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James Bradbury
- Relationship Manager
- Insights
- Capabilities
- Funds
- Sustainability
- About Us
- My Account
United Kingdom, Institutional
Change
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.
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.”
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.
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.
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.
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.
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.
Our clients
Contact the team
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Sophie Fall
- Executive Assistant
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Steve Jones
- Relationship Manager
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David King
- Relationship Analyst
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William Lockhart
- Head of UK Institutional
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James Myhill
- Account Manager
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Ciara O Murchadha Flynn
- Relationship Analyst
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Nirali Rabheru
- Relationship Analyst
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Victoria Rowland Rouse
- Account Manager
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Bob Sharma
- Relationship Manager
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Nicola Staunton
- Relationship Manager
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.
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USD 1 T+
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Assets managed firmwide
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926
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Investment professionals
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2,464
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Clients
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62
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Client locations (by country)
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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.
1928
We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the US.
1958
Since its inception, the daily Morning Meeting has been held with the same objectives: to exchange investment ideas, spark wide-ranging discussions and learn from one another each day.
1960s
Four talented investment professionals took on leadership roles at the firm: W. Nicholas Thorndike, Robert Doran, Stephen Paine and George Lewis. Together, they refocused the business and turned it into a global firm, taking on investments and clients outside the US.
1979
Twenty-nine original partners took a risk and bought back the firm after its brief period as a public company. They believed the private form of ownership to be in the best interests of clients and the business.
1983
We opened our London office and began expanding globally at an energetic pace.
1994
We launched our first UCITS fund in Luxembourg. The same year, we also launched our first long/short equity fund, establishing a foundation for the sizeable alternatives platform we have today.
1996-1997
To serve our fund investors and other clients in the Asia-Pacific region, we opened our Singapore, Tokyo and Sydney offices.
1997
We launched our Irish fund family, giving our clients the flexibility of two European fund domiciles (Ireland and Luxembourg).
2003- 2004
We continued to grow globally — in terms of both our client relationships and our investment platform. We opened offices in Hong Kong, Beijing, Frankfurt, Luxembourg and Zurich during these years.
Today
We are a global organisation with a significant presence and long-term track record in nearly all sectors of the securities markets. Wellington Management Funds include UCITS and non-UCITS funds and specific fund families domiciled outside of Europe. They draw on the broad equity, fixed income, multi-asset and alternatives investment capabilities of our investment teams.
