Our institutional clients

Independent investment thinking

Investment led, client centred, solutions orientated

Wellington Management has been managing assets on behalf of Australia and New Zealand institutions for more than two decades. Our clients are corporate and local pension schemes, endowments and foundations, insurance companies, financial intermediaries and family offices

We serve as a trusted partner to our clients. We believe our commitment to excellence helps our clients have a positive impact on their beneficiaries’ lives.

Who we serve

Our experienced client service team are specialists in meeting the unique needs of our clients.

Defined contribution pension schemes

Defined benefit pension schemes

Charities

Insurers

Local government pension schemes

How we do it: our solutions and capabilities

We’ve built an integrated ecosystem of more than 800+ 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.

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 of 30 June 2026.