我们的动力来自长期、值得信赖的关系,以及对我们的共同投资伙伴深刻的个人责任感。
Wingate的共同投资理念与精诚合作之道是我们投资者服务团队组成及其运营节奏的核心所在;我们亦为我们的投资业绩深以为荣。
我们与合作投资伙伴一道投入自己的资金,以确保我们双方利益一致。我们一向将客户的资金视同己出。
基金管理事业部董事总经理
商学学士、计算机专业学士(荣誉毕业)、银行专业高级文凭(优等)、特许会计师、客户互动专家认证
Michael Sack是一位成就卓著的金融服务高管,曾在澳大利亚天达银行(Investec Bank)和澳新银行集团公司(ANZ Banking Group)担任高级职务。在加入Wingate之前,Michael在澳大利亚最大的家族理财室之一担任执行董事。Michael还是Openpay有限公司的创始人。该公司是一家澳交所上市公司,在提供“先买后付型”金融解决方案领域系业界领先的服务提供商。
Michael在资本市场、业绩增长、收购融资,投资者关系、基金管理等众多领域拥有丰富的经验。
Michael执掌Wingate的基金管理业务,负责机构和私人融资、产品开发以及基金管理。
基金经理
B.Eng (hons), MBA
Andrew is a seasoned finance professional with over 25 years of experience across investment, treasury, credit advisory, and capital structuring roles. He has been with Wingate since 2021 during which time he has focussed on property fund liquidity management and capital raising.
Prior to joining Wingate, Andrew served as a Company Director at CapStra, managing ~$750m of real estate loans and providing financial advisory services on over $5bn of property developments. Andrew also spent a decade at Goldman Sachs where his roles encompassed treasury, bespoke financing, credit rating and capital structure advisory functions.
Earlier in his career, Andrew gained valuable capital markets, trading and strategy experience at Deutsche Bank.
Andrew holds an MBA from the University of Texas and a BEng (Civil/Structural, Hons) from the University of Tasmania.
投资者服务部总监
Joshua brings a broad range of skills and networks to Wingate with over ten years of experience in general business, venture capital, and corporate law. Joshua applies a personable and strategic approach to his business development, client management and capital-raising activities. Joshua holds various communal leadership positions across local and international charities and organisations.
投资者服务部总监
Camilla has over 20 years of experience in financial markets and the investment industry.
Her career started as a private client adviser at Ord Minnett Limited and more recently at National Australia Bank in institutional sales for Fixed Income.
Camilla’s strengths come from her diverse experiences across multiple asset classes, dealing with diverse customer bases, and her proven ability to achieve positive financial results.
投资者服务部总监
Joel has over 18 years’ experience in the real estate industry. This has included working in investment banking and fund management and with well-known family offices.
In addition, Joel founded a consultancy focused on capital raising and deal origination, where he was mandated to deliver transactions across South Africa and Australia. Joel has a Business Science with Honours in Investment and Corporate Finance and an MBA from the Gordon Institute of Business Science.
投资者服务部副总监
B.Comm (Economics and Finance), Dip Financial Services
Kevin has more than 11 years of experience in private banking, wealth, and financial management. Prior to joining Wingate, Kevin was a senior private banker at ANZ managing domestic and international high net worth clients and family offices. Kevin takes pride in managing client relationships and being a trusted adviser.
投资者服务部副总监
Nick has over eight years of financial market, investment, and business development experience in various capacities, and has held roles based in Melbourne and London.
Prior to joining Wingate in July 2021, Nick worked at JBWere, where he provided investment and wealth advice to a diverse client base of high-net-worth individuals, families, and organisations. His primary role was to assist sophisticated clientele to navigate the broader macroeconomic environment, as well as strategically allocate capital across all asset classes.
Nick holds a Bachelor of Commerce degree from the University of Melbourne, with majors in Economics and Finance. He has completed a Graduate Diploma of Financial Planning and is a FASEA accredited Financial Adviser. Nick also passed level 2 of the CFA program.
投资者服务部经理
LLB (Hons), BA, GDLP
Gideon Rozner has extensive experience in private, public and not-for-profit sectors. Prior to joining Wingate, Gideon was a commercial lawyer, ministerial adviser and policy analyst.
Gideon’s core strengths are communication and relationship building. As a member of Wingate’s Investor Services team, Gideon’s role is to assist co-investors on their investment journey.