Making your life easier and your firm more efficient – while providing a great end-investor experience for your clients – is at the heart of what we stand for. Over the last few years, we’ve transformed our platform through a multi-million-pound investment programme. Helping you conduct your business effectively and efficiently has been at the heart of every decision we’ve made, and will continue to be so – because we want you to have a great experience every time we work together.

A service you can rely on
We’re proudly independent of banks and large financial institutions, with no shareholders demanding short-term results. This means we never have to compromise on delivering our goals, and can act in the long-term interests of both you and your clients. Fidelity has been in the asset management market for over half a century and manages over $780.7 billion in client assets.* This adds stability to our own balance sheet and high liquidity, so you know your clients’ money is in expert hands.

^{*Source: Fidelity International as at 30 September 2021 - includes Fidelity Canada assets}