Wingate’s co-investment philosophy and partnership approach are core to the make-up and operating rhythm within our Investor Services 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 Investor Services 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.Comm, B.Acc, Adv. Dip Financial Services, Chartered AccountantLearn More >
B.Comm, B.Acc, Adv. Dip Financial Services, Chartered Accountant
Dani has over 20 years of experience in the investment industry and financial markets, primarily focussed on optimising the structure and operational flow of professional advisory practices. His career has included senior roles at Zurich Financial Services, Australian Financial Services and at National Australia Bank. He is regarded as a thought leader in the investment advisory business, specialising in business growth strategies and client engagement solutions.
B.Business (International Trade and Finance), Diploma of Financial ServicesLearn More >
B.Business (International Trade and Finance), Diploma of Financial Services
After nine years in funds management, primarily with global manager Vanguard, Edward co-founded a private wealth platform servicing wealth advisory firms, family offices and high net worth individuals, both in Australia and Singapore. Over six years, Edward grew funds under administration to $3.4 billon prior to selling his interest to private equity in late 2018.
Anna has 14 years’ experience in building and managing a network of HNW investors in both the private banking and financial services sectors.
Previous to joining Wingate 7 years ago, Anna was a Private Banker with Investec Bank (Australia) Limited specialising in treasury, foreign currency and investments.
Anna has a proven track record of outstanding client engagement.
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.
B.Com (Accounting and Finance), LLB Melb
Matthew joined Wingate in 2013 with experience across multiple asset classes including law, corporate advisory, property and retail. Having spent the first 18 months at Wingate as Assistant Legal Counsel, Matthew moved into his current role as a Director of Investor services.
Matthew is currently completing his jointly-conferred MBA at Columbia University, London Business School and Hong Kong University (EMBA Global Asia).
Matthew is a member of the Milken Institute Young Leaders Circle.
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. 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.