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USD 1 T+
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Client assets managed
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Singapore, 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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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.
Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees. Source: Wellington Management
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Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed. The value of the shares of the funds and the income accruing to them, if any, and may fall or rise. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. Investors should read the prospectus and the Product Highlights Sheet of the respective fund and seek financial advice before deciding whether to purchase shares in any fund. Past performance or any economic trends or forecast, are not necessarily indicative of future performance. Some of the funds described on this website may use or invest in financial derivative instruments for portfolio management and hedging purposes. Investments in the funds are subject to investment risks, including the possible loss of the principal amount invested. None of the funds listed on this website guarantees distributions and distributions may fluctuate and may be paid out of capital. Past distributions are not necessarily indicative of future trends, which may be lower. Please note that payment of distributions out of capital effectively amounts to a return or withdrawal of the principal amount invested or of net capital gains attributable to that principal amount. Actual distribution of income, net capital gains and/or capital will be at the manager’s absolute discretion. Payments on dividends may result in a reduction of NAV per share of the funds. The preceding paragraph is only applicable if the fund intends to pay dividends/ distributions. Performance with preliminary charge (sales charge) is calculated on a NAV to NAV basis, net of 5% preliminary charge (initial sales charge). Unless stated otherwise data is as at previous month end.
Subscriptions may only be made on the basis of the latest prospectus and Product Highlights Sheet, and they can be obtained from WMS or fund distributors upon request.
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