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Wellington in the UK

We serve as a trusted partner to our UK clients, pursuing excellence to have a positive impact on their beneficiaries’ lives.

A trusted partner

We have been managing assets on behalf of UK institutions for more than two decades. Our clients are corporate and local pension schemes, endowments and foundations, insurance companies, financial intermediaries and family offices.

As a fiduciary, we work to help our clients succeed. We are prepared to think differently, drawing on our differentiated investment capabilities to help meet their evolving needs. Today, we work with UK institutions across equity, fixed income, multi-asset, liquid alternatives and private markets.

What do our clients benefit from?

We combine the agility and autonomy of a boutique with the infrastructure and investment resource of a large, diversified multi-asset manager.

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Wendy Cromwell, CFA
Director of Sustainable Investment

In December 2020, Wellington became a founding member of the Net Zero Asset Managers initiative (NZAMI). We have already partnered with many clients on their decarbonisation goals and look forward to working with more asset owners in the UK and Ireland on positioning their portfolios to achieve net-zero.”

Wendy Cromwell, CFA
Director of Sustainable Investment
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Empowered investment teams and rigorous proprietary research

We have no chief investment officer, which gives each of our investment teams the freedom to follow their own philosophy and process while benefiting from the resources of a large, global firm.

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Sole focus on investment management

Managing money for clients is our only business, which helps us to focus on our goals of exceeding their investment and service expectations.

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Dedicated ESG and climate research resources

We integrate our proprietary ESG and climate research with our active ownership of securities, which aims to better insulate portfolios from sustainability risks and positions them to take advantage of opportunities.

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Open, collaborative culture

Our investment decision making is informed by the healthy debate, diversity of thought and free exchange of ideas which form the cornerstones of our investment culture.

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Long-term perspective of a partnership structure

Our firm’s structure helps us to attract and retain outstanding talent, build stable investment teams and focus on long-term results.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Wellington in numbers

We manage money on behalf of our UK clients in nearly all sectors of the global securities markets. Our dedicated client servicing team bring our firm’s resources to bear to the ultimate advantage of our clients’ beneficiaries.

USD 1 T+

Assets managed firmwide

926

Investment professionals

2,464

Clients

62

Client locations (by country)

Wellington Management: More than 88 years of history

Our first UCITS fund was launched more than 20 years ago, but our firm’s history goes back almost 90 years. Since 1928, we’ve been serving a wide range of institutions around the world, including pension funds, sovereign-wealth funds, endowments and foundations, family offices, fund sponsors and insurance companies.