Membership Directory - Corporate

Wellington Management


With US$1,4251 billion in assets under management, Wellington Management serves as an investment adviser to 2,4641 clients located in 621 countries. Our singular focus is investments — from global equities and fixed income to currencies and commodities. We like to describe ourselves as a community of teams that create solutions designed to respond to specific client needs. Our most distinctive strength is our proprietary, independent research, which is shared across all areas of the organization and used only for managing our clients' portfolios.

We trace our roots to the founding of the Wellington Fund in 1928. Headquartered in Boston, Massachusetts, we also have offices in Chicago, Illinois; Radnor, Pennsylvania; San Francisco, California; Frankfurt; Hong Kong; London; Luxembourg; Milan; Shanghai; Singapore; Sydney; Tokyo; Toronto; and Zurich. Today, we have a significant presence and long-term track record in nearly all sectors of the global securities markets.
Clients are at the heart of everything we do. That is why we seek to provide superior investment results, exceptional service, and multiple layers of risk management. Wellington Management focuses on institutional relationships. Our client base is global and diverse by design and includes mutual fund and variable insurance sponsors; company, occupational, and public pension funds; defined contribution plan sponsors; government and supranational entities; banks and private banks; insurance entities; endowments, foundations, and religious and health care institutions; investment advisory firms; private investment offices; and high-net-worth individuals.

We believe our culture is the sustainable competitive advantage of our firm, helping us attract, retain, develop, and motivate great people around the globe. The shared values of our culture include integrity, collegiality, learning, humility, a sense of humor, respect for diversity of thought, and an unyielding focus on clients. Our people are guided by the mantra, “client, firm, self,” and the result is a mandate to put forth our best efforts on behalf of our clients every day. Our unwavering focus on culture has been enabled by our ownership model, a private partnership that is now more than 40 years old. It empowers a focus on the long term, so we are aligned with the interests of our clients as well as the careers and development goals of our talent. Our private partnership has scaled as we have grown and globalized, and we are now able to combine the resources of a large, global, diversified multi-asset manager with the feel of a small collaborative company.

1 Assets under management data as of 31 December 2021; client data as of 31 December 2021.
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