Wellington Management International Limited is a large advisory firm based in London. It manages $103.49 billion of regulatory assets for 426 client accounts. It has been registered with the SEC as an adviser since 2012.
Wellington Management International Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wellington Management International Limited is $103.49 billion. The firm's AUM has grown by 79% since the beginning of its operation, and $96.55 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Wellington Management International Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Edward Bolles Baldini is pension and profit sharing plans with 140 clients and $38.01 billion of assets under management. Among the 10 most similar advisory firms, Wellington Management International Limited has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $102.66 billion for 419 clients. 86% of the firm’s clients are foreign persons or businesses.
Wellington Management International Limited also advises several private funds.
The company employs 301 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Edward Bolles Baldini has been acting as President since 1 Jul 2012. Henry Edward Duffy joined the executive team most recently as the Director.
The principal office where Wellington Management International Limited performs its advisory services is located at Cardinal Place, London, Sw1 E 5 Jl, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44-20-7126-6000. The normal business hours are 9:00 - 6:00 on Monday - Friday. You can find more information about the New York firm at wellington.com and its LinkedIn profile.