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


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.


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.


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.


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.


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.


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.


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.


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.

Use our interactive game to learn more about each step in the process

You scored


Test your knowledge by ordering each step one through to eight on the right. You’ll get two chances to score eight out of eight.

If you’re interested in a particular part of the process, you can click through to view the related graduate programme or internship.


Business opportunity identified

Fidelity is always looking for new business opportunities and we go about it in two ways. If we have the investment capability to launch a new product, we look to our Investment Team to determine how it could be worked into a new product. On the other side of things, our Sales and Marketing team speak to clients; listen to their requirements and spot gaps in the market place for a new product.

If this part of the process interests you, find out more about our Sales and Marketing or Business Management graduate programmes.

New fund designed, approved and created on system

Once an opportunity has been identified by the Sales or Investment teams, the Product Development team will progress its potential launch by analysing the competitive market, assessing its asset gathering potential and pulling together a business case for submission to the product review group. Once the new fund has been reviewed and formally approved by the product review group, it's set up on the Fidelity accounting system and in every country and currency that it wants to invest in.

If this part of the process interests you, find out more about our Business Management and Operational Management graduate programmes.

Fund launched with marketing campaign

With the new fund secured, we'll look to the Sales and Marketing team to launch it into market through as many channels as possible. That might include traditional advertising like specialist financial and general publications, mail shots to existing clients, poster campaigns, conference presentations and direct sales pitches. But we'll also make the most of new media and social networking platforms like Facebook, Twitter and various websites and blogs in order to reach the widest audience possible.

If this part of the process interests you, find out more about our Sales and Marketing or Business Management graduate programmes.

New client decides to invest in fund

As a result of our wide spread Sales and Marketing activity, a client will decide to invest in the new product. To do that means contacting our Customer Contact Centre and giving instructions on how much is to be invested and in which funds. Similarly, if a client wishes to redeem their holdings and withdraw their cash, they also call to speak to our Client Services teams. As often the only members of staff that a private investor will ever talk to, our Client Services teams are critical to our operation.

If this part of the process interests you, find out more about our Sales and Marketing graduate programme.

Customer account set up and checks completed

Before a new client can place a deal with Fidelity, our Accounts team need to set them up on our systems - allowing us to record their investment in the funds they wish to buy and account for the cash that they send us. It's also vital to carry out stringent checks as to where the money is coming from to ensure it is from a bona-fide source - a process carried out by our Anti Money Laundering Team

If this part of the process interests you, find out more about our Operational Management graduate programme.

New client monies invested in fund

Once the client is set up, the Dealing team uses the cash they've invested to buy units in the fund. The units are bought at the NAV (Net Asset Value) price calculated at close the previous working day and based on the value of the assets owned by the fund at that point. As part of our Broker Services, we also charge a one-off initial fee to the client in order to cover the cost of buying the stock in the market.

If this part of the process interests you, find out more about our Equity Research, Fixed Income, Fidelity Solutions graduate programmes.

Fund manager manages the fund

Every morning the Fund Manager gets a cash flow report. It's up to the Portfolio Services Group to make sure that new client money is invested promptly and that there is enough cash in the fund to pay clients if they want to redeem their existing holding in a fund. From there, the Fund Manager draws on insight provided by our in-house team of Research Analysts to decide which stocks to invest the client money in, or which to sell. It's then down to the Traders to take the stock purchases and sales transactions to market where funds are bought or sold at a Net Asset Value (NAV) price - a price calculated by our Accounting team based on the value of the assets owned by each fund.

If this part of the process interests you, find more out about:

Fund performance calculated and fees charged

The performance of the fund is calculated on a daily basis by our Investment Statistics group. They monitor a fund's long-term performance compared to both its Index and similar funds run by competitors. Each fund is charged an annual management fee that's taken from the total assets owned by the fund so that all clients invested in the fund are charged equally.

If this part of the process interests you, find out more about our Business Management graduate programme.

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.



Network with us