-
James Bradbury
- Business Development Manager
United Kingdom, Institutional
Change
25+
Years designing investment solutions for UK pension schemes
75
Number of UK pension fund clients
£15B
Assets managed on behalf of pension fund clients
All figures are for the Wellington Management Group of companies as at 31 March 2023
Understanding scheme objectives is critical to achieving better investment outcomes
At Wellington, we take a long-term view when designing pensions solutions, which we believe can enable schemes to succeed consistently over time. We match our specialist knowledge of UK pension requirements with each scheme’s circumstances and targets to build investment allocations which help them to meet their funding objectives. Our unique sustainability platform and differentiated ESG and climate research can play an integral role in incorporating schemes’ sustainability objectives into their investments.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
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Insights Posts
Multi-Asset Investment Outlook
To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.
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Explore our latest views on risks and opportunities across the global capital markets.
Article
2025-12-31
Trump 2.0: Time to curb your enthusiasm?
How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.
12
min
Article
2025-12-31
A guide to investing in the age of anxiety
There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.
15
min
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2025-12-01
Monthly Asset Allocation Outlook
Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.
4
min
Article
2025-12-31
Don’t let recency bias get in the way of good investment ideas
Tim Antonelli, Head of Multi-Asset Strategy – Insurance, offers ideas to help insurers avoid being anchored to recent events and build portfolio resilience, from locking in higher yields to taking a more dynamic approach with surplus assets.
14
min
Article
2025-11-30
Targeting the full spectrum: sustainable multi-asset investing
Supriya Menon and Oyin Oduya explore how a multi-asset approach could help investors optimise their sustainability and financial return goals.
15
min
Article
2026-11-30
Rebalancing a multi-asset portfolio: A guide to the choices and trade-offs
Many investors wrestle with portfolio rebalancing decisions, particularly in volatile environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on different approaches and common implementation considerations.
Whitepaper
2025-12-31
Focus on what you can control: Five alternative investment ideas for an uncertain world
Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how a variety of alternative investments, including select hedge funds and private credit, could help allocators reduce the importance of the economic cycle to their portfolio results.
Article
2024-06-30
URL References
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Contact the team
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Steve Jones
- Relationship Manager
-
David King
- Relationship Analyst
-
Will Lockhart
- Director, UK, Client Group
-
Ciara O Murchadha Flynn
- Relationship Analyst
Monthly Market Review — October 2024
A monthly update on equity, fixed income, currency, and commodity markets.
By
Brett Hinds
Jameson Dunn