Tracing its roots to 1928, Wellington Management is among the largest global independent investment management firms as well as one of the world’s largest active managers of nonprofit assets. Wellington’s singular focus is investments — from global equities, fixed income, to hedge funds and alternative investments. We describe ourselves as a federation of boutiques that create solutions designed to respond to specific client needs. Wellington’s most distinctive strength is its proprietary, independent research, which is shared across all areas of the organization and used only for managing our clients’ portfolios to achieve their investment goals and objectives.
Hamilton Lane is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm employs 575+ professionals in 21 global offices with approximately $107 billion in discretionary assets under management and oversight of an additional $717 billion in advisory assets, as of September 30, 2022.
Hamilton Lane’s customizable suite of services and solutions creates flexibility to help meet the strategic objectives and investment goals of an investor’s profile, whether a client is new to the asset class or a mature private markets investor. The firm’s dedicated global relationship management and client service teams leverage the entire Hamilton Lane platform to align their expertise with their clients’ needs and help to achieve their investment goals. In doing so, they provide a wide array of discretionary and non-discretionary services tailored to address the needs of their clients, including strategic portfolio planning, due diligence, legal, monitoring and reporting, board presentations, performance analysis and benchmarking.
In order to ensure broad market knowledge and access, Hamilton Lane has amassed critical resources to help provide a full-service private markets suite to their clients and investors.
This includes:
- Global market coverage on a local level, including managers and clients
- Recognition as one of the largest allocators of private markets capital
- Extensive and high-quality deal flow from the broad Hamilton Lane network
- Substantial capital investment capacity for subsequent fundraising
- Significant resources including 100+ dedicated investment professionals and an experienced Investment Committee
- Broad and expansive platform and organization, bringing substantial resources and experience