Wellington Management Singapore Pte. Ltd. (Singapore)

Wellington Management Singapore Pte 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.

Wellington Management Singapore Pte: assets under management

The assets under management (AUM) of Wellington Management Singapore Pte. Ltd. is $18.56 billion. The firm's AUM has grown by 71% since the beginning of its operation, and $16.33 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $16.67 billion in discretionary accounts and $1.9 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.22 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.9 billion.

Investments

The firm invests in exchange traded securities the most. They account for 59% of the total AUM. The second-largest asset type is sovereign bonds, which make up 15% of the firm’s portfolio. Investments in government bonds form 11% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wellington Management Singapore Pte. Ltd. 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.

What kind of clients Cheryl Mcdaniel Duckworth serves?

The firm provides services to insurance companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and sovereign wealth funds and foreign official institutions. The largest group of clients of Cheryl Mcdaniel Duckworth is sovereign wealth funds and foreign official institutions with 42 clients and $9.76 billion of assets under management. Among the 10 most similar advisory firms, Wellington Management Singapore Pte has the highest percentage of sovereign wealth funds and foreign official institutions out of all clients.

The amount of regulatory assets under management is $18.35 billion for 105 clients. 78% of the firm’s clients are foreign persons or businesses.

Wellington Management Singapore Pte also advises several private funds. Namely, one hedge fund and two other private funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Wellington Management Singapore Pte. Ltd.

The company employs 57 people that are either part- or full-time employees. 53 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.

Cheryl Mcdaniel Duckworth has been acting as President since 1 May 2014. Aisling Mary Freiheit joined the executive team most recently as the Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Singapore

The principal office where Wellington Management Singapore Pte. Ltd. performs its advisory services is located at 8 Marina Boulevard, #03 01, Singapore, 018981, 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 +65-6534-5115. The normal business hours are 8:30 - 6:00 on Monday - Friday. You can find more information about the New York firm at wellington.com.

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