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GBP 975 B+
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Assets managed firm-wide
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United Kingdom, Institutional
Change
We’re different by design
Wellington Management has been managing assets on behalf of UK institutions for more than two decades. Our clients are corporate and local pension schemes, endowments and foundations, insurance companies, financial intermediaries and family offices.
We serve as a trusted partner to our UK clients, pursuing excellence to have a positive impact on their beneficiaries’ lives.
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.
Who we serve
Our experienced client service professionals specialise by client type or geography, allowing us to understand the unique needs of each of our clients.
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.
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 organizational silos and combine our expertise across investing, trading, data science and more to give our clients every advantage.
Meet our team
- Business Development Manager
- Relationship Manager
- Associate Business Development Manager
- Business Development Manager
