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Discover the strategy range

Access Wellington's cache of expertise
in tech and innovation.

Asia Technology strategy  FinTech strategy  Global Innovation strategy 
Find out more

Reboot your exposure,
invest in the tech driving disruption

Tech holds the key to WELLness in our lifetime.

Innovation's impact goes far beyond the technology itself. Join us and explore life's journey through the lens of WELL: Work, Experience, Life stages and Legacy.

Work
Experience
Life stages
Legacy

WORK. REIMAGINED

Creativity augmented by AI…

Work is about completing tasks, and technology has rapidly improved scale and efficiency.

Your future work life will see tech drive progress beyond our imagination, harnessing advances in automation, machine learning and much more.

Tech WELLcovered  |  Work

Available now!

Read our new insight to explore how tech is unlocking endless possibilities in the workplace.

READ MORE

EXPERIENCE. TRANSFORMED

Be in two places at once…

Experience refers to how we spend our time outside of work, and technology now offers you more options than ever before.

Workplace innovation will continue to expand your leisure time and technologies like 5G, AI and augmented reality will transform your experiences, enhancing everything from music and gaming to travel.

Tech WELLcovered  |  Experience

Available now!

Read our new insight and explore how fun is evolving through tech's disruption.

READ MORE

LIFE STAGES. FULFILLED

Untangling uncertainty with clarity…

Different life stages have different needs. In areas like health care, education and retirement planning, we’ve seen the status quo disrupted by innovation.

For the next phase, we expect technologies like AI and genomic sequencing to help you better fulfill your life’s aspirations.

Tech WELLcovered  |  Life stages

Available now!

Read our new insight and explore how tech is expanding your life's potential.

READ MORE

LEGACY. REDEFINED

Beyond the passing of wealth…

Legacy used to only mean the wealth you left behind. But today, it’s about what kind of world we are going to leave for our future generations.

Tech and innovation will have huge implications on the sustainability, diversity and equity of tomorrow.

Tech WELLcovered  |  Legacy

Available now!

Read our new insight to explore how tech is moulding our definition of legacy in this generation.

READ MORE
Work

WORK. REIMAGINED

Creativity augmented by AI…

Work is about completing tasks, and technology has rapidly improved scale and efficiency.

Your future work life will see tech drive progress beyond our imagination, harnessing advances in automation, machine learning and much more.

Tech WELLcovered  |  Work

Available now!

Read our new insight to explore how tech is unlocking endless possibilities in the workplace.

READ MORE
Experience

EXPERIENCE. TRANSFORMED

Be in two places at once…

Experience refers to how we spend our time outside of work, and technology now offers you more options than ever before.

Workplace innovation will continue to expand your leisure time and technologies like 5G, AI and augmented reality will transform your experiences, enhancing everything from music and gaming to travel.

Tech WELLcovered  |  Experience

Available now!

Read our new insight and explore how fun is evolving through tech's disruption.

READ MORE
Life stages

LIFE STAGES. FULFILLED

Untangling uncertainty with clarity…

Different life stages have different needs. In areas like health care, education and retirement planning, we’ve seen the status quo disrupted by innovation.

For the next phase, we expect technologies like AI and genomic sequencing to help you better fulfill your life’s aspirations.

Tech WELLcovered  |  Life stages

Available now!

Read our new insight and explore how tech is expanding your life's potential.

READ MORE
Legacy

LEGACY. REDEFINED

Beyond the passing of wealth…

Legacy used to only mean the wealth you left behind. But today, it’s about what kind of world we are going to leave for our future generations.

Tech and innovation will have huge implications on the sustainability, diversity and equity of tomorrow.

Tech WELLcovered  |  Legacy

Available now!

Read our new insight to explore how tech is moulding our definition of legacy in this generation.

READ MORE

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Compare our strategies

At Wellington, we believe our active and research-oriented approaches have tech WELLcovered and will enable us to uncover the opportunities that are most likely to have the potential to prosper and endure for the long term.

I want to…

Access the tech progress across Asia

Asia Technology strategy

This strategy offers access to a sector at the forefront of innovation in nearly every segment of the economy, is less concentrated in mega-tech names than many peers and has the potential to harness lesser-known opportunities through on-the-ground research in Asia.

Discover more
Invest in the growth of financial tech

FinTech strategy

With a long-term, pure-play approach to FinTech — focused on quality companies and managed by a highly experienced team with over two decades of experience investing in the sector, we believe this strategy offers differentiated exposure to enduring innovation and disruption.

Discover more
Extend exposure to innovation beyond tech

Global Innovation strategy

This strategy focuses on innovative companies, across sectors and geographies, with growth potential driven by differentiated product sets or seismic structural changes. We believe this offers compelling access to secular trends from machine learning to immuno-oncology to climate change.

Discover more

Wellington at work

Collaboration is Wellington's research edge. We pair deep research resources — industry research analysts — with independent portfolio teams operating in an entrepreneurial environment. Every portfolio manager has their own team, philosophy and process. But crucially, they draw on global and local expertise across the broad and deep research resources of the firm.

* The figures regarding investment staff do not include support staff and other employees. All figures as of December 2020.

0+

Investment professionals globally*

Our research resources

Asia Tech
FinTech
Global Innovation
Asia Technology strategy

Anita Killian, CFA, Tokyo
33 years
of experience

Yash Patodia, Singapore
13 years
of experience

4

Team members

21

Average years of experience

All figures as of December 2020

FinTech strategy

Bruce Glazer, Boston
28 years
of experience

5

Team members

19

Average years of experience

All figures as of December 2020

Global Innovation strategy

Michael Masdea, Boston
23 years
of experience

Brian Barbetta, Boston
13 years
of experience

2

Team members

19

Average years of experience

All figures as of December 2020

Asia Technology strategy
Asia Technology strategy

Anita Killian, CFA, Tokyo
33 years
of experience

Yash Patodia, Singapore
13 years
of experience

4

Team members

21

Average years of experience

All figures as of December 2020

FinTech strategy
FinTech strategy

Bruce Glazer, Boston
28 years
of experience

5

Team members

19

Average years of experience

All figures as of December 2020

Global Innovation strategy
Global Innovation strategy

Michael Masdea, Boston
23 years
of experience

Brian Barbetta, Boston
13 years
of experience

2

Team members

19

Average years of experience

All figures as of December 2020

Contact the team

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Transcript

New innovations are being adopted at extraordinary rates in places we may never have expected.

These fast-changing technologies will transform our lives in ways we’re only beginning to imagine.

Whether it’s the way we shop, work, exercise or eat, tech will permeate every element of our existence…

Even the humble ‘coffea plant’ has become part of the technology story.

Advanced chips planted in the soil of rural coffee farms can now deliver real-time data to drive efficiency and sustainability.

This is only the beginning. Digital innovations like the cloud, AI and the Internet of Things are transforming every stage of the supply chain, all the way to cutting-edge fintech enabling digital payments.

We all stand to benefit as widespread tech innovation creates investment opportunities while making the world a safer, more efficient, increasingly equitable and overall better place.

We believe asset owners need an approach with research depth that extends far beyond the tech sector though.

Tech investment teams must understand not just the underlying technology, but also the numerous markets it’s likely to impact.

As technology drives rapid disruption, investors will need strategies that are active, supported by the robust resources of a global firm, and positioned to help identify the companies that are most likely to endure for the long term.

Technology now offers exposure to many sectors, and what got us here is unlikely to get us where we’re going.

So as the world changes, we believe your tech exposure needs to evolve along with it.