The Wingate Investment Partners Trust provides investors with a smooth and stable investment experience, uncorrelated to volatile and uncertain financial markets.

WIP is an investment vehicles that co-invest with the Shareholders, Directors and Management of Wingate. Funds under management in the WIP are now in excess of $1.09bn.

WIP invests primarily in a diversified portfolio of secured debt with contractually determined outcomes. Deployed funds have consistently yielded strong, risk-adjusted returns,  and are expected to continue to do so, which make this investment particularly attractive in an environment of record-low interest rates.

WIP stands first in line for all Wingate debt investments and unit-holders receive priority co-investment access where additional capacity is available.

Key Features:

  • High yield investment;
  • Smooth and stable investment experience, generally uncorrelated to volatile and uncertain financial markets;
  • Diversified portfolio of secured debt with contractually determined outcomes;
  • Access to a pool of investments, diversified across risk profile, geography and sector, delivering a lower risk portfolio effect;
  • Quarterly income distributions (with option to reinvest);
  • Evergreen structure with the ability to exit the investment via a liquidity option;
  • Co-investment with Wingate balance sheet, shareholders, executives and management;
  • Nominal administration fee (0.5% p.a.) and no entry, exit or performance fees;
  • All investment administration managed by Wingate;
  • Priority access to direct Wingate co-investment opportunities where capacity is available.

Lean more about WIP


WIP is overseen by an Investment Committee with a mandate to:

  • Assess the risk and return profile of the investment opportunities brought to the Committee;
  • Make recommendations to the Trustee in relation to such opportunities; and
  • Ensure that all investments are in accordance with the Constitution.

WIP Investment Committee

Wingate Studio

Antony Cohen

B App Sc, Grad Dip Acc; and Fellow of The Institute of Chartered Accountants in Australia

Antony is a globally focussed Commercial Senior Executive with 32 years of experience. During his 28 years at KPMG he held positions as a partner including Head of Valuations, Head of Mergers & Acquisitions, Head of Industry Restructuring & Privatisation, Head of Energy & Natural Resources and a member of the Board. He was also CFO of Better Place Australia – an electric vehicle recharge network operator for three years and then its CEO. Antony has world recognised industry experience in energy and utilities along with many other industries including mining, retail, airlines, transport and logistics, media, manufacturing and real estate. He has played many community roles including Council member and former Treasurer of Bialik College; two terms as a Council member of Questacon, the National science and technology centre; former Member of the Solar Flagships Council; Former Director of the Australia Israel Chamber of Commerce and Chairman of AUSiMED (current).

Farrel Meltzer


B.Comm, B.Acc (Cum Laude), Adv. Dip Banking (Cum Laude), Chartered Accountant

Farrel founded Wingate in 2004 after a successful career as an investment banker, including positions as head of ANZ Private Bank and Group Managing Director of Investec Bank (Australia) Ltd.

Recognised as one of Australia’s outstanding specialised financial service innovators and business builders, Farrel’s experience spans property investment & financing, listed equities, corporate and consumer debt and private equity.

Farrel serves on several boards, investment & risk management committees and is an advisor to and confidant of many of Australia’s substantial private investment groups and families. He credits Wingate’s success to it having been guided by a measured approach to risk and a deep sense of responsibility to co-investors, partners and clients.

Richard Blumberg

Richard Blumberg

Managing Director, Consumer Finance

B.Comm, B.Compt, Chartered Accountant

Richard has over 27 years of experience in financial markets both in Australia and offshore. Richard’s career has included senior roles at ING Barings, Investec Bank, Hindal Group and River Capital where he developed a strong track record successfully building and managing different businesses. Richard’s experience spans credit markets, structured debt, consumer credit as well as private equity both in Australia and offshore.

Larry Rudman

Larry Rudman

Managing Director, Systems and Technology

B.Comm, B.Acc, M.Applied Finance, Chartered Accountant, Fellow of the Australian Institute of Company Directors

Larry is an experienced, accomplished and highly regarded business leader with a career spanning over 25 years in financial and professional services.

He was previously CFO of HBF Health Insurance and also the former CFO and Deputy CEO of GESB, Western Australia’s largest, locally based superannuation fund, managing an investment portfolio of over $19 billion on behalf of over 330,000 members. Larry led significant structural change at GESB and provided strategic oversight and governance across the Fund. He worked with the Link Group, on the acquisition and integration of Superpartners, which provides outsourced administration services to the Industry Superannuation Funds.

Larry has worked both in Australia and internationally and was with PwC prior to joining GESB in 2004. He has a well developed understanding of the corporate and government sectors and has served on both commercial and not for profit boards. In 2008, he was awarded CFO of the Year by the Institute of Public Administration in Australia (WA) and is past President of the Carmel School Board.