$1.2 Trillion Asset Manager Wellington Management to Provide Standard Chartered Private Bank & Retail Clients Access to Wellington Credit Total Return Strategy in Hong Kong & Singapore, Strategy Invests in Global Portfolio of USD Treasury, Corporate, High Yield & Emerging Market Fixed Income
26th April 2024 | Hong Kong
Leading independent asset manager Wellington Management with $1.2 trillion AUM (Assets under Management) will be providing* Standard Chartered private bank clients (April & May 2024) and retail clients (June to August 2024) with access to Wellington Credit Total Return Strategy in Hong Kong & Singapore. Wellington Credit Total Return Strategy invests in a global portfolio of USD treasury, corporate, high yield & emerging market fixed income. Announcement (22/4/24): “Wellington Management (“Wellington” or “the Firm”), one of the world’s leading independent asset managers, today announced an exclusive partnership with Standard Chartered Private Bank to offer the firm’s Credit Total Return strategy to clients in Singapore and Hong Kong. Standard Chartered Private Bank’s client base will have access to Wellington’s actively managed long-only cash and bond strategy managed by Connor Fitzgerald from April 2024 onwards. The strategy invests in a global portfolio of US dollar denominated treasury, corporate, high yield, and emerging market fixed income instruments. Mr. Fitzgerald is a member of Wellington’s Investment Grade Credit Team and has over 18 years of industry experience. The partnership offers exclusive access to Wellington’s Credit Total Return strategy to Standard Chartered private banking clients from April to May 2024 and retail banking clients from June to August 2024.” Note* – The fund is currently not registered for sale to retail investors in Singapore and Hong Kong. Availability to retail banking clients is subject to the approval from the Securities and Futures Commission and the Monetary Authority of Singapore.
“ $1.2 Trillion Asset Manager Wellington Management Provides Standard Chartered Private Bank & Retail Clients Access to Wellington Credit Total Return Strategy in Hong Kong & Singapore, Strategy Invests in Global Portfolio of USD Treasury, Corporate, High Yield & Emerging Market Fixed Income “
Elizabeth Chisholm, Head of Client Group, Asia Pacific: “With interest rates at their highest levels since the Global Financial Crisis, investors have a renewed appetite for fixed income investing due to the stability of returns and potential income opportunities. As an investment-led, investment focused firm, Wellington brings a broad array of investment and proprietary research capabilities across fixed income, equities, and multi-asset to the firms we partner with.”
Marketa Dvorak, Head of Southeast Asia, Global Wealth Management Group: “We are thrilled to partner with Standard Chartered, one of the leading banks in the region, and demonstrate our commitment to providing robust investment opportunities for wealth clients via our USD 450+ billion fixed income platform. We believe the Credit Total Return strategy will provide potential opportunities for clients to further grow their wealth while diversifying their portfolios, which is particularly attractive in today’s market environment.”
$1.2 Trillion Asset Manager Wellington Management Provides Standard Chartered Private Bank & Retail Clients Access to Wellington Credit Total Return Strategy in Hong Kong & Singapore, Strategy Invests in Global Portfolio of USD Treasury, Corporate, High Yield & Emerging Market Fixed Income
About Wellington Management
Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,500 clients in more than 60 countries and regions. The firm manages more than US$1.2 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model, diverse perspectives through its unified, multi-asset investment platform, and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture.
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