The company takes stakes in other investment management firms as affiliates and offers them administrative support and other services.

[2] In the early 1990s, Steven Wilson the then-Chairman and CEO of Wilson HTM visited New York and noticed that on the trading floor of a large US investment bank, the bulk of markets trading was for its own account, and often occurred against positions held by customers.

According to Wilson this was done to separate the brokerage business from the fund managers who would operate better at arm's length with the maximum ownership of them being 50%.

[2][6] In 2007, Wilson HTM held its initial public offering and became a listed company on the Australia Stock Exchange.

[3][7] In 2016, Wilson HTM acquired the remaining 25% stake in Pinnacle it did not own giving it complete control.