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 $279 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. 

In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. We are responsible for USD $83 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.

Find out more about our history

Our Investment approach

What is investment management

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 17,000 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.
  • Our industry-leading technology platform gives our investment professionals mobile access to aggregated modelling and forecasting tools, risk management, reporting, and allows them to place trades anytime from anywhere.

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.

Fidelity in your market

Asia-Pacific:

With roots stretching back to 1969, Fidelity is one of the most experienced global investment specialists in Asia-Pacific. From our first office in Tokyo, we have expanded into Australia, mainland China, Hong Kong, Korea, Singapore and Taiwan.

 

Australia

Our principal Australian office is in the thriving heart of the Sydney business district with views of the harbour. With over 120 employees across the main Sydney office and two smaller offices in Melbourne and Brisbane, including 16 investment professionals, the Australian business covers Equity Research, Australia specific business support functions and regional functions for Asia.

China

Our Shanghai and Beijing Representive office was established in 2004 and 2008 respectively.

FIL Technology (Dalian) Limited was Fidelity’s first wholly owned enterprise in Dalian, China. Established in 2007, the office initially served as a systems development centre to bolster our growing business in Asia-Pacific, with the focus on technology and web-based support and services. We’ve continued to expand in Dalian in recent years: the office is now our central regional service hub, supporting multiple business functions.

Hong Kong

Since 1981, Hong Kong has been the regional headquarters for our operations in Asia-Pacific (excluding Japan). We currently employ over 300 people from a wide range of backgrounds across Operations, Regional Functions, Equity Research and Fixed Income.

India

We founded Fidelity India in Gurgaon, Haryana in 2001 with 20 employees and a complete focus on systems development. Since then, its remit has expanded to include a Customer Services Centre for UK customers and processing capabilities for onshore and offshore clients and shared services. This growth helped us to develop niche capabilities like Investment Management research, product and planning, and analytics. We now have over 2200 employees working across our two India offices.

Established in 2004, our Mumbai office provides research services across a range of industry sectors to our Equity and Fixed Income Investment professionals in Asia.

Japan

With over 300 employees, Fidelity is one of the largest foreign asset management companies in Japan. The Tokyo office, established in 1969, is Fidelity’s first office in the international market. Initially it focused on research and fund management. Then, in the mid-1990s, it became a business distributing Fidelity funds through financial intermediaries, and offering investment management services to pension funds. We also have a direct business, selling funds directly to the Japanese investors.

Support and Oversight Functions

Our ambition is to be a leader and a trusted brand in the Japanese market. This requires us to build a reliable and service oriented organization that delivers the highest standards. There are a number of support functions which specifically service Japanese Clients. These include Client Services, Operations, Information Technology, Corporate Services, and Human Resources.

Korea

FIL Asset Management (Korea) Limited (“Fidelity Korea”) is the wholly owned Korean affiliate of FIL Limited, a world-recognised leader in fund management, and obtained an asset management license in December 2004 to manage assets for Korean investors.

Fidelity Korea brings to the Korean asset management industry, the extensive global experience and investment network of Fidelity International by providing Korean individual and institutional investors with a diverse range of investment products and world-class investment and advisory services.

We are committed to developing the Korean asset management industry by sharing global best practices with the local market. We've spent more than ten years watching, studying and investing passively in the Korean market. We are now an active participant in the asset management industry in Korea, working hand in hand with partners across the country in introducing new funds, hosting investment seminars and providing advisor training and education to distributors.

Singapore

We first established a presence in Singapore in 2003. Today, business operational teams and dedicated investment professionals are on the ground supporting growth in Singapore and South East Asia. This expansion has recently seen us relocate to new offices in Asia Square Tower on Marina Bay, one of Asia's greenest buildings.

Taiwan

Our Taipei office was established in 1986, making us one of the earliest foreign asset management groups to settle in Taiwan. The success of our business led us to expand into Kaohsiung and Taichung in mid-2000. Since then we have successfully created several funds denominated in NTD to meet the needs of Taiwan investors.

In 2002 we established FIL Securities (Taiwan) Limited as a brokerage firm through which investors can buy and sell a number of offshore and domestic funds offered by various companies. This “fund supermarket” provides Taiwan investors with the most comprehensive and reliable mutual fund investment services.

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.

It’s an approach that works: More than 200 awards across Europe and Asia in 2016 alone recognise the consistent strong achievements of our investment and client service teams. 

Our awards

Morningstar Awards: ‘Best Multi-Asset Fund House’

31x winner since 2008

Thomson Reuters Lipper Fund Awards 2016:

109 awards in 12 countries

Winner Top 25 Medium-Sized Undergraduate Schemes

Rate My Placement 2014/2015

Top Companies Banking & Finance

The Job Crowd 2014/2015

All data as at 31 December 2016.

 

 

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