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Why Wellington

Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centers, providing clients with local knowledge and global expertise.

USD 1T+

Client assets under management (USD)

3,000+

Clients

800+

Investment professionals

60+

Client locations by country/region

All figures are for the Wellington Management Group of companies as of 31 December 2024.

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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Weighing the economic winners and losers of the One Big Beautiful Bill Act

Macro Strategist Juhi Dhawan unpacks the impact of One Big Beautiful Bill Act, including its potential effect on economic growth, corporate earnings, and the US government deficit and debt.

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event July 2025
7 min
Article
2026-07-31
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      meet the manager

      Connor Fitzgerald

      Fixed Income Portfolio Manager Connor Fitzgerald shares how the focus and precision needed for sailing is relevant to his experience in credit markets.

      Wellington news

      Christina Kopec Rooney
      March 2025
      Press release

      Wellington Management deepens commitment to wealth channel with senior leadership hire

      We are pleased to welcome Christina Kopec Rooney to Wellington where she will work closely with the firm's leadership team to develop and execute strategies that enhance client engagement, drive growth, and strengthen Wellington's position as a leading player in US wealth. Christina joins us from Goldman Sachs Asset Management (GSAM), where she served as Managing Director and Head of Commercial and Digital Strategy for Global Third-Party Wealth.

      Wellington
      March 2025
      Press release Private investing

      Wellington Management expands private investing capabilities with formation of a private real estate credit platform

      Ravi S. Anand appointed Head of Private Real Estate Credit and is joined by team of seasoned industry veterans.

      alyssa-irving
      February 2025
      Press release Private investing

      Wellington Management reports the final close of its inaugural Wellington CLO Partners Fund.

      Wellington Management reports the final close of its inaugural Wellington CLO Partners Fund. Discover how this exciting milestone positions the firm to expand its platform and demonstrate its commitment to serving our clients as a CLO manager.

      isch-roberto-5961
      January 2025
      Press release

      Wellington Management launches first interval fund and expands investment offerings for U.S. wealth investors

      Wellington Management announced the launch of its first interval fund, Wellington Global Multi-Strategy Fund, which seeks to generate consistent and positive returns across market cycles while managing market risk exposure and seeking to minimize drawdowns and volatility. The Fund will be managed by Portfolio Manager Roberto Isch, CFA, who will be supported by an 11-member management team of key leaders across the platform.
      news-insurance-asset-manager-logo
      December 2024
      Article

      Wellington Management wins “Insurance Asset Manager of the Year” award as part of Insurance Investor's  2024 North American Awards program

      Wellington Management is very honored to have been named “Insurance Asset Manager of the Year” ($100 billion+ in Insurance AUM category) by Insurance Investor as part of their 2024 North American Awards program.

      While Wellington did not pay to be considered for the award, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by a panel of judges reviewing written submissions. The judges were invited by Insurance Investor and more about the judging criteria and process can be found here. This award was presented on December 5, 2024, the finalists were announced on September 27, 2024, and a submission was made in May 2024, which was judged based on written responses about Wellington’s partnerships with insurance companies. Wellington Management was the only winner in the Insurance Asset Manager of the Year ($100 billion+ in insurance AUM) category. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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