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USD 1 T+
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Client assets managed
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Asset classes
Hong Kong (香港), Individual
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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-
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3,000+
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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.
WELLINGTON IN ASIA
Since opening our first office in Singapore over 25 years ago, we have expanded our network across Asia and are now based in Shanghai, Hong Kong, Singapore, Tokyo and Sydney.
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.
What we do
Our offering is designed to help meet clients’ differing goals, and our investment approaches span across global markets and multiple asset classes. Each solution is underpinned by extensive proprietary research and a collaborative culture of idea sharing and stress testing at global scale.
Equity
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USD 575 B+
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assets managed firmwide
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Diversified strategies that span different geographies, sectors, investment styles and market capitalisation.
Fixed income
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USD 450 B+
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assets managed firmwide
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Broad range of strategies that invest across the full spectrum, leveraging expertise from macro, credit and currency specialists.
Multi-asset
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USD 175 B+
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assets managed firmwide
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Our specialists within the multi-asset team focus on creating balanced solutions to address income needs.
All figures are for the Wellington Management Group of companies as at 30 June 2024.
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.
a 90-year history of innovation
Since 1928, we’ve been serving a wide range of institutions and individuals around the world. Our clients in Asia include pension funds, sovereign wealth funds, endowments and foundations, insurance companies, fund sponsors, family offices, individuals and their advisers.
1928
Our first fund
Walter Morgan founds the Wellington Fund, the first balanced mutual fund in the United States.
1933
We’re official
Wellington Management Company is now incorporated.
1958
The inception of Morning Meetings
Our first daily Morning Meeting was held. It’s a tradition still in place today.
1960s
Going global
We became a global firm, taking on investments and clients outside the US.
1979
We’re private again
Twenty-nine of the original partners bought back the company, making it private once again and putting the best interests of clients and the business first.
1983
Expanding to the UK
Global expansion accelerated with the opening of our London office.
1994
Building our alternatives platform
Our first long/short equity fund was launched, establishing the foundation of our current alternatives platform.
1996 – 1997
Moving to APAC
We continued expanding into the Asia-Pacific region, opening offices in Singapore, Tokyo, and Sydney.
2003 – 2020
Expansion continues
Our global reach expanded year over year as we opened offices in Hong Kong, Shanghai, Frankfurt, Luxembourg, and Zurich.
Today
Significant presence and long-term track record
Our history is perhaps best defined not by the number of years we’ve been in existence, but rather by our focus on stability and growth to help meet the evolving needs of our clients.
DISCLOSURE
This material and its contents may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management. This document is intended for information purposes only. It is not an offer or a solicitation by anyone, to subscribe for shares in Wellington Management Funds (Luxembourg) III SICAV (the Fund). Nothing in this document should be interpreted as advice, nor is it a recommendation to buy or sell shares. Investment in the Fund may not be suitable for all investors. Any views expressed are those of the author at the time of writing and are subject to change without notice. Investors should carefully read the Key Facts Statement (KFS), Prospectus, and Hong Kong Covering Document for the Fund and the sub-fund(s) for details, including risk factors, before making an investment decision. Other relevant documents are the annual report (and semi-annual report).
© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results.
Issued by Wellington Management Hong Kong Limited. Investment involves risk. Past performance is not indicative of future performance. This document has not been reviewed by the Securities and Futures Commission of Hong Kong.
