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Wilson Asset Management

wilsonassetmanagement.com.au Direct investor

Wilson Asset Management is an independently owned investment manager based in Sydney, Australia. It manages nine listed investment companies and four unlisted funds, investing in Australian and global equities as well as alternative assets.

Wilson Asset Management is an asset manager headquartered in Sydney, Australia, founded in 1997. It invests directly in companies, in australian small-to-mid-cap equities, australian large-cap equities, global small-to-mid-cap equities and alternative assets. $6 billion under management, as it reports.

“Wilson Asset Management’s LICs offer investors exposure to a portfolio of companies in Australian micro, small, mid and large cap companies, global companies and in alternative assets.”

— Wilson Asset Management, own website
Layer
Direct investor
Type
Asset manager
Stage
Not stated
Headquarters
Sydney, Australia
Invests in
Australia, global
Sectors
Australian small-to-mid-cap equities, Australian large-cap equities, Global small-to-mid-cap equities, Alternative assets, Discounted asset opportunities, Australian micro-cap equities, Mispricing opportunities, Monthly income and capital growth
Founded
1997
Assets under management
$6 billion

Team, as Wilson Asset Management publishes it

  • Geoff Wilson AO Chairman and Chief Investment Officer
  • Catriona Burns Chief Executive Officer Lead Portfolio Manager WAM Global
  • Kate Thorley Executive Director
  • Oscar Oberg Lead Portfolio Manager WAM Capital, WAM Microcap, WAM Research, WAM Active and Wilson Asset Management Founders Fund
  • Matthew Haupt Lead Portfolio Manager WAM Leaders, WAM Income Maximiser and Wilson Asset Management Leaders Fund
  • Nick Kelly Portfolio Manager WAM Alternative Assets and Wilson Asset Management Real Assets Fund
  • John Ayoub Portfolio Manager WAM Leaders, WAM Income Maximiser and Wilson Asset Management Leaders Fund
  • Nick Healy Portfolio Manager WAM Global
  • Tobias Yao Portfolio Manager WAM Capital, WAM Microcap, WAM Research, WAM Active and Wilson Asset Management Founders Fund
  • Shaun Weick Portfolio Manager WAM Capital, WAM Microcap, WAM Research, WAM Active and Wilson Asset Management Founders Fund
  • Sophia Mulligan Investment Analyst
  • William Liu Portfolio Manager WAM Global

Names and roles exactly as listed on wilsonassetmanagement.com.au. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Wilson Asset Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 12500 · added 2026-09-29 · link last verified 2026-09-29 · confidence high

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