Geoffrey Wilson
Founder at FUTURE GENERATION AUSTRALIA LIMITED
Net worth: 73 M $ as of 2024-04-29
Profile
Geoffrey James Wilson is an entrepreneur and businessperson who founded 6 companies, including: Future Generation Global Ltd., Future Generation Australia Ltd.
and WAM Strategic Value Ltd.
and who has been at the head of 15 different companies.
He holds the position of Chairman & Chief Investment Officer at Wilson Asset Management (International) Pty Ltd.
(which he founded in 1997), Chairman & Chief Investment Officer at WAM Capital Ltd., Chairman for WAM Capital Ltd.
(Fund Distributor), Non-Independent Chairman at WAM Research Ltd., Chairman & Chief Investment Officer at WAM Active Ltd.
and Director & Chairman at Wilson Asset Management (Private Equity) (which he founded) (which are all subsidiaries of Wilson Asset Management (International) Pty Ltd.), Chairman & Chief Investment Officer at WAM Leaders Ltd., Chairman at WAM Microcap Ltd., Non-Independent Chairman at WAM Global Ltd., Chairman & Chief Investment Officer at WAM Strategic Value Ltd.
(which he founded in 1997), COO at Kpmg Advisory (Hong Kong) Ltd., Director & Chief Investment Officer at WAM Alternative Assets Ltd.
and Portfolio Manager at MAM Pty Ltd.
Mr. Wilson is also Chairman of The Australian Stockbrokers Foundation Ltd., Member of Australian Institute of Co. Directors and Member of Financial Services Institute of Australasia and on the board of 16 other companies.
He has as over 43 years of direct experience in investment markets.
In the past he held the position of Chairman for Ascham Foundation Ltd.
and Chief Executive Officer for KPMG Australia Pty Ltd.
Mr. Wilson received an undergraduate degree from LaTrobe University.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
WAM GLOBAL LTD.
6.59% | 2024-03-07 | 23,364,175 ( 6.59% ) | 34 M $ | 2024-04-29 |
WAM LEADERS LIMITED
1.03% | 2023-10-30 | 12,950,842 ( 1.03% ) | 12 M $ | 2024-04-29 |
2024-03-13 | 9,337,323 ( 2.29% ) | 7 M $ | 2024-04-29 | |
2024-03-16 | 5,970,277 ( 1.50% ) | 5 M $ | 2024-04-29 | |
WAM STRATEGIC VALUE LTD
3.41% | 2023-11-19 | 6,147,175 ( 3.41% ) | 4 M $ | 2024-04-29 |
2023-08-17 | 7,022,264 ( 4.98% ) | 3 M $ | 2024-04-29 | |
2023-07-27 | 1,687,500 ( 0.74% ) | 3 M $ | 2024-04-29 | |
2023-06-29 | 1,408,882 ( 0.81% ) | 1 M $ | 2024-04-29 | |
WAM MICROCAP LTD.
0.51% | 2024-04-29 | 1,082,911 ( 0.51% ) | 1 M $ | 2024-04-29 |
2023-08-03 | 17,982,402 ( 5.10% ) | 887 432 $ | 2024-04-29 | |
WAM CAPITAL LTD.
0.08% | 2024-04-16 | 868,435 ( 0.08% ) | 837 415 $ | 2024-04-29 |
WAM ACTIVE LTD.
1.67% | 2023-07-30 | 1,268,080 ( 1.67% ) | 675 215 $ | 2024-04-29 |
Geoffrey Wilson active positions
Companies | Position | Start |
---|---|---|
WAM ACTIVE LIMITED | Chairman | 2007-07-05 |
STAUDE CAPITAL GLOBAL VALUE FUND LIMITED | Director/Board Member | 2014-03-31 |
WAM RESEARCH LIMITED | Chairman | 2003-05-31 |
WAM CAPITAL LIMITED | Chairman | 1999-02-28 |
TOLL HOLDINGS LIMITED | Director/Board Member | 2017-08-31 |
WAM MICROCAP LIMITED | Chairman | 2017-03-07 |
WAM ALTERNATIVE ASSETS LIMITED | Chief Investment Officer | 2020-12-13 |
WAM STRATEGIC VALUE LIMITED | Founder | 1996-12-31 |
WAM LEADERS LIMITED | Chairman | 2016-02-29 |
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Former positions of Geoffrey Wilson
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Training of Geoffrey Wilson
LaTrobe University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
KEYBRIDGE CAPITAL LIMITED | Finance |
WAM GLOBAL LIMITED | Finance |
Private companies | 40 |
---|---|
The Vietnam Fund Ltd. | Miscellaneous |
WAM Capital Ltd.
