Wellington hall walking meeting

We’re different by design

As one of the world’s largest privately held asset managers, we are free to take the long view, innovate, and invest when others pull back. Since 1928, we’ve been exploring new ideas and challenging each other’s thinking — because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries.

At Wellington, our research-driven approach and long-term thinking are at the heart of our investment solutions, which span all major asset classes.


Wellington Management Australia is a proud signatory to the  Principles of Internal Governance and Asset Stewardship (Australia).

Our Modern Slavery Statement outlines Wellington Management Australia’s commitment and steps taken in identifying and addressing modern slavery risks within our business and supply chain to address the requirements of the Modern Slavery Act 2018 (Cth).

We aim to better serve our clients and lead our industry forward by incorporating sustainability into our sustainable solutions and operation processes. Learn more about Wellington’s differentiated approach to sustainability.

Wellington at a glance

USD 1 T+

Client assets managed


Investment professionals

17 years

Avg. industry experience


Client locations by country/region

All data refers to companies belonging to Wellington Management Group, data as of 31 December 2023.
The figures regarding investment staff do not include support staff and other employees.

How we invest differently

How we do it: Our solutions and capabilities

We’ve built an integrated ecosystem of more than 900+ investment professionals, bringing together experts in research, trading, data science, and more — all to help ensure we can be an effective partner and solutions provider to our clients. 


Our integrated boutique model connects nearly 50 independent investment teams across all asset classes under a single management framework.

We draw on the insights of hundreds of research professionals worldwide, including specialists in macro, credit, and ESG research, as well as our global industry analysts, who conduct fundamental company analysis and manage sector portfolios.

We apply data science innovations to improve efficiency, find new investment ideas, and manage risk through iSci, our Investment Science Team.

Our multifaceted approach to managing investment risk leverages data science-powered tools, a robust risk-management framework, and risk specialists across asset classes.

With an annual trading volume of more than US$13 trillion, we have the scale to develop deep relationships with broker-dealers for the benefit of our clients, maintain a robust risk-management infrastructure, and provide our investors with a leading-edge trading platform. 

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

Meet the Sydney client team

aisling freiheit

Aisling Freiheit

Associate Director, Client Platform, Head of IPFS & AUS

Elizabeth Chisholm

Head of APAC Client Group

Thomas Cooper

Account Manager

Charles Davies

Director, Client Service Management, APAC

Mac Dinsmore

Relationship Manager

Caitlin Hollebone

Director, Client Group, ANZ

Edwina Matthew

Associate Director, Sustainable Investment, Client Platform

Sophie McFadyen

Relationship Manager

Jay Nada

Client Service Manager

 Sean Reynolds

Investment Director

Andrew Sharp-Paul

Investment Director

Warren Veasey

Client Service Manager

Tessa Volkmer

Director of Sustainable Investment, APAC