Wellington Management
Tracing their history to 1928, Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. They manage over USD 1 trillion of client assets firmwide, including USD 7 billion in private equity assets. As a private partnership whose only business is investment management, the firm is able to align its long-term views and interests with those of its clients. The firm offers comprehensive investment management capabilities that span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies as well as private assets. With over 900 investment professionals located in offices around the world, Wellington pairs deep multi-disciplinary research resources with independent investment teams operating in an entrepreneurial “boutique” environment.
Wellington Management opened their Sydney office in 1997 to reflect their strong commitment to the Australian and New Zealand markets. Their clients include many of Australia and New Zealand’s biggest superannuation schemes, insurers, financial intermediaries, family offices, endowments and foundations, as well as public sector funds.
Their private equity team includes specialists who draw on their backgrounds as entrepreneurs, doctors, and scientists. They tap into the firm’s broad investment capabilities, and believe their reputation, deep industry expertise, and asset size attract a wide range of potential private investments. They invest globally in a wide range of deals across the private market spectrum and are able to invest in small private companies as well as participate in large capital raises.
All figures are for the Wellington Management Group of companies as of 30 November 2022.