Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,506¹ clients in more than 62¹ countries. We manage more than US$1.2¹ trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients.
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organisation, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. As a private partnership whose only business is investment management, we are able to align our long-term views and interests with those of our clients.
We trace our roots to the founding of the Wellington Fund in 1928. Wellington is headquartered in Boston, Massachusetts, and we also have US offices in Chicago, Illinois; Radnor, Pennsylvania; San Francisco, California; Summit, New Jersey. Internationally, we have offices in Frankfurt, Hong Kong, London, Luxembourg, Madrid, Milan, Shanghai, Singapore, Sydney, Tokyo, Toronto, and Zurich.
1Assets under management data as of 30 June 2023; client data as of 30 June 2023
Assistant Vice President and Account Manager
As an account manager in Wellington Management’s UK Institutional Group, James leads our UK defined contribution book of business where he is responsible for developing relationships and managing our existing clients. He also leads our partnerships with a number of our UK local based consultant firms across a wide range of channels. Across both roles, he aims to match the firm’s expertise in investment content with each prospect, client or consultant’s need for specific product offerings or investment solutions.
James joined the firm in 2020 from the Royal Navy where he served 10 years as a warfare officer working on operations globally (2010 – 2020)
James earned his BSc in geography from Durham University (2008) and also holds the Investment Management Certificate.
The asset managers that make up the DCIF are committed to promoting investment best practice within DC pension schemes.