Why Wellington

Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centers, providing clients with local knowledge and global expertise.

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USD 1 T+
Client assets under management (USD)

3,000+

Clients

875+

Investment professionals

60+

Client locations by country/region

In the pursuit of investment excellence, we’ve chosen to do things a little differently, including the way we structure our ownership model, organization, and investment platform.

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Independence & scale

As one of the world’s largest privately held asset managers, we take the long view, innovate and invest when others pull back, and are accountable only to our clients. Our ownership model contributes to the depth and continuity of our talent.

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Marketplace of ideas

Our collaborative culture is not just talk. We’ve spent decades designing an open organization in which our investors can leverage every pocket of intellectual capital to sharpen their own insights and portfolio decisions.

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Integrated investment capabilities

We believe that our clients’ challenges require an integrated approach to research, portfolio management, and solutions design across asset classes. We pair deep multi-disciplinary research resources — career analysts, embedded data scientists, client strategists — with independent portfolio teams operating in an entrepreneurial “boutique” environment.

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All figures are for the Wellington Management Group of companies as of 30 June 2024.

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Key capabilities

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Fixed income

Our fixed income portfolio management capabilities span all publicly traded sectors. We seek to combine top-down and bottom-up inputs to identify and exploit fixed income market inefficiencies around the world. 

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Alternatives

We leverage in-depth research, specialized teams, and our firm’s scale and resources to develop alternative investment solutions to clients’ evolving needs — including a broad range of hedge funds and private investment strategies.

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Private Investing

Our private investing teams offer differentiated solutions across sectors by drawing on their backgrounds as entrepreneurs, investors, scientists, and more, and garnering insights from our public market experts to harness value across all company growth stages.

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Featured content

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USA Elections Tactical allocation Wealth Program Wellington on Washington and the World Article
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The US elections through the eyes of a European investor

Supriya Menon, Head of Multi-Asset Strategy – EMEA, explores what potentially material implications upcoming US elections could have for European investors and identifies key areas to monitor closely.

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By

Supriya Menon

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7 min
Article
2025-09-30
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Related Insights

The wellsaid podcast

The WellSaid podcast is produced by Wellington Management and hosted by Geopolitical Strategist Thomas Mucha. Featuring our global team of investment professionals, the series aims to draw connections between our investment research and real-world themes and trends.

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meet the manager

Connor Fitzgerald

Fixed Income Portfolio Manager Connor Fitzgerald shares how the focus and precision needed for sailing is relevant to his experience in credit markets.

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People and purpose

Global Diversity, Equity, and Inclusion

The Global Diversity, Equity, and Inclusion (GDEI) Report stems from our shared values of integrity, collaboration, and differentiation. By sharing diversity data and information, we can provide insight on where we are and where we want to be when communicating with clients, recruitment candidates, and colleagues.

Learn more about our commitment to real and lasting progress.

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Wellington news

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Article

Rich Coffman receives “Lifetime achievement” award as part of InsuranceERM’s 2024 Americas Awards

Congratulations to Rich Coffman, insurance business development manager, who received the “Lifetime achievement” award as part of InsuranceERM’s 2024 Americas Awards. Learn more about this achievement and InsuranceERM’s 2024 Americas Awards.

Wellington Management did not pay a fee to be considered for this award. Winners were selected by InsuranceERM after reviewing written submissions. This award was announced on June 12, 2024, a submission was made in April 2024 and was judged based on lifetime career achievements. Rich Coffman was the only winner in the lifetime achievement category, which was judged based on InsuranceERM’s criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

Read the full article*
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Article

Wellington Management announces US$385 million final close for Climate Innovation I 

We are pleased to announce the final close of Wellington’s inaugural fund to invest solely in private companies developing solutions to help mitigate and adapt to climate change.

Read the full press release
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Article

Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2024.”

Congratulations to Matt Witheiler, Sector Lead, Consumer & Technology who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2024, for the fourth year in a row!

Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on June 4, 2024, a submission made in January 2023 and is based on 5 years of trailing data. Wellington Management was the only winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

Read the full article*
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Article

Pensions&Investments | Wellington, the quiet giant, wades into private credit amid boom in lending

Director, Private Credit, Emily Bannister and Head of Client Group, Scott Geary, spoke with Pensions&Investments on the firm’s move into Private Credit as part of its growing Private Investing platform. In 2023, the firm launched its Private Credit capability with the investment-grade private placements strategy and is expanding into growth lending this year.

Source: Pensions&Investments

Read the full article
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Press release

Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”

Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.

Wellington Management did not pay a fee to be considered. The selection of winners was carried out through a nomination process that involved reviewing feedback from colleagues, portfolio company executives, and others in the industry for each nominee. The evaluation of each candidate was based on factors such as their success in their roles, the breadth of their experience, their longevity in the field, and their consistent performance. This award was announced on June 18, 2024, a submission made in January 2024. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

Source: GrowthCap

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