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Private Banking

At Wingate ("WAML"), our exclusive focus within Private Banking is to assist private business owners and affluent individuals in the strategic management of their wealth, ensuring its creation, transition, preservation, and growth across generations. We cater to both corporate and private clients, delivering impartial financial and investment guidance, as well as facilitating access to debt and equity capital. Our commitment to exceptional service fosters enduring relationships built on trust, allowing us to be a trusted partner in our clients' financial journeys.

Private Banking_Private Wealth Management Private Wealth Management

We provide our clients with the most thoughtful and comprehensive long-term investment experience possible by combining our deeply ingrained investment culture with insightful wealth planning and exemplary service.

Private Banking_Corporate Lending Corporate Advisory & Banking

We offer objective corporate finance advice and capital to substantial privately held businesses to help owners accomplish both their business and personal goals.

Private Banking_Private Equity Private Equity

As active investors in lower middle-market private equity, we look to partner with and support talented management teams and owner-operators by providing customized junior capital solutions.