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About Wellington Management

Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centres, providing clients with local knowledge and global expertise.

Wellington at a glance

Message from our CEO

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Jean Hynes
Chief Executive Officer

Our people are guided by the mantra “client, firm, self” and the result is a mandate to put forth our best efforts on behalf of our clients every day.

We believe our culture is the sustainable competitive advantage of our firm, helping us attract, retain, develop and motivate great people around the globe. Our unwavering focus on culture has been enabled by our ownership model, a private partnership that is now more than 40 years old. It empowers a focus on the long term, so we are aligned with the interests of our clients as well as the careers and development goals of our talent. Our private partnership has scaled as we have grown and globalised, and we are now able to combine the resources of a large, global, diversified multi-asset manager with the feel of a small, collaborative company.

Clients can benefit from our..

Facts and figures

USD 1T+

client assets under management

16

offices around the world

920

investment professionals

2,300+

clients

All data refers to companies belonging to Wellington Management Group, data as of 30 September 2021

Wellington in Asia

Since opening our first office in Singapore over 25 years ago, we have expanded our network across Asia and are now based in Shanghai, Hong Kong, Singapore, Tokyo and Sydney.

Our Capabilities

Our offering is designed to help meet clients' differing goals. Regular research insights offer clients and their advisers a deep perspective on markets and investments, while our innovative fund range spans multiple markets and asset classes. Each solution is underpinned by extensive proprietary research and a collaborative culture of idea sharing and stress testing at global scale. 

USD 630 B assets managed firmwide

Diversified strategies that span different geographies, sectors, investment styles and market capitalisation.

USD 532 B assets managed firmwide

Broad range of strategies that invest across the full spectrum, leveraging expertise from macro, credit and currency specialists.

USD 222 B assets managed firmwide

Our specialists within the multi-asset team focus on creating balanced solutions to address income needs.

All data refers to companies belonging to Wellington Management Group, data as of 30 September 2021

OUR DISTINCTIVE HERITAGE

Since 1958, we have started every business day with Wellington Management’s Morning Meeting, bringing together our investment professionals across the world to discuss timely investment ideas. 

A 90-year history of innovation

Since 1928, we’ve been serving a wide range of institutions and individuals around the world. Our clients in Asia include pension funds, sovereign wealth funds, endowments and foundations, insurance companies, fund sponsors, family offices, individuals and their advisers.

DISCLOSURES

Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees.
Source: Wellington Management

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The content within this page is issued by Wellington Management Singapore Pte Ltd (UEN: 201415544E) (WMS). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Information contained on this website is provided for information purposes and does not constitute financial advice or recommendation in any security including but not limited to, share in the funds and is prepared without regard to the specific objectives, financial situation or needs of any particular person.

Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk.  The price and value of investments is not guaranteed and may fall or rise. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. Investors should read the prospectus and the Product Highlights Sheet of the respective fund and seek financial advice before deciding whether to purchase shares in any fund. Past performance or any economic trends or forecast, are not necessarily indicative of future performance. Some of the funds described on this website may use or invest in financial derivative instruments for portfolio management and hedging purposes. Investments in the funds are subject to investment risks, including the possible loss of the principal amount invested. None of the funds listed on this website guarantees distributions and distributions may fluctuate and may be paid out of capital. Past distributions are not necessarily indicative of future trends, which may be lower. Please note that payment of distributions out of capital effectively amounts to a return or withdrawal of the principal amount invested or of net capital gains attributable to that principal amount. Actual distribution of income, net capital gains and/or capital will be at the manager’s absolute discretion. Payments on dividends may result in a reduction of NAV per share of the funds. The preceding paragraph is only applicable if the fund intends to pay dividends/ distributions.  Performance with preliminary charge (sales charge) is calculated on a NAV to NAV basis, net of 5% preliminary charge (initial sales charge). Unless stated otherwise data is as at previous month end.

Subscriptions may only be made on the basis of the latest prospectus and Product Highlights Sheet, and they can be obtained from WMS or fund distributors upon request.

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