Facts and figures

Wellington Management has a significant presence and long-term track record in nearly all sectors of the global securities markets.

Client assets under management:
Investment professionals:
Number of clients:
Client locations by country:
USD 1 T
800+
2,200+
60+

Client assets under management:

USD 1 T+

Investment professionals:

800+

Number of clients:

2,200+

Client locations by country:

60+

People and portfolios

Investment professionals
830
Avg industry experience
17 years
Investment approaches
200+
Active partners
177
Depth, experience, and continuity of investment staff
Portfolio managers
Total number of investment professionals
146
Average years of experience
24
Average years at Wellington
14
Analysts
Total number of investment professionals
285
Average years of experience
17
Average years at Wellington
8
Traders
Total number of investment professionals
62
Average years of experience
19
Average years at Wellington
11
Research associates
Total number of investment professionals
63
Average years of experience
4
Average years at Wellington
3
Investment directors, portfolio analysts and others
Total number of investment professionals
211
Average years of experience
15
Average years at Wellington
7
Investment professional management
Total number of investment professionals
63
Average years of experience
21
Average years at Wellington
11
Total number of investment professionals
Average years of experience
Average years at Wellington
Portfolio managers
146
24
14
Analysts
285
17
8
Traders
62
19
11
Research associates
63
4
3
Investment directors, portfolio analysts, and others
211
15
7
Investment professional management
63
21
11

The figures regarding investment staff do not include support staff and other employees. All figures as of 31 March 2020.

Wellington Management

Tracing our history back to 1928, we are a globally integrated firm serving a wide range of institutional clients around the world, including pension funds, sovereign-wealth funds, endowments and foundations, family offices, fund sponsors, and insurance companies.

1928 – 1933

We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the United States. Wellington Management Company was incorporated in 1933.

1958

Since its inception, the daily Morning Meeting has been held with the same objectives: to exchange investment ideas, spark wide-ranging discussions, and learn from one another each day.

1960s

Four talented investment professionals took on leadership roles at the firm: W. Nicholas Thorndike, Robert Doran, Stephen Paine and George Lewis. Together, they refocused the business and turned it into a global firm, taking on investments and clients outside the US.

1979

Twenty-nine original partners took a risk and bought back the firm after its brief period as a public company. They believed the private form of ownership to be in the best interests of clients and the business.

1983

We opened our London office and began expanding globally at an energetic pace.

1994

We launched our first long/short equity fund, establishing a foundation for the sizable alternatives platform we have today.

1996 – 1997

To serve our clients in the Asia-Pacific region, we opened our Singapore, Tokyo, and Sydney offices.

2003 – 2014

We continued to grow globally — in terms of both our client relationships and our investment platform. We opened offices in Hong Kong, Beijing, Frankfurt, Luxembourg, and Zurich during these years.

Wellington Management today

Today, Wellington Management has a significant presence and long-term track record in nearly all sectors of the global securities markets. Still, 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.

Over USD 1.1 trillion

of client assets under management

14

offices worldwide

2,200+

clients

60+ countries

in which clients
are based