clients remains key. Our clients will continue to benefit from local and global research and the breadth of investment opportunities that both partners provide.”
Mr Gale added: “We now have a structure that will allow us to build a partnership culture where our employee owners have a direct say in the business. It’s a structure that will recognise success and enable us to retain and attract top industry talent.”

Wilson HTM today also announced the appointment of Rob Snow to the newly created role of Head of Capital Markets. Mr Snow was formerly a Director within Deutsche Bank’s Equity Capital Markets team.

On announcing the appointment Mr Gale noted: “We’re delighted that Rob will be joining the team. He brings a wealth of leadership and corporate experience and will drive the development and growth of our small to mid cap corporate offering.”  Mr Snow commences his new role mid July.

The acquisition sees Deutsche Bank maintain its commitment to Wilson HTM following a long-standing relationship with WIG that began in 2005, and the introduction of new partner Craigs Investment Partners.

Frank Aldridge, Craigs Investment Partners’ Managing Director said: “As we continue to focus on growing our businesses, this is a great opportunity to gain exposure to a well-established investment platform in the Australian market. The businesses working more closely together will create potential synergies and present a wider range of investment opportunities for clients.”

Deutsche Bank’s Chief Executive Australia and New Zealand, James McMurdo, added: “Deutsche Bank has had a strong 10-year relationship with Wilson Investment Group and we are looking forward to the next phase by supporting the growth of the new Wilson HTM.”

For further information:
Jim Kelly, Domestique Consulting – 0412 549 083
Kim Martin, Craigs Investment Partners - +64 21 277 9800

About Wilson HTM
Wilson HTM is a leading provider of private wealth management services and an advisor for small to mid size companies - institutional equities dealing, company research and corporate advisory.

About Craigs Investment Partners
Craigs Investment Partners Limited is one of New Zealand’s largest investment advisory and management firms, offering bespoke investment solutions to private, corporate and institutional clients.

About Deutsche Bank
Deutsche Bank aspires to be the leading client-centric global universal bank, creating lasting value for clients, shareholders, people and the communities in which it operates. Deutsche Bank first opened a representative office in Australia in 1973 although its history can be traced back to 1877 with the establishment of Bain & Co, which Deutsche Bank fully acquired in 1992.



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