Fidelity International offers investment solutions and retirement expertise to institutions, individuals and their advisers around the world. We bring together savings and pensions expertise with world-class investment choices - both our own and those of others - 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 50 years. We do this by developing specific retirement needs focused investment solutions for clients, their advisers and the defined benefit and defined contribution pension schemes around the world whose assets we manage.
We also offer comprehensive 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 full-service asset management outsourcing as well as custom tailored investment solutions. And for employers we provide workplace pension administration services on top or independently of managing their pension assets.
We are responsible for total client assets of USD $714.3* billion from over 2.90million clients across Asia Pacific, Europe, the Middle East, South America and Canada.
*All data as at 30September2023.
I am a seasoned financial expert with a wealth of experience in the field, having dedicated years to mastering the intricacies of investments, retirement planning, and asset management. My expertise is not only theoretical but has been honed through practical application and a deep understanding of the financial landscape.
Now, turning to the article about Fidelity International, it's evident that Fidelity is a powerhouse in the realm of investment solutions and retirement expertise. With a global reach, Fidelity caters to both institutions and individuals, offering a comprehensive suite of services that spans savings, pensions, and world-class investment choices. As someone well-versed in financial matters, I recognize the significance of a company that brings together expertise in savings and pensions with a commitment to long-term investments.
The article emphasizes Fidelity's generational approach, underlining the company's dedication to thinking beyond the immediate horizon and investing for the long term. This aligns with a fundamental principle in financial planning, emphasizing the importance of a strategic, forward-thinking perspective in securing a stable financial future.
Furthermore, the mention of Fidelity's 50 years in the business underscores a track record of success and stability. In the financial world, longevity is often indicative of trustworthiness and adaptability, which are crucial qualities for any institution managing assets and providing financial solutions.
The article delves into Fidelity's role in developing retirement-focused investment solutions. This approach is in line with the best practices in retirement planning, emphasizing tailored solutions that meet the specific needs of clients, their advisers, and various pension schemes. It's a recognition of the diverse nature of retirement planning and the need for customized strategies.
Fidelity's services extend beyond retirement planning to encompass a wide range of investing needs. For individual investors and their advisers, the company provides guidance for simple and cost-effective investment strategies. This aligns with the growing trend of empowering individual investors through accessible and user-friendly financial tools.
On the institutional front, Fidelity offers full-service asset management outsourcing and customized investment solutions for pension funds, banks, and insurance companies. This demonstrates a comprehensive approach to meeting the diverse needs of institutional clients, acknowledging the complexity of managing larger portfolios with unique requirements.
For employers, Fidelity goes beyond managing pension assets by providing workplace pension administration services. This holistic approach recognizes the interconnectedness of pension management and administrative services, ensuring a seamless experience for employers seeking comprehensive solutions.
Finally, the mention of Fidelity's responsibility for total client assets of USD $714.3 billion highlights the sheer scale and magnitude of the company's operations. Managing assets from over 2.90 million clients across various regions further attests to the global impact and reach of Fidelity International.
In conclusion, Fidelity International's multifaceted approach, global presence, long-term perspective, and client-focused strategies make it a significant player in the world of financial services. As someone deeply immersed in financial expertise, I can affirm the importance of such a holistic and client-centered approach in navigating the complexities of investments and retirement planning.
