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USD 1 T+
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Assets managed firmwide
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Switzerland, Institutional
Change
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- New economic era
- Celebreting 10-years in Switzerland
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- New economic era
- Celebreting 10-years in Switzerland
About Wellington management
Wellington Management has been managing assets on behalf of institutions for more than two decades. Our clients are corporate and local pension schemes, endowments and foundations, insurance companies, financial intermediaries and family offices.
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800+
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Investment professionals
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3,000+
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Number of clients
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60+
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Client locations by country/region
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All figures are for the Wellington Management Group of companies as at 31 December 2024.
Our culture: a diverse marketplace of ideas
Investing is so fascinating because there are no black and white answers. Interpreting information about the economy, sectors, and companies requires nuanced analysis. We aspire to create an environment where sharing different perspectives about the world is welcomed and encouraged.
Our investment solutions
Wellington Management’s investment capabilities span the global equity, fixed income, currency, commodity, and alternatives markets.
Equity
Actively managed equity approaches that spans disciplines, geographies, industries, market capitalisations and styles.
Fixed income
Actively managed fixed income capabilities that span all publicly traded global bond market sectors.
Multi-Asset
Our multi-asset investors bring deep experience to every strategy they manage.
Alternatives
We help clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals. How?
Focus on sustainable investing
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- Impact investing
- Climate investing
- Stewardship investing
- Sustainable thematic investing
Latest Insights
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Insights Posts
Fiscal versus tariffs: what wins out for Europe?
Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?
3
min
Article
2026-04-30
How China can offset the tariff shock
Macro Strategist Johnny Yu details the approaches Beijing could take to offset the tariff shock, from fiscal strategies to potential retaliatory measures to concessions that Washington may welcome.
7
min
Article
2026-04-15
Sacrificing stocks on the altar of trade
Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.
5
min
Article
2026-04-30
Early thoughts on historic hike in US tariffs
Macro Strategist Michael Medeiros explores the significant economic and market implications of the latest US tariffs, highlighting potential recession and inflation spikes, and the impact on global trade relations.
4
min
Article
2026-05-31
Private market update
Check out our collection of videos on the state of the venture capital and private credit markets, featuring leaders from across our private investing platform.
Video
2026-04-30
Could “Liberation Day” trigger a shift in capital flows?
John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.
3
min
Article
2026-05-31
Oh baby, baby, it’s a wild world
Just one quarter into the year, many policy and economic assumptions have been turned on their head. What does it all mean for equity, bond, and commodity markets around the world? Members of our Investment Strategy & Solutions Group offer their outlook.
12
min
Article
2026-03-31
Finding fixed income opportunity in unprecedented times
Brian Garvey and Brij Khurana highlight the importance of diversified fixed income portfolios in managing volatility and seizing opportunities amid economic uncertainty.
4
min
Article
2026-04-30
Allocating to fixed income in an age of austerity
Amar Reganti and Adam Norman explore how flexible fixed income strategies may offer stability and yield in a volatile market environment.
5
min
Article
2026-04-30
Private credit: Public/private convergence
Our private credit experts explore the convergence of public and private markets, highlighting key areas of opportunity in private credit 2.0.
9
min
Video
2026-03-31
Late-stage growth investing: Deployment, valuations, and exits
Matt Witheiler, head of late-stage growth, outlines the state of the late-stage private market, discussing deployments, valuations, and exits.
7
min
Video
2026-03-31
URL References
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Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management
Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.