WAM Capital Ltd. Investment ManagersFinance WAM Capital Ltd. is a closed-end investment fund, which engages in investing activities, including cash, term deposits and equity investments. The fund provides exposure to relative value arbitrage and market mispricing opportunities and manages diversified portfolio of undervalued growth companies. Its investment objective is to deliver a stream of fully franked dividends, provide capital growth, and preserve capital. The company was founded in August 1999 and is headquartered in Sydney, Australia. | Finance |
Clime Capital Ltd.
Clime Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Clime Capital Ltd. is an investment company, which engages in the investment in domestic securities and unlistedunit trusts.. The company was founded on September 11, 2003 and is headquartered in Sydney, Australia. | Miscellaneous |
Premium Investors Ltd.
Premium Investors Ltd. Investment Trusts/Mutual FundsMiscellaneous Premium Investors Ltd. operates as a closed-end investment fund, which specialises in the management of marketable securities. It focuses on the management and investment of listed securities, via investments in unlisted unit trusts, both domestically and internationally using the expertise of boutique asset managers. The company was founded in 2003 and is headquartered in Sydney, Australia. | Miscellaneous |
Century Australia Investments Ltd.
Century Australia Investments Ltd. Investment Trusts/Mutual FundsMiscellaneous Century Australia Investments Ltd. specializes in investment with objective of delivering franked dividends, capital growth over the medium-to-long term, and preserve capital through Wilson Asset Management strategy. The company was founded in 2004 and is headquartered in Sydney, Australia. | Miscellaneous |
Cadence Capital Ltd.
Cadence Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Cadence Capital Ltd. is a listed investment company that invests in listed equities, with the aim of producing above market risk-adjusted returns over time. Cadence Capital was founded on February 9, 2005 and is headquartered in Sydney, Australia. | Miscellaneous |
Toll Holdings Ltd.
Toll Holdings Ltd. Air Freight/CouriersTransportation Toll Holdings Ltd. provides integrated logistics services. Its services include document, parcel and courier, freight, aviation, maritime and fleet, warehouse, remote and resource logistics, business support, consultancy and project. The company was founded by Albert Frederick Toll in 1888 and is headquartered in Melbourne, Australia. | Transportation |
Concentrated Leaders Fund Ltd.
Concentrated Leaders Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Concentrated Leaders Fund Ltd. operates as a closed-end investment trust, which engages in the business of making investments, deriving revenue, and investment income from listed securities and unit trusts in Australia. The company was founded in July 1987 and is headquartered in Paddington, Australia. | Miscellaneous |
Future Generation Australia Ltd. | Miscellaneous |
Wilson Asset Management (International) Pty Ltd.
Wilson Asset Management (International) Pty Ltd. Investment ManagersFinance Wilson Asset Management (International) Pty Ltd. (WAM) is an independent Australian boutique investment manager which was founded in 1997 by Geoff Wilson. Headquartered in Sydney, the firm serves as an investment manager to listed investment companies. WAM advocates and acts for retail investors. | Finance |
Australian Leaders Fund Ltd.
Australian Leaders Fund Ltd. Investment ManagersFinance Australian Leaders Fund Ltd. operates as an investment company. Its investment objective is to deliver returns with reduced market risk. The company is primarily involved in making investments, and deriving revenue and investment income from domestic and international listed securities and unit trusts. . Australian Leaders Fund was founded on October 29, 2003 and is headquartered in Sydney, Australia. | Finance |
WAM Capital Ltd. (Fund Distributor)
WAM Capital Ltd. (Fund Distributor) Investment Banks/BrokersFinance Part of Wilson Asset Management (International) Pty Ltd., WAM Capital Ltd. (Fund Distributor) is a leading Australian investment manager based in Sydney, Australia. The Australian company offers a diversified and carefully selected portfolio of investment options. Wilson Asset Management believes in making a difference and provides access to WAM Research's latest investment portfolio performance and updates. With eight ASX listed investment companies (LICs), the company's team and investment approach can be discovered on their website. | Finance |
WAM Research Ltd.
