How we can help you

Achieve your financial goals with our intelligent solutions

Windergate Capital Management is committed to helping you build a goal-based financial plan that reflects what’s most important to you. Discover how we can help you grow more than wealth.

Preserve and protect your wealth

Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations.
You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. Exposure to different tax and legal requirements, a change in your marital status and unforeseen claims and liabilities, are among the many events in life that have the potential to complicate your financial and business goals. Using trusts and other fiduciary solutions, we can help you preserve your wealth both for your benefit and the benefit of generations to come.

Invest and build your wealth

You may have accumulated wealth after many years in a successful career, from the sale of a business or received a substantial inheritance. Whatever the origins of you wealth, it now provides for even greater growth opportunities.
When it comes to building an investment portfolio, you may have specific goals that reflect your risk tolerance, time horizon or asset class preferences. Whatever your needs, we can help you develop an investment strategy that works for you.

Access your wealth

Whether you need to access your wealth in multiple locations, make international payments to associates and family members or undertake cross-border transactions, we can help you meet your day-to-day financial needs.

Finance a new opportunity or investment

If you have plans to buy another home, or to invest in a new project or venture, we can advise on your financing options and, depending on the circumstances, provide you with the liquidity you need to make it happen.

Planning for retirement

We can help you plan ahead for your retirement, allowing you to focus on what’s most important to you.

Windergate Capital

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. All investments involve risks including the risk of possible loss of principal.

To the extent that you are in North America, this content is issued by Windergate Capital Management North America Inc., an indirect wholly owned subsidiary of Windergate Capital Management ltd. and SEC registered adviser providing asset management products and services to clients in the US and Canada.

For all other users, this content is issued by Windergate Capital Management Limited, 29 Gresham Street, London, EC2V 7QA. Authorised and regulated by the Financial Conduct Authority.

© Copyright 2019 Windergate Capital Management Ltd.