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
USD 1 T+
Client assets managed
800+
Investment professionals
3,000+
Clients
60+
Client locations by country/region
All figures are for the Wellington Management Group of companies as at 31 December 2024.
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.
USD 525 B+
assets managed firmwide
Diversified strategies that span different geographies, sectors, investment styles and market capitalisation.
USD 450 B+
assets managed firmwide
Broad range of strategies that invest across the full spectrum, leveraging expertise from macro, credit and currency specialists.
USD 175 B+
assets managed firmwide
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 31 December 2024.
How we do it: Our solutions and capabilities
We’ve built an integrated ecosystem of more than 800+ 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.
All figures are for the Wellington Management Group of companies as at 31 December 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.
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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