WAM Research Ltd. Investment Trusts/Mutual FundsMiscellaneous WAM Research Ltd. operates as a closed-end investment fund/investment trust. It invests in equities and similar securities on the stock market primarily in Australia. The firms' investments is to achieve a real rate of return, comprising both income and capital growth. The company was founded on March 8, 1999 and is headquartered in Sydney, Australia. | Miscellaneous |
Staude Capital Global Value Fund Ltd.
Staude Capital Global Value Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Staude Capital Global Value Fund Ltd. is a closed-end investment fund, which engages in the provision of investors with the opportunity to invest in portfolio of securities. It operates through its manager, that involves in buying discounted assets and employing proprietary systems and strategies designed to capture the intrinsic value of its investments. The company was founded on March 20, 2014 and is headquartered in Melbourne, Australia. | Miscellaneous |
KPMG Australia Pty Ltd.
KPMG Australia Pty Ltd. Miscellaneous Commercial ServicesCommercial Services KPMG Australia Pty Ltd. engages in the provision of accounting and auditing services. It offers audit and assurance; risk consulting; tax and legal; and deal advisory services. The company was founded in 1987 and is headquartered in Canberra Airport, Australia. | Commercial Services |
Australian Institute of Co. Directors
Australian Institute of Co. Directors Miscellaneous Commercial ServicesCommercial Services Australian Institute of Co. Directors is a non-profit organization that provides leadership on director issues. It offers governance education, director development, and advocacy. The organization was founded in January 1, 1990 and is headquartered in Sydney, Australia. | Commercial Services |
WAM Active Ltd.
WAM Active Ltd. Investment Trusts/Mutual FundsMiscellaneous WAM Active Ltd. engages in investing activities, including cash, term deposits and equity investments. The company was founded on July 6, 2007 and is headquartered in Sydney, Australia. | Miscellaneous |
Liberty Fellowship
Liberty Fellowship Miscellaneous Commercial ServicesCommercial Services Liberty Fellowship operates an incubator for exemplary leadership. The private company is based in Spartanburg, SC. The company was founded in 2003 by Hayne Hipp, Anna Kate Hipp. The CEO is Ann Marie Stieritz. | Commercial Services |
The Australian Stockbrokers Foundation Ltd.
The Australian Stockbrokers Foundation Ltd. Investment Trusts/Mutual FundsMiscellaneous The Australian Stockbrokers Foundation Ltd. is a non-profit organization which provides financial services for charities. It offers donation and sponsorship services. The organization was founded in 1994 and is headquartered in Sydney, Australia. | Miscellaneous |
Ascham Foundation Ltd.
Ascham Foundation Ltd. Investment Trusts/Mutual FundsMiscellaneous Ascham Foundation Ltd. Ascham Foundation Ltd. engages in the preservation, development, and maintenance of Ascham School facilities. It also supports events such as drama and concert productions and art show; and provides scholarships and bursaries. The company was founded in 1977 and is headquartered in Edgecliff, Australia. | Miscellaneous |
Incubator Capital Ltd.
Incubator Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Incubator Capital Ltd. is an Australian private company located in Sydney. The firm operates as a pooled development fund. | Miscellaneous |
The Sporting Chance Cancer Foundation
The Sporting Chance Cancer Foundation Investment Trusts/Mutual FundsMiscellaneous Sporting Chance Cancer Foundation operates as a non-profit-organization. It provides mobile home care units for the cancer children. The company was founded by Mark Taylor, Reg Gasnier, Raelene Boyle, Bob Skilton, Chris Hughes, Tim Hughes, and Jack Hughes in 1996 and is headquartered in Sydney, Australia. | Miscellaneous |
Australian Fund Managers Foundation | |
Odyssey House McGrath Foundation | |
Boutique Asset Management Pty Ltd. | |
Maurice Alexander Management Pty Ltd.
Maurice Alexander Management Pty Ltd. Miscellaneous Commercial ServicesCommercial Services Maurice Alexander Management Pty Ltd. provides aviation support services to the aviation industries. The company was founded by Geoffrey James Wilson and is headquartered in Sydney, Australia. | Commercial Services |
The Australian Children's Music Foundation | |
ipSCAPE Pty Ltd.
ipSCAPE Pty Ltd. Information Technology ServicesTechnology Services ipSCAPE Pty Ltd., offers customer contact solutions. It offers outbound contact centre, collections, fundraising, inbound contact centers, digital customer service, and helpdesk and technical support. The company was founded by Simon Burke in 2005 and is headquartered in North Sydney, Australia. | Technology Services |
WAM Alternative Assets Ltd.
