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Wellington Management partners with Citibank (Hong Kong) Limited to offer Wellington Asia Technology Fund to retail investors in Hong Kong
Asian Private Banker Asset Management Awards for Excellence 2027
We are delighted to share that Wellington Management was presented with four awards at Asian Private Banker’s Asset Management Awards for Excellence 2027: Best Fund Provider – Asia Pacific Bond, Best Fund Provider – Global Bond – Intermediate to Long Term, Best Fund Provider – Technology Equity, and Highly Commended Fund Provider – Hedge Funds.
For nearly a century, we have brought together unique perspectives to help clients see through market complexity. As we celebrate 30 years in Asia Pacific, these regional recognitions are especially meaningful. They reflect the depth of our capabilities and our commitment to investment excellence—looking at opportunities from every angle to turn research-driven insights into differentiated outcomes for our clients.
We would like to thank our distribution partners for their trust and support, and we look forward to strengthening and building on these relationships in the coming years.
For more information, including award methodology, please visit https://asianprivatebanker.com/asset-management-awards-for-excellence/
Wellington Management did not pay a fee to be considered for these awards. Winners were selected by Asian Private Banker. These awards were announced in November 2026 and are based on the following time period: end-June 2025 to early October 2026. Wellington Management was one of the winners in all categories. The selection methodology was based on product performance, asset gathering, service quality and fund selectors feedback. The awards may not be representative of any one client’s experience. The awards are not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Further information on the award and awarding criteria: https://asianprivatebanker.com/asset-management-awards-for-excellence/
Wellington Management to Acquire Hartford Funds from The Hartford
Wellington Management and The Hartford announced they have entered into a definitive agreement under which Wellington will acquire Hartford Funds. Upon closing, Hartford Funds will be integrated into Wellington’s US Wealth business and going forward the business will operate under the Wellington brand.
Wellington Management partners with Standard Chartered Bank to offer exclusive no-load share classes in Singapore
Wellington Management announces expansion of partnership with Standard Chartered Bank to distribute the Asia Quality Income Fund to clients in Singapore with new no upfront sales charge share classes.
Asian Private Banker Asset Management Awards for Excellence 2026 – Fund & House Accolades
We are delighted to share that Wellington Management was presented with the Best Fund Provider – Global Equity and Best Fund Provider – Hedge Funds awards and achieved a Highly Commended distinction in the US Equity category at Asian Private Banker’s Asset Management Awards for Excellence 2026.
For us, this recognition is a testament to our research-driven approach and commitment to delivering client success. We would also like to thank our distribution partners for their trust and support, and we look forward to strengthening and building on these relationships in the coming years.
For more information, including award methodology, please visit https://asianprivatebanker.com/awards/asset-management-awards-for-excellence-2026/
Wellington did not pay to be considered for this award, however, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by Asian Private Banker. This award was announced on November 12, 2025 and is based on the following time period: September 2024 to August 2025. Wellington Management was the only winner in the Hedge Funds category, and was selected by a judging panel based on the pitch submissions. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Wellington Management welcomes Michael Trihy, CFA, as Head of Portfolio Management, Venture Growth Evergreen, Private Investments.
Wellington Management welcomes Michael Trihy, CFA, as Head of Portfolio Management, Venture Growth Evergreen, Private Investments. With 15 years’ experience in private equity and asset management — including senior roles at Bow River Capital and Partners Group — Michael brings deep expertise to our private investing team.
Citywire Asia: Wellington Management hits stride in Asia's retail wealth race
The US asset manager has racked up nine bank partnerships across Hong Kong and Singapore, capitalising on merging private bank-retail platforms.
Global LPs stay the course with private market allocations despite geopolitical risks, Wellington Private Investing Survey shows.
At the SuperReturn International Conference in Berlin, Wellington Management surveyed 165 private markets professionals. Read the press release for a snapshot of the key insights.
Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”
Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.
For professional investors only. Wellington Management paid a fee to be considered for this award. Winners were selected based on demonstrated success in leadership roles, breadth of experience, longevity in the field, and consistency in performance, among other factors. This award was announced on June 25, 2025 and is based on the following time period: Shanna O’Reilly’s Wellington career 2004-2025. Shanna O’Reilly was one of the winners in the Top Women Leaders in Growth Investing category and was selected based on demonstrated success in leadership roles, breadth of experience, longevity in the field, and consistency in performance, among other factors. This award may not represent any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Further information on the award and awarding criteria: https://growthcapadvisory.com/award-usage/.
Wellington, Vanguard, and Blackstone to collaborate on investment solutions combining public and private assets
Wellington Management, Vanguard, and Blackstone announce a strategic alliance to transform how investors access institutional-caliber investment opportunities. The three firms will collaborate on developing simplified multi-asset investment solutions that seamlessly integrate public and private markets as well as active and index strategies.
