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Elizabeth Chisholm
- Head of APAC Distribution
Australia & NZ, Institutional
Change
How we manage our clients’ assets
We don’t have a CIO view that tells our investment teams how to think. Instead, we see investment research as a community, powered by more than 800 investment professionals, bringing together experts in research, trading, data science and more – all to ensure that we can help clients achieve their investment goals.
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.
iStrat is our investment strategy and solutions group, focused on delivering client-centered investment solutions, research and advice.
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 30 June 2026.
Contact our wholesale team
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Caitlin Hollebone
- Head of Australia & Director, ANZ Wealth
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Jay Nada
- Relationship Manager
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Thomas Cooper
- Associate Business Development Manager