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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.
Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2026.”
Congratulations to Matt Witheiler, Head of Late-Stage Growth, who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2026, for the sixth year in a row!
Wellington Management did not pay a fee to be considered for this award. Winners were selected for Forbes’ 2026 Midas List through a data-driven evaluation process based on a combination of public data sources and submissions from investment partners across hundreds of firms. This award was announced on 27 May 2026, following a submission made in April 2026, and is based on five years of trailing data. Wellington Management was recognized in the Top Tech Investors category based on Forbes’ criteria. Honorees are evaluated based on investment performance and industry impact using Forbes’ methodology and editorial review process. The recognition is not paid, not client-survey-based, and is not an endorsement or predictor of investment performance. 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.
Steve Klar and the New 60/40: Facing the Convergence of Public and Private Markets
On his second official visit to Spain with Wellington Management and on the verge of retirement, the firm’s chairman reflects on the transformation of an industry to which he has dedicated 30 years of his professional career.
Irina Margine, Sector Lead for Biotech Private Investments at Wellington, has been named to this year’s WSJ Pro Private Equity Women to Watch list.
The annual recognition from The Wall Street Journal highlights women across private equity whose investment work and leadership are helping shape the direction of the industry.
Irina’s path into investing began in the lab. With scientific training in microbiology, she brings technical fluency to conversations with founders and management teams working on complex therapies. That combination of scientific depth and long-term investment perspective continues to shape how we approach private biotech investing.
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Wall Street Journal Pro Private Equity based on nominations submitted by their individual firms. This award was announced on 9 March, 2026, and is based on Irina Margine’s career experience 2014 to present with a focus on her time as an investor at Wellington Management from 2019 to present. Wellington Management was one of the winners in the Senior Deal Makers category. WSJ Pro Private Equity’s Women to Watch honorees are evaluated on a holistic basis, with senior professionals assessed based on career‑long accomplishments. Honorees are selected through an editorial process based on nominations, written submission materials, and independent editorial review by WSJ Pro. The recognition is not paid, not client‑survey‑based, not tied to subscription status, and is not an endorsement or predictor of investment performance. 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 expands liquid alternatives range with new Absolute Return Global Equity UCITS fund
Wellington Management is ranked #16 out of 579 hedge fund managers in the With Intelligence “Global Billion Dollar Club”
We are thrilled to be ranked #16 again in the With Intelligence “Global Billion Dollar Club” list for 2025. Additionally, we remain in the top 10 for biggest asset growth during this period.
The Billion Dollar Club has now eclipsed US$4 trillion in AUM amid strong inflows last year:
View the full list of With Intelligence rankings
View the With Intelligence article about the Billion Dollar Club
Wellington Management did not pay a fee to be considered for this award. Winners were selected by With Intelligence. The award was announced on 16 March 2026 and is based on AUM as of 31 December 2025. Wellington Management was one of 579 managers named on the list, and the selection methodology is based on AUM. 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 Appoints Alex Behm to Strengthen Secondaries Capabilities
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 President, Managing Partner and Head of the Client Platform Announces Retirement; Samantha Schoen Named Next Head of the Client Platform
Wellington Management appoints Michael Trihy as Head of Portfolio Management to expand Private Investment capabilities into evergreen market
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/.
Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2025.”
Congratulations to Matt Witheiler, Head of Late-Stage Growth, who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2025, for the fifth year in a row!
Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on May 27, 2025, a submission made in April 2025 and is based on 5 years of trailing data. Wellington Management was a winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. 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.
Bloomberg Zero | How to invest in climate in the Trump era
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 launches first interval fund and expands investment offerings for U.S. wealth investors
Wellington Management wins “LDI Manager of Year” (mega category) award as part of CIO Magazine’s 2024 Industry Innovation Awards program.
Wellington Management is honored to have been named “LDI Manager of Year” (mega category) by CIO Magazine as part of their 2024 Industry Innovation Awards program. Learn more about this achievement and CIO Magazine’s 2024 Industry Innovation Awards program.
Wellington did not pay to be considered for the award, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. 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 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.
Wendy Cromwell re-elected to PRI board
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.
