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Cross-Border Funds

Wingate is a cross-border fund servicing specialist. We believe in the continued growth of cross-border distribution markets and have made this a core focus for our firm.

We provide custody, fund accounting and administration, transfer agency and related services to many of the most successful global cross-border asset managers. In doing so we have developed a deep understanding of complex fund structures distributed globally.

Our global service model assists managers to access capital pools globally, with a focus on servicing Luxembourg and Irish domiciled UCITS and non-UCITS, U.S., Cayman, and Hong Kong domiciled funds.

We have developed specialist expertise in supporting asset flows into and out of Europe, the Greater China region, Latin America, the U.S. and Japan.

Our offering is based on three core principles:

Brand Protection

Brand is an increasingly important driver of a manager’s distribution strategy.

Our organizational structure has allowed us to develop a unique global service model.  Through a single global technology platform and interconnected global teams we design our servicing capabilities around the domicile of the fund, location of the investment manager, and the markets of distribution.

We focus on supporting underlying clients’ needs locally and protecting and enhancing their brand globally.

Managing Complexity

Supporting some of the most sophisticated asset managers in the world, many of whom distribute in more than 20 global markets and multiple time zones, we understand the complexity of servicing cross-border product ranges.

Our focus and expertise helps clients navigate the regulations and product trends which impact cross-border distribution. Our global service model, supported by a single global technology platform creates a powerful infrastructure to enable our clients to sell their funds globally.

Investment in Clients’ Growth

As a privately managed organization which is committed to cross-border fund servicing as a long term growth market, we are able to invest in our clients’ growth over the long-term.

Through key investments in people, infrastructure and technology, we provide the framework to help our clients meet their growth objectives both now and in the future.