Wellington Managment

Wellington Management is an independent asset manager founded in 1928 and headquartered in Boston. It has since opened offices in other major international and Asian financial centres, so clients get local knowledge alongside global reach.

Products and services

• Investment management: portfolios run by independent teams in a boutique-style setting across asset classes.
• Research: career analysts, embedded data scientists and client strategists support the portfolio teams.
• Solutions design: an integrated approach to research, portfolio management and client solutions.
• Market outlooks: regular views on the economy and capital markets, plus a podcast hosted by a geopolitical strategist.
• Client portal: account summaries and investment reports for existing clients.

Who it works with

Clients across many countries and regions, served through a relationship team. Accounts are opened through that team.

Key facts

• Based in: Boston, United States
• Founded: 1928
• Ownership: privately held
• Investors: more than 800 investment professionals are cited for its outlook work