Client assets managed
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
Tracing our history back to 1928, we are a globally integrated firm serving a wide range of institutional clients around the world, including pension funds, sovereign-wealth funds, endowments and foundations, family offices, fund sponsors, and insurance companies.
We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the United States. Wellington Management Company was incorporated in 1933.
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.
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.
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.
We opened our London office and began expanding globally at an energetic pace.
We launched our first long/short equity fund, establishing a foundation for the sizable alternatives platform we have today.
To serve our clients in the Asia-Pacific region, we opened our Singapore, Tokyo, and Sydney offices.
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, Wellington Management has a significant presence and long-term track record in nearly all sectors of the global securities markets. Still, our history is perhaps best defined not by the number of years we've been in existence, but rather by our focus on stability and growth to help meet the evolving needs of our clients.
