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EUR 1 T+
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Assets managed firm-wide
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Switzerland, Institutional
Change
We’re different by design
As one of the world’s largest privately held asset managers, we are free to take the long view, innovate and invest when others pull back. Since 1928, we’ve been exploring new ideas and challenging each other’s thinking — because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries.
At Wellington, our research-driven approach and long-term thinking are at the heart of our investment solutions, which span all major asset classes.
Wellington at a glance
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875+
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Investment professionals
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3,000+
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Number of clients
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60+
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Client locations by country/region
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All figures are for the Wellington Management Group of companies as of 30 June 2024.
Our mission and purpose
We aspire to excellence in everything we do for our clients.
If we succeed, we can impact the lives of millions of real people, from educators and first responders working for a secure retirement, to scholarship recipients at universities, to scientists pursuing cures for previously incurable diseases.
That’s why for almost 100 years, we’ve chosen to do things differently. This includes the way we structure our ownership model, organisation and investment platform.
How we invest differently
Independent by design
Our private ownership model enables us to focus on long-term success for clients.
Collaborative by nature
We debate and share new ideas to uncover hidden insights, risks and opportunities.
Integrated for client success
We avoid organisational silos and combine our expertise across investing, trading, data science and more to give our clients every advantage.
What we do
From broad market solutions to strategies based on specific duration, geographic or sector parameters, we have the capabilities to help meet our clients’ needs.
We’ve been blending asset classes for more than 90 years, applying a wide range of investment styles and disciplines to create innovative multi-asset strategies and solutions for clients.
By looking at the market through different lenses, we can tap into a wide variety of return streams for client risk and return objectives.
From venture capital to private debt, we combine deep market experience and extensive networks with insights from our public-market experts to harness value across all private company growth stages in differentiated investment solutions.
Extensive research and engagement practices are at the core of our sustainable investing platform, giving us a distinct edge to help our clients reach their goals.
How we do it: Our solutions and capabilities
We’ve built an integrated ecosystem of more than 875+ investment professionals, bringing together experts in research, trading, data science and more — all to help ensure we can be an effective partner and solutions provider to our clients.
We draw on the insights of hundreds of research professionals worldwide, including specialists in macro, credit and ESG research, as well as our global industry analysts, who conduct fundamental company analysis and manage sector portfolios.
iStrat is our investment strategy and solutions group, focused on delivering client-centered investment solutions, research and advice.
We apply data science innovations to improve efficiency, find new investment ideas and manage risk through iSci, our Investment Science Team.
Our multifaceted approach to managing investment risk leverages data science-powered tools, a robust risk-management framework and risk specialists across asset classes.
With an annual trading volume of more than US$13 trillion, we have the scale to develop deep relationships with broker-dealers for the benefit of our clients, maintain a robust risk-management infrastructure and provide our investors with a leading-edge trading platform.
All figures are for the Wellington Management Group of companies as of 30 june 2024.
Our culture
Where independence meets collaboration
At Wellington Management, we believe our collegial collaborative culture is our sustainable competitive advantage.
Global diversity, equity, and inclusion
At Wellington Management, we believe that a diverse workforce thrives in an equitable and inclusive culture. Our unwavering commitment to global diversity, equity and inclusion (GDEI) is imperative; we are in a knowledge business focused on achieving investment excellence for our clients. We can achieve that objective by hiring, developing and retaining differentiated talent to collaborate for stronger business and investment outcomes.
