Wellington Management Europe GmbH
Address
Bockenheimer Landstr. 43 - 47
D-60325 Frankfurt
Contact Person
Susanne Ballauff
und Margot Mittler
Phone
+49 69 6777 615 00
und +49 69 6777 615 01
Headoffice
Global Head Office, Wellington Management Company LLP: Boston, Massachusetts, USA; Wellington Management International Limited: London, UK
Branches
Branches of Wellington Management Europe: Madrid, Milan. Branches of Wellington Management Global: Sydney, Tokio, Singapore, Hong Kong, Chicago, San Francisco, London, Zürich, Luxembourg etc.
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
Susanne Ballauff
Profile
Wellington Management offers a comprehensive range of investment management solutions covering almost all segments of global capital markets. Our investment solutions, tailored to the specific risk and return objectives of clients in 60+ countries, are underpinned by a robust foundation of proprietary research and a corporate culture based on close collaboration while fostering independent thinking and lively discussion. Our ownership structure as a private partnership ensures a long-term focus that keeps our clients' interests closely aligned with our own.
The firm opened a London office in 1983 and Wellington Management International Limited was established in 2001.
We have been managing portfolios for German institutional clients since 1994 and have been servicing them from our Frankfurt office since 2011. We offer our clients targeted solutions, including VAG and Solvency II compliant strategies.
Assets
1.107 trillion EUR, 1.100 trillion EUR (AuM)
(per 30.06.2023)
Assets in the field of AI
27 trillion EUR
(per 30.06.2023)
Number of employees
3100+
(including in the AI area: 60+)
Target group
Institutional, Wholesale and Advised Retail clients
(Supervisory) registration at / since
Wellington Management Company LLP (WMC) is an investment advisor registered with the US Securities and Exchange Commission (SEC) with SEC filing number 801-15908. WMC is registered with the US Commodity Futures Trading Commission (CFTC) as Commodity Trading Advisor (CTA) and acts as CTA for registered Commodity Pool Operators and Commodity Pools. Our UK affiliate, Wellington Management International Limited (WMIL) is approved and regulated by the Financial Conduct Authority (FCA). Since 2019, the company has been acting as a legal entity for Wellington's EU activities under the name Wellington Management Europe GmbH. Wellington Management Europe GmbH is approved
BAI-Member since
01.01.2015
