Welcome to Wellington in the UK

All figures are for the Wellington Management Group of companies as at 30 June 2021.

Why Wellington?

We combine the agility and autonomy of a boutique with the infrastructure and investment resources of a large, diversified multi-asset manager.

Empowered investment teams and rigorous proprietary research

We have no chief investment officer, which gives each of our investment teams the freedom to follow their own philosophy and process while benefiting from the resources of a large, global firm.

Wendy Cromwell, Director of Sustainable Investment

“In December 2020, Wellington became a founding member of the Net Zero Asset Managers initiative. We have already partnered with many clients on their decarbonisation goals and look forward to working with more asset owners on positioning their portfolios to achieve net zero.”

Sole focus on investment management

Managing money for clients is our only business, which helps us to focus on our goals of exceeding their investment and service expectations.

Dedicated ESG and climate research resources

We integrate our proprietary ESG and climate research with our active ownership of securities, which aims to better insulate portfolios from sustainability risks and positions them to take advantage of opportunities.

Open, collaborative culture

Our investment decision making is informed by the healthy debate, diversity of thought and free exchange of ideas which form the cornerstones of our investment culture.

Long-term perspective of a partnership structure

Our firm’s structure helps us to attract and retain outstanding talent, build stable investment teams and focus on long-term results.

View our morning meeting video

Fund ideas

View all funds

CONTACT THE TEAM

Matt Knight

Head of UK Distribution

Charlie Crichton

Account Manager

Zahra Shah
Zahra Shah

Executive Assistant

FEATURED INSIGHTS

Tech WELLcovered: experience transformed
5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Tech WELLcovered: experience transformed
,
publish
Michael Masdea
Yash Patodia
Bruce Glazer
Rising short-termism in fintech has a silver lining
Global Industry Analyst Matt Ross looks at the fintech sector as an example of the long-term alpha opportunity that may be available to patient equity investors.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Rising short-termism in fintech has a silver lining
,
publish
Matt Ross
 CFA
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of retirement: ageing in 2050
We explore the long-term investment trends associated with global ageing through the story of Fang, a fictional Chinese retiree living in 2050.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021

FUTURE THEMES | SOCIETY

The future of retirement: ageing in 2050
,
publish
Anita Killian
 CFA
Investing in innovation: disruption is everywhere
We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Investing in innovation: disruption is everywhere
,
publish
Brian Barbetta
Michael Masdea
Aoi Nishiyama
Tech WELLcovered: work reimagined
We believe today's workplace innovations are just the beginning of a multi-decade transformation. Join us on a journey to witness the past, experience the present and reimagine how the future of work is creating investable opportunities.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Tech WELLcovered: work reimagined
,
publish
Brian Barbetta
Yash Patodia
Bruce Glazer
“Buy now, pay later” is at a turning point
For Portfolio Manager Matt Lipton, recent developments have strengthened his conviction that up-and-coming "buy now, pay later" companies cannot and should not be ignored by banks and other legacy players in the global payments space.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
“Buy now, pay later” is at a turning point
,
publish
Matt Lipton
 CFA
Chinese regulation: Lessons from after-school tutoring
Investment Director Graham Proud distills our China and EM equity specialists’ views on China's latest regulatory move — including why investors shouldn’t jump to conclusions regarding potential implications for Chinese internet companies.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021
Chinese regulation: Lessons from after-school tutoring
,
publish
Graham Proud
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of youth: Education, entertainment, and relationships transformed
Through the story of Aisha, a hypothetical future teenager in India, we explore how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021

FUTURE THEMES | SOCIETY

The future of youth: Education, entertainment, and relationships transformed
,
publish
Yash Patodia
Brian Yeong
VIEW ALL INSIGHTS