Wellington Management International Limited (London)


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.

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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.

Wellington Management International Limited: assets under management

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 firm manages $101.75 billion in discretionary accounts and $1.73 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $239.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.73 billion.

Investments

The firm invests in exchange traded securities the most. They account for 37% of the total AUM. The second-largest asset type is sovereign bonds, which make up 18% of the firm’s portfolio. Investments in government bonds form 9% of the total invested assets.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Edward Bolles Baldini serves?

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.

Careers at Wellington Management International Limited

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.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Ltd. Wellington Management Global Holdings Shareholder 1 Jun 2002 75% - 100% 04-3306430
Edward Joseph Steinborn Director 1 Jan 2006 Other 2875705
Ali Reza Towfighi Director 1 Mar 2006 Other 1939796
Kevin John Blake Director 1 Mar 2006 Other 4332435
Cynthia Mary Clarke Director 1 Apr 2006 Other 4620397
Graham William Alexander Stone Chief compliance officer 1 May 2007 Other 4353171
Christina Kelly Grove Chief legal officer 1 Aug 2007 Other 5104601
Colin James Urquhart Frew Chief financial officer 1 Aug 2007 Other 2878964
Christina Grove Chief legal officer 1 Aug 2007 Other 5104601
Colin J Frew Chief financial officer 1 Aug 2007 Other 2878964
Mark Anthony Flaherty Director 1 Sep 2007 Other 1893963
Michael John Boudens Director 1 Jan 2010 Other 1677912
Jean Marie Hynes Director 1 Jan 2010 Other 4330808
William Joseph Hannigan Director 1 Mar 2011 Other 1582172
Mark Douglas Jordy Chief executive officer 1 May 2011 Other 1948043
Edward Bolles Baldini Director 1 Jul 2012 Other 1344742
David Charles Cushing Director 1 Jan 2013 Other 1440623
Stephen Klar Director 1 Jan 2013 Other 6111785
Parke Linden Bradley Director 1 Jan 2014 Other 6286025
Phillip H Perelmuter Chief executive officer, director 1 Apr 2014 Other 1214243
John Edward Butler Director 1 Sep 2014 Other 6429464
Carl Dirk Enderlein Director 1 Mar 2015 Other 6431453
Lucinda Maria Marrs Director 1 May 2015 Other 1688972
Ted Alexander Gilchrist Director 1 Jan 2016 Other 2871457
Jennifer Nettesheim Berg Director 1 Jan 2016 Other 6597559
Mary Lizbeth Pryshlak Director 1 Jul 2016 Other 6708924
Ray Eugene Helfer Director 1 Jan 2018 Other 1370285
Luke Barnaby Stellini Director 1 Jan 2018 Other 3190277
Susanne Ballauff Director 1 Jan 2018 Other 6901722
Natasha Louise Brook Walters Director 1 Jan 2018 Other 6901723
John Peter Parsons Director 1 Feb 2018 Other 6901724
Stefan Kurt Haselwandter Director 1 May 2018 Other 5749613
Amy Beth Kramer Director 1 Jan 2019 Other 6787112
Yolanda Cristina Courtines Director 1 Jan 2019 Other 2651826
Henry Edward Duffy Director 1 Jul 2019 Other 3149796

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llp Wellington Management Company Shareholder 1 Mar 1995 75% - 100% 106595
Wellington Group Holdings Llp Managing partner 1 May 2014 75% - 100% 47-1167553
Wellington Management Group Llp Managing partner 1 May 2014 75% - 100% 04-2683227
Wellington Investment Advisors Holdings Llp Shareholder 1 Jan 2015 75% - 100% 47-1144901

Based in London

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.