Wellington Management
Wellington Management
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United States $1.3 Trillion Asset Manager Wellington Management Hires Private Markets Portfolio Manager Michael Trihy as Head of Portfolio Management, Venture Growth Evergreen, Private Investments, 15 Years Private Equity & Asset Management Experience at Bow River Capital, Partners Group & Red Rocks Capital

14th October | Hong Kong

United States independent asset manager Wellington Management ($1.3 trillion AUM) has hired private markets portfolio manager Michael Trihy as Head of Portfolio Management, Venture Growth Evergreen, Private Investments.  Michael Trihy has 15 years of private equity & asset management experience at Bow River Capital, Partners Group & Red Rocks Capital.  Announcement (13/10/25): “Wellington Management (“Wellington”), one of the world’s largest independent investment management firms with over US$1.3 trillion AUM, today announced the appointment of Michael Trihy, CFA, as Head of Portfolio Management, Venture Growth Evergreen, Private Investments.  In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients. He will manage portfolio construction and capital allocation across direct growth and venture investments, secondaries, and select fund investments. Wellington’s Private Investing platform manages more than US$9.7 billion in assets and invests globally across venture capital, private credit, and private real estate in multiple stages and has made 302 investments across nine sector-focused areas.  Mr. Trihy joins Wellington with 15 years of private equity and asset management experience. He was most recently director and portfolio manager at Bow River Capital, where he helped scale their evergreen private-markets platform while overseeing the fund’s portfolio management activity across co-investments, secondaries, and primary fund investments. Previously, he served as a portfolio manager at Partners Group, overseeing portfolio construction and asset allocation for evergreen products and custom separate accounts. He also worked at Red Rocks Capital and FirstBank.”  In 2025 June, Wellington Management hired JP Morgan Asset Management Head of Private Bank Distribution Singapore hired Chia Chia Chng as Head of Southeast Asia Global Wealth.  Chia Chia Chng has 21 years of asset management industry experience at JP Morgan Asset Management, NN Investment Partners (ING Investment Management) & Prudential Asset Management.  In 2025 March, Wellington Management announced a partnership with DBS Bank to provide DBS Hong Kong retail clients with access to Wellington US Quality Growth Fund, which invests in 40 to 60 stocks in the United States (equities & related securities) focusing on quality, growth, valuation upside & capital return and targeting at long-term total returns in excess of S&P 500 Index.  The fund is managed by Wellington Management Equity Portfolio Manager Tim Manning.  In 2024 December, Wellington Management announced to provide retail investors in Hong Kong & Singapore with access to flagship strategy ($34 billion AUM) Wellington Global Quality Growth Fund investing in global equities with emphasis of balance of growth, valuation, total capital return & quality attributes, highly concentrated high-conviction portfolio of 60-90 stocks.  The fund is managed by Equity Portfolio Manager Steve Angeli, launched in 2011 with a 13-year track record.  The fund is actively managed & seeks long-term total returns in excess of the MSCI All Country World Index.  In 2024 April, Wellington Management announced to provide 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.

“ United States $1.3 Trillion Asset Manager Wellington Management Hires Private Markets Portfolio Manager Michael Trihy as Head of Portfolio Management, Venture Growth Evergreen, Private Investments, 15 Years Private Equity & Asset Management Experience at Bow River Capital, Partners Group & Red Rocks Capital “

 



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Michelle L. Hunter, Director, Private Investments, Wellington Management: “Michael brings a strong track record in portfolio management and a deep understanding of private wealth channels, making him a valuable addition to our Private Investing team. As demand for access to private markets grows and evergreen funds emerge as flexible alternatives to traditional structures, his expertise will be instrumental in expanding our investment capabilities and delivering innovative solutions for our clients.”

Michael Trihy, Head of Portfolio Management, Venture Growth Evergreen, Private Investments, Wellington Management: ”Private wealth investors remain significantly under-allocated to private markets, particularly in segments such as growth equity and venture capital. I am excited to join Wellington to help advance its mission of delivering differentiated investment solutions to clients. I was drawn not only to Wellington’s Private Investing platform, but also the firm’s deep expertise across both the public and private markets, global network, and research — an ideal environment for collaboration and innovation.”

 

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. The firm manages more than US$1.3 trillion, as of 30 June 2025, 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. 

Private Investing at Wellington Management – Wellington’s Private Investing platform manages more than US$9.7 billion in assets under management, and invests globally across venture capital, private credit, and private real estate in multiple stages and sectors (consumer, technology, healthcare, financial services, biotech, energy, industrials, climate tech, and real estate).  For more than 20 years, Wellington has been investing in private markets, launching its first dedicated private capital fund in 2014.The team takes a long-term view and combines its deep private-market expertise with Wellington’s broader public-market experience, extensive network, and robust research across its global footprint to benefit both investors and entrepreneurs. 

