Wingate’s co-investment philosophy and partnership approach are core to the make-up and operating rhythm within our Funds Management team. We are driven by long-term, trusted relationships and feel a deep sense of personal responsibility and pride in the performance of our investments.
We put our money alongside our co-investment partners, always ensuring that our interests are aligned. We look after our clients’ money as if it is our own.
The Wingate Funds Management team is the first point of contact for Wingate’s co-investors. Our team provides the information and insights to enable our investors and their advisors to make appropriate and considered investment decisions, and provides ongoing information, support and a personal relationship for access to Wingate and our people.
B.Bus (Banking & Finance), Masters of Applied Finance, Dip Financial Markets, Dip Financial Planning, Chartered AccountantLearn More >
B.Bus (Banking & Finance), Masters of Applied Finance, Dip Financial Markets, Dip Financial Planning, Chartered Accountant
Adrian has over 20 years of experience in financial markets and the investments industry.
His career includes roles at Morgan Stanley, Credit Suisse, Perpetual and National Australia Bank spanning over London, Singapore and Melbourne.
Adrian’s strengths come from the diversity of his experiences across multiple asset classes, dealing with different cultures and his proven ability to grow business markets.
B.Com, B.Bus, Dip Financial Services
Marina is a Director of Investor Services at Wingate. She has over 16 years’ experience working across wealth & finance businesses at NAB Private, ANZ Bank and PWC. Prior to joining Wingate, she was a Private Client Director at NAB overseeing relationship management of high net worth individuals, executives and family office groups. Marina holds Bachelor of Commerce and Bachelor of Business Systems degrees from Monash University as well as Diploma in Financial Services.
B.Arts, MBA, Dip Financial Services
Kay has over 15 years’ experience working in the banking and finance industry primarily focused on relationship management of high net worth individuals. She is skilled in Portfolio Management, Business Relationship Management, Risk Management and Banking & Financial Services. Kay has a strong understanding of the complexities that come with managing HNW clients crafted through years of experience in finance, the majority of which have been in private banking.
MBA, Dip Fin Planning
Jie has over 18 years banking experience with NAB, Westpac, Citibank and CBA and managing Asian High Net Worth Individuals and Family Office relationships. His expertise includes assisting with Foreign Currencies, Private Placements, Structured Products and other financial market investments.
Prior to joining Wingate, Jie was a Senior Private Banker at NAB focusing on managing relationships with Significant Investor Visa (SIV) clients.
Jie holds an MBA with Monash University and a Diploma of Financial Planning with Kaplan.
B. Bus (Banking & Finance)
David has over 25 years of experience in financial products and multiple investment classes.
His career includes roles at ABN AMRO Morgans, Macquarie Private Wealth and Westpac Private Bank in Melbourne.
David’s core strengths come from demonstrating an ability to build relationships and service high net worth families, individuals and charitable organisations.
BSc, LLB, Dip Financial Planning
Katherine is an experienced operations manager with a demonstrated history working across real estate, property development and finance.
Katherine is admitted as a Solicitor in the Supreme Court of Victoria.
BBA LLB (Hons)
Joshua brings a broad range of skills and network to Wingate with over 10 years of experience in general business, venture capital, and corporate law. Joshua applies both a personable and strategic approach to his business development, client management, and capital-raising activities. Joshua also holds various communal leadership positions across local and international charities and organisations.
Tim has over a decade of experience in building and managing a network of Private Banks and Ultra High-Net Worth Family Offices. Driven by a thirst for knowledge and pleasure in connecting people, Tim co-founded The Next Co., a global network of next-gen family offices focusing on investment, education, collaboration, and networking.
Tim has a long history as a private investor across multiple asset classes and fundamentally understands the desires of today’s investors.
Previous to joining Wingate, Tim also worked with Betfair in the UK.