The Wingate Story

Wingate is a finance and investment house, with teams specialising in property, global equities, consumer and asset finance and private equity. Wingate is owned by its principals and a group of substantial private and institutional investors. The Group is widely regarded as one of Australia’s leading specialist finance and investment houses.

Wingate was launched by Farrel Meltzer over a decade ago with a vision to revive the old European family merchant banking tradition. 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 financings, 2005 saw expansion into asset management with a global equities fund.

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.

2016

Funds under management in the Wingate Investment Partners Trusts exceed $250m and continue 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 acquire 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

Wingate Investment Partners Trust No. 3  opens and total funds in the Wingate Investment Partners Trusts surpass $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 Wingate Investment Partners Trust No. 2 (WIP2) and total WIP funds surpass $100m

BT Financial Group adds WAM’s global equity fund to model portfolios

Wingate Property exceeds $4bn in assets financed

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

Wingate Investment Partners Trust No. 1 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 $42.5m in a Wingate-originated landmark mezzanine property debt investment, subsequently successfully exited

2007

Major family offices from around the world take up equity in Wingate Group Holdings