WAM Alternative Assets Ltd. Investment Trusts/Mutual FundsMiscellaneous WAM Alternative Assets Ltd. engages in investing in a diversified portfolio of alternative assets. Its investment objective is to offer investors with the ability to invest in alternative assets through an ASX listed structure, prove with access to consistently deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits. The company was founded on April 4, 2014 and is headquartered in Brisbane, Australia. | Miscellaneous |
Wilson Asset Management (Private Equity)
Wilson Asset Management (Private Equity) Investment ManagersFinance Wilson Asset Management (Private Equity) (Wilson Asset Management) is a private equity subsidiary of Wilson Asset Management (International) Pty Ltd. founded in 1997 by Geoffrey James Wilson. The firm is headquartered in Sydney. | Finance |
Wealth Defender Equities Ltd.
Wealth Defender Equities Ltd. Regional BanksFinance Wealth Defender Equities Ltd. engages in the investment in Australian listed companies, derivatives, and equities. It invests mainly in listed large, mid and small cap companies. The company was founded on October 24, 2014 and is headquartered in Sydney, Australia. | Finance |
Future Generation Global Ltd. | Miscellaneous |
Lanyon Investment Co. Ltd.
Lanyon Investment Co. Ltd. Investment Trusts/Mutual FundsMiscellaneous Lanyon Investment Co. Ltd. operates as an investment company. It intends to provide investors with the opportunity to invest in an actively managed portfolio of emerging companies and to gain access to the investment management experience and expertise of the manager. The company founded by Rick Steele on September 24, 2015 and is headquartered in Sydney, Australia. | Miscellaneous |
Absolute Equity Performance Fund Ltd.
Absolute Equity Performance Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Absolute Equity Performance Fund Ltd. engages in the provision of investment advisory services. It also provides investors with the opportunity to invest in a portfolio of predominantly listed Australian equities. The company was founded on October 2, 2015 and is headquartered in Sydney, Australia. | Miscellaneous |
WAM Leaders Ltd.
WAM Leaders Ltd. Investment Trusts/Mutual FundsMiscellaneous WAM Leaders Ltd. is a closed end investment fund. The firm’s objective is to deliver a stream of dividends; provide capital growth over the medium-to-long term; and preserve capital. It also provides investors with exposure to large-cap undervalued companies. The company was founded on March 1, 2016 and is headquartered in Sydney, Australia. | Miscellaneous |
WAM Microcap Ltd.
WAM Microcap Ltd. Investment Trusts/Mutual FundsMiscellaneous WAM Microcap Ltd. engages in the provision of asset management services. It offers investors access to a portfolio of undervalued micro-cap growth businesses. The company was founded on March 8, 2017 and is headquartered in Sydney, Australia. | Miscellaneous |
Kpmg Advisory (Hong Kong) Ltd. | |
Hearts & Minds Investments Ltd.
Hearts & Minds Investments Ltd. Investment Trusts/Mutual FundsMiscellaneous Hearts & Minds Investments Ltd. engages in the provision of concentrated securities portfolio from fund managers. It operates through the following geographical segments: United States, Australia, Germany, Canada, United Kingdom, and Hong Kong. The company was founded on September 12, 2018 and is headquartered in Sydney, Australia. | Miscellaneous |
WAM Strategic Value Ltd.
WAM Strategic Value Ltd. Investment Trusts/Mutual FundsMiscellaneous WAM Strategic Value Ltd. engages in the provision of investment advisory services. Its investment strategy primarily focuses on Australian listed investment companies and listed investment trusts. The firm is also focused on identifying and capitalizing on buying assets at a discount. The company was founded in 1997 by Geoffrey Wilson and is headquartered in Sydney, Australia. | Miscellaneous |
MAM Pty Ltd.
MAM Pty Ltd. Investment ManagersFinance Part of Wilson Asset Management Group, MAM Pty Ltd. is an Australian company that provides investment advice. The company is based in Sydney, Australia. | Finance |
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