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USD 1.3 T
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Client assets managed
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United States, Intermediary
Change
An enduring approach to asset management
Founded in 1928, Wellington Management is one of the world’s largest independent investment management firms. For nearly a century, we have partnered with leading global institutions, striving to strengthen portfolios, navigate change, and deliver enduring results.
Today, we bring that same rigor, perspective, and discipline to our relationships with financial advisors.
Wellington at a glance
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800+
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Investment professionals
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3,000+
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Clients
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60+
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Client locations by country/region
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All figures are for the Wellington Management Group of companies as of date to March 31, 2026.
Our mission and purpose
At Wellington, we aspire to excellence in everything we do for our clients. Our research-driven approach and long-term thinking are at the heart of our investment solutions. Across public and private markets, we provide investment-led expertise to help you meet your objectives of confidently serving your clients and delivering enduring results.
Delivering a discerning edge
Private partnership
Fosters a long-term view that aligns our perspectives with those of our clients.
Rigorous proprietary research
Investment teams are empowered to develop their own philosophy and process.
Singular focus on investment management
Providing solutions that span markets and asset classes.
Open, collaborative culture.
We believe healthy debate and diversity of thought are essential for informed decision-making.
What we do
Global Multi-Strategy Interval Fund
Our actively managed equity solutions span disciplines, geographies, industries, market capitalizations, and styles to meet our clients’ objectives.
From broad market solutions to strategies based on specific duration, geographic, or sector parameters, we have the capabilities to help meet our clients’ objectives.
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.
Clients we serve
Intermediaries and wealth managers
Our solutions provide intermediaries and wealth managers with access to innovative investment approaches created by our diverse investment teams.
Financial advisors
Our dedicated team of regional directors can serve your clients’ specific investment needs with solutions designed to build sustainable, long-term value.
Moments that define us
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.
1979
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.
1983
Expanding to the UK
Global expansion accelerated with the opening of our London office.
1994
Building our alternatives platform
Our first long/short equity fund was launched, establishing the foundation of our current alternatives platform.
1996 – 1997
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.
Today
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.
Our culture
Where independence meets collaboration
At Wellington Management, we believe our collegial collaborative culture is our sustainable competitive advantage.
Global diversity, equity, and inclusion
At Wellington Management, we believe that a diverse workforce thrives in an equitable and inclusive culture. Our unwavering belief in the power of differences and inclusivity is imperative; we are in a knowledge business focused on achieving investment excellence for our clients. We can achieve that objective by hiring, developing, and retaining differentiated talent to collaborate for stronger business and investment outcomes.
Corporate sustainability
WellSustain, our firm’s approach
We focus on being effective operational stewards, empowering our people, and helping communities in which we work and live.
Effective operational stewards
We actively take steps to reduce our operational impacts as well as engage employees in our environmental sustainability efforts.
Thriving communities
Wellington's foundations* support organizations that are improving educational opportunities for youth in traditionally underserved communities.
*The Wellington Management Foundation and Wellington Management UK Foundation are both independent corporate foundations, supported by Wellington.
Get in touch
We’re here to help. Call us at (888) 287-3403 to speak with one of our team members. Or, send us a message via the form in this section and we’ll get back to you shortly.
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