We are an entrepreneurial investment platform focused on unlocking capital to meet the demands for critical health infrastructure
Our Philosophy
Investment Thematics
We focus on essential assets with high barriers to entry, backed by structural demand driven by a growing and aging population. Our investments target assets that alleviate pressure on public hospitals, support medical innovation, and advance decarbonisation across the healthcare system
Value Driven Investment
We are value-oriented, being launched at a time of asset re-pricing and dislocation in the public and private markets – whereby a number of essential assets trade at close or below replacement cost.
Strategic Partnerships & Advisory
Our clients—including leading UK and overseas listed businesses, private equity, and infrastructure —seek our expertise to create value within their portfolios or to diversify into alternative and real assets.
Sustainable Returns with Impact
We believe that financial performance can be delivered alongside positive community impact – providing capital to meet the rising demographic demands being placed on an inadequate supply of critical healthcare infrastructure.
Investing into spaces that prioritise prevention, early intervention, and help ease pressure on the UK’s critical social infrastructure
Our mission is to deliver long-term value while investing to underpin the vital infrastructure that supports a healthy, thriving society.
Willington AM at the junction of real estate and infrastructure
Willington AM was launched by Patrick Lowther to address a growing need among institutional and private investors for an independent partner— to drive existing asset value while providing investment advice beyond the traditional sectors.
Regulatory shifts have led many institutional investors to seek alternatives, as public market exposure (via REITs) becomes less accessible or as investors favor direct control while benefiting from an experienced partner’s expertise.
Real Assets, sitting at the intersection of real estate and infrastructure, offer an attractive mix of long-duration, inflation-protected cashflows. These investments are backed by strong, long-term drivers, from an aging population.
Services include – Origination, DD support, structuring (equity & debt), rental (EBITDAR analysis), with on-going asset management and performance analysis.
The scale of the problem just in the UK.......
The sector requires fresh capital (both public and private) if we are to help solve the growing challenges.
- Waiting lists
Backlog – c.7million patients. - 11,000 Bed shortfall Aging populations create pressure on hospital infrastructure.
- Health conditions
In 2040 one in five will be living with multiple health conditions leading to increased pressure on NHS. - Failing real estate
40% of UK Health buildings are now 50 years+. - c.£13.6M
Backlog maintenance. - Decarbonisation
NHS Target NZC by 2045 with an ambition to reach 80% reduction by 2036.
Solutions to the problem - our focus
Willington AM primarily acts at the “cure” end of the health spectrum driving investment and development into the following important sub-sectors while recognising their varying risk & return profiles.
- Private Hospitals: vital in reducing the NHS backlog. leading operators Spire, Ramsay, Nuffield, HCA, Circle
- Primary Care: c.9,000 UK medical centres and surgeries act as a gatekeeper to the NHS
- Out-patient clinics: growing numbers of clinics such as IVF, Cancer, Renal and others treat people in a community setting.
- Health Infra (supply chain): vital to support the hospital network – e.g supply chain logistics, catering, decontamiation & sterilisation facilities
- Life Science R&D: Buildings that support advances in medicine and diagnostic services (blood testing and pathology) are vital in supporting the health system.
- Housing & Health: Rehabilitation services or “step down” assets act to free up hospital beds for those post operation or going back into the community in supported housing.
Leadership
We are building a team of passionate professionals dedicated to delivering exceptional results and building lasting relationships with our clients.
Patrick Lowther
Founder
Founded by Patrick Lowther, Patrick spotted the opportunity to create an independent platform in 2023 while working as Head of Investment, Strategy & Markets at the FTSE Listed REIT Assura PLC. At Assura, Patrick played a key role in business growth from circa £1.5bn to close to £3bn over 6 years. During this time the business successfully diversified from GP surgeries to outpatient facilities, hospitals, and mental health facilities. In 2020 Patrick led the business into the Irish market.
Over his 23 years Patrick has held Senior Roles at ING Real Estate and Savills Investment Management where he successfully raised and invested over £350M for a post GFC Recovery Fund for the Barings Multi Asset Fund before exiting to L&G.
