Fidelity International: Arm Or Affiliate Of Fidelity Investments?

is fidelity international part of fidelity investments

Fidelity International is a company that provides investment management services, including mutual funds, pension management, and fund platforms to private and institutional investors. It was established in 1969 as the international investment subsidiary of Fidelity Investments, founded in Boston in 1946, before becoming an independent business in 1980. Fidelity International handles investments for clients in Europe, Canada, EMEA, and Asia, while the US-based Fidelity Management and Research handles investments for clients in the USA.

Characteristics Values
Founding Date 1969
Founding Location Boston
Independence Became independent of the US organisation in 1980
Ownership Private, owned mainly by management and members of the original founding family
Number of Clients 2.84 million
Total Client Assets £682.1 billion or USD $862.0 billion
Client Regions UK, Continental Europe, Asia Pacific, Canada, EMEA, Europe, the Middle East, South America

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Fidelity International was established in 1969 as the international arm of Fidelity Investments

Fidelity International, or FIL, is a company that provides investment management services, including mutual funds, pension management, and fund platforms to private and institutional investors. The company has a global presence, with offices in 24 countries around the world, including the UK, Australia, China, India, and the US.

Fidelity International offers investment solutions and retirement expertise to institutions, individuals, and their advisors. The company takes a long-term approach to investing and has been helping clients save for retirement and other long-term investment objectives for over 50 years.

As of 2018, London is the company's largest research and investment hub, and the UK is its biggest market. Fidelity International handles investments for clients in Europe, Canada, EMEA, and Asia, while the US-based Fidelity Management and Research handles investments for clients in the USA. The company is committed to responsible and ethical investing, taking into account Environmental, Social, and Governance (ESG) aspects.

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Fidelity International became independent of the US organisation in 1980

Fidelity International was established in 1969 as the international investment subsidiary of Fidelity Investments, founded in Boston in 1946. Fidelity International became an independent business in 1980, separating from the US organisation. This move allowed Fidelity International to operate as a private, employee-owned company, with ownership mainly held by management and members of the original founding family.

Since its independence, Fidelity International has expanded its global presence, opening offices in Tokyo, London, Hong Kong, Taipei, Amsterdam, India, and China. As of 2013, the company employs over 7,000 people in 24 countries, with London serving as its largest research and investment hub.

Fidelity International provides investment management services, including mutual funds, pension management, and fund platforms, to both private and institutional investors. The company offers its own investment funds and access to those of others, catering to clients in Europe, Canada, EMEA, Asia, and other regions.

Fidelity International's business model focuses on long-term investing, helping clients save for retirement, and providing retirement expertise to institutions, individuals, and their advisors. The company's diverse businesses and independence give it insight into the entire market and the stability needed for long-term decision-making.

Fidelity International's approach to investing involves finding growth opportunities and income streams that have not been priced in by the market, allowing it to add value for its clients consistently. The company's research capabilities are supported by a large team of investment professionals and research staff located worldwide.

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Fidelity International offers investment solutions and retirement expertise to clients worldwide

Fidelity International is an independent company that was established in 1969 as the international investment subsidiary of Fidelity Investments, which is based in Boston. Fidelity International became independent of the US organisation in 1980 and is today mainly owned by its management and members of the original founding family. The company provides investment management services, including mutual funds, pension management, and fund platforms to private and institutional investors.

Fidelity International has over 7,000 employees in 24 countries around the world, including Australia, Austria, Belgium, Bermuda, Brazil, China, Dubai, France, Germany, India, Ireland, Italy, Japan, Korea, Luxembourg, the Netherlands, Poland, Singapore, Spain, Sweden, Switzerland, Taiwan, Tunisia, and the UK. As of June 30, 2018, London is the company's largest research and investment hub, and the UK is its biggest market.

For institutions, including pension funds, banks, and insurance companies, Fidelity International offers tailored investment solutions and full-service asset management outsourcing. The company also provides workplace pension administration services on top of, or independently from, investment management. With over 400 investment professionals and research staff around the world, Fidelity International has some of the largest research capabilities globally.

