Asset Owner Directory

Wellcome Trust

Wellcome is a politically and financially independent global charitable foundation. Their strategy includes grant funding, advocacy campaigns and partnerships to find solutions for today’s urgent health challenges.


United Kingdom

AUM ($B)




Chief Executive

Peter Pereira-Gray

Chief Investment Officer

Nick Moakes


Julia Gillard

Asset allocation
44.9% of assets are managed inhouse and 46.1% is managed externally (the rest is cash and bonds)

44.8% Public Markets

29% Private Equity

11.2% Hedge Funds

6% Property

9% Cash and Bonds related articles
Investor Profile

External equity: A worry at Wellcome

The £26.8 billion Wellcome Trust continues to reduce its allocation to external equities managers as the investment committee focuses on currency exposures, ESG and hedge funds,the impact of low interest rates and the position of the credit cycle in 2020.
Real Estate

Post-Brexit uncertainty reigns

‘Selective optimism’ in UK real estate, infrastructure and other assets characterises investors across Europe as they scramble to tell the genuine opportunities from fool’s gold following Brexit.

G7 agreement shows benefits of engaging policymakers

Fiona Reynolds, managing director at the Principles for Responsible Investment (PRI) discusses why it’s in everyone’s interests for more investor voices to be heard between now and November before the world’s nations converge at COP21 in Paris.   The announcement that the G7 leading industrial nations have agreed to cut greenhouse gases by phasing out the use of […]