 

 

$1.2 Trillion Asset Manager Wellington Management Hires JP Morgan Asset Management Chia Chia Chng as Head of Southeast Asia Global Wealth, 21 Years of Asset Management Industry Experience at JP Morgan Asset Management, NN Investment Partners (ING Investment Management) & Prudential Asset Management 

Wellington Management
Wellington Management

4th June – Leading independent asset manager Wellington Management ($1.2 trillion AUM) has hired JP Morgan Asset Management Head of Private Bank Distribution Singapore Chia Chia Chng as Head of Southeast Asia Global Wealth.  Chia Chia Chng has 21 years of asset management industry experience at JP Morgan Asset Management, NN Investment Partners (ING Investment Management) & Prudential Asset Management.  In 2025 March, Wellington Management ($1.2 trillion AUM) announced a partnership with DBS Bank to provide DBS Hong Kong retail clients with access to Wellington US Quality Growth Fund, which invests in 40 to 60 stocks in the United States (equities & related securities) focusing on quality, growth, valuation upside & capital return and targeting at long-term total returns in excess of S&P 500 Index.  The fund is managed by Wellington Management Equity Portfolio Manager Tim Manning.  In 2024 December, Wellington Management announced to provide retail investors in Hong Kong & Singapore with access to flagship strategy ($34 billion AUM) Wellington Global Quality Growth Fund investing in global equities with emphasis of balance of growth, valuation, total capital return & quality attributes, highly concentrated high-conviction portfolio of 60-90 stocks.  The fund is managed by Equity Portfolio Manager Steve Angeli, launched in 2011 with a 13-year track record.  The fund is actively managed & seeks long-term total returns in excess of the MSCI All Country World Index.  In 2024 April, Wellington Management announced to provide 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.

 

 

$1.2 Trillion Asset Manager Wellington Management Partners with DBS Bank to Provide Hong Kong Retail Clients with Access to Wellington US Quality Growth Fund, Invests in 40 to 60 Stocks in United States (Equities & Related Securities) Focusing on Quality, Growth , Valuation Upside & Capital Return and Targeting at Long-term Total Returns in Excess of S&P 500 Index, Fund Managed by Equity Portfolio Manager Tim Manning

17th March 2025 – Leading independent asset manager Wellington Management ($1.2 trillion AUM) has announced a partnership with DBS Bank to provide DBS Hong Kong retail clients with access to Wellington US Quality Growth Fund, which invests in 40 to 60 stocks in the United States (equities & related securities) focusing on quality, growth, valuation upside & capital return and targeting at long-term total returns in excess of S&P 500 Index.  The fund is managed by Wellington Management Equity Portfolio Manager Tim Manning.  Announcement (17/3/25): “Wellington Management, one of the world’s largest independent asset managers with USD$1.2 trillion1 in assets under management, today announced a new partnership with DBS Bank (Hong Kong) Limited (“DBS HK”). Beginning in March 2025, DBS HK’s retail clients will gain access to Wellington US Quality Growth Fund (the “Fund”) for the first time.  A concentrated, high-conviction portfolio of typically 40-60 stocks, Wellington US Quality Growth Fund is actively managed and seeks long-term total returns in excess of the S&P 500 Index. The strategy primarily invests in the equities and equity-related securities of US companies, emphasising a combination of quality, growth, valuation upside, and capital return in selecting stocks. Leveraging the experience of Wellington’s Quality Growth platform with over USD$34 billion of assets under management, the Fund is managed by Tim Manning, a seasoned Equity Portfolio Manager with over 28 years of industry experience.”  In 2024 December, Wellington Management announced to provide retail investors in Hong Kong & Singapore with access to flagship strategy ($34 billion AUM) Wellington Global Quality Growth Fund investing in global equities with emphasis of balance of growth, valuation, total capital return & quality attributes, highly concentrated high-conviction portfolio of 60-90 stocks.  The fund is managed by Equity Portfolio Manager Steve Angeli, launched in 2011 with a 13-year track record.  The fund is actively managed & seeks long-term total returns in excess of the MSCI All Country World Index.  In 2024 April, Wellington Management announced to provide 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.

 

Belinda Hsieh, Head of Treasures Investment Products and Advisory, Consumer Banking Group & Wealth Management at DBS Bank (Hong Kong): “DBS HK is committed to partnering with the world’s leading asset management companies to provide diverse investment solutions for our clients. We are delighted to partner with Wellington by distributing the Wellington US Quality Growth fund. This Fund invests in market-leading US companies with attractive growth potential, allowing our clients to capture wealth growth opportunities under different market conditions.”

Samuel Hui, Managing Director, Asia Pacific Global Wealth, Wellington Management: “We are excited to expand our relationship with DBS HK, a leading financial institution in Asia, to offer our funds to their retail clients in Hong Kong. We are committed to providing quality investment solutions to APAC wealth clients, sharing DBS HK’s vision of building enduring regional client relationships.”

