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Fidelity International

Wealth Management,Asset Management

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. The firm combines asset management expertise with workplace and personal financial health solutions to build better financial futures.

Overview and Management

Establishment Year

1969

Mission

Our mission is to collaboratively build better financial futures for our clients. We believe in long-term investing to achieve sustainable outcomes while considering our societal and environmental impact.

Values

Integrity, Trust, Collaboration, Sustainability, Innovation

Investment Roles

Direct Investor,General Partner (GP)

Participant Demographics

Serving over 2.84 million clients, including central banks, sovereign wealth funds, financial institutions, insurers, wealth managers, private individuals, and pension schemes.

Generational Wealth Planning

Emphasis on long-term investments and generational planning, integrating sustainability into investment strategies.

Risk Tolerance

Focuses on sustainable investments with a balanced approach to risk and long-term value creation.

References or Case Studies

Team Experience

Notable Achievements

Over 50 years of operations with significant global presence and $925.7 billion in client assets.

Project Track Record

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

Regulated by Bermuda Monetary Authority

Compliance History

No major violations mentioned.

Email

Various emails available based on department (e.g., katie.jordan@fil.com, hannily.pavey@fil.com)

Phone Number

Various regional numbers provided. Example: UK - 07393 762 555

Address

London United Kingdom

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Frequently Asked Questions

What is Fidelity International's industry and products?

Fidelity International operates in the financial services industry, specifically in investment management and retirement savings. They offer a wide range of products including mutual funds, retirement plans, and asset management services for both individuals and institutions.

Who are Fidelity International's customers?

Fidelity International serves a diverse client base globally, including central banks, sovereign wealth funds, large corporations, financial institutions, insurers, wealth managers, and private individuals.

What is a notable fact about Fidelity International's history?

Fidelity International was established in 1969 as the international arm of Fidelity Investments but became an independent entity in 1980. It is now owned mainly by management and members of the founding family.