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USD 1 T+
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Client assets managed
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- Funds
We’re different by design
As one of the world’s largest privately held asset managers, we are free to take the long view, innovate, and invest when others pull back. Since 1928, we’ve been exploring new ideas and challenging each other’s thinking — because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries.
At Wellington, our research-driven approach and long-term thinking are at the heart of our investment solutions, which span all major asset classes.
Wellington at a glance
USD 1 T+
Client assets managed
900+
Investment professionals
2,250+
Clients
60+
Client locations by country/region
All figures are for the Wellington Management Group of companies as at 31 December 2023.
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.
How we invest differently
Independent by design
Our private ownership model enables us to focus on long-term success for clients.
Collaborative by nature
We debate and share new ideas to uncover hidden insights, risks, and opportunities.
Integrated for client success
We avoid organizational silos and combine our expertise across investing, trading, data science, and more to give our clients every advantage.
What we do
From broad market solutions to strategies based on specific duration, geographic, or sector parameters, we have the capabilities to help meet our clients’ needs.
We’ve been blending asset classes for more than 90 years, applying a wide range of investment styles and disciplines to create innovative multi-asset strategies and solutions for clients.
As a large and long-tenured liquid alternatives and hedge fund manager, we offer a range of multi-strategy, macro, and thematic/sector investment approaches.
From venture capital to private debt, we combine deep private market experience with Wellington’s public market expertise, extensive networks, and research to find and support the private companies that we believe are poised to transform their industries.
Extensive research and engagement practices are at the core of our sustainable investing platform, giving us a distinct edge to help our clients reach their goals.
How we do it: Our solutions and capabilities
We’ve built an integrated ecosystem of more than 900+ investment professionals, bringing together experts in research, trading, data science, and more — all to help ensure we can be an effective partner and solutions provider to our clients.
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 at 31 December 2023.
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.
1928
Our first fund
Walter Morgan founds the Wellington Fund, the first balanced mutual fund in the United States.
1933
We’re official
Wellington Management Company is now incorporated.
1958
The inception of Morning Meetings
Our first daily Morning Meeting was held. It’s a tradition still in place today.
1960s
Going global
We became a global firm, taking on investments and clients outside the US.
We’re private again
Twenty-nine of the original partners bought back the company, making it private once again and putting the best interests of clients and the business first.
Expanding to the UK
Global expansion accelerated with the opening of our London office.
Building our alternatives platform
Our first long/short equity fund was launched, establishing the foundation of our current alternatives platform.
Moving to APAC
We continued expanding into the Asia-Pacific region, opening offices in Singapore, Tokyo, and Sydney.
2003 – 2020
Expansion continues
Our global reach expanded year over year as we opened offices in Hong Kong, Shanghai, Frankfurt, Luxembourg, and Zurich.
Significant presence and long-term track record
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.
Funds returns are shown net of fees. Fund returns shown are net of actual (but not necessarily maximum) withholding and capital gains tax but are not otherwise adjusted for the effects of taxation and assume reinvestment of dividends and capital gains. If an investor’s own currency is different from the currency in which the fund is denominated, the investment return may increase or decrease as a result of currency fluctuations.
Source: Wellington Management.
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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 can go down as well as up. 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. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the fund which contain further information on the risks and features of the fund. Unless stated otherwise data is as at previous month end.