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Wellington in the UK

We are one of the world’s largest privately owned fund managers. Our funds provide wealth managers with access to innovative investment approaches created by our diverse investment teams.

WELCOME TO WELLINGTON IN THE UK

USD 1 T+

Assets managed firmwide

926

Investment professionals

2,464

Clients

62

Client locations by country/region

All figures are for the Wellington Management Group of companies as at 30 June 2021.

WHY WELLINGTON?

We combine the agility and autonomy of a boutique with the infrastructure and investment resources 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. We have already partnered with many clients on their decarbonisation goals and look forward to working with more asset owners 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.

FEATURED INSIGHTS