About us

Drawing on proprietary research and a collaborative culture, our investment professionals are well positioned to search for differentiated investment ideas: to uncover the story within the story, the hidden risks, and the potential rewards.

MESSAGE FROM OUR CEO

Having “grown up” at Wellington, I often take for granted what makes it unique and special. It was so clear to me during the pandemic that it is not about a physical building or workplace, but a set of values that bind us together. We believe our culture is the sustainable competitive advantage of our firm, helping us attract, retain, develop, and motivate great people around the globe. The shared values of our culture include integrity, collegiality, learning, humility, a sense of humor, respect for diversity of thought, and an unyielding focus on clients. Our people are guided by the mantra, “client, firm, self,” and the result is a mandate to put forth our best efforts on behalf of our clients every day. This was never more evident than it was when our firm came together in the recent extraordinary times to deliver for our clients.

Our unwavering focus on culture has been enabled by our ownership model, a private partnership that is now more than 40 years old. It empowers a focus on the long term, so we are aligned with the interests of our clients as well as the careers and development goals of our talent. Our private partnership has scaled as we have grown and globalized, and we are now able to combine the resources of a large, global, diversified multi-asset manager with the feel of a small collaborative company.

As an investor who has studied hundreds of companies over my career, I am a strong believer that culture is the key ingredient in driving business success over the long term. And as a 30-year veteran of Wellington, I know our culture and shared values are deeply ingrained in everything we do for clients each day.

Sincerely,
Jean Hynes
Chief Executive Officer

Clients can benefit from our...

Clients can benefit from our…

Long-term perspective of a partnership structure

Our private ownership model provides stability, allows us to focus on long-term results, aligns our interests with those of our clients, and helps us to recruit and retain outstanding talent.

Singular focus on investment management

Our only business is managing money for our clients, allowing us to concentrate on our goal of exceeding their investment and service expectations.

Empowered investment teams and rigorous proprietary research

We describe our investment model as a “community of boutiques.” Each investment team has freedom of philosophy and process, while benefiting from the resources of a large, global firm.

Open, collaborative culture

We have built our organization to foster healthy debate, diversity of thought, and the free exchange of ideas — conditions we believe are essential for informed investment decision making.

FACTS AND FIGURES

We trace our roots back to 1928, when Walter Morgan established the first balanced mutual fund in the United States. Today, Wellington Management has a significant presence and long-term track record in nearly all sectors of the global securities markets.
Client assets managed
USD 1 T+
Investment professionals
883
Number of clients
2,300+
Client locations by country
65

Our clients

Clients are at the heart of everything we do. That is why we seek to provide superior investment results, exceptional service, and multiple layers of risk management. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Community engagement

From our grant, charitable giving, and matching gift programs to our employee volunteering and environmental initiatives, we believe in actively giving back to the communities in which we live and work.

Path through bamboo forest

ENVIRONMENTAL COMMITMENT

We are committed to minimizing the environmental impact of our operations by promoting sustainable practices and active dialogue among our employees. Our Getting Greener initiative identifies, evaluates, and implements sustainability efforts that complement our day-to-day business and supports our employees and our communities.

All figures as of 30 June 2021