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Independent investment thinking

Investment led, client centred, solutions oriented

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As a global, active asset manager we manage over £950 billion* of assets on behalf of clients in over 60 countries across the world, delivering investment solutions for UK wealth managers, financial intermediaries and advisers.

*As at 30 June 2024.

Who we are

Head of Distribution in the UK and Ireland Matt Knight shares how Wellington’s innovative approach to investment can help UK wealth managers, intermediaries and financial advisers achieve their investment goals.

Fund Ideas

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Wellington Credit Total Return Fund

A long-only cash and bond fund seeking long-term total returns by investing primarily in US-dollar-denominated Treasuries, corporate bonds and emerging markets issuers. 

Art.8 (SFDR)

Capital at risk

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Wellington Global Impact Bond Fund

Seeks to outperform global fixed income markets represented by the Bloomberg Global Aggregate Index USD Hedged while generating measurable positive social or environmental impact

Art.9 (SFDR)

Capital at risk

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Wellington global stewards fund

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

How we manage our clients’ assets

We don’t have a CIO view that tells our investment teams how to think. Instead, we see investment research as a community, powered by more than 875 investment professionals, bringing together experts in research, trading, data science and more – all to ensure that we can help clients achieve their investment goals.

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Our integrated boutique model connects nearly 50 independent investment teams across all asset classes under a single management framework.

We draw on the insights of hundreds of research professionals worldwide, including specialists in macro, credit and ESG research, as well as our global industry analysts, who conduct fundamental company analysis and manage sector portfolios.

iStrat is our investment strategy and solutions group, focused on delivering client-centered investment solutions, research and advice.

We apply data science innovations to improve efficiency, find new investment ideas and manage risk through iSci, our Investment Science Team.

Our multifaceted approach to managing investment risk leverages data science-powered tools, a robust risk-management framework and risk specialists across asset classes.

With an annual trading volume of more than US$13 trillion, we have the scale to develop deep relationships with broker-dealers for the benefit of our clients, maintain a robust risk-management infrastructure and provide our investors with a leading-edge trading platform. 

All figures are for the Wellington Management Group of companies as of 30 June 2024.

Working with uk institutional clients

We also serve as a strategic partner to UK institutions such as LGPS, DB and DC pension schemes, insurance companies and charities.

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