Why Pinnacle?

'Supported independence' .... a boutique environment, with access to institutional resources, support and backing.

The Pinnacle business model, comprising several investment operations under the one 'umbrella', is stronger than that of many single boutique firms. Single boutiques can struggle with providing the high quality infrastructure needed for modern investment management, and with achieving the resourcing depth, scale economies and purchasing power of their institutional and multi-affiliate / 'house of boutique' peers.

Pinnacle acts as a partner, facilitating succession planning and business continuity, with a focus on maintaining the independence and 'passionate investor' culture of the boutique - while enhancing the equity incentives of the investment professionals.

Wilson HTM Investment Group provides funding and contracted infrastructure support to Pinnacle and its boutiques. In conjunction with substantial equity participation by key investment professionals in their own boutique firms, investors know that Pinnacle has access to the resourcing, skills and expertise of an institution and can also leverage all the advantages associated with boutiques.

Pinnacle and Wilson HTM Investment Group provide the boutiques with quality 'shared' functional support in a number of key areas:

  • Business Management;
  • Compliance, Legal and Risk, and Insurance Cover;  
  • Company Secretarial, Financial Reporting and Accounting;
  • Marketing and Business Development;
  • Human Resources;
  • Information Technology;
  • Operations and Operational Support;
  • Portfolio Administration and Reporting; and
  • Responsible Entity Services.

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