$1.2 Trillion Asset Manager Wellington Management to Provide Standard Chartered Private Bank & Retail Clients Access to Wellington Credit Total Return

Wellington Management Chisholm Elizabeth Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets? Caproasia - Learn more

Caproasia Access | Events | Summits | Register Events | The Financial Centre
The 2024 Investment Day | 2024 Family Office Summits | Family Office Circle

This site is for accredited investors, professional investors, investment managers and financial professionals only. You should have assets around $3 million to $300 million or managing $20 million to $3 billion.








$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 “

 



- Article continues below -
Quick Links, Ads & Announcements
Caproasia Access | Events | Summits | Register Events | The Financial Centre
The 2024 Investment Day | 2024 Family Office Summits | Family Office Circle

Sign Up
Basic Member: $5 Monthly | $60 Yearly
Newsletter Daily 2 pm (Promo): $20 Monthly | $180 Yearly (FP: $680)

The 2024 Investment Day
6th March Hong Kong | 13th March Singapore

Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Taking place on 6th March 2024 in Hong Kong, 13th March 2024 in Singapore.
Visit | Register here

The 2024 Family Office Summit
10th April Hong Kong | 24th April Singapore

Join 100+ single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here




 

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+ billion3 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$1.24 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. 




Managing $20 million to $3 billion. Investing $3 million to $300 million.
For Investment Managers, Hedge Funds, Boutique Funds, Private Equity, Venture Capital, Professional Investors, Family Offices, Private Bankers & Advisors, sign up today. Subscribe to Caproasia and receive the latest news, data, insights & reports, events & programs daily at 2 pm.

Join Events & Find Services
Join Investments, Private Wealth, Family Office events in Hong Kong, Singapore, Asia-wide. Find hard-to-find $3 million to $300 million financial & investment services at The Financial Centre | TFC. Find financial, investment, private wealth, family office, real estate, luxury investments, citizenship, law firms & more.  List hard-to-find financial & private wealth services.

Have a product launch? Promote a product or service? List your service at The Financial Centre | TFC. Join interviews & editorial and be featured on Caproasia.com or join Investments, Private Wealth, Family Office events. Contact us at [email protected] or [email protected]

Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets?


Quick Links Caproasia Access | Events | Summits | Register Events | The Financial Centre
The 2024 Investment Day | 2024 Family Office Summits | Family Office Circle

2021 Data Release
2020 List of Private Banks in Hong Kong
2020 List of Private Banks in Singapore
2020 Top 10 Largest Family Office
2020 Top 10 Largest Multi-Family Offices
2020 Report: Hong Kong Private Banks & Asset Mgmt - $4.49 Trillion
2020 Report: Singapore Asset Mgmt - $3.48 Trillion AUM


For Investors | Professionals | Executives
Latest data, reports, insights, news, events & programs
Everyday at 2 pm
Direct to your inbox
Save 2 to 8 hours per week. Organised for success

Register Below

For CEOs, Heads, Senior Management, Market Heads, Desk Heads, Financial Professionals, Investment Managers, Asset Managers, Fund Managers, Hedge Funds, Boutique Funds, Analysts, Advisors, Wealth Managers, Private Bankers, Family Offices, Investment Bankers, Private Equity, Institutional Investors, Professional Investors

Get Ahead in 60 Seconds. Join 10,000 +
Save 2 to 8 hours weekly. Organised for Success.

Sign Up / Register

    You are:
    InvestorProfessionalFamily OfficeExecutive

    Select:
    SubscriptionMembershipEvents

    Interests / Events / Summits / Roundtables / Networking:
    Professional InvestorPrivate WealthFamily OfficePrivate BankingWealth ManagementInvestmentsAlternativesPrivate MarketsCapital MarketsESG & SICEO & EntrepreneursTax, Legal & RisksHNW & UHNWs Insights

    Your Name*

    Company*

    Job Title*

    Email 1 (Work / Personal)*

    Email 2 (Work / Personal)

    Country




    Web links may be disabled on mobile for security.
    Please click on desktop.






    New to Caproasia
    Learn More | Sign Up | Subscribe | Register Events

    Caproasia Users
    • Manage $20 million to $3 billion of assets
    • Invest $3 million to $300 million
    • Advise institutions, billionaires, UHNWs & HNWs
    Caproasia Platforms | 11,000 Investors & Advisors
    • Caproasia.com
    • Caproasia Access
    • Caproasia Events
    • The Financial Centre | Find Services
    • Membership
    • Family Office Circle
    • Professional Investor Circle
    • Investor Relations Network
    Monthly Roundtable & Networking
    • Professional Investor
    • Family Office
    • HNW Partnership
    Family Office Programs
    • Family Office Circle
    • Family Office Networking
    • Family Office Roundtable
    • The Family Office Summit
    The 2024 Investment Day
    • March 2024 - Hong Kong
    • March 2024 - Singapore
    • June 2024 - Hong Kong
    • June 2024 - Singapore
    • Sept 2024 - Hong Kong
    • Sept 2024 - Singapore
    • Visit: The Investment Day | Register: Click here
    Caproasia Summits
    • The Investment Summit
    • The Private Wealth Summit
    • The Family Office Summit
    • The CEO & Entrepreneur Summit
    • The Capital Markets Summit
    • The ESG / Sustainable Investment Summit
    Contact Us For Enquiries, Membership
    [email protected], [email protected]

    For Listing, Subscription
    [email protected], [email protected]

    For Press Release, send to:
    [email protected]

    For Events & Webinars
    [email protected]

    For Media Kit, Advertising, Sponsorships, Partnerships
    [email protected]

    For Research, Data, Surveys, Reports
    [email protected]

    For General Enquiries
    [email protected]




    Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.

    Originally posted on: https://www.caproasia.com/2024/04/26/1-2-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-inves/?utm_source=rss&utm_medium=rss&utm_campaign=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-inves