Our firm

As an investor who has studied hundreds of companies over my career, I’m a strong believer that culture is the key ingredient in driving success over the long term.

— Jean Hynes, CFA, Chief Executive Officer

Decades of unique perspectives

Our differences, by design

In the pursuit of investment excellence, we’ve chosen to do things a little differently – from how we structure our ownership model and investment platform to the way we generate ideas.

Independent thinking at scale

From our global network of investment boutiques to our private ownership model, we are independent by design. This enables our investors to remain focused on our clients’ long-term success.


Discovering by debating

By debating new ideas and sharing research across asset classes, regions, and investment disciplines, our investors can uncover hidden insights, risks, and opportunities.

Today’s rapidly evolving markets are more uncertain and interconnected than ever before. In this environment, true collaboration is a rare, repeatable competitive edge.


Expertise across  multiple aspects

We’ve built an integrated investment ecosystem combining nearly 50 independent investment teams and 950+ investment professionals under a single management framework.

By combining expertise across investing, trading, data science and more, our clients get the benefits of independent thinking without the downsides of a siloed culture. 



We combine independent insights across asset classes, skill sets, and investment disciplines because we believe collaboration is a rare, repeatable competitive edge.


Portfolio management

Our globally integrated investment boutique model brings together nearly 50 independent investment teams across all asset classes, under a single management framework.

Investment research

Our independent, research-driven teams draw on insights from 950+ investment professionals worldwide, including our global industry, credit, ESG, and macro teams.

Sustainable investing

We integrate sustainable research and engagement practices across our sustainable investment platform. This includes impact, climate, ESG forefront, and sustainable thematic investing.

Investment strategy

Our Investment Strategy Group (iStrat) draws on our entire investment platform to conduct research, evaluate portfolios, and implement custom client solutions.

Investment science

Working alongside our Investment Science Group (iSci), our investment teams leverage data science innovations to improve efficiency, find new investment ideas, and manage risk.

Risk management

Our investors manage risk by harnessing data-science-powered investment risk tools, a robust risk-management framework, and risk specialists across asset classes.

All figures are for the Wellington Management Group of companies as at 30 June 2023


Our investment capabilities

Our investment approaches span the global equity, fixed income, currency, commodity, liquid alternatives, and private markets.

Fixed income

Our fixed income approaches pursue opportunities across the spectrum of global bond market sectors, backed by multidisciplinary research from investment teams around the world.


We use innovative research to develop multi-asset strategies that enable investors to address diverse and evolving investment challenges.

Alternatives English
Liquid Alternatives

Our liquid alternatives platform offers a range of solutions that can complement traditional asset-class portfolio allocations, including absolute return and long/short listed equity approaches.

Private Investments

Our Private Investments Team offers differentiated solutions across sectors by drawing on their backgrounds as entrepreneurs, investors, scientists and more, and collaborating with our public market experts to harness insights from all company growth stages.

our history of innovation

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