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威靈頓債券總收益基金

Telescope

威靈頓美國優質增長股票基金

US Quality Growth fund

逾95載積極固定收益投資經驗

Fixed income

優質為本 成就卓越投資

優質為本成就卓越投資

2025年中期市場展望

面對不明朗市況,投資者該何去何從?

multi asset wealth outlook
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Citywire Asia: 威靈頓投資管理於亞洲零售財富市場大步向前

這家美國資產管理公司把握私人銀行與零售平台逐漸合併的契機,已於星港兩地與九家銀行建立合作夥伴關係。(本文僅提供英文版)

roy-sam

媒體專訪

Three years ago, Wellington Management was absent from Asia's retail wealth space.

Fast forward to today, the $1.2tn asset manager is seeing its wealth strategy gain traction, driven by the convergence of private banking and retail product platforms, Samuel Hui, managing director, Asia Pacific, global wealth management at Wellington tells Citywire Asia.

Wellington has registered 12 funds across Hong Kong and Singapore, partnering with seven retail banks in Hong Kong and two in Singapore, with more expected by year-end.

As a relative newcomer to the retail space, what worked for the asset manager?