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Wingate is a leading Australian private markets finance and investment house with global reach. Our success is built on our ethical approach, deep capabilities in debt and our capacity to inspire trust in our partners. We are guided by a measured approach to risk and a deep sense of responsibility to our co-investors, partners and clients.

Wingate launched over sixteen years ago with a vision to revive the old European family merchant banking tradition, based on personal investor relationships. This meant bringing an unusually measured approach to risk into a market riding high on buoyant returns. It proved a difficult time to find assets with the risk profile and price to fit that approach and the business expanded slowly. After securing advisory deals and boutique financing’s, 2005 saw expansion into asset management.

Wingate’s prudent investment approach and focus on risk meant that the Group entered the Global Financial Crisis conservatively and cautiously positioned. Consequently, Wingate was able to substantially accelerate its investment performance during and post the GFC and to enter asset classes others had been forced to exit. This resulted in rapid growth in the Group’s range of activities and funds under management in the ensuing years.

Wingate’s exceptional performance track record and deeply committed business approach have been independently recognised by the market.

2020
  • Wingate WIP FUM surpasses $1bn and continues to deliver strong  returns with a risk-first approach.
  • Wingate co-investor base continues to grow, with more than 1,600 co-investors part of the Wingate platform.
  • Wingate Property reaches milestone of more than $11.5bn in property value funded to date.
  • Wingate property portfolio continues to tilt towards senior secured debt exposure, now comprised in excess of 70%.
  • Wingate launches Wingate Corporate Credit Fund, in response to  market opportunity and deep experience in corporate credit. The fund is significantly over subscribed (130%) at launch.
  • Wingate launches ORDE financial (www.orde.com.au); a non-bank specialist mortgage lender providing residential, commercial, SMSF and development loans.
  • Wingate executes significant, complex transaction with global institutional fund in Australian property.
  • Wingate appoints Daniel Farley as head of Direct Property, broadening the Wingate Property platform.
  • Wingate Group loan portfolios stands at more than $2.2bn as at 30 September.
2019
  • Wingate celebrates 15-year anniversary of firm, investing more than $5bn to date across its asset management, financing and investment activities.
  • Flagship Wingate WIP Funds under Management reaches $1bn milestone.
  • Wingate Consumer Finance completes $A200m inaugural public capital markets transaction.
  • Wingate Property raises c. $90m for a second fund in its Property Equity series.
  • Antony Cohen assumes chair of Wingate Property Credit Committee, which is strengthened by the addition of David Flannery.
  • Geoff Tomlinson assumes Chair of the Wingate Investment Partners Trust Investment Committee.
  • Wingate Property enters joint partnership with Align Property Partners and makes inaugural investment, focusing on value-added opportunities.
  • Wingate strengthens executive leadership team with two senior appointments: Michael Sack joining as Head of Funding and Stuart Greaves as Group General Counsel and Chief Operating Officer.
  • Wingate launches specialist Asia Investments Desk, headed by Adrian Ting.
  • Wingate Corporate Investments provides $30m warehouse funding into Australia’s leading fintech small business lender.
  • Wingate Consumer Finance achieves milestone of lending over $460 million to 22,000 customers since its launch.
  • As at April 2019, all WIP Funds generate double digit returns.
2018
  • WIP FUM surpasses $700m.
  • Wingate secures significant credit facility from a global financial institution to assist with liquidity into the WIP funds.
  • Wingate Consumer Finance receives over $1bn of loan applications since its launch less than 5 years ago.
  • Wingate Consumer Finance secures second bank warehouse of $280m.
  • Wingate makes cornerstone investment into Hub, Australia’s largest privately owned co-working space business.
  • Wingate Asset Management is re-branded as ‘Talaria’.
2017
  • Wingate Property approaches $2b in investment across $8b in property value.
  • Wingate Consumer Finance originates over $126 million in loans, a 121% increase on CY2016. Loan origination surpasses $250 million.
