Why Wellington

Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centers, providing clients with local knowledge and global expertise.

USD 1 T+
Client assets under management (USD)

2,250+

Clients

900+

Investment professionals

60+

Client locations by country/region

In the pursuit of investment excellence, we’ve chosen to do things a little differently, including the way we structure our ownership model, organization, and investment platform.

All figures are for the Wellington Management Group of companies as of 31 December 2023.

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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thriving or surviving? The state of the US consumer and the economic implications

Macro Strategist Juhi Dhawan examines the condition of the all-important consumer, including the outlook for spending, the effects of inflation and prevailing interest rates, and the consequences for the overall economy.

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8 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

meet the manager

Connor Fitzgerald

Fixed Income Portfolio Manager Connor Fitzgerald shares how the focus and precision needed for sailing is relevant to his experience in credit markets.

Wellington news

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Article

Citywire Amplify | Alts Insider: Wellington’s plan to push beyond one-way markets

Mark Sullivan and Shanna O’Reilly discuss with Citywire our history investing in alternatives across four decades. Learn more about alternatives investing at Wellington, where we see opportunities in the years ahead, and what sets us apart.

Source: Citywire. Permission required for reproduction.

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Article

Environmental Finance Impact Awards 2022 – Fund of the year, listed equity

We are proud to announce that the Wellington Global Impact Fund was named “Fund of the year – listed equity” at the recent Environmental Finance 2022 Impact Awards. Across our impact platform, we are committed to setting a high bar for materiality, additionality, and measurability.

For professional or institutional investors only. The award may not be representative of any one client's experience. Past performance is no guarantee of future results. Wellington did not pay a fee to be considered. Award sponsor: Environmental Finance Award; Time period: December 2021 – December 2022.

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Article Alternatives Americas

Institutional Investor | Every Asset Manager Wants More Alts. Here’s How Wellington Is Achieving It.

In a recent interview with Institutional Investor, Wellington’s Mark Sullivan shares his take on how alternatives could be an important investment strategy for investors dealing with inflation and geopolitical uncertainty.

Source: Institutional Investor. Permission required for reproduction.

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Article

50 Leading Women in Hedge Funds

We are pleased to announce that Portfolio Manager Irene Tse and Director of Alternatives, Americas, May Yu were recently recognized as two of The Hedge Fund Journal's "50 Leading Women in Hedge Funds." 

Wellington paid a sponsorship fee to be considered for this list. Editors of The Hedge Fund Journal  selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. 

For more on Irene, view the full article here.

For more on May, view the full article here