Sliding doors, the Market and Business success: Geoff Wilson AO, Wilson Asset Management

Euroz Hartleys Ltd

Euroz Hartleys Ltd

In this episode of Euroz Hartleys Finding the Front our guest is none other than 40 plus year funds management industry icon, Mr Geoff Wilson AO, the Chairman and Chief Investment Officer of Wilson Asset Management.

There is so much packed into this captivating conversation that is very hard to cover in an intro but there are many, many takeaways from a journey in investment management that has seen Geoff build a business that now manages some $5 billion in shareholder capital on behalf of more than 130,000 retail investors.

In the first half of this podcast we cover off on Geoff growing up, some of the sliding door moments he encountered, his career history and learnings both domestically and internationally, including working in the extravagant 80s and then some of his insights on the impact of the ’87 crash. We then take some time to look at what prompted him to make the decision to go out on his own and kick start Wilson Asset Management.

In the second half we go through the detail of the origins of Wilson Asset Management, the keys to it’s success so far, the setting up of the Future Generation companies to give back, being an advocate for retail investors and the importance of this role and challenges that come with it, and then finish off with some general questions to Geoff on funds management, investing, and important factors to consider, and his view on the markets going forward.

We really hope you enjoy this journey.

Disclaimer & Disclosure Euroz Hartleys Limited (‘Euroz Hartleys’) is the holder of an Australian Financial Services Licence (AFSL 230052) issued by the Australian Securities and Investments Commission (“ASIC”) and is a participant of the Australian Securities Exchange Group (“ASX Group”), Cboe Australia Pty Ltd (Cboe) and the National Stock Exchange (NSX). Euroz Hartleys and its associates declare that they deal in securities as part of their securities business and consequently may have a relevant interest in the securities participating in the Euroz Hartleys “Finding the Front” Podcast interviews. This may include providing equity capital market services to their issuing company, hold a position in the securities, acting as principal or agent, or make a market therein. Euroz Hartleys declares that it may have acted as an underwriter, arranger, co-arranger or adviser in equity capital raisings, and will have received a fee for its services, for some of the companies that have participated in the Euroz Hartleys “Finding the Front” podcast during the last 12 months. The Euroz Hartleys “Finding the Front” Podcast is general information only. Nothing in the Euroz Hartleys “Finding the Front” Podcast shall be construed as a solicitation to buy or sell a security, or to engage in or refrain from engaging in any transaction. The general advice warning applies in any case that all investors, before making any investment decisions, they should consult their qualified, licensed investment or financial adviser in order to ascertain whether the investment decision (if any) is appropriate, having regard to their investment objectives, financial situation and particular needs. Euroz Hartleys believes that the information contained and discussed within the Euroz Hartleys “Finding the Front” Podcast is correct at the time of compilation, however we make no representation or warranty that it is accurate, complete, reliable or up to date, nor do we accept any obligation to correct or update the opinions in it. The opinions expressed are subject to change without notice. No member of Euroz Hartleys accepts any liability whatsoever for any direct, indirect, consequential or other loss arising from any use of this material. We cannot guarantee that the integrity of this communication has been maintained, is free from errors, virus interception or interference.

Euroz Hartleys Ltd
Euroz Hartleys Ltd

Euroz Hartleys is a leading financial services and wealth management firm. Based in the global resources hub of WA, we combine 85 years of investment wisdom to offer the following services: Institutional Sales - be the “eyes and ears” on the...


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