  • Wingate Consumer Finance successfully raises further equity. Loand book totaled more than $150 million as at 31 December 2017.
  • WIPs see continued strong demand and inflows with FUM exceeding $450m.
  • Growing demand from co-investors sees Wingate’s Sydney office expand further with the appointment of an Investor Services executive and a move to new premises.
  • Wingate Asset Management’s Global Equity Fund attracts major new investment to see it exceed $300m in FUM.
  • Wingate Property negotiates the sale of a large scale commercial property at 70% above original cost with investor returns materially exceeding original forecasts.
  • Wingate acquires a strategic stake in Quickfee, a niche financier providing specialist professional fee funding.
  • Wingate appoints Geoff Tomlinson, ex NAB Director and MLC Chairman to the Wingate board as an independent Director.
  • Wingate invites Paul Rizzo, a highly respected and experienced financial services executive, to Chair the Investment Committee for the Wingate Investment Partners Trusts.
2016
  • WIP FUM exceeds $250m and continues to yield double-digit returns.
  • Wingate Asset Management execute the buyout of Australian Unity’s shareholding and appoint a new Chairman, Geoff Tomlinson.
  • Wingate and the Smorgon family partner to create Australia’s largest digital marketing health channel.
  • Wingate Consumer Finance acquires MacCredit, a leading Australian originator in the medical and dental segment.
  • Wingate Consumer Finance launch a secured personal loan product, distributed through a national network of over 1,700 brokers.
  • Wingate’s commitment to Gold Coast developments exceeds $125m.
  • Wingate Consumer Finance experiences ongoing growth of over 200% in its personal loan book.
  • Wingate Consumer Finance has ongoing success originating multiple new investor note programs and successfully launches its first dedicated institutional note program.
2015
  • Zenith upgrades Wingate Global Equity Funds to ‘Recommended’.
  • Wingate secures a majority stake in Byron Bay’s biggest commercial development in decades.
  • Sanitarium and Wingate form a joint venture to take on the UK breakfast market.
  • WIP3  opens and total WIP funds surpasses $200m.
  • Property investment exceeds $1bn in aggregate across more than $5bn in property value.
  • Wingate Consumer Finance successfully raises further equity capital to fund its robust growth.
  • Wingate Consumer Finance solidifies its position as a leading Australian marketplace lender with book growth of over 240%.
  • Wingate Asset Management awarded significant investment mandate by one of Australia’s largest corporate superannuation funds.
  • Wingate Consumer Finance rolls out a number of new investor note programs to fund its growing receivable book.
2014
  • Leading Australian asset consultant approves Wingate Asset Management for institutional investment.
  • Research house Lonsec awards WAM ‘Recommended’ rating
  • Wingate opens WIP2 and total WIP funds surpass $100m.
  • BT Financial Group adds WAM’s global equity fund to model portfolios.
  • Wingate Property exceeds $4bn in property value.
  • Wingate Consumer Finance finalises its first bank funding warehouse and successfully launches its initial investor note program.
2013
  • Wingate Asset Management approved for institutional investment by one of the world’s leading asset consultants with over $2 trillion under advice.
  • Strategic investor buys equity stake in Wingate Consumer Finance.
  • Aviva Investors completes extensive diligence and awards mandate to Wingate Property.
  • WIP1 re-opens amidst strong market demand.
  • Research house van Eyk awards WAM investment grade rating.
  • Wingate Consumer Finance successfully launches its point-of-sale and broker distribution channels.
2012
  • Research house Morningstar awards Wingate Asset Management investment grade rating.
  • Major Asian families begin co-investing with Wingate.
  • WIP1 is launched and is heavily oversubscribed.
  • Wingate Consumer Finance is established and obtains its Australian Credit Licence.
2011
  • Safika Holdings acquires equity stake in Wingate Group Holdings.
  • Safika commits capital to Wingate private equity investments via the establishment of a dedicated investment vehicle.
2010
  • JP Morgan co-invests in a Wingate – originated landmark mezzanine property debt investment to fund a $300m + acquisition, subsequently successfully exited.
2007
  • Major family offices from around the world take up equity in Wingate Group Holdings.
2004
  • Wingate Group Holdings is established.