About us


Who we are & what we do

Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals.

We invest USD $290 billion globally on behalf of clients in Asia Pacific, Europe, the Middle East, and South America. Our clients range from pension funds, central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. For institutional clients, we offer tailored investment solutions design and full-service asset management outsourcing.

In addition to asset management, we provide investment administration and guidance services for workplace benefit schemes, advisers and individuals in several countries, with USD $85 billion in assets under administration.

Our history

Established in 1969 as the international arm of Fidelity Investments, founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.

Our investment philosophy & approach

Building on active, bottom-up research, we create the competitive advantage that is able to deliver superior returns for our clients. Because markets are only semi-efficient, we act on intelligent insight:

  • We have one of the largest global research capabilities with over 400 investment professionals and research staff around the world.
  • We are committed to proprietary insights: Our portfolio managers have access to in-house research, unavailable to others, on 90% of our fund holdings.
  • Our analysts carry out their research on the ground – visiting the shop floor, speaking to customers, competitors, suppliers, and independent experts to form conviction.
  • Over the course of a year, our portfolio managers and analysts attend more than 16,000 company meetings – or one every 10 minutes on average.
  • Our analysts work together across asset classes, e.g. combining insights from equity and credit research, to form a 360° view on the health and prospects of companies.
  • In addition, our analysts commission ~250 bespoke surveys or reports a year to understand the market potential of companies’ product and service innovations.
  • Our industry-leading technology platform gives our investment professionals mobile access to all research and reporting in one place. This includes risk monitoring, unique modelling, and forecasting tools. Portfolio Managers are also able to initiate trades anytime from anywhere for execution by our 24-7 global trading team.

This is how we find growth opportunities or income streams that have not been priced in by the market – allowing us to consistently add value for our clients.

How we run our business

We train many of our fund managers through our rigorous Portfolio Manager Academy programme. New portfolio managers initially manage pilot funds to test their ideas with our own money first. To our clients we offer tried and tested funds as a matter of principle.

Our portfolio managers are compensated on their long-term performance so that client and manager time horizons and interests are aligned. The same is true for our management, whose shareholdings are for the duration of their careers with the company.

Our model of private, independent ownership ensures we always act in the best interest of our clients. It provides the long-term framework enabling us to invest heavily into technology and innovation to continually improve our performance in supporting the goals of our clients.

It’s an approach that works: More than 200 awards across Europe and Asia in the 2016 industry award season alone recognise the consistent strong achievements of our investment and client service teams. For example, we have won the Thomson Reuters Lipper ‘Best Overall Group’ award 36 times since 2002 in 13 countries.

All data as at 30 September 2016

Moments in our History

Moments in our History

We are private, independent and research-driven. Find out more about Fidelity’s heritage.

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