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About Fidelity

Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come.

As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for over 50 years.

" We are responsible for total client assets of €757.2* billion from over 2.82 million clients across Asia Pacific, Europe, the Middle East, South America and Canada"

*All data as at March 31, 2024

We offer our own investment solutions and access to those of others, and deliver services relating to investing; for individual investors and their advisers we provide guidance to help them invest in a simple and cost effective way.

For institutions including pension funds, banks and insurance companies we offer tailored investment solutions and full-service asset management outsourcing. And for employers we provide workplace pension administration services on top, or independently of, investment management.

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.

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.


Our investment approach

Investing requires a continuous research commitment to build a deep understanding of what is driving industries and individual businesses. This is where our global research capabilities with 416* investment professionals and research support staff around the world come in. Fidelity International is committed to generating proprietary insights and our analysts work together across asset classes, e.g. combining insights from equity, credit, macro and quantitative research, to form a 360° view on the health and prospects of companies.

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How we run our business

We believe that responsible investing - considering environmental, social and governance aspects - is essential in protecting and enhancing returns to our clients. We are stewards of our clients’ money and have an important role to play in improving the governance of the companies in which we invest our clients’ money – helping companies become better companies.

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

We train many of our portfolio 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.

It’s an approach that works: more than 100 awards across Europe and Asia in 2018 (to date) recognise the consistent strong achievements of our investment and client service teams.

*All data as at 31 December 2020