Wellington Management is one of the world’s largest privately owned fund managers. Our funds provide wealth managers, institutions, and financial intermediaries in the UK with access to innovative investment solutions created by our diverse investment teams. Our skilled investors work together to uncover new investment ideas and pursue strong long-term results for your clients.
GBP 925B+
Assets managed firmwide
950+
Investment professionals
2,500+
Number of clients
60+
Client locations by country/region
All figures are for the Wellington Management Group of companies as at 30 June 2023.
Global equity fund seeking long-term total returns through capital growth and income.
Art.8 (SFDR)
Capital at risk
A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance
Art.9 (SFDR)
Capital at risk
Thematic emerging markets equity fund focused on development themes using a risk-weighted approach.
Art.9 (SFDR)
Capital at risk
Our investment ecosystem
We combine independent insights across asset classes, skill sets, and investment disciplines because we believe collaboration is a rare, repeatable competitive edge.
Portfolio management
Our globally integrated investment boutique model brings together nearly 50 independent investment teams across all asset classes, under a single management framework.
Investment research
Our independent, research-driven teams draw on insights from 950+ investment professionals worldwide, including our global industry, credit, ESG, and macro teams.
Sustainable investing
We integrate sustainable research and engagement practices across our sustainable investment platform. This includes impact, climate, ESG forefront, and sustainable thematic investing.
Investment strategy
Our Investment Strategy Group (iStrat) draws on our entire investment platform to conduct research, evaluate portfolios, and implement custom client solutions.
Investment science
Working alongside our Investment Science Group (iSci), our investment teams leverage data science innovations to improve efficiency, find new investment ideas, and manage risk.
Risk management
Our investors manage risk by harnessing data-science-powered investment risk tools, a robust risk-management framework, and risk specialists across asset classes.
All figures are for the Wellington Management Group of companies as at 30 June 2023
Contact the team
Our clients are always looking for new and innovative ways to differentiate their client portfolios. The UK distribution team look forward to hearing from you. Please do get in touch using the links below to find out more.
Pippa Brady
Adam Kay
Katee Goldstein
Marjorie Burke
Laura McConnell