Janet Perumal, Head of Asia Pacific & Head of Investments, APAC, Wellington Management: “Clients are seeking exposure to high-quality growth equities for capital appreciation and diversification benefits, given increased macro volatility and the broadening out of earnings growth in the US equity market. We believe a quality equity approach is particularly attractive, as it allows for dynamic positioning to navigate changing market conditions while balancing growth and valuation expectations. 

 

 

Wellington Management – Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 3,000 clients in more than 60 countries. The firm manages more than USD$1.2 trillion1 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. 

DBS – DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank’s “AA-” and “Aa1” credit ratings are among the highest in the world. 

 

 

$1.2 Trillion Asset Manager Wellington Management to Provide Retail Investors in Hong Kong & Singapore Access to $34 Billion Flagship Strategy Wellington Global Quality Growth Fund Investing in Global Equities with Emphasis of Balance of Growth, Valuation, Total Capital Return & Quality Attributes, Highly Concentrated High-Conviction Portfolio of 60-90 Stocks Managed by Equity Portfolio Manager Steve Angeli, Fund Launched in 2011 with 13-Year Track Record, Actively Managed & Seeks Long-Term Total Returns in Excess of MSCI All Country World Index 

16th December 2024 – Leading independent asset manager Wellington Management ($1.2 trillion AUM) has announced to provide retail investors in Hong Kong & Singapore with access to flagship strategy ($34 billion AUM) Wellington Global Quality Growth Fund investing in global equities with emphasis of balance of growth, valuation, total capital return & quality attributes, highly concentrated high-conviction portfolio of 60-90 stocks.  The fund is managed by Equity Portfolio Manager Steve Angeli, launched in 2011 with a 13-year track record.  The fund is actively managed & seeks long-term total returns in excess of the MSCI All Country World Index.   Wellington Management (16/12/24): “Wellington Management, one of the world’s largest independent asset managers with US$1.2 trillion assets under management, today announced that the Wellington Global Quality Growth Fund is now available to retail investors in Hong Kong and Singapore for the first time. Providing this flagship strategy in a vehicle designed for the advised retail channel in Hong Kong and Singapore will broaden access to the firm’s comprehensive UCITS range across equities, fixed income, and multi-asset.  The Wellington Global Quality Growth Fund is actively managed and seeks long-term total returns in excess of the MSCI All Country World Index. With a 13-year track record (the Fund was incepted in May 2011, whereas the inception date of the A share classes is 9 December 2024), the Fund invests in global equities, and its investment approach emphasises a balance of growth, valuation, total capital return, and quality attributes. The investment team continuously monitors and ranks companies according to these attributes, applying Wellington’s proprietary Global Cycle Index – a macroeconomic overlay aimed at helping the team understand where they are in the economic cycle, and allowing them to remain flexible across a multitude of market environments. Established in 2011, the Quality Growth platform manages over US$34 billion in assets as of end November 2024, including UCITS vehicles, segregated mandates and sub-advisory portfolios, for hundreds of clients across all regions and channels globally.  The registration of the Wellington Global Quality Growth Fund brings the total number of registered funds available to retail investors to 14 in Hong Kong and 13 in Singapore.  A concentrated, high-conviction portfolio of typically 60-90 stocks, the fund is managed by Steve Angeli, Equity Portfolio Manager, who is supported by a global team. They leverage Wellington’s extensive resources, including 55 global industry analysts, 13 macro strategists, and eight ESG analysts. The team uses Wellington’s proprietary Global Cycle Index (GCI) to assess the global economic cycle and tailor positioning. Amid a new economic regime of greater economic and market volatility, the portfolio management team can pivot towards factors that they believe would suit the prevailing economic backdrop, potentially driving greater upside capture, while mitigating downside risks during downturns.”  In 2024 April, 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.

 

Samuel Hui, Managing Director, Asia Pacific Global Wealth, Wellington Management: “Wealth management is one of the fastest-growing segments of both Wellington’s business globally and in Asia. We are building on growing interest in the strategy over the past decade from institutional and private bank clients – and extending access to retail investors in Hong Kong and Singapore … … The addition of Wellington Global Quality Growth Fund demonstrates our commitment to clients in further extending the firm’s institutional investment capabilities and range of solutions to retail investors in the region that meet their desired outcomes.”

Janet Perumal, Head of Asia Pacific & Head of Investments, APAC, Wellington Management: “As we approach 2025, we expect steady economic growth and low recession risk to support equities. Earnings growth is expected to broaden across various sectors and dispersion can potentially create a more positive environment. However, as volatility and event risks remain, there is clear demand for high-quality investment solutions to navigate these uncertain times, for which we are well-positioned to provide.”

 

Wellington ManagementWellington 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. The firm manages more than US$1.2 trillion (as of September 30, 2024) 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. 

 

 

$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 

Wellington Management Chisholm Elizabeth

26th April 2024 – 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.

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 

Wellington Management Dvorak Marketa

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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