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USD 1 T+
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Client assets managed
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Australia & NZ, Institutional
Change
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 in Australia
We opened our Sydney office in 1997 to offer personalized, dedicated support to serve the needs of the local market. Today, we have a substantial local presence in terms of clients and functions. We have been entrusted to manage over A$30 billion in assets, for clients based in Australia and New Zealand, as of 30 June 2023.
It is our privilege to serve many of the region’s biggest superannuation schemes, insurers, financial intermediaries, family offices, and endowments and foundations, as well as public sector funds.
GOVERNANCE AND SUSTAINABILITY
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
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900+
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Investment professionals
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17 years
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Avg. industry experience
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60+
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Client locations by country/region
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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.
What we do
From broad market solutions to strategies based on specific duration, geographic, or sector parameters, we have the capabilities to help meet our clients’ needs.
We’ve been blending asset classes for more than 90 years, applying a wide range of investment styles and disciplines to create innovative multi-asset strategies and solutions for clients.
By looking at the market through different lenses, we can tap into a wide variety of return streams for client risk and return objectives.
From venture capital to private debt, we combine deep private market experience with Wellington’s public market expertise, extensive networks, and research to find and support the private companies that we believe are poised to transform their industries.
Extensive research and engagement practices are at the core of our sustainable investing platform, giving us a distinct edge to help our clients reach their goals.
How we invest differently
Independent by design
Our private ownership model enables us to focus on long-term success for clients.
Collaborative by nature
We debate and share new ideas to uncover hidden insights, risks, and opportunities.
Integrated for client success
We avoid organizational silos and combine our expertise across investing, trading, data science, and more to give our clients every advantage.
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.
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 31 December 2023.
Global diversity, equity, and inclusion
At Wellington Management, we believe that a diverse workforce thrives in an equitable and inclusive culture. Our unwavering commitment to global diversity, equity, and inclusion (GDEI) is imperative; we are in a knowledge business focused on achieving investment excellence for our clients. We can achieve that objective by hiring, developing, and retaining differentiated talent to collaborate for stronger business and investment outcomes.
Meet the Sydney client team
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Aisling Freiheit
- Associate Director, Client Platform, Head of IPFS & AUS
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Elizabeth Chisholm
- Head of APAC Client Group
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Thomas Cooper
- Account Manager
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Charles Davies
- Director, Client Service Management, APAC
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Mac Dinsmore
- Relationship Manager
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Caitlin Hollebone
- Director, Client Group, ANZ
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Edwina Matthew
- Associate Director, Sustainable Investment, Client Platform
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Sophie McFadyen
- Relationship Manager
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Jay Nada
- Client Service Manager
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Sean Reynolds
- Investment Director
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Andrew Sharp-Paul
- Investment Director
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Warren Veasey
- Client Service Manager
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Tessa Volkmer
- Director of Sustainable Investment, APAC
office location
ADDRESS
Wellington Management Australia Pty Ltd
Level 30
180 George Street
Sydney NSW 2000
Australia
TELEPHONE
+612-8233-6400
