Having “grown up” at Wellington, I often take for granted what makes it unique and special. It was so clear to me during the pandemic that it is not about a physical building or workplace, but a set of values that bind us together. We believe our culture is the sustainable competitive advantage of our firm, helping us attract, retain, develop, and motivate great people around the globe. The shared values of our culture include integrity, collegiality, learning, humility, a sense of humor, respect for diversity of thought, and an unyielding focus on clients. Our people are guided by the mantra, “client, firm, self,” and the result is a mandate to put forth our best efforts on behalf of our clients every day. This was never more evident than it was when our firm came together in the recent extraordinary times to deliver for our clients.

Our unwavering focus on culture has been enabled by our ownership model, a private partnership that is now more than 40 years old. It empowers a focus on the long term, so we are aligned with the interests of our clients as well as the careers and development goals of our talent. Our private partnership has scaled as we have grown and globalized, and we are now able to combine the resources of a large, global, diversified multi-asset manager with the feel of a small collaborative company.

As an investor who has studied hundreds of companies over my career, I am a strong believer that culture is the key ingredient in driving business success over the long term. And as a 30-year veteran of Wellington, I know our culture and shared values are deeply ingrained in everything we do for clients each day.

Sincerely,