- Portfolio Advisor
United Kingdom, Intermediary
Change
We’re different by design
Wellington Management is one of the world’s largest privately owned fund managers. Our funds provide wealth managers, intermediaries and financial advisers in the UK with access to innovative investment solutions created by our diverse investment teams.
Our skilled investors work together to uncover new investment ideas and pursue strong long-term results for your clients.
Wellington in the UK
In this video, Matt Knight, head of Distribution in the UK and Ireland, introduces Wellington Management: its history, its plans for the UK and what investment solutions it can offer UK wealth managers, institutions and financial intermediaries.
Fund Ideas
Wellington Global Impact Bond Fund
Seeks to outperform global fixed income markets represented by the Bloomberg Global Aggregate Index USD Hedged while generating measurable positive social or environmental impact
Art.9 (SFDR)
Capital at risk
Wellington global stewards fund
A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance
Art.9 (SFDR)
Capital at risk
Wellington Global Credit ESG fund
Thematic emerging markets equity fund focused on development themes using a risk-weighted approach
Art.9 (SFDR)
Capital at risk
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 at 30 June 2024.
our team
Our clients are always looking for new and innovative ways to differentiate their client portfolios. The UK distribution team looks forward to hearing from you. Please do get in touch using the links below to find out more.
- Relationship Analyst
- Relationship Analyst
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Maxime Bailey
- Relationship Analyst
- Marketing Analyst
- Manager, EMEA PR & Communications
Wellington at a glance
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GBP 975 B+
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Assets managed firmwide
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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 at 30 June 2024.
