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Active management: Aligning portfolios with client goals

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Wealth

Wealth management: Financial advisors

Wellington's dedicated team of wholesalers can serve your clients' diverse investment needs with products and solutions that are designed to build sustainable, long-term value.

financial-advisor

USD 58 B+

Alternative assets managed firmwide

USD 1.3 T

Client assets managed

30+ years

Managing alternative investments

All figures as of 30 June 2026.
*Please note that all alternatives assets are also included in the assets of the equity, fixed income, and multi-asset asset class categories.

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Alternatives overview

We leverage in-depth research, specialized teams, and our firm’s scale and resources to develop alternative investment solutions to meet clients’ evolving needs — including a broad range of liquid alts/hedge funds and private investing strategies.

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