Our intermediary clients

Independent investment thinking

Investment led, client centred, solutions oriented

As a global, active asset manager we manage over US$ 1 trillion* of assets on behalf of clients in over 60 countries across the world, delivering investment solutions for wealth managers, financial intermediaries and advisers.

*As at 30 June 2026.

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.

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.

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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.