Fidelity International's portfolio managers have access to in-house research and proprietary insights on 90% of the company's fund holdings. The company's analysts carry out their research on the ground, visiting shop floors, speaking to customers, competitors, suppliers, and independent experts. The company's portfolio managers and analysts attend over 16,000 company meetings a year, or one every eight minutes on average.

Fidelity International is committed to responsible investing, taking into account environmental, social, and governance (ESG) aspects. The company believes that responsible investing is essential to protecting and enhancing returns for its clients. As a result, Fidelity International has been rated A+ by the Principles for Responsible Investing (PRI).

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Fidelity International handles investments for clients outside the USA, while Fidelity Management and Research handles US-based clients

Fidelity International is a company that provides investment management services, including mutual funds, pension management, and fund platforms to private and institutional investors. It was established in 1969 as the international investment subsidiary of Fidelity Investments, based in Boston, before becoming an independent business in 1980.

Fidelity International is now a separate entity from Fidelity Investments, owned mainly by management and members of the original founding family. It is a private company, thinking generationally and investing for the long term. Fidelity International offers investment solutions and retirement expertise to institutions, individuals, and their advisors, helping them build better futures.

Fidelity International's clients are based in Asia Pacific, Europe, the Middle East, South America, and Canada. The company has offices in several countries, including Australia, Austria, Belgium, Bermuda, Brazil, China, Dubai, France, Germany, India, Ireland, Italy, Japan, Korea, Luxembourg, the Netherlands, Poland, Singapore, Spain, Sweden, Switzerland, Taiwan, Tunisia, the UK, and the US.

On the other hand, Fidelity Management and Research, based in Boston, handles investments for clients in the USA. Fidelity Management and Research was founded in 1946 and is the parent company of Fidelity Investments.

In summary, Fidelity International handles investments for clients outside the USA, while Fidelity Management and Research focuses on serving US-based clients. This division of responsibilities allows the companies to provide tailored investment solutions to their respective client bases, with Fidelity International catering to international markets and Fidelity Management and Research catering to the domestic US market.

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Fidelity International is a private company, owned by management and the founding family

Fidelity International is a private company, established in 1969 as the international arm of Fidelity Investments, which is based in Boston and was founded 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.

Fidelity International has been operating for over 50 years, providing world-class investment solutions and retirement expertise to institutions, individuals and their advisers. The company helps clients to save for retirement and other long-term investment objectives. As of 30 June 2024, Fidelity International was responsible for total client assets of £682.1 billion from over 2.84 million clients across the UK, Continental Europe and Asia Pacific.

Fidelity International offers its own investment solutions and access to those of others. For individual investors and their advisers, the company provides guidance to help them invest in a simple and cost-effective way. For institutions, including pension funds, banks and insurance companies, Fidelity International offers tailored investment solutions and full-service asset management outsourcing. The company also provides workplace pension administration services for employers, either on top of or independently of investment management.

Fidelity International's approach to investing has resulted in numerous industry accolades. The company continues to improve and innovate, remaining committed to translating this recognition into helping its customers grow their potential investments.

Frequently asked questions

Fidelity International was established in 1969 as the international investment subsidiary of Fidelity Investments in Boston, US. However, it became independent in 1980 and is today mainly owned by management and members of the original founding family.

Fidelity International has a global presence with offices in 24 countries, including Australia, Austria, Belgium, Bermuda, Brazil, China, Dubai, France, Germany, India, Ireland, Italy, Japan, Korea, Luxembourg, Netherlands, Poland, Singapore, Spain, Sweden, Switzerland, Taiwan, Tunisia, and the UK, Canada, EMEA and Asia.

Fidelity International provides investment management services, including mutual funds, pension management, and fund platforms to private and institutional investors. They also offer retirement expertise and investment solutions to institutions, individuals, and their advisors.

Fidelity Investments Canada Limited is one of the non-US entities of Fidelity International, offering products and services designed specifically for overseas investors.

Established in 1969, Fidelity International became independent of the US organisation in 1980. It has since expanded globally, opening offices in Tokyo, London, Hong Kong, Taipei, Amsterdam, India, and China. As of 2013, Fidelity International employed over 7,000 people worldwide and managed or administered over US$663 billion on behalf of its clients.

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