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

UK

Our first UK office opened in London in 1973. We now have some 2,500 people working in three main offices at Lower Kingswood in Surrey, Hildenborough in Kent and Cannon Street in London.

Today London is our largest investment hub. We manage a broad range of asset classes and products, including equities, fixed income, real estate, cash, manager selection, and asset allocation funds. We also distribute the funds of other investment managers and offer market-leading account services through our FundsNetwork platform. Our bottom-up research-led investment approach gives our fund managers the freedom to express their own convictions in their portfolios. Every investment is made on its own merits after a thorough analysis of its fundamentals.

Ireland

Fidelity International has operated in Ireland since 2000 and is home to the Fidelity International Irish business (FIL Fund Management, FIL Life Insurance and FIL Transaction Services). Our core business activities are focused around the provision of Fund Accounting, Investment Operations, Treasury, Foreign exchange and Client Services.  

In support of our long term business objectives Fidelity International will open a new state of the art office in Dublin in Summer 2016, situated in George’s Quay the new office will become an important location for Shared Services and associated activities over time. The new office is in an excellent central location, well served by public transport links, making it ideal for existing and new employees.

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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