Key Achievements

  • Wingate secures another material institutional capital partner representing an initial commitment of A$200 million from a leading North American investor
  • Wingate becomes signatory of the Principles for Responsible Investment (PRI)
  • International Equities Manager Talaria reaches $1.5bn funds under management
  • Wingate Property Senior Debt Fund (WPSD) awarded ‘Superior’ rating and ‘High Investment Grade’ by SQM Research
  • Wingate establishes a $200M warehouse funding facility with Goldman Sachs.
  • Launches Wingate Corporate Credit Fund No.3 (WCCF3), a closed-end fund building upon Wingate’s 20-year track record in private debt and the third in its Corporate Credit Fund series.
  • Wingate expands Melbourne’s office footprint, taking over the entire level 48 tenancy at 101 Collins with a complete office redesign.
  • Wingate Property reaches a milestone of more than $14.5bn in property value funded to date.
  • Launches the Wingate Senior Debt Fund (WPSD), an open-ended fund specialising in senior property secured debt.
  • Enters agreement with Goldman Sachs to provide complex and flexible capital solutions to Wingate’s borrower clients in residual stock positions, further solidifying Wingate’s reputation as a preeminent private investment house.
  • Acquires Capstra, a leading independent Australian real estate financier and advisory firm, cementing Wingate’s position as Australia’s most experienced specialist property debt investor and financier.
  • Pre-Launches Wingate Property Senior Debt Fund (WPSD), an open-ended fund.
  • Fully deploys Wingate Corporate Credit Fund I (WCCFI) and raises Wingate Corporate Credit Fund II (WCCFII).
  • ORDE Financial loan book expanded.
  • NOW Finance becomes Australia’s number one consumer lender and is demerged from Wingate as an independent entity.
  • Co-investor base grows to more than 1,600.
  • WIP funds under management (FUM) surpasses $1b; continues to deliver strong returns with a risk-first approach.
  • Property portfolio continues to shift towards senior secured debt positions, now comprising more than 70% of the investments.
  • Launches Wingate Corporate Credit Fund I (WCCFI) in response to market opportunity. The fund is significantly over-subscribed (130%) at launch.
  • Launches ORDE Financial, a non-bank specialist mortgage lender providing residential, commercial, SMSF and development loans.
  • Group loan portfolios exceed $2.2b as of 30 September.
  • 15-year anniversary of Wingate, with more than $5b invested across asset management, financing, and investment activities.
  • Flagship Wingate WIP FUM reaches $1b milestone.
  • NOW Finance completes $A200m inaugural public capital markets transaction.
  • Wingate Property raises $90m for a second fund in its Property Equity series.
  • Wingate Property enters a partnership with Align Property Partners and makes an inaugural investment, focused on value-added opportunities.
  • Launches specialist Asia Investments Desk.
  • Wingate Corporate Investments provides $30m warehouse funding to Australia’s leading fintech small business lender.
  • NOW Finance achieves the milestone of lending over $460m to 22,000 customers since inception.
  • As of April 2019, all WIP Funds generated double-digit returns.
  • WIP FUM surpassed $700m.
  • Secures significant credit facility from a global financial institution to assist with liquidity into the WIP funds.
  • NOW Finance exceeds $1b in loan applications since its launch less than 5 years ago.
  • NOW Finance secures a second bank warehouse of $280m.
  • Cornerstone investment made into HUB, Australia’s largest privately owned co-working space business.
  • Wingate Asset Management re-branded as ‘Talaria’.
  • Wingate Property nears $2B in investment across $8b in property value.
  • NOW Finance originates over $126m in loans, a 121% increase on CY2016. Loan origination surpasses $250m.
  • NOW Finance successfully raises further equity. Loan book totals more than $150m as of 31 December 2017.
  • WIP FUM exceeds $450m.
  • Sydney office expands and relocates to meet growth in co-investor demand.
  • Wingate Asset Management’s Global Equity Fund attracts major new investment; exceeds $300m in FUM.
  • Wingate Property negotiates the sale of a large-scale commercial property at 70% above the original cost; with investor returns materially exceeding original forecasts.
  • Acquires strategic stake in Quickfee, a niche financier providing specialist professional fee funding.
  • WIP FUM exceeds $250m; continues to yield double-digit returns.
  • Wingate Asset Management executes the buyout of Australian Unity’s shareholding.
  • Partners with the Smorgon family; creates Australia’s largest digital marketing health channel.
  • NOW Finance acquires MacCredit, a leading Australian originator in the medical and dental segment.
  • NOW Finance launches a secured personal loan product, distributed through a national network of over 1,700 brokers.
  • Wingate’s commitment to Gold Coast developments exceeds $125m.
  • NOW Finance’s personal loan book grows more than 200%.
  • NOW Finance originates multiple new investor note programs and successfully launches its first dedicated institutional note program.
  • Zenith upgrades Wingate Global Equity Funds to ‘Recommended’.
  • Wingate secures a majority stake in Byron at Byron, Byron Bay’s biggest commercial development in decades.
  • WIP3 opens; total WIP funds surpass $200m.
  • Property investment exceeds $1B in aggregate across more than $5b in property value.
  • NOW Finance successfully raises further equity capital to fund its robust growth.
  • NOW Finance solidifies its position as a leading Australian marketplace lender with book growth of over 240%.
  • Wingate Asset Management (WAM) was awarded a significant investment mandate by one of Australia’s largest corporate superannuation funds.
  • NOW rolls out new investor note programs to fund its growing receivable book.
  • Leading Australian asset consultant approves Wingate Asset Management for institutional investment.
  • Research house Lonsec rates WAM ‘Recommended’.
  • Wingate opens WIP2; total WIP funds surpass $100m.
  • BT Financial Group adds WAM’s global equity fund to model portfolios.
  • Wingate Property exceeds $4b in property value.
  • NOW Finance finalises first bank funding warehouse; successfully launches initial investor note program.
  • Wingate Asset Management was approved for institutional investment by one of the world’s leading asset consultants with over $2t under advice.
  • A strategic investor buys an equity stake in NOW Finance.
  • Aviva Investors completes extensive diligence; awards mandate to Wingate Property.
  • WIP1 re-opens amidst strong market demand.
  • Research house van Eyk awards WAM investment grade rating.
  • NOW Finance successfully launches point-of-sale and broker distribution channels.
  • Research house Morningstar awards WAM investment grade rating.
  • WIP1 launches and is heavily oversubscribed.
  • Wingate capital portfolio business NOW Finance is established and obtains its Australian Credit License
  • Safika Holdings acquires an equity stake in Wingate Group Holdings.
  • Safika commits capital to Wingate private equity investments through a dedicated investment vehicle.
  • JP Morgan co-invests in Wingate; originates landmark mezzanine property debt investment to fund $300m acquisition (subsequently successfully exited).
  • Major family offices from around the world take up equity in Wingate Group Holdings.
  • Wingate Group Holdings established.