Private Equity International | AI drives transformational technology shift
Head of Late-Stage Growth, Matt Witheiler and Sector Lead, Rob Mazzoni spoke with Private Equity International during a Keynote Interview about how advances in artificial intelligence offers new use cases and productivity gains, opening opportunities for late-stage companies.
Source: Private Equity International
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
Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2024.”
Congratulations to Matt Witheiler, Sector Lead, Consumer & Technology who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2024, for the fourth year in a row!
Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on June 4, 2024, a submission made in January 2023 and is based on 5 years of trailing data. Wellington Management was the only winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. 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.
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
Wellington Management announces US$385 million final close for Climate Innovation I
Axios | Exclusive: Wellington raises $385M for first private climate fund
Greg Wasserman, Head of Private Climate, sat down with Alan Neuhauser at Axios to discuss the final close of the private investing platforms first climate innovation fund and the sector opportunities the investment team is focusing on.
Source: Axios
Wellington’s Private Investing co-heads, Michael Carmen and Shanna O’Reilly, are named to the Diversity, Equity and Inclusion Power100 Angels List
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisors. This award was announced on 25 February 2024. Wellington Management was one of 100 winners in the Angels category, and the selection methodology included a collective consensus based on a broad cross-section of industry participants. 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 Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisor’s. This award was announced on February 25, 2024 . Wellington Management was one of 100 winners in the Asset Manager category, and the selection methodology included a collective consensus based on a broad cross section of industry participants. 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.
RBC Capital Markets | Pathfinders in Sustainability: Integrating ESG from Private to Public Markets
Read this interview from the Pathfinders in Sustainability series to learn more about how Wellington’s Director of ESG, Private Investments Hillary Flynn works to help private companies break down core issues across ESG.
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.”
Environmental Finance IMPACT Awards 2023 – Impact Investing Platform and Impact Reporting (fund) of the year
We are honored to be recognized for two awards at the 2023 Environmental Finance IMPACT Awards. Learn more about our impact investing platform and the enhancements we have made over the past year to further our objective of generating attractive financial returns alongside positive, measurable impact.
For professional or institutional investors only. The advisor did not pay a fee to be considered. Winners were selected by submitting a written application, and Wellington Management was the only winner in each category. 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. Award date and time period: December 2023; April 2022-September 2023.
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
HFJ | 50 Leading Women in Hedge Funds - 2023
We are pleased to announce that Portfolio Manager Rebecca Sykes was recently recognized as one of The Hedge Fund Journal’s “50 Leading Women in Hedge Funds.” For more on Rebecca, view the full article here.
Wellington paid a sponsorship fee to be considered for this list. Editors of The 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 performance and this does not represent a recommendation to buy or invest in any securities. October 2023.
Forbes | Wellington Access Ventures Raises $150 Million To Back Underrepresented Founders
Our Wellington Access Ventures Team sat down with Forbes to discuss the final close of the private investing platform’s first early-stage venture capital fund and how they look to partner with "the next industry-defining companies."
Source: Forbes.
Wellington Management announces US$150 million final close for Wellington Venture Investments I
iCapital® and Wellington Management forge global partnership
iCapital® and Wellington Management Forge Global Partnership to Enhance Access to Institutional-Quality Alternative Investments
Capital Allocators with Ted Seides podcast featuring Co-head Private Investments, Michael Carmen
Our dedicated team of investors continues to see compelling investment potential in private markets. Listen to this episode of the Capital Allocators with Ted Seides podcast to hear Wellington’s Co-Head of Private Investments Michael Carmen share his journey from public to private markets, detail his investment philosophy, and highlight what sets Wellington apart in this space.
Catch Nanette Abuhoff Jacobson on the Hartford Funds podcast
Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson recently joined the Hartford Funds podcast, sharing her views on the global economy and outlining risks and opportunities for investors. Nanette also spoke about her passion for mental health — a cause she devotes personal time to in her capacity as a member of the board for the Brookline Community Mental Health Center in Brookline, Massachusetts. Watch the replay here.
