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USD 1 T+
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Client assets managed
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United States, Intermediary
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.
Our mission and purpose
We aspire to excellence in everything we do for our clients.
If we succeed, we can impact the lives of millions of real people, from educators and first responders working for a secure retirement, to scholarship recipients at universities, to scientists pursuing cures for previously incurable diseases.
That’s why for almost 100 years, we’ve chosen to do things differently. This includes the way we structure our ownership model, organization, and investment platform.
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.
Meet relationship team members
- Relationship Manager
- Business Development Manager
- Consultant Relations Manager
- Account Manager
- Business Development Manager
- Business Development Manager
- Client Service Manager
- Client Service Manager
What we do
From broad market solutions to strategies based on specific duration, geographic, or sector parameters, we have the capabilities to help meet our clients’ needs.
We’ve been blending asset classes for more than 90 years, applying a wide range of investment styles and disciplines to create innovative multi-asset strategies and solutions for clients.
As a large and long-tenured liquid alternatives and hedge fund manager, we offer a range of multi-strategy, macro, and thematic/sector investment approaches.
From venture capital to private debt, we combine deep private market experience with Wellington’s public market expertise, extensive networks, and research to find and support the private companies that we believe are poised to transform their industries.
Extensive research and engagement practices are at the core of our sustainable investing platform, giving us a distinct edge to help our clients reach their goals.
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.
Who we serve
Our experienced client service professionals specialize by client type or geography, allowing us to understand the unique needs of each of our clients.
Moments that define us
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.
Our culture
Where independence meets collaboration
At Wellington Management, we believe our collegial collaborative culture is our sustainable competitive advantage.
Global diversity, equity, and inclusion
At Wellington Management, we believe that a diverse workforce thrives in an equitable and inclusive culture. Our unwavering commitment to GDEI is imperative; we are in a knowledge business focused on achieving investment excellence for our clients. We can achieve that objective by hiring, developing, and retaining differentiated talent to collaborate for stronger business and investment outcomes.
Corporate sustainability
WellSustain, our firm’s approach
We focus on being effective operational stewards, empowering our people, and helping communities in which we work and live.
Effective operational stewards
We actively take steps to reduce our operational impacts as well as engage employees in our environmental sustainability efforts.
Thriving communities
Wellington's foundations* support organizations that are improving educational opportunities for youth in traditionally underserved communities.
*The Wellington Management Foundation and Wellington Management UK Foundation are both independent corporate foundations, supported by Wellington.
