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.
Lean more about WIP
WIP is overseen by an Investment Committee with a mandate to:
B.Comm, B.Social Work
Geoff sits on a number of Boards pursuant to the management of his family’s investment holdings which range across property, equities, fixed income and private equity in Australia and globally. Geoff is also a director of the Precision Group which is involved in the acquisition, management and development of commercial property with interests in the retail, office and hospitality sectors of the property market.
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).
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.
B.Sc, Fellow of the Faculty of Actuaries (UK), Fellow of the Society of Actuaries (USA)
Ryan is an actuary, specialising in risk management and financial structuring. He has spent two decades in the financial services industry holding roles ranging across product development, financing and property. Ryan has business-building and investment experience across three continents and brings substantial marketing, innovation, analytical and entrepreneurial skills to Wingate, as well as specific experience in the finance, insurance and loyalty industries.
Prior to joining Wingate, Ryan founded Destiny Health, a Chicago-based health insurance company, spearheading what is now commonly referred to as the “Consumer Driven Healthcare” sector in the USA.
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.
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.
LLB (Hons), MAppFin
Stuart is an experienced senior executive with extensive international corporate finance experience gained at leading global advisory and private equity firms. Spanning a broad range of industry sectors and jurisdictions, Stuart’s experience extends across M&A, private equity, funds administration, capital markets, and debt/equity and hybrid financing.