The Wall Street Journal News Exclusive: Wellington Banks at Least $2.6 Billion for Growth Investment Strategy
Co-Head, Private Investments Michael Carmen and Sector Lead, Consumer & Technology, Matt Witheiler spoke with the Wall Street Journal to disucss the recent oversubscribed $2.6 billion final close of late-stage growth fund, Hadley Harbor IV and how Wellington is supplying capital to transformative businesses enabling them to scale from the private to the public market.
Source: WSJ Pro Private Equity
Wellington Management closes fourth late-stage private fund, exceeding $2.5 billion target
WSJ Pro Venture Capital: Wellington Management Raises US$476 Million for Second Biotech Venture Fund
Co-heads of biotech private investments I-hung Shih and Nilesh Kumar spoke with the Wall Street Journal to discuss the recent US$476M final close of Biomedical Innovation Fund II and how Wellington is a “one-stop shop” for the next generation of innovative biotech companies.
Source: WSJ Pro Venture Capital. Permission required for reproduction.
Wellington Management announces US$476 million final close for Biomedical Innovation II
Fund Selector Asia Singapore 2023 Fund & House Award Winner
We are proud to announce that the Wellington India Focus Equity Fund received a Platinum award in the Regional/Single Country Emerging Market Equity category and the Wellington Global Stewards Fund received a Gold award in the Global Equity category within the Fund Selector Asia Fund Awards Singapore 2023. We were also named House Award Winner of the “Excellence in Innovation” category.
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: Fund Selector Asia. Time period: June 2019 to June 2022.
Environmental Finance Impact Awards 2022 – Fund of the year, listed equity
We are proud to announce that the Wellington Global Impact Fund was named “Fund of the year – listed equity” at the recent Environmental Finance 2022 Impact Awards. Across our impact platform, we are committed to setting a high bar for materiality, additionality, and measurability.
For professional or institutional investors only. The award may not be representative of any one client's experience. Past performance is no guarantee of future results. Wellington did not pay a fee to be considered. Award sponsor: Environmental Finance Award; Time period: December 2021 – December 2022.
Institutional Investor | Every Asset Manager Wants More Alts. Here’s How Wellington Is Achieving It.
In a recent interview with Institutional Investor, Wellington’s Mark Sullivan shares his take on how alternatives could be an important investment strategy for investors dealing with inflation and geopolitical uncertainty.
Source: Institutional Investor. Permission required for reproduction.
50 Leading Women in Hedge Funds
We are pleased to announce that Portfolio Manager Irene Tse and Director of Alternatives, Americas, May Yu were recently recognized as two of The Hedge Fund Journal's "50 Leading Women in Hedge Funds."
Wellington paid a sponsorship fee to be considered for this list. Editors of The 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 performance and this does not represent a recommendation to buy or invest in any securities.
For more on Irene, view the full article here.
For more on May, view the full article here.
Responsible Investor webinar: Impact in emerging markets — Grassroots research and IMM Practice
We are proud to receive this award for our continued work to enhance the ability to assess material financial risks of climate change. The advisor did not pay a fee to be considered. Winners were selected by submitting an application, and Wellington was the only winner in the category. The award is not representative of any one client’s experience nor indicative of Wellington’s future performance.
The advisor 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 ESG innovation of the year (research) category. 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. Award date and time period: July 2022; July 2021-July 2022
Wellington Management expands private investing capabilities with new climate-focused senior investors
Wellington Management is pleased to have won the Best Sustainable & ESG Thematic Fund category for its Wellington Emerging Market Development Fund at Investment Week Sustainable & ESG Investment Awards.
These awards are intended to honour best-in-class fund providers, research & ratings teams and service providers who have a key part to play as sustainable and ESG investing moves firmly mainstream. During a time of transition and rapid development, these awards are more important than ever in scrutinising sustainable and ESG investment propositions and highlighting excellence in this space. Entries were judged by a panel of sustainable and ESG investing experts drawn from across the industry.
For professional or institutional investors only. The award may not be representative of any one client’s experience. Past performance is no guarantee of future results. Wellington Management did not pay a fee to be considered.
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.
Wellington Management expands European presence with new office in Milan
*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.