Wellington Management Europe GmbH

Address
Bockenheimer Landstr. 43 - 47
D-60325 Frankfurt
Contact Person
Susanne Ballauff
Phone
+49 69 6777 615 00
Fax
-
Headoffice
Global Head Office, Wellington Management Company LLP: Boston, Massachusetts, USA; Wellington Management International Limited: London, UK
Branches
In Germany: Frankfurt Branch see above
Year of establishment
Wellington Management traces its roots back to the founding of the Wellington Fund in 1928. Wellington Management became a private partnership in 1979.
Active in Germany since
1994
Managing director/board member
-
Profile
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

The firm opened its London office in 1983 and Wellington Management International Limited was established in 2001.

We manage portfolios for German institutional clients since 1994, and cover those clients from our office in Frankfurt since 2011. We offer tailored investment solutions, amongst others VAG and Solvency II compliant strategies.


Assets
827 Billion Euro AuM for the Wellington Management group as a whole. (per 31.03.2016)
Assets in the field of AI
n/a
Number of employees
2,358 (as of 31 March 2016) for the Wellington Management group as a whole (including in the AI area: n/a)
Regional focus
global
Target group
institutional clients
(Supervisory) registration at / since
Wellington Management Company LLP (WMC) is registered with the US Securities and Exchange Commission (SEC) as an investment adviser with SEC file number 801-15908. WMC is registered with the US Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA) and serves as a CTA to registered commodity pool operators and commodity pools. The firm’s UK affiliate, Wellington Management International Ltd (WMIL) is authorized and regulated by the Financial Conduct Authority (FCA) to conduct investment business. In addition, WMIL’s German branch is regulated by the FCA and in respect of certain of its activities by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin). WMIL’s Ireland branch is regulated by the FCA and in respect of certain of its activities by the Central Bank of Ireland (CBI).
BAI-Member since
01.01.2015
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