Wellington Management expands private investing capabilities with formation of a private real estate credit platform
Ravi S. Anand appointed Head of Private Real Estate Credit and is joined by team of seasoned industry veterans.
Wellington Management announces the launch of Global Quality Growth Fund to retail investors in Hong Kong and Singapore
Providing this flagship strategy in a vehicle designed for the advised retail channel in Hong Kong and Singapore will broaden access to the firm’s comprehensive UCITS range across equities, fixed income, and multi-asset.
Asian Private Banker Asset Management Awards for Excellence 2025 – Fund & House Accolades
We are delighted to share that Wellington Management was presented with the Best New Fund – Bond award and achieved a Highly Commended distinction in the US Equity category at Asian Private Banker’s Asset Management Awards for Excellence 2025.
For us, this recognition is a testament to our research-driven approach and commitment to delivering client success by exploring new ideas and challenging each other’s thinking. We would also like to thank our distribution partners for their trust and support, and we look forward to strengthening and building on these relationships in the coming years.
Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness. The award may not be representative of any one client's experience. Wellington Management did not pay a fee to be considered. Award sponsor: Asian Private Banker.
Private Market Talks: Pacing Growth and Maintaining Discipline with Wellington Management’s Shanna O’Reilly
Shanna O'Reilly, Co-head, Private Investments joined the Proskauer podcast, Private Market Talks during their first episode of the podcast's fourth season discussing Wellington's disciplined approach to future growth areas, investing in talent, and much more. The episode also dives into "the nuances of venture investing," risk diversification, and navigating today's competitive landscape.
Wellington Management hires a new head of Investor Relations, Private Investments.
Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”
Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.
Wellington Management did not pay a fee to be considered. The selection of winners was carried out through a nomination process that involved reviewing feedback from colleagues, portfolio company executives, and others in the industry for each nominee. The evaluation of each candidate was based on factors such as their success in their roles, the breadth of their experience, their longevity in the field, and their consistent performance. This award was announced on June 18, 2024, a submission made in January 2024. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Source: GrowthCap
Pensions&Investments | Wellington, the quiet giant, wades into private credit amid boom in lending
Director, Private Credit, Emily Bannister and Head of Client Group, Scott Geary, spoke with Pensions&Investments on the firm’s move into Private Credit as part of its growing Private Investing platform. In 2023, the firm launched its Private Credit capability with the investment-grade private placements strategy and is expanding into growth lending this year.
Source: Pensions&Investments
Wellington Management announces exclusive partnership with Standard Chartered in Singapore and Hong Kong
Nick Samouilhan live on Bloomberg TV: Wellington's Samouilhan on Markets
Wellington's Head of Multi-Asset Strategy, APAC, Nick Samouilhan joined Bloomberg anchors Haslinda Amin and Rishaad Salamat for a discussion on macro and markets. Nick sees the Fed’s focus moving from policy and inflation to policy and growth, predicts the next chapter is “more about micro than macro,” and believes China is moving cautiously to a new economic model. He also contends there is a “range of corporates out there that are facing a much tougher corporate environment, which is something we need to focus on.”
iCapital® and Wellington Management forge global partnership
iCapital® and Wellington Management Forge Global Partnership to Enhance Access to Institutional-Quality Alternative Investments
Responsible Investor webinar: Impact in emerging markets — Grassroots research and IMM Practice
Press release: Wellington Management and the MIT Joint Program announce climate change research collaboration
Wellington Management expands private investing capabilities with new climate-focused senior investors
In this photo essay from the Wall Street Journal, 15 CEOs — including Wellington’s incoming CEO Jean Hynes — share how and where they’ve been working during the pandemic, and offer some lessons learned during this unprecedented time.
Barron’s report | The 100 Most Influential Women in US Finance
Wellington Management expands European presence with new office in Milan
We are pleased to announce that Portfolio Managers Ann Gallo and Arancha Cano were recently recognized as two of The Hedge Fund Journal’s ”50 Leading Women in Hedge Funds.” For more on Ann and Arancha, view the full article here.
Wellington Management did not pay a fee to be considered. Editors of Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s past or future performance.
Wellington Management to Acquire Hartford Funds from The Hartford
Wellington Management and The Hartford announced they have entered into a definitive agreement under which Wellington will acquire Hartford Funds. Upon closing, Hartford Funds will be integrated into Wellington’s US Wealth business and going forward the business will operate under the Wellington brand.
Wellington Management partners with Standard Chartered Bank to offer exclusive no-load share classes in Singapore
Wellington Management announces expansion of partnership with Standard Chartered Bank to distribute the Asia Quality Income Fund to clients in Singapore with new no upfront sales charge share classes.
Asian Private Banker Asset Management Awards for Excellence 2026 – Fund & House Accolades
We are delighted to share that Wellington Management was presented with the Best Fund Provider – Global Equity and Best Fund Provider – Hedge Funds awards and achieved a Highly Commended distinction in the US Equity category at Asian Private Banker’s Asset Management Awards for Excellence 2026.
