Protect your loved ones’ future from life’s uncertainties
Founded in Edinburgh in 1908 to manage the assets of a closed-end mutual fund, the Straits
Mortgage & Trust Company (now Scottish Mortgage Investment Trust, and still a Baillie
Gifford client). In over 110 years, Baillie Gifford has become one of the United Kingdom’s
largest independent investment management firms, currently investing US$250bn on behalf of a
diversified global client base, remaining a privately-owned partnership throughout.
US$252 Billion in AUM as of Mar 2019
Tracing its history to 1928, Wellington is one of the largest independent investment
management firms in the world. With over US$1 trillion in assets under management, they
serve as a trusted investment adviser to more than 2,200 institutional clients and mutual
fund sponsors in over 60 countries. It has a lengthy history of managing savings and
retirement assets on behalf of banks, pension funds and insurers to meet their investment
needs that span 10 to 20 years or even longer.
US$1 Trillion in AUM as of Mar 2019