About Wellington Management
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of 31 March 2019, we serve as a trusted investment adviser to a diverse client base of more than 2,200 institutions, insurers, global wealth managers and mutual fund sponsors in over 60 countries. Our comprehensive investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.
The UK is an important market for Wellington. The firm has a large base of UK institutional clients, and its London office, which was opened in 1983, is a hub for Wellington’s investment platform and distribution efforts.
About Raymond James
Raymond James Investment Services Limited (Raymond James) is one of the fastest-growing wealth management firms in the UK today, and was founded to service and support entrepreneurial investment managers and investment-focused financial planners in the UK who run growth-oriented practices with a strong management and compliance culture. These wealth managers service high-net-worth clients with complex financial needs.
Our services are delivered in an open-architecture environment so that wealth managers select the products and solutions that meet their clients’ specific needs in the most cost-effective manner. Furthermore, Raymond James does not centrally manufacture and promote any proprietary investment products in the UK, ensuring there is no conflict with the wealth managers’ unbiased investment selection.
As part of the core Private Client Group of Raymond James Financial, Inc., it belongs to a well-established, profitable and diversified financial services firm.
See www.RaymondJames.uk.com for further information.
Raymond James Investment Services is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Its Registered Office is at Ropemaker Place, 25 Ropemaker Street, London, EC2Y 9LY. Registered in England and Wales No. 3779657.
This press release is provided by Wellington Management International Limited, a firm authorised and regulated by the Financial Conduct Authority in the UK. It is provided for informational purposes only for journalists and media professionals only, and is not intended to constitute a financial promotion under the FCA’s Conduct of Business rules.