For us, this recognition is a testament to our research-driven approach and commitment to delivering client success. We would also like to thank our distribution partners for their trust and support, and we look forward to strengthening and building on these relationships in the coming years.
For more information, including award methodology, please visit https://asianprivatebanker.com/awards/asset-management-awards-for-excellence-2026/
Wellington did not pay to be considered for this award, however, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by Asian Private Banker. This award was announced on November 12, 2025 and is based on the following time period: September 2024 to August 2025. Wellington Management was the only winner in the Hedge Funds category, and was selected by a judging panel based on the pitch submissions. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Citywire Asia: Wellington Management hits stride in Asia's retail wealth race
The US asset manager has racked up nine bank partnerships across Hong Kong and Singapore, capitalising on merging private bank-retail platforms.
Wellington, Vanguard, and Blackstone to collaborate on investment solutions combining public and private assets
Wellington Management, Vanguard, and Blackstone announce a strategic alliance to transform how investors access institutional-caliber investment opportunities. The three firms will collaborate on developing simplified multi-asset investment solutions that seamlessly integrate public and private markets as well as active and index strategies.
Wellington Management announces the launch of Global Quality Growth Fund to retail investors in Hong Kong and Singapore
Providing this flagship strategy in a vehicle designed for the advised retail channel in Hong Kong and Singapore will broaden access to the firm’s comprehensive UCITS range across equities, fixed income, and multi-asset.
Asian Private Banker Asset Management Awards for Excellence 2025 – Fund & House Accolades
We are delighted to share that Wellington Management was presented with the Best New Fund – Bond award and achieved a Highly Commended distinction in the US Equity category at Asian Private Banker’s Asset Management Awards for Excellence 2025.
For us, this recognition is a testament to our research-driven approach and commitment to delivering client success by exploring new ideas and challenging each other’s thinking. We would also like to thank our distribution partners for their trust and support, and we look forward to strengthening and building on these relationships in the coming years.
Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness. The award may not be representative of any one client's experience. Wellington Management did not pay a fee to be considered. Award sponsor: Asian Private Banker.
Nick Samouilhan live on Bloomberg TV: Wellington's Samouilhan on Markets
Wellington's Head of Multi-Asset Strategy, APAC, Nick Samouilhan joined Bloomberg anchors Haslinda Amin and Rishaad Salamat for a discussion on macro and markets. Nick sees the Fed’s focus moving from policy and inflation to policy and growth, predicts the next chapter is “more about micro than macro,” and believes China is moving cautiously to a new economic model. He also contends there is a “range of corporates out there that are facing a much tougher corporate environment, which is something we need to focus on.”
Press release: Wellington Management enhances Singapore wealth offering with registration of three new funds for retail segment
Funds Global Asia Opinion: Asia credit: An outsized winner in the region’s energy transition?
As Asia’s energy transition gathers pace, the scale of investment required to decarbonise energy systems and infrastructure is immense. In this opinion piece, Fixed Income Portfolio Manager Ross Dilkes examines the opportunities and risks presented by the region’s decarbonisation agenda and how investing in a diversified credit portfolio could potentially provide exposure to the sectors set to benefit.
Source: Funds Global Asia
Fund Selector Asia Singapore 2023 House Award Winner
We are proud to be named House Award Winner in the “Excellence in Innovation” category at the Fund Selector Asia Fund Awards Singapore 2023.
For more information, including the award methodology, please visit [https://fundselectorasia.com/winners-of-the-2023-fsa-house-awards-for-singapore-are/ ]
Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness.
Wellington Management did not pay a fee to be considered. Winners were selected by submitting a written application, and Wellington Management was the only winner in the “Excellence in Innovation” category. The award may not be representative of any one client's experience. Award sponsor: Fund Selector Asia
Press release: Wellington Management bolsters Singapore retail offering with launch of three new actively managed equity funds
Press release: Wellington Management and the MIT Joint Program announce climate change research collaboration
In this photo essay from the Wall Street Journal, 15 CEOs — including Wellington’s incoming CEO Jean Hynes — share how and where they’ve been working during the pandemic, and offer some lessons learned during this unprecedented time.
Barron’s report | The 100 Most Influential Women in US Finance
*About third-party links on our website: Wellington Management may offer links to other third-party websites. When you click on these links you will leave Wellington Management’s website and will be redirected to another site. The links are provided solely for your convenience and for informational purposes only; they do not constitute an endorsement, guarantee, or an approval by Wellington Management of any of the products, services, or opinions of the third party. Wellington Management makes no representation or warranty regarding the accuracy, legality, or content of the third-party site or the links. These sites are not under the control of Wellington Management. Please also be aware that the security and privacy policies on these sites may be different than those of Wellington Management. Please read third-party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third-party websites, please contact the third party directly.
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
© 2026 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results.
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. The value of the shares of the funds and the income accruing to them